Element Solutions (NYSE:ESI) reported third-quarter 2026 net sales of $995.3 million, up 52% from a year earlier, while GAAP net income rose 67% to $65.7 million. GAAP basic and diluted earnings per share were both $0.27, compared with $0.16 in the prior-year quarter.
The specialty chemicals technology company raised its full-year 2026 adjusted EBITDA guidance to approximately $720 million. Third-quarter operating cash flow was $159.2 million and free cash flow was $134.5 million.
- Electronics sales increased 68% to $779.6 million, with organic sales growth of 18%.
- Specialties sales increased 13% to $215.7 million, with organic sales growth of 1%.
- GAAP net income margin increased to 6.6% from 6.0% a year earlier.
- Adjusted EBITDA was $191.0 million, up 30% reported and 29% on a constant-currency basis.
- The company will host its third-quarter results conference call on October 22, 2026, at 8:30 a.m. Eastern Time.
$ESI Hedge Fund Activity
We have seen 260 institutional investors add shares of $ESI stock to their portfolio, and 208 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 5,873,809 shares (+235.2%) to their portfolio in Q2 2026, for an estimated $280,474,379
- INVESCO LTD. added 3,641,668 shares (+40.5%) to their portfolio in Q2 2026, for an estimated $173,889,647
- FMR LLC removed 3,200,796 shares (-15.5%) from their portfolio in Q2 2026, for an estimated $152,838,009
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 2,525,054 shares (+inf%) to their portfolio in Q2 2026, for an estimated $120,571,328
- JPMORGAN CHASE & CO added 2,316,494 shares (+inf%) to their portfolio in Q2 2026, for an estimated $110,612,588
- ASSENAGON ASSET MANAGEMENT S.A. added 2,266,527 shares (+inf%) to their portfolio in Q3 2026, for an estimated $82,229,599
- NEUBERGER BERMAN GROUP LLC removed 2,189,476 shares (-27.5%) from their portfolio in Q2 2026, for an estimated $104,547,479
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.
