Market Cap
$8.8B
ESI
Element Solutions Inc
$37.93 ▲ +4.40%
Prev close $36.33Market cap$8.8B
ConsensusStrong Buy
12-mo target$46.45 (+22.5%)
▲ Bullish
Analyst conviction 9/10
Insider Selling Cluster (3 insiders)High Impact Filing (7/10)36 New Institutional Positions14 Institutional Exits Materials & Mining
Snapshot
The big-picture read on ESI right now — valuation, ownership and activity at a glance.
Cap Size
Mid Cap
Analyst Consensus
Strong Buy (85%)
Inst. Holders
50 funds
Inst. Value
$9.0B
Inst. Activity
36 buys / 14 sells
Insider Activity
$0.00 buy / $16.9M sell
Insider Net $
-$16.9M
Social Sentiment
50° Neutral
SEC Reports
9
Price chart 30d +8.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 28, 2026 SEC Dark Pool: ESI — 5.8M shares, 64,045 trades
Week starting 2026-09-07. Total ATS volume: 5,780,953 shares across 64,045 trades.
Element Solutions Inc (ESI) and Solstice Advanced Materials Inc. mutually terminated their merger agreement on August 27
8-K — Impact 6/10
Aug 14, 2026 Event
Jul 20, 2026 SEC HSR Early Termination: Solstice Advanced Materials Inc.; Element Solutions Inc
The FTC granted early termination of the HSR Act waiting period for a transaction involving Solstice
Element Solutions (ESI) filed an 8-K furnishing an investor update presentation from Solstice Advanced Materials regardi
425, 8-K — Impact 5/10
Element Solutions Inc (ESI) entered into a definitive Agreement and Plan of Merger with Solstice Advanced Materials Inc.
425 — Impact 7/10
Jun 30, 2026 Inst.
Neuberger Berman Group LLC — TRIM
5,777,953 shares ($275.9M)
Jun 30, 2026 Inst.
Point72 Asset Management, L.P. — ADD
3,492,787 shares ($166.8M)
May 4, 2026 Insider
ASHKEN IAN G H disposed of 6,539 shares
Director
Analyst ratings buy % -3.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
85% rate it Buy or better · 13 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 1, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Sep 18, 2026 | UBS | MAINTAIN | Buy | 55% |
| Sep 2, 2026 | Jefferies | INITIATE | Buy | 53% |
| Jul 15, 2026 | Mizuho | DOWNGRADE | Neutral | 52% |
| Jul 9, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
| Jul 6, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 1, 2026 | Mizuho | MAINTAIN | Outperform | 52% |
| Apr 30, 2026 | UBS | MAINTAIN | Buy | 55% |
| Apr 30, 2026 | Truist Securities | MAINTAIN | Buy | 55% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 9 | 2 | 0 | 0 | 85% | |
| Aug 1, 2026 | 2 | 9 | 3 | 0 | 0 | 79% | |
| Jul 1, 2026 | 3 | 11 | 2 | 0 | 0 | 88% | |
| 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% |
Price targets
Where 11 covering analysts think ESI trades over the next 12 months.
$46.45 +22.5% upside Strong Buy
Current$37.93 Low$42.00 Median$47.00 High$55.00 11 analysts
$42.00$55.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
50°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
9 SEC filing reports analyzed · 5 bullish, 2 bearish, 0 mixed, 2 neutral · avg impact 6.2/10.
BULLISH8-K6/10
Element Solutions Inc (ESI) and Solstice Advanced Materials Inc. mutually terminated their merger ag
Aug 28, 2026
NEUTRAL425, 8-K5/10
Element Solutions (ESI) filed an 8-K furnishing an investor update presentation from Solstice Advanc
Jul 20, 2026
BULLISH4257/10
Element Solutions Inc (ESI) entered into a definitive Agreement and Plan of Merger with Solstice Adv
Jul 9, 2026
BULLISH425, 8-K7/10
Solstice Advanced Materials (SOLS) will acquire Element Solutions (ESI) in a cash-and-stock deal val
Jul 6, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: ESI — 5.8M shares, 64,045 trades
Week starting 2026-09-07. Total ATS volume: 5,780,953 shares across 64,045 trades.
Aug 31, 2026
dark_pool
Dark Pool: ESI — 9.5M shares, 98,850 trades
Week starting 2026-08-31. Total ATS volume: 9,541,536 shares across 98,850 trades.
Aug 24, 2026
dark_pool
Dark Pool: ESI — 10.9M shares, 102,645 trades
Week starting 2026-08-24. Total ATS volume: 10,880,283 shares across 102,645 trades.
Aug 17, 2026
dark_pool
Dark Pool: ESI — 5.6M shares, 64,720 trades
Week starting 2026-08-17. Total ATS volume: 5,574,270 shares across 64,720 trades.
Aug 14, 2026
Enforcement
HSR Early Termination: Solstice Advanced Materials Inc.; Element Solutions Inc
The FTC granted early termination of the HSR Act waiting period for a transaction involving Solstice Advanced Materials Inc.; Element Solutions Inc.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.47 | $0.45–$0.49 | 15.2% | +0.4% | 6↑ 0↓ | $1.0B | 10 |
| Next Q | $0.46 | $0.44–$0.49 | 23.1% | +0.1% | 3↑ 4↓ | $0.9B | 10 |
| Current FY | $1.81 | $1.79–$1.87 | 21.5% | -0.0% | 8↑ 1↓ | $3.7B | 11 |
| Next FY | $2.11 | $2.05–$2.25 | 16.7% | +1.5% | 7↑ 0↓ | $4.0B | 11 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.472 | — |
| 7d ago | $0.471 | +0.001 |
| 30d ago | $0.470 | +0.002 |
| 60d ago | $0.469 | +0.003 |
| 90d ago | $0.463 | +0.009 |
Institutional ownership
Which big funds own ESI (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $9.0B total value (189,043,035 shares) as of 2026-Q2. Top holders: BlackRock,, FMR, VANGUARD. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 27,595,035 | $1.3B | 14.7% | — |
| FMR LLC | 17,485,379 | $834.9M | 9.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 13,300,167 | $635.1M | 7.1% | — |
| Invesco Ltd. | 12,633,130 | $603.2M | 6.7% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,425,824 | $497.8M | 5.6% | — |
| STATE STREET CORP | 7,592,991 | $362.6M | 4.0% | — |
| DIMENSIONAL FUND ADVISORS LP | 6,786,127 | $324.0M | 3.6% | — |
| FIL Ltd | 6,731,033 | $321.4M | 3.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,202,781 | $296.2M | 3.3% | — |
| Neuberger Berman Group LLC | 5,777,953 | $275.9M | 3.1% | TRIM -27.5% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | TRIM | 7,967,429 | 5,777,953 | -27.5% | $275.9M |
| Point72 Asset Management, L.P. | ADD | 2,035,362 | 3,492,787 | +71.6% | $166.8M |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 1,543,206 | 3,063,708 | +98.5% | $146.2M |
| MORGAN STANLEY | ADD | 1,923,135 | 2,801,230 | +45.7% | $133.8M |
| Clearbridge Investments, LLC | ADD | 1,760,977 | 2,502,525 | +42.1% | $119.5M |
| Holocene Advisors, LP | ADD | 1,184,209 | 2,136,910 | +80.5% | $102.0M |
| GOLDMAN SACHS GROUP INC | ADD | 1,220,439 | 1,802,282 | +47.7% | $86.1M |
| BALYASNY ASSET MANAGEMENT L.P. | NEW | — | 1,759,552 | — | $84.0M |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | TRIM | 3,551,622 | 1,728,739 | -51.3% | $82.5M |
| WELLINGTON MANAGEMENT GROUP LLP | TRIM | 2,343,735 | 1,488,343 | -36.5% | $71.1M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
11 insiders, 50 transactions. Net -$16.9M — $0.00 bought, $16.9M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 4, 2026 | ASHKEN IAN G H | Director | J | 6,539 | — | — |
| May 4, 2026 | Sofronas Susan W. | Director | AWARD | 3,272 | — | — |
| May 4, 2026 | Sofronas Susan W. | Director | EXERCISE | 6,539 | — | — |
| May 4, 2026 | ASHKEN IAN G H | Director | EXERCISE | 6,539 | — | — |
| May 4, 2026 | Fraser Christopher T. | Director | EXERCISE | 6,539 | — | — |
| May 4, 2026 | ASHKEN IAN G H | Director | AWARD | 3,272 | — | — |
| May 4, 2026 | ONEAL E STANLEY | Director | EXERCISE | 6,539 | — | — |
| May 4, 2026 | Filon Elyse Napoli | Director | EXERCISE | 6,539 | — | — |
| May 4, 2026 | Fraser Christopher T. | Director | AWARD | 3,272 | — | — |
| May 4, 2026 | Filon Elyse Napoli | Director | AWARD | 3,272 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for ESI.
Shares short
6,860,520
Settlement Sep 15, 2026
Change vs prior
-3.5%
Semi-monthly cycle
Days to cover
1.4
At avg daily volume
Of shares outstanding
≈2.8%
Estimate — not % of float
All ESI filing & press-release reports (9)
- 8-K reportAug 28, 2026
- 425, 8-K reportJul 20, 2026
- 425 reportJul 9, 2026
- 425, 8-K reportJul 6, 2026
- 8-K, 425 reportJul 6, 2026
- 8-K reportApr 28, 2026
- DEFA14A reportMar 23, 2026
- CLUSTER reportFeb 24, 2026
- CLUSTER reportFeb 24, 2026