Element Solutions Slides as Recent Rally Reverses

Element Solutions Inc (ESI) is down 6.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The drop appears to be driven more by a sharp reversal after a strong run-up than by a new company-specific setback. Element Solutions had just climbed to an all-time high, and with the broader market selling off in technology and semiconductor-linked names, investors may be taking profits in a stock with significant exposure to electronics materials.

Details:

The company reported record first-quarter 2026 results in late April, including $840 million in sales, and it raised its full-year 2026 guidance, which helped support the stock's recent momentum.

Shares reached an all-time high on June 22, suggesting the stock entered today with elevated expectations and a setup that was vulnerable to profit-taking.

Element Solutions has been emphasizing its electronics business and demand tied to advanced electronics and data center markets, making it more sensitive to weakness in chip-related sentiment.

On June 23, the broader market saw a notable selloff centered on AI, semiconductor, and high-momentum technology shares, which likely added pressure even without a fresh negative filing or press release from the company.

Sources:

Business Wire, Investing.com, AP News

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$ESI Insider Trading Activity

$ESI 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.

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$ESI Hedge Fund Activity

We have seen 244 institutional investors add shares of $ESI stock to their portfolio, and 213 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
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
INVESCO LTD. added 2,146,512 shares (+43.6%) to their portfolio in Q4 2025, for an estimated $53,641,334
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
ALLIANCEBERNSTEIN L.P. added 1,572,463 shares (+45.2%) to their portfolio in Q1 2026, for an estimated $53,683,886

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.

$ESI Analyst Ratings

Wall Street analysts have issued reports on $ESI in the last several months. We have seen 1 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

To track analyst ratings and price targets for $ESI, check out Quiver Quantitative's $ESI forecast page.

$ESI Price Targets

Multiple analysts have issued price targets for $ESI recently. We have seen 8 analysts offer price targets for $ESI in the last 6 months, with a median target of $36.5.

Here are some recent targets:

Keith Mackey from RBC Capital set a target price of $4.25 on 05/11/2026
Peter Osterland from Truist Securities set a target price of $47.0 on 04/30/2026
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
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

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.