Element Solutions Inc. (ESI) reported strong second-quarter 2026 results, with revenue rising to $977.9 million, up 56.4% from a year earlier and above the revenue estimate of $880.4 million.
Profitability also improved, as gross profit reached $334.0 million and operating profit came in at $113.7 million. Net income attributable to common shareholders increased to $77.3 million, while diluted earnings per share climbed to $0.32, up 60% year over year.
- Operating cash flow rose to $99.6 million.
- Capital spending on property, plant and equipment was $27.9 million.
- Cash and cash equivalents stood at $189.6 million.
- Total liabilities were $3.0 billion.
Costs also moved higher, with cost of sales reaching $643.9 million, but overall the quarter showed solid top-line growth and improved bottom-line performance for Element Solutions Inc. The stock rose 2.17% 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 5 times in the past 6 months. Of those trades, 0 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ESI stock by insiders over the last 6 months:
- 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
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 insider transaction endpoint.
Element Solutions Inc. Hedge Fund Activity
We have seen 231 institutional investors add shares of Element Solutions Inc. stock to their portfolio, and 178 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC added 3,361,868 shares (+19.4%) to their portfolio in Q1 2026, for an estimated $114,774,173
- FIL LTD added 2,990,708 shares (+58.8%) to their portfolio in Q1 2026, for an estimated $102,102,771
- LORD, ABBETT & CO. LLC added 1,913,678 shares (+597.1%) to their portfolio in Q1 2026, for an estimated $65,332,966
- JAIN GLOBAL LLC removed 1,875,035 shares (-88.1%) from their portfolio in Q1 2026, for an estimated $64,013,694
- VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. removed 1,822,883 shares (-51.3%) from their portfolio in Q2 2026, for an estimated $87,042,663
- ALLIANCEBERNSTEIN L.P. added 1,572,463 shares (+45.2%) to their portfolio in Q1 2026, for an estimated $53,683,886
- GATES CAPITAL MANAGEMENT, INC. removed 1,503,920 shares (-33.0%) from their portfolio in Q1 2026, for an estimated $51,343,828
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 13F endpoint.
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 $48.0.
Here are some recent targets:
- Peter Osterland from Truist Securities set a target price of $48.0 on 07/09/2026
- Bhavesh Lodaya from BMO Capital set a target price of $50.0 on 07/06/2026
- John Roberts from Mizuho set a target price of $54.0 on 07/01/2026
- Keith Mackey from RBC Capital set a target price of $4.25 on 05/11/2026
- Joshua Spector from UBS set a target price of $52.0 on 04/30/2026
- 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
