Element Solutions
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 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
500% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 6 (+5) [Q2]
16% more repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 118
3.06% more ownership
Funds ownership: 96.68% [Q1] → 99.74% (+3.06%) [Q2]
3% more capital invested
Capital invested by funds: $5.3B [Q1] → $5.48B (+$176M) [Q2]
6% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 69
3% less funds holding
Funds holding: 363 [Q1] → 353 (-10) [Q2]
80% less call options, than puts
Call options by funds: $613K | Put options by funds: $3.05M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
5 analyst ratings
|
Fermium Research
Frank Mitsch
|
$30
|
Buy
Initiated
|
17 Sep 2025 |
|
Keybanc
Aleksey Yefremov
|
$30
|
Overweight
Maintained
|
1 Aug 2025 |
|
UBS
Joshua Spector
|
$30
|
Buy
Maintained
|
31 Jul 2025 |
|
Goldman Sachs
Duffy Fischer
|
$27
|
Neutral
Maintained
|
16 Jul 2025 |
|
Mizuho
John Roberts
|
$27
|
Outperform
Maintained
|
15 Jul 2025 |
Financial journalist opinion
Based on 4 articles about ESI published over the past 30 days
