Oppenheimer & Co. Inc. Makes New $779,000 Investment in Solstice Advanced Mat $SOLS

Key Points

• Oppenheimer & Co. initiated a new position in Solstice Advanced Materials (16,028 shares, ≈$779,000) in Q4, joining several other institutional buyers that recently added stakes—signaling rising institutional interest.
• Company results and outlook: Q1 revenue of $991M (+10% YoY) and EPS $0.63 beat estimates and management plans ~$200M to double Spokane capacity toward multibillion‑dollar 2026 targets, but adjusted EBITDA margin slipped to ~25.1% and GAAP net income fell, driving short‑term selling despite reaffirmed FY2026 guidance of $3.9–4.1B and EPS $2.45–2.75.

Oppenheimer & Co. Inc. purchased a new position in shares of Solstice Advanced Mat (NASDAQ:SOLS - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 16,028 shares of the company's stock, valued at approximately $779,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in SOLS. Ferguson Wellman Capital Management Inc. bought a new stake in shares of Solstice Advanced Mat during the 4th quarter worth about $2,259,000. Parsons Capital Management Inc. RI bought a new stake in shares of Solstice Advanced Mat during the 4th quarter worth about $625,000. JFS Wealth Advisors LLC bought a new stake in shares of Solstice Advanced Mat during the 4th quarter worth about $121,000. Pathway Financial Advisors LLC bought a new stake in shares of Solstice Advanced Mat during the 4th quarter worth about $337,000. Finally, Tradewinds Capital Management LLC bought a new stake in shares of Solstice Advanced Mat during the 4th quarter worth about $89,000.

Get Solstice Advanced Mat SMS alerts:

Sign Up

Solstice Advanced Mat News Summary

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 Analysts Forecast Growth

SOLS has been the topic of a number of recent analyst reports. Zacks Research upgraded shares of Solstice Advanced Mat to a "hold" rating in a research report on Friday, January 23rd. Mizuho set a $80.00 target price on shares of Solstice Advanced Mat in a report on Friday, February 13th. Royal Bank Of Canada upgraded shares of Solstice Advanced Mat from a "sector perform" rating to an "outperform" rating in a report on Tuesday, January 20th. Wall Street Zen upgraded shares of Solstice Advanced Mat from a "sell" rating to a "hold" rating in a report on Sunday, May 3rd. Finally, Weiss Ratings upgraded shares of Solstice Advanced Mat from a "sell (d+)" rating to a "hold (c)" rating in a report on Monday, February 23rd. Three investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and a consensus target price of $67.00.

Solstice Advanced Mat Price Performance

NASDAQ SOLS opened at $77.76 on Friday. The company has a debt-to-equity ratio of 1.40, a current ratio of 1.43 and a quick ratio of 0.98. The stock has a 50 day simple moving average of $77.37. Solstice Advanced Mat has a 12 month low of $40.43 and a 12 month high of $84.99. The company has a market cap of $12.35 billion and a P/E ratio of 299.08.

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

Solstice Advanced Mat Announces Dividend

The company 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 $0.075 dividend. This represents a $0.30 annualized dividend 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 (DPR) is 115.38%.

Solstice Advanced Mat 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.