Element SolutionsESI
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
18% more repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 123
5.99% more ownership
Funds ownership: 90.52% [Q4 2024] → 96.51% (+5.99%) [Q1 2025]
3% less funds holding
Funds holding: 372 [Q4 2024] → 359 (-13) [Q1 2025]
5% less capital invested
Capital invested by funds: $5.58B [Q4 2024] → $5.29B (-$281M) [Q1 2025]
11% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 65
57% less call options, than puts
Call options by funds: $7.09M | Put options by funds: $16.6M
67% less funds holding in top 10
Funds holding in top 10: 3 [Q4 2024] → 1 (-2) [Q1 2025]
Research analyst outlook
9 Wall Street Analysts provided 1 year price targets over the past 3 months
9 analyst ratings
Mizuho John Roberts | 14%upside $24 | Outperform Maintained | 13 Jun 2025 |
Goldman Sachs Duffy Fischer | 14%upside $24 | Neutral Maintained | 28 Apr 2025 |
Barclays Michael Leithead | 29%upside $27 | Overweight Maintained | 28 Apr 2025 |
BMO Capital Bhavesh Lodaya | 43%upside $30 | Outperform Maintained | 25 Apr 2025 |
Seaport Global Michael Harrison | 48%upside $31 | Buy Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 3 articles about ESI published over the past 30 days









