Element Solutions (ESI)

• Market cap: $4.52B
• 1 day: 3.56%
• 5 days: -1.43%
• 1 month: -27.22%
• 3 months: -28.69%
• 6 months: -24.35%
• Year to date: -25.94%
• 1 year: -21.35%
• 5 years: 110.38%
• 10 years: -32.97%
• Sector: Materials
• Industry: Specialty Chemicals

About: Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company's reportable segments are Electronics and Industrial & Specialty. The Electronics segment, which generates maximum revenue, researches, formulates, and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging. This segment's wet chemicals for metallization, surface treatments, and solderable finishes form the physical circuitry pathways, and its assembly materials, such as solder, pastes, fluxes, and adhesives, join those pathways together.

Employees: 5,300

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

2,012% more call options, than puts

Call options by funds: $24.4M | Put options by funds: $1.16M

138% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 32

26% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 115

12% more funds holding

Funds holding: 332 [Q3] → 371 (+39) [Q4]

0.75% less ownership

Funds ownership: 91.27% [Q3] → 90.52% (-0.75%) [Q4]

7% less capital invested

Capital invested by funds: $6B [Q3] → $5.57B (-$426M) [Q4]

40% less funds holding in top 10

Funds holding in top 10: 5 [Q3] → 3 (-2) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $24 29% upside
• Avg. target: $27 45% upside
• High target: $31 66% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Seaport Global Michael Harrison 33% 1-year accuracy 5 / 15 met price target	66% upside $31	Buy Maintained	21 Apr 2025
B of A Securities Steve Byrne 46% 1-year accuracy 12 / 26 met price target	29% upside $24	Buy Upgraded	15 Apr 2025
UBS Joshua Spector 25% 1-year accuracy 13 / 52 met price target	34% upside $25	Buy Maintained	15 Apr 2025
Keybanc Aleksey Yefremov 22% 1-year accuracy 25 / 112 met price target	50% upside $28	Overweight Maintained	14 Apr 2025
Truist Securities Peter Osterland 0% 1-year accuracy 0 / 13 met price target	29% upside $24	Buy Upgraded	14 Apr 2025