Solstice Advanced Materials Slides After Announcing $14.5 Billion Element Solutions Deal

Solstice Advanced Materials (SOLS) is down 11.9% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely driver is Solstice’s agreement to acquire Element Solutions in a large cash-and-stock transaction valued at about $14.5 billion including debt. Stocks that make sizable acquisitions often fall when investors worry about dilution, added leverage, execution risk, and whether expected synergies will justify the price.

Details:

Solstice announced a definitive agreement to buy Element Solutions, with Element holders set to receive $10.00 in cash plus 0.500 shares of Solstice for each share they own.

The deal implies a value of about $50.10 per Element share and represents a premium to Element’s prior closing price, which can pressure the buyer if investors think the offer is aggressive.

Management framed the combination as a way to expand its advanced materials platform and deepen exposure to electronics, semiconductor manufacturing, and AI-related infrastructure markets.

The transaction is expected to close in the first half of 2027, leaving a long window for financing, regulatory review, integration planning, and market scrutiny.

Sources:

PR Newswire, SEC, Solstice Advanced Materials Investor Relations

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

$SOLS Hedge Fund Activity

We have seen 472 institutional investors add shares of $SOLS stock to their portfolio, and 532 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:

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
Peter Osterland from Truist Securities set a target price of $90.0 on 06/08/2026
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.