Element Solutions Inc. (ESI) reported fourth-quarter 2025 results. Revenue was $676.2 million, up 8.3% year over year, and gross profit totaled $276.6 million, up 8.1%. Operating profit declined 6.9% to $69.7 million, while net income attributable to common shareholders fell 88.9% to $6.1 million. Diluted earnings per share was $0.03, down 87.0% year over year.
Key highlights versus expectations:
Balance sheet and cash flow snapshot:
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 6 times in the past 6 months. Of those trades, 0 have been purchases and 6 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
- BENJAMIN GLIKLICH (President and CEO) sold 117,637 shares for an estimated $3,124,438
- MATTHEW LIEBOWITZ (President, Specialties) has made 0 purchases and 2 sales selling 87,000 shares for an estimated $2,311,700.
- JOHN EDWARD CAPPS (EVP, General Counsel & Sec.) sold 77,674 shares for an estimated $2,079,332
- CAREY J. DORMAN (EVP, CFO) sold 40,725 shares for an estimated $1,085,728
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Element Solutions Inc. Hedge Fund Activity
We have seen 201 institutional investors add shares of Element Solutions Inc. stock to their portfolio, and 209 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GATES CAPITAL MANAGEMENT, INC. removed 2,448,502 shares (-36.7%) from their portfolio in Q3 2025, for an estimated $61,628,795
- 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 2,003,724 shares (+68.6%) to their portfolio in Q3 2025, for an estimated $50,433,733
- MILLENNIUM MANAGEMENT LLC removed 1,801,964 shares (-66.9%) from their portfolio in Q3 2025, for an estimated $45,355,433
- 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
- MEREWETHER INVESTMENT MANAGEMENT, LP removed 1,237,554 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $31,149,234
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Element Solutions Inc. Analyst Ratings
Wall Street analysts have issued reports on $ESI in the last several months. We have seen 5 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
- Truist Securities issued a "Buy" rating on 10/30/2025
- Keybanc issued a "Overweight" rating on 10/30/2025
- Mizuho issued a "Outperform" rating on 10/03/2025
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 $33.0.
Here are some recent targets:
- Steve Byrne from B of A Securities set a target price of $33.0 on 01/26/2026
- Peter Osterland from Truist Securities set a target price of $33.0 on 01/21/2026
- Joshua Spector from UBS set a target price of $34.0 on 01/12/2026
- John Roberts from Mizuho set a target price of $29.0 on 11/20/2025
- Bhavesh Lodaya from BMO Capital set a target price of $35.0 on 11/05/2025
- Aleksey Yefremov from Keybanc set a target price of $34.0 on 10/30/2025
- Frank Mitsch from Fermium Research set a target price of $30.0 on 09/17/2025
