Element Solutions (NYSE:ESI) Shares Gap Up on Earnings Beat

Element Solutions Inc. (NYSE:ESI) gapped up before the market opened on Wednesday following a better than expected earnings announcement. The stock had previously closed at $32.31, but opened at $34.29. Element Solutions shares last traded at $34.1450, with a volume of 2,036,800 shares.

The company reported $0.37 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.36 by $0.01. The firm had revenue of $676.20 million for the quarter, compared to analysts’ expectations of $632.40 million. Element Solutions had a return on equity of 13.89% and a net margin of 7.48%.The business’s revenue for the quarter was up 8.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.35 earnings per share.

Element Solutions Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 16th. Investors of record on Monday, March 2nd will be paid a $0.08 dividend. The ex-dividend date of this dividend is Monday, March 2nd. This represents a $0.32 annualized dividend and a yield of 0.9%. Element Solutions’s dividend payout ratio is presently 40.51%.

Element Solutions News Summary

Here are the key news stories impacting Element Solutions this week:

• Positive Sentiment: Q4 revenue and sales beat; company flagged 8% sales growth led by strong Electronics performance and provided a 2026 EBITDA outlook — this supports upside to near‑term profit expectations. Element Solutions Q4 Earnings & Revenues Surpass Estimates
• Positive Sentiment: Mizuho raised its price target to $35 and assigned an “Outperform” rating — analyst upgrades can drive buying interest and helped lift the stock. Mizuho price target raised
• Positive Sentiment: Company press release and investor materials show revenue of $676.2M (above estimates) and management commentary highlighting record 2025 and demand from datacenter/high‑performance computing markets. Review of slides/call can clarify sustainability of growth. Element Solutions Inc Announces 2025 Fourth Quarter and Full Year Financial Results
• Neutral Sentiment: Full earnings call transcript is available for details on segment trends, margin outlook and the company’s near‑term guidance; useful for assessing management’s commentary on 2026 EBITDA assumptions. Element Solutions Inc (ESI) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Snapshot coverage summarizes key headline metrics and consensus comparisons — helpful for a quick recap. Element Solutions: Q4 Earnings Snapshot
• Negative Sentiment: Some reports highlight a large GAAP EPS decline (Quiver: diluted EPS $0.03) and an 88.9% drop in net income driven by items that materially reduced quarterly earnings; operating profit also fell ~7% — this divergence between adjusted results and GAAP can create volatility. Quiver also flags significant insider selling over recent months, which may concern some investors. Element Solutions Inc. (ESI) Releases Q4 2025 Earnings: Revenue Beats, EPS Misses

Analyst Ratings Changes

A number of equities research analysts recently weighed in on ESI shares. KeyCorp boosted their price objective on Element Solutions from $32.00 to $34.00 and gave the stock an “overweight” rating in a research report on Thursday, October 30th. Truist Financial upped their price objective on Element Solutions from $30.00 to $33.00 and gave the company a “buy” rating in a research note on Wednesday, January 21st. UBS Group lifted their target price on shares of Element Solutions from $33.00 to $34.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Weiss Ratings reissued a “hold (c+)” rating on shares of Element Solutions in a report on Wednesday, January 21st. Finally, BMO Capital Markets raised their price target on shares of Element Solutions from $35.00 to $37.00 and gave the company an “outperform” rating in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating and two have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Buy” and an average price target of $32.50.

Insider Activity at Element Solutions

In related news, insider Matthew Liebowitz sold 37,000 shares of the business’s stock in a transaction on Friday, December 12th. The shares were sold at an average price of $26.60, for a total value of $984,200.00. Following the transaction, the insider owned 117,393 shares in the company, valued at $3,122,653.80. The trade was a 23.96% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 6.90% of the company’s stock.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in ESI. Elevation Point Wealth Partners LLC bought a new stake in Element Solutions in the second quarter worth approximately $26,000. Farther Finance Advisors LLC increased its stake in shares of Element Solutions by 154.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,116 shares of the company’s stock valued at $28,000 after acquiring an additional 678 shares in the last quarter. Los Angeles Capital Management LLC acquired a new position in shares of Element Solutions during the 4th quarter valued at $28,000. First Horizon Advisors Inc. boosted its stake in Element Solutions by 710.1% during the second quarter. First Horizon Advisors Inc. now owns 1,288 shares of the company’s stock worth $29,000 after acquiring an additional 1,129 shares in the last quarter. Finally, Community Bank N.A. acquired a new stake in Element Solutions in the third quarter worth $33,000. 92.32% of the stock is owned by institutional investors and hedge funds.

Element Solutions Trading Up 4.3%

The firm’s 50 day simple moving average is $28.29 and its two-hundred day simple moving average is $26.63. The stock has a market capitalization of $8.16 billion, a P/E ratio of 42.66, a P/E/G ratio of 1.37 and a beta of 1.28. The company has a quick ratio of 3.28, a current ratio of 4.05 and a debt-to-equity ratio of 0.61.

Element Solutions Company Profile

Element Solutions Inc is a global specialty chemicals company that develops and supplies highly engineered chemistries to performance-driven end markets. The company’s solutions serve customers across the electronics, energy, transportation, consumer and industrial sectors, with a particular emphasis on electronics chemicals, metal plating, and industrial coatings additives.

In the electronics market, Element Solutions provides a range of plating and surface-treatment chemistries used in the manufacture of printed circuit boards, semiconductor devices, and advanced display technologies.