Solstice Advanced Materials Gains as Investors Weigh Element Solutions Deal

Solstice Advanced Materials (SOLS) is up 3.6% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is continued investor reaction to Solstice’s newly announced acquisition of Element Solutions, a deal management framed as a way to deepen its exposure to electronics and AI infrastructure markets while boosting growth and earnings power. The move may also reflect improving sentiment after investors reviewed the company’s business update and the view from at least one recent analyst note that demand trends in refrigerants and electronic materials remain favorable.

Details:

Solstice announced on July 6 that it plans to acquire Element Solutions in a cash-and-stock transaction valued at about $14.5 billion, including assumed net debt.

The company said the combination is expected to be accretive to sales growth and adjusted EPS in the first year, which can support a stronger valuation if investors believe the integration thesis.

Management presented the transaction as a way to expand Solstice’s capabilities in electronics materials and customer co-innovation, areas tied to AI infrastructure and other higher-growth end markets.

A recent analyst note highlighted strong refrigerant demand and electronic-materials volume trends, which could have added support to the shares alongside the merger story.

Sources:

Solstice Advanced Materials, SEC, TipRanks

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

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$SOLS Hedge Fund Activity

We have seen 463 institutional investors add shares of $SOLS stock to their portfolio, and 539 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

SESSA CAPITAL IM, L.P. removed 4,659,091 shares (-62.4%) from their portfolio in Q1 2026, for an estimated $354,836,370
JANE STREET GROUP, LLC added 3,036,168 shares (+inf%) to their portfolio in Q1 2026, for an estimated $231,234,554
MADISON AVENUE PARTNERS, LP removed 2,782,460 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $211,912,153
ALKEON CAPITAL MANAGEMENT LLC added 2,543,020 shares (+226.0%) to their portfolio in Q1 2026, for an estimated $193,676,403
BLACKROCK, INC. removed 2,272,112 shares (-13.2%) from their portfolio in Q1 2026, for an estimated $173,044,049
PRICE T ROWE ASSOCIATES INC /MD/ added 2,193,321 shares (+1553.7%) to their portfolio in Q1 2026, for an estimated $167,043,327
XN LP added 1,953,594 shares (+274.5%) to their portfolio in Q1 2026, for an estimated $148,785,719

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.

$SOLS Analyst Ratings

Wall Street analysts have issued reports on $SOLS 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:

RBC Capital issued a "Outperform" rating on 01/20/2026

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

$SOLS Price Targets

Multiple analysts have issued price targets for $SOLS recently. We have seen 5 analysts offer price targets for $SOLS in the last 6 months, with a median target of $95.0.

Here are some recent targets:

Peter Osterland from Truist Securities set a target price of $75.0 on 07/09/2026
John Roberts from Mizuho set a target price of $95.0 on 07/01/2026
Arun Viswanathan from RBC Capital set a target price of $102.0 on 06/30/2026
John McNulty from BMO Capital set a target price of $101.0 on 06/05/2026
Joshua Spector from UBS set a target price of $88.0 on 05/08/2026

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.