Element Solutions Inc. $ESI Shares Sold by SG Capital Management LLC

SG Capital Management LLC lessened its position in shares of Element Solutions Inc. (NYSE:ESI) by 11.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 1,025,797 shares of the company’s stock after selling 133,446 shares during the quarter. Element Solutions comprises approximately 2.3% of SG Capital Management LLC’s portfolio, making the stock its 15th largest position. SG Capital Management LLC owned about 0.42% of Element Solutions worth $25,819,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in ESI. Farther Finance Advisors LLC raised its position in Element Solutions by 154.8% in the third quarter. Farther Finance Advisors LLC now owns 1,116 shares of the company’s stock valued at $28,000 after purchasing an additional 678 shares during the period. Elevation Point Wealth Partners LLC purchased a new stake in Element Solutions in the 2nd quarter valued at about $26,000. First Horizon Advisors Inc. lifted its position in Element Solutions by 710.1% in the second quarter. First Horizon Advisors Inc. now owns 1,288 shares of the company’s stock valued at $29,000 after buying an additional 1,129 shares during the last quarter. SJS Investment Consulting Inc. boosted its stake in Element Solutions by 6,693.1% during the third quarter. SJS Investment Consulting Inc. now owns 1,970 shares of the company’s stock worth $50,000 after buying an additional 1,941 shares during the period. Finally, Salomon & Ludwin LLC acquired a new stake in shares of Element Solutions during the third quarter valued at about $56,000. 92.32% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Element Solutions

In related news, insider Matthew Liebowitz sold 37,000 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The stock was sold at an average price of $26.60, for a total value of $984,200.00. Following the completion of the transaction, the insider directly owned 117,393 shares of the company’s stock, valued at $3,122,653.80. This represents a 23.96% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Company insiders own 6.90% of the company’s stock.

Wall Street Analyst Weigh In

ESI has been the topic of several recent analyst reports. CJS Securities upgraded shares of Element Solutions to a “strong-buy” rating in a report on Thursday, December 11th. BMO Capital Markets raised their price target on Element Solutions from $35.00 to $37.00 and gave the stock an “outperform” rating in a research report on Wednesday. Truist Financial lifted their price objective on Element Solutions from $30.00 to $33.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. UBS Group increased their target price on Element Solutions from $33.00 to $34.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Finally, Mizuho boosted their price target on shares of Element Solutions from $29.00 to $35.00 and gave the stock an “outperform” rating in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $32.50.

Element Solutions Stock Performance

Shares of Element Solutions stock opened at $33.70 on Thursday. The business has a 50-day simple moving average of $28.29 and a 200-day simple moving average of $26.63. The company has a debt-to-equity ratio of 0.61, a quick ratio of 3.28 and a current ratio of 4.05. Element Solutions Inc. has a one year low of $16.77 and a one year high of $35.18. The company has a market cap of $8.16 billion, a PE ratio of 42.66, a P/E/G ratio of 1.37 and a beta of 1.28.

Element Solutions (NYSE:ESI) last posted its quarterly earnings results on Tuesday, February 17th. The company reported $0.37 EPS for the quarter, topping the consensus estimate of $0.36 by $0.01. Element Solutions had a net margin of 7.48% and a return on equity of 13.89%. The company had revenue of $676.20 million during the quarter, compared to analysts’ expectations of $632.40 million. During the same quarter in the previous year, the business posted $0.35 EPS. The firm’s revenue was up 8.3% on a year-over-year basis. On average, equities research analysts forecast that Element Solutions Inc. will post 1.45 EPS for the current fiscal year.

Element Solutions Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Stockholders of record on Monday, March 2nd will be issued a $0.08 dividend. The ex-dividend date is Monday, March 2nd. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.9%. Element Solutions’s dividend payout ratio is presently 40.51%.

Element Solutions News Roundup

Here are the key news stories impacting Element Solutions this week:

• Positive Sentiment: Revenue and segment strength — Element reported Q4 revenue of $676.2M, up ~8% YoY, led by Electronics; revenue beat consensus and management cited datacenter/high-performance computing demand as a driver. Element Solutions Q4 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Management commentary & outlook — Company press release and earnings highlights describe a “record year” in 2025 and management provided a 2026 EBITDA outlook that supports expectations for continued profitability improvement. Press Release — Q4 and Full-Year Results
• Positive Sentiment: Analyst support — Mizuho raised its price target to $35 and reiterated an Outperform, joining other buy/outperform views; upgrades/target lifts are supporting near-term sentiment. Mizuho price target raise
• Neutral Sentiment: Earnings call / transcript available — Investors can review management’s detailed commentary and slides to parse recurring vs. one‑time items. Earnings Call Transcript Conference Call / Slides
• Negative Sentiment: EPS / profitability headline risk — Some summaries show a large year-over-year drop in GAAP net income and diluted EPS (reporting differences/one‑offs), and operating profit declined; this creates ambiguity about underlying margin trends. Revenue Beats, EPS Misses (Quiver)
• Negative Sentiment: Insider selling — Recent insider sales by multiple executives are disclosed in filings and flagged by data providers; this can be a headwind for sentiment if perceived as lack of insider conviction. Insider Trading / Filings

Element Solutions Company Profile

Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company’s solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives.

In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies.