Element Solutions (NYSE:ESI) Releases Quarterly Earnings Results

Element Solutions (NYSE:ESI) posted its quarterly earnings data on Tuesday. The company reported $0.37 earnings per share for the quarter, topping analysts’ consensus estimates of $0.36 by $0.01, Zacks reports. The business had revenue of $676.20 million for the quarter, compared to analyst estimates of $632.40 million. Element Solutions had a return on equity of 13.89% and a net margin of 7.48%.The company’s revenue was up 8.3% on a year-over-year basis. During the same quarter in the prior year, the company earned $0.35 earnings per share.

Element Solutions Stock Performance

NYSE ESI opened at $33.70 on Thursday. The company has a fifty day moving average of $28.29 and a two-hundred day moving average of $26.63. The company has a market capitalization 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 has a 1 year low of $16.77 and a 1 year high of $35.18. The company has a debt-to-equity ratio of 0.61, a current ratio of 4.05 and a quick ratio of 3.28.

Element Solutions Dividend Announcement

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

Element Solutions News Summary

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

Analyst Ratings Changes

Several equities research analysts have weighed in on ESI shares. BMO Capital Markets upped their price target on Element Solutions from $35.00 to $37.00 and gave the stock an “outperform” rating in a report on Wednesday. Bank of America raised their target price on shares of Element Solutions from $31.00 to $33.00 and gave the company a “buy” rating in a report on Monday, January 26th. UBS Group lifted their price target on shares of Element Solutions from $33.00 to $34.00 and gave the stock a “buy” rating in a research note on Monday, January 12th. Truist Financial increased their price objective on shares of Element Solutions from $30.00 to $33.00 and gave the company a “buy” rating in a research report on Wednesday, January 21st. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of Element Solutions in a research note on Wednesday, January 21st. Two equities research 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 stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $32.50.

Insider Buying and Selling at Element Solutions

In related news, insider Matthew Liebowitz sold 37,000 shares of the firm’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 transaction of $984,200.00. Following the transaction, the insider owned 117,393 shares in the company, valued at $3,122,653.80. This trade represents a 23.96% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Insiders own 6.90% of the company’s stock.

Institutional Investors Weigh In On Element Solutions

Several large investors have recently modified their holdings of ESI. Invesco Ltd. raised its position in Element Solutions by 68.6% in the 3rd quarter. Invesco Ltd. now owns 4,922,726 shares of the company’s stock valued at $123,905,000 after purchasing an additional 2,003,724 shares during the last quarter. Scopus Asset Management L.P. boosted its stake in shares of Element Solutions by 134.6% during the second quarter. Scopus Asset Management L.P. now owns 3,426,156 shares of the company’s stock worth $77,602,000 after buying an additional 1,965,691 shares during the period. Jain Global LLC grew its holdings in shares of Element Solutions by 253.3% during the fourth quarter. Jain Global LLC now owns 2,127,297 shares of the company’s stock worth $53,161,000 after buying an additional 1,525,195 shares during the last quarter. Victory Capital Management Inc. increased its position in Element Solutions by 4,492.3% in the 4th quarter. Victory Capital Management Inc. now owns 1,545,075 shares of the company’s stock valued at $38,611,000 after acquiring an additional 1,511,430 shares during the period. Finally, Merewether Investment Management LP acquired a new position in Element Solutions in the 2nd quarter valued at about $28,031,000. 92.32% of the stock is owned by institutional investors and hedge funds.

About Element Solutions

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.