Element Solutions Inc. (ESI) reported first-quarter 2026 results with revenue of $840 million, up 41.5% year over year and above the consensus revenue estimate of $717.6 million.
Cash flow and balance-sheet highlights include:
In short, Element Solutions (ESI) delivered a solid top-line beat and a large improvement in operating profit, while net income and diluted EPS declined and operating cash flow weakened. The stock moved about 4.18% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Element Solutions Inc. Insider Trading Activity
Element Solutions Inc. insiders have traded $ESI stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $ESI stock by insiders over the last 6 months:
- IAN G H ASHKEN sold 292,000 shares for an estimated $7,884,000
- E STANLEY ONEAL has made 0 purchases and 3 sales selling 200,641 shares for an estimated $7,126,768.
- BENJAMIN GLIKLICH (CEO) sold 170,000 shares for an estimated $6,340,999
- CAREY J. DORMAN (Pdt Enterprise Ops and CFO) sold 97,500 shares for an estimated $3,399,824
- MATTHEW LIEBOWITZ (President, Specialties) sold 37,000 shares for an estimated $984,200
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Element Solutions Inc. Hedge Fund Activity
We have seen 203 institutional investors add shares of Element Solutions Inc. stock to their portfolio, and 187 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 7,323,971 shares (-74.6%) from their portfolio in Q4 2025, for an estimated $183,026,035
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 2,187,073 shares (-76.7%) from their portfolio in Q4 2025, for an estimated $54,654,954
- INVESCO LTD. added 2,146,512 shares (+43.6%) to their portfolio in Q4 2025, for an estimated $53,641,334
- JAIN GLOBAL LLC added 1,525,195 shares (+253.3%) to their portfolio in Q4 2025, for an estimated $38,114,623
- VICTORY CAPITAL MANAGEMENT INC added 1,511,430 shares (+4492.3%) to their portfolio in Q4 2025, for an estimated $37,770,635
- AMERICAN CENTURY COMPANIES INC removed 1,478,595 shares (-35.2%) from their portfolio in Q4 2025, for an estimated $36,950,089
- BOSTON PARTNERS added 1,163,766 shares (+inf%) to their portfolio in Q4 2025, for an estimated $29,082,512
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Element Solutions Inc. Analyst Ratings
Wall Street analysts have issued reports on $ESI in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 01/12/2026
- BMO Capital issued a "Outperform" rating on 11/05/2025
To track analyst ratings and price targets for Element Solutions Inc., check out Quiver Quantitative's $ESI forecast page.
Element Solutions Inc. Price Targets
Multiple analysts have issued price targets for $ESI recently. We have seen 7 analysts offer price targets for $ESI in the last 6 months, with a median target of $37.0.
Here are some recent targets:
- David Silver from Freedom Capital Markets set a target price of $41.0 on 03/27/2026
- Aleksey Yefremov from Keybanc set a target price of $36.0 on 02/19/2026
- Peter Osterland from Truist Securities set a target price of $38.0 on 02/19/2026
- Joshua Spector from UBS set a target price of $43.0 on 02/19/2026
- John Roberts from Mizuho set a target price of $35.0 on 02/18/2026
- Bhavesh Lodaya from BMO Capital set a target price of $37.0 on 02/18/2026
- Steve Byrne from B of A Securities set a target price of $33.0 on 01/26/2026
