ESI
Element Solutions Inc
$40.15
+0.78%
$9.8B
No data for this timeframe.
Vol
Market Cap$9.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders6 funds
Inst. Value$1.2B
Inst. Activity1 buys / 0 sells
Insider Activity0B / 3S
Insider Net $-$14.8M
Reddit Sentiment50° Neutral
SEC Reports4
Recent Activity
Jun 4, 2026
short_volume
Short Volume: ESI — 56.0% short (0.7M / 1.2M)
Short: 683,802 | Exempt: 1,000 | TRF Vol: 1,222,126 | Short Ratio: 56.0% | Off-exchange volume (dark
May 4, 2026
Insider
ASHKEN IAN G H sold 6,539 shares
Director @ $0.00 ($0.00)
May 4, 2026
Insider
Sofronas Susan W. sold 3,272 shares
Director @ $0.00 ($0.00)
May 4, 2026
Insider
Sofronas Susan W. sold 6,539 shares
Director @ $0.00 ($0.00)
Apr 28, 2026
SEC
Element Solutions reported Q1 2026 adjusted EPS of $0.41, beating consensus of $0.38 by 7.9%, and net sales of $840M (+4
8-K — Impact 8/10
Mar 23, 2026
SEC
Element Solutions Inc (ESI) has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The f
DEFA14A — Impact 2/10
Feb 24, 2026
SEC
Three corporate insiders at Element Solutions Inc (ESI) sold shares within a 7-day window, including CEO Benjamin Glikli
CLUSTER — Impact 7/10
Inst.
WELLS FARGO & COMPANY/MN — DOUBLED
10,426 shares ($260.6K)
Price Targets
$47.30
+14.6% upside
Buy
Current $41.28
Low $44.00
Median $47.00
High $52.00
10 analysts
$44.00
$52.00
Analyst Ratings
3Strong Buy
11Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Apr 30, 2026 | UBS | MAINTAIN | Buy → Buy |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
| Mar 27, 2026 | Freedom Capital Markets | INITIATE | Buy |
| Feb 19, 2026 | UBS | MAINTAIN | Buy → Buy |
| Feb 19, 2026 | Truist Securities | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.43 ▼ -2.0% | $0.41 — $0.45 | 16% YoY | 10 |
| Next Q | $0.46 ▼ -1.0% | $0.44 — $0.48 | 13% YoY | 10 |
| Current FY | $1.77 ▲ +1.3% | $1.75 — $1.82 | 19% YoY | 10 |
| Next FY | $2.05 ▲ +2.6% | $1.97 — $2.21 | 16% YoY | 10 |
Latest Reports
BULLISH
8-K
8/10
Element Solutions reported Q1 2026 adjusted EPS of $0.41, beating consensus of $0.38 by 7.9%, and net sales of $840M (+4
Apr 28, 2026
NEUTRAL
DEFA14A
2/10
Element Solutions Inc (ESI) has filed a definitive proxy statement (DEFA14A) for its upcoming shareholder meeting. The f
Mar 23, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $628.4M | — |
| FMR LLC | $432.9M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $63.0M | NEW |
| MORGAN STANLEY | $51.8M | ADD |
| BANK OF AMERICA CORP | $21.3M | ADD |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 4, 2026 | ASHKEN IAN | J | $0.00 |
| May 4, 2026 | Sofronas Susan | A | $0.00 |
| May 4, 2026 | Sofronas Susan | M | $0.00 |
| May 4, 2026 | ASHKEN IAN | M | $0.00 |
| May 4, 2026 | Fraser Christopher | M | $0.00 |
Reddit Sentiment
50°
Neutral
Bearish
Neutral
Bullish
6 institutional holders with $1.2B total value (47,924,664 shares) as of 2025-Q4. Top holders: VANGUARD, FMR, CHARLES. Net buying activity: 1 institutions added/increased vs 0 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 25,145,035 | $628.4M | 52.5% | — |
| 2 | FMR LLC | 17,324,307 | $432.9M | 36.1% | — |
| 3 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2,520,209 | $63.0M | 5.3% | NEW |
| 4 | MORGAN STANLEY | 2,071,725 | $51.8M | 4.3% | ADD +41.2% |
| 5 | BANK OF AMERICA CORP /DE/ | 852,962 | $21.3M | 1.8% | ADD +33.4% |
| 6 | WELLS FARGO & COMPANY/MN | 10,426 | $260.6K | 0.0% | DOUBLED +172.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | DOUBLED | 3,830 | 10,426 | +172.2% | $260.6K | 2025-Q4 |
| UBS Group AG | TRIM | 2,235,131 | 1,037,304 | -53.6% | $26.1M | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | ADD | 710,125 | 947,234 | +33.4% | $23.8M | 2025-Q3 |
| UBS Group AG | DOUBLED | 456,826 | 2,235,131 | +389.3% | $50.6M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 2,049 | 3,878 | +89.3% | $87.8K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 557,500 | 0 | -100.0% | $0.00 | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | EXIT | 86,442 | 0 | -100.0% | $0.00 | 2025-Q2 |
| MORGAN STANLEY | ADD | 1,725,294 | 2,436,109 | +41.2% | $55.1M | 2025-Q1 |
| UBS Group AG | TRIM | 873,086 | 456,826 | -47.7% | $10.3M | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 36,400 | 414,733 | +1039.4% | $9.4M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 122,481 | 86,442 | -29.4% | $2.0M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 3,469 | 2,049 | -40.9% | $46.3K | 2025-Q1 |
| UBS Group AG | DOUBLED | 427,141 | 873,086 | +104.4% | $22.2M | 2024-Q4 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 285,602 | 36,400 | -87.3% | $925.7K | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 1,730 | 3,469 | +100.5% | $88.2K | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 2,299,641 | — | $62.5M | 2024-Q3 |
| MORGAN STANLEY | TRIM | 2,621,348 | 1,838,012 | -29.9% | $49.9M | 2024-Q3 |
11 unique insiders with 3 transactions. Net insider value: -$14.8M ($0.00 bought, $14.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 4, 2026 | ASHKEN IAN G H | Director | J | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | Sofronas Susan W. | Director | A | 3,272 | $0.00 | $0.00 |
| May 4, 2026 | Sofronas Susan W. | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | ASHKEN IAN G H | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | Fraser Christopher T. | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | ASHKEN IAN G H | Director | A | 3,272 | $0.00 | $0.00 |
| May 4, 2026 | Sofronas Susan W. | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | ONEAL E STANLEY | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | Filon Elyse Napoli | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | ASHKEN IAN G H | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | Fraser Christopher T. | Director | A | 3,272 | $0.00 | $0.00 |
| May 4, 2026 | Filon Elyse Napoli | Director | A | 3,272 | $0.00 | $0.00 |
| May 4, 2026 | ONEAL E STANLEY | Director | A | 3,272 | $0.00 | $0.00 |
| May 4, 2026 | Fraser Christopher T. | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | GOSS MICHAEL F | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | ONEAL E STANLEY | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | GOSS MICHAEL F | Director | A | 3,272 | $0.00 | $0.00 |
| May 4, 2026 | GOSS MICHAEL F | Director | M | 6,539 | $0.00 | $0.00 |
| May 4, 2026 | Filon Elyse Napoli | Director | M | 6,539 | $0.00 | $0.00 |
| Feb 24, 2026 | Gliklich Benjamin | CEO | SELL | 170,000 | $37.30 | $6.3M |
| Feb 23, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | SELL | 97,500 | $34.87 | $3.4M |
| Feb 20, 2026 | ONEAL E STANLEY | Director | SELL | 143,564 | $35.52 | $5.1M |
| Feb 11, 2026 | Fricke Richard L. | President, Electronics | F | 6,175 | $31.99 | $197.5K |
| Feb 11, 2026 | Liebowitz Matthew | President, Specialties | F | 10,336 | $31.97 | $330.4K |
| Feb 11, 2026 | Gliklich Benjamin | CEO | F | 60,292 | $31.97 | $1.9M |
| Feb 11, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | F | 24,209 | $31.97 | $774.0K |
| Feb 11, 2026 | Capps John Edward | Of Counsel | F | 10,440 | $31.97 | $333.8K |
| Feb 10, 2026 | Fricke Richard L. | President, Electronics | M | 13,582 | $0.00 | $0.00 |
| Feb 10, 2026 | Fricke Richard L. | President, Electronics | M | 10,060 | $0.00 | $0.00 |
| Feb 10, 2026 | Fricke Richard L. | President, Electronics | M | 1,677 | $0.00 | $0.00 |
| Feb 10, 2026 | Fricke Richard L. | President, Electronics | A | 23,726 | $0.00 | $0.00 |
| Feb 10, 2026 | Fricke Richard L. | President, Electronics | A | 11,862 | $0.00 | $0.00 |
| Feb 10, 2026 | Liebowitz Matthew | President, Specialties | M | 27,166 | $0.00 | $0.00 |
| Feb 10, 2026 | Liebowitz Matthew | President, Specialties | M | 20,122 | $0.00 | $0.00 |
| Feb 10, 2026 | Liebowitz Matthew | President, Specialties | M | 3,353 | $0.00 | $0.00 |
| Feb 10, 2026 | Liebowitz Matthew | President, Specialties | A | 37,745 | $0.00 | $0.00 |
| Feb 10, 2026 | Liebowitz Matthew | President, Specialties | A | 18,871 | $0.00 | $0.00 |
| Feb 10, 2026 | Gliklich Benjamin | CEO | M | 158,454 | $0.00 | $0.00 |
| Feb 10, 2026 | Gliklich Benjamin | CEO | M | 117,372 | $0.00 | $0.00 |
| Feb 10, 2026 | Gliklich Benjamin | CEO | M | 19,561 | $0.00 | $0.00 |
| Feb 10, 2026 | Gliklich Benjamin | CEO | A | 150,977 | $0.00 | $0.00 |
| Feb 10, 2026 | Gliklich Benjamin | CEO | A | 75,487 | $0.00 | $0.00 |
| Feb 10, 2026 | Capps John Edward | Of Counsel | M | 27,166 | $0.00 | $0.00 |
| Feb 10, 2026 | Capps John Edward | Of Counsel | M | 20,122 | $0.00 | $0.00 |
| Feb 10, 2026 | Capps John Edward | Of Counsel | M | 3,353 | $0.00 | $0.00 |
| Feb 10, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | M | 45,273 | $0.00 | $0.00 |
| Feb 10, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | M | 33,535 | $0.00 | $0.00 |
| Feb 10, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | M | 5,589 | $0.00 | $0.00 |
| Feb 10, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | A | 47,451 | $0.00 | $0.00 |
| Feb 10, 2026 | Dorman Carey J. | Pdt Enterprise Ops and CFO | A | 23,724 | $0.00 | $0.00 |
4 SEC filing reports analyzed. Sentiment: 1 bullish, 2 bearish, 0 mixed, 1 neutral. Avg impact: 6.0/10.
BULLISH
8-K
8/10
Element Solutions reported Q1 2026 adjusted EPS of $0.41, beating consensus of $0.38 by 7.9%, and ne
Apr 28, 2026
NEUTRAL
DEFA14A
2/10
Element Solutions Inc (ESI) has filed a definitive proxy statement (DEFA14A) for its upcoming shareh
Mar 23, 2026
BEARISH
CLUSTER
7/10
Three corporate insiders at Element Solutions Inc (ESI) sold shares within a 7-day window, including
Feb 24, 2026
BEARISH
CLUSTER
7/10
Three corporate insiders at Element Solutions Inc (ESI) sold shares within the past week, including
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Strong Buy (88% buy). Based on 16 analysts: 3 strong buy, 11 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$47.30 mean target
+14.6% upside
Buy (1.30)
$44.00 Low
$52.00 High
| Metric | Value |
|---|---|
| Current Price | $41.28 |
| Target Low | $44.00 |
| Target Mean | $47.30 |
| Target Median | $47.00 |
| Target High | $52.00 |
| # Analysts | 10 |
| Recommendation | Buy (1.30) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.43 | $0.41 | $0.45 | 15.5% | -2.0% | 1↑ 6↓ | $0.9B | 36.4% | 10 |
| Next Q 2026-09-30 |
$0.46 | $0.44 | $0.48 | 13.0% | -1.0% | 2↑ 6↓ | $0.9B | 33.4% | 10 |
| Current FY 2026-12-31 |
$1.77 | $1.75 | $1.82 | 18.8% | +1.3% | 7↑ 0↓ | $3.5B | 35.7% | 10 |
| Next FY 2027-12-31 |
$2.05 | $1.97 | $2.21 | 16.0% | +2.6% | 8↑ 1↓ | $3.7B | 7.5% | 10 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.427 | |
| 7d ago | $0.427 | |
| 30d ago | $0.436 | -0.009 |
| 60d ago | $0.436 | -0.009 |
| 90d ago | $0.436 | -0.009 |
7 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Apr 30, 2026 | UBS | MAINTAIN | Buy | Buy |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Mar 27, 2026 | Freedom Capital Markets | INITIATE | — | Buy |
| Feb 19, 2026 | UBS | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Feb 19, 2026 | Keybanc | MAINTAIN | Overweight | Overweight |
| Feb 18, 2026 | BMO Capital | MAINTAIN | Outperform | Outperform |
| Feb 18, 2026 | Mizuho | MAINTAIN | Outperform | Outperform |
| Jan 26, 2026 | B of A Securities | MAINTAIN | Buy | Buy |
| Jan 21, 2026 | Truist Securities | MAINTAIN | Buy | Buy |
| Jan 12, 2026 | UBS | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| Mar 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| Feb 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| Jan 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
50°
Neutral
Bearish
Neutral
Bullish
2 mentions
0 bullish
0 bearish
2 time periods
Reddit Sentiment History
| Date | Mentions | Sentiment | Bullish | Bearish | Threads |
|---|---|---|---|---|---|
| Mar 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
| Mar 27, 2026 | 1 | 56° Neutral | 0 | 0 | 1 |
Recent Reddit Threads
ESI.TO - Best Small Cap Oil
▲ 1
💬 0
⚡ 0.5
Jun 4, 2026
short_volume
Short Volume: ESI — 56.0% short (0.7M / 1.2M)
Short: 683,802 | Exempt: 1,000 | TRF Vol: 1,222,126 | Short Ratio: 56.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: ESI — 70.6% short (0.5M / 0.7M)
Short: 467,581 | Exempt: 0 | TRF Vol: 662,522 | Short Ratio: 70.6% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: ESI — 67.7% short (0.6M / 0.9M)
Short: 583,068 | Exempt: 3,622 | TRF Vol: 860,991 | Short Ratio: 67.7% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: ESI — 58.4% short (0.7M / 1.2M)
Short: 684,686 | Exempt: 632 | TRF Vol: 1,171,720 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: ESI — 69.3% short (0.6M / 0.8M)
Short: 574,313 | Exempt: 161 | TRF Vol: 828,434 | Short Ratio: 69.3% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: ESI — 59.8% short (0.5M / 0.9M)
Short: 514,034 | Exempt: 2,370 | TRF Vol: 858,998 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: ESI — 4.4M shares, 76,899 trades
Week starting 2026-05-18. Total ATS volume: 4,414,453 shares across 76,899 trades.
May 14, 2026
short_interest
FTD: ESI — 32,322 shares ($1.4M) failed to deliver
Settlement: 20260514, Price: $44.23, FTD Value: $1,429,602.06, ELEMENT SOLUTIONS INC COM
May 13, 2026
short_interest
FTD: ESI — 79,165 shares ($3.5M) failed to deliver
Settlement: 20260513, Price: $43.95, FTD Value: $3,479,301.75, ELEMENT SOLUTIONS INC COM
May 11, 2026
dark_pool
Dark Pool: ESI — 4.8M shares, 77,265 trades
Week starting 2026-05-11. Total ATS volume: 4,755,940 shares across 77,265 trades.
May 8, 2026
short_interest
FTD: ESI — 23,009 shares ($1.0M) failed to deliver
Settlement: 20260508, Price: $42.27, FTD Value: $972,590.43, ELEMENT SOLUTIONS INC COM
May 7, 2026
short_interest
FTD: ESI — 16,247 shares ($0.7M) failed to deliver
Settlement: 20260507, Price: $44.24, FTD Value: $718,767.28, ELEMENT SOLUTIONS INC COM
May 6, 2026
short_volume
Short Volume: ESI — 60.3% short (0.6M / 1.0M)
Short: 590,075 | Exempt: 0 | TRF Vol: 979,376 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: ESI — 60.6% short (0.7M / 1.2M)
Short: 739,468 | Exempt: 0 | TRF Vol: 1,219,810 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: ESI — 4.7M shares, 73,104 trades
Week starting 2026-05-04. Total ATS volume: 4,677,100 shares across 73,104 trades.