Benjamin Edwards Inc. Takes Position in Solstice Advanced Mat $SOLS

Key Points

• Benjamin Edwards Inc. initiated a new stake in Solstice Advanced Mat (NASDAQ:SOLS), buying 22,196 shares in Q4 worth about $1.08 million, while several other small funds also established positions.
• Q1 and outlook: SOLS beat EPS estimates ($0.63 vs. $0.60) but missed revenue ($991M vs. $1.01B), reiterated FY2026 guidance of $3.9–4.1B and EPS $2.45–2.75, and plans ~ $200M to double Spokane capacity amid near‑term margin pressure that weighed on GAAP profits and the stock.
• Dividend and valuation: The company announced a quarterly dividend of $0.075 (annualized $0.30, yield ~0.4%) with a payout ratio over 100%, and trades at a market cap of about $12.35B with a P/E around 299 and a one‑year range of $40.43–$84.99.

Benjamin Edwards Inc. bought a new position in Solstice Advanced Mat (NASDAQ:SOLS - Free Report) during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor bought 22,196 shares of the company's stock, valued at approximately $1,078,000.

A number of other hedge funds have also added to or reduced their stakes in the stock. DiNuzzo Private Wealth Inc. bought a new stake in Solstice Advanced Mat during the 4th quarter worth approximately $26,000. Hoey Investments Inc. purchased a new stake in shares of Solstice Advanced Mat in the fourth quarter worth approximately $27,000. Kohmann Bosshard Financial Services LLC bought a new position in shares of Solstice Advanced Mat in the fourth quarter valued at approximately $27,000. JNBA Financial Advisors bought a new position in shares of Solstice Advanced Mat in the fourth quarter valued at approximately $29,000. Finally, Horizon Investments LLC purchased a new position in shares of Solstice Advanced Mat during the fourth quarter valued at approximately $31,000.

Solstice Advanced Mat Price Performance

NASDAQ SOLS opened at $77.76 on Friday. The business's fifty day simple moving average is $77.37. The company has a quick ratio of 0.98, a current ratio of 1.43 and a debt-to-equity ratio of 1.40. The company has a market cap of $12.35 billion and a PE ratio of 299.08. Solstice Advanced Mat has a one year low of $40.43 and a one year high of $84.99.

Solstice Advanced Mat (NASDAQ:SOLS - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The company reported $0.63 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.60 by $0.03. The company had revenue of $991.00 million for the quarter, compared to analysts' expectations of $1.01 billion. Solstice Advanced Mat has set its FY 2026 guidance at 2.450-2.750 EPS. Research analysts expect that Solstice Advanced Mat will post 2.66 EPS for the current fiscal year.

Solstice Advanced Mat Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Wednesday, May 27th will be given a dividend of $0.075 per share. This represents a $0.30 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Wednesday, May 27th. Solstice Advanced Mat's dividend payout ratio is currently 115.38%.

Trending Headlines about Solstice Advanced Mat

Here are the key news stories impacting Solstice Advanced Mat this week:

• Positive Sentiment: Q1 revenue and cash flow strength — Net sales of $991M (+10% YoY), operating cash flow of $199M and free cash flow of $124M; adjusted diluted EPS of $0.63 (management highlighted growth in Nuclear, Electronic Materials and Refrigerants). Press Release: Q1 Results
• Positive Sentiment: Capital deployment to expand capacity — Company plans to invest ~$200M to double capacity at Spokane, aiming to support mid‑term revenue growth (management reiterated a multibillion revenue target for 2026). This supports longer‑term growth prospects despite short‑term cost drag. Seeking Alpha: 2026 net sales & Spokane investment
• Neutral Sentiment: Guidance largely reaffirmed but slightly cautious — FY2026 guidance of $3.9B–$4.1B in net sales and EPS of $2.45–2.75 was reiterated; the revenue midpoint and EPS band sit around consensus but are viewed as conservative by some traders. Q2 revenue guidance was set around $1.1B. MarketBeat: Earnings & guidance
• Negative Sentiment: Profitability and margin pressure — Adjusted EBITDA margin fell to ~25.1% from 27.9% and GAAP net income declined (to $85M from $134M). Management cited near‑term margin headwinds from a mix shift toward lower‑GWP refrigerants, higher R&D and standalone costs after the spin‑off — a key reason investors drove shares lower. QuiverQuant: Margin pressure analysis
• Negative Sentiment: Market reaction and positioning — Traders increased downside bets (unusual put volume reported) and some coverage/market commentary framed the FY outlook as underwhelming; that short‑term sentiment combined with the profitability items has pressured the stock. InsiderMonkey: Earnings call transcript (GAAP vs adjusted EPS)

Wall Street Analyst Weigh In

Several brokerages recently issued reports on SOLS. Weiss Ratings upgraded Solstice Advanced Mat from a "sell (d+)" rating to a "hold (c)" rating in a report on Monday, February 23rd. Royal Bank Of Canada upgraded shares of Solstice Advanced Mat from a "sector perform" rating to an "outperform" rating in a research note on Tuesday, January 20th. UBS Group lowered shares of Solstice Advanced Mat from a "buy" rating to a "neutral" rating and set a $87.00 price target on the stock. in a research report on Monday, April 13th. Mizuho set a $80.00 price objective on shares of Solstice Advanced Mat in a research report on Friday, February 13th. Finally, Zacks Research upgraded shares of Solstice Advanced Mat to a "hold" rating in a research note on Friday, January 23rd. Three analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Hold" and a consensus target price of $67.00.

Solstice Advanced Mat Company Profile

Solstice Advanced Materials is a leading global specialty materials company that advances science for smarter outcomes. Solstice offers high-performance solutions that enable critical industries and applications, including refrigerants, semiconductor manufacturing, data center cooling, nuclear power, protective fibers, healthcare packaging and more.

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