Boussard & Gavaudan Gestion Sas Takes Position in Solstice Advanced Mat $SOLS

Key Points

• Boussard & Gavaudan Gestion Sas acquired 118,285 SOLS shares worth approximately $10.6 million, representing 0.07% of Solstice Advanced Materials and 0.5% of the investor’s portfolio.
• Institutional interest has grown, with Vanguard, State Street, Morgan Stanley, Madison Avenue Partners and UBS also establishing sizable positions. Analysts maintain a “Moderate Buy” consensus with an average price target of $78.25.
• Solstice reported quarterly EPS of $0.88, exceeding the $0.79 estimate, reaffirmed its 2026 outlook and authorized a $500 million share buyback after terminating its proposed merger with Element Solutions.

Boussard & Gavaudan Gestion Sas acquired a new position in shares of Solstice Advanced Mat (NASDAQ:SOLS - Free Report) in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 118,285 shares of the company's stock, valued at approximately $10,555,000. Solstice Advanced Mat accounts for 0.5% of Boussard & Gavaudan Gestion Sas' investment portfolio, making the stock its 26th biggest holding. Boussard & Gavaudan Gestion Sas owned 0.07% of Solstice Advanced Mat at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently made changes to their positions in SOLS. Vanguard Group Inc. bought a new stake in Solstice Advanced Mat during the fourth quarter valued at $893,275,000. State Street Corp purchased a new stake in Solstice Advanced Mat during the fourth quarter worth about $245,276,000. Morgan Stanley bought a new stake in shares of Solstice Advanced Mat in the fourth quarter valued at $195,151,000. Madison Avenue Partners LP bought a new stake in Solstice Advanced Mat during the 4th quarter valued at $135,172,000. Finally, UBS Group AG bought a new position in Solstice Advanced Mat in the 4th quarter worth about $130,269,000.

Wall Street Analysts Forecast Growth

SOLS has been the subject of several research analyst reports. UBS Group lifted their price target on Solstice Advanced Mat from $78.00 to $80.00 and gave the stock a "buy" rating in a research note on Friday, July 31st. TD Cowen assumed coverage on shares of Solstice Advanced Mat in a research note on Monday, June 8th. They set a "hold" rating and a $90.00 target price for the company. Weiss Ratings upgraded Solstice Advanced Mat from a "hold (c-)" rating to a "hold (c)" rating in a research note on Tuesday, July 21st. Royal Bank Of Canada dropped their price target on Solstice Advanced Mat from $102.00 to $82.00 and set an "outperform" rating on the stock in a research note on Friday, July 31st. Finally, Zacks Research raised Solstice Advanced Mat from a "hold" rating to a "strong-buy" rating in a research report on Monday, August 3rd. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and three have given a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $78.25.

Solstice Advanced Mat News Roundup

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

• Positive Sentiment: Merger termination removes deal-related concerns. Solstice and Element Solutions mutually agreed to end their cash-and-stock merger after shareholder feedback. The decision eliminates a large, complex transaction and signals that management and the boards believe Solstice is better positioned as a standalone company. Neither side will pay a termination fee. Solstice Announces Mutual Termination of Merger Agreement
• Positive Sentiment: $500 million share-repurchase authorization supports the stock. Solstice’s board approved the company’s first buyback program, giving management a way to return cash to investors and potentially reduce the share count. The authorization also addresses concerns that the Element transaction could have diluted shareholder value. Solstice Launches Share Buyback
• Positive Sentiment: 2026 outlook was reaffirmed. Management maintained its third-quarter and full-year 2026 guidance, reducing fears that ending the merger reflects weakening operating conditions. The company’s latest reported quarter also exceeded earnings expectations, with earnings per share of $0.88 versus a $0.79 consensus estimate.
• Neutral Sentiment: Analyst targets remain above the current trading level. Recent targets for SOLS have a median of $95, although targets are estimates rather than guarantees and may not reflect the newly standalone strategy. Analyst Price Targets for Solstice
• Negative Sentiment: Heavy put-option activity is a risk signal. Investors traded 16,453 put options, roughly 283% above average daily volume, suggesting some traders are positioning for downside or hedging after the sharp move. This activity does not necessarily indicate a fundamental deterioration.

Solstice Advanced Mat Trading Up 12.8%

Shares of SOLS stock opened at $63.53 on Friday. The stock has a 50 day simple moving average of $64.99 and a 200-day simple moving average of $74.31. Solstice Advanced Mat has a 1-year low of $40.43 and a 1-year high of $90.80. The company has a market cap of $10.09 billion and a price-to-earnings ratio of 35.89. The company has a debt-to-equity ratio of 1.30, a current ratio of 1.46 and a quick ratio of 1.08.

Solstice Advanced Mat (NASDAQ:SOLS - Get Free Report) last announced its earnings results on Thursday, July 30th. The company reported $0.88 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.09. The company had revenue of $1.15 billion for the quarter. Solstice Advanced Mat had a net margin of 5.13% and a return on equity of 14.28%. Solstice Advanced Mat has set its FY 2026 guidance at 2.750-2.950 EPS. On average, equities research analysts expect that Solstice Advanced Mat will post 2.87 EPS for the current fiscal year.

Solstice Advanced Mat Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Thursday, August 27th will be issued a $0.075 dividend. This represents a $0.30 annualized dividend and a yield of 0.5%. The ex-dividend date is Thursday, August 27th. Solstice Advanced Mat's dividend payout ratio is presently 16.95%.

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.

Want to see what other hedge funds are holding SOLS? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Solstice Advanced Mat (NASDAQ:SOLS - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.