Seaport Res Ptn Has Negative Outlook for ESI Q2 Earnings

Element Solutions Inc (NYSE:ESI - Free Report) - Stock analysts at Seaport Res Ptn reduced their Q2 2025 earnings per share (EPS) estimates for shares of Element Solutions in a report issued on Thursday, April 24th. Seaport Res Ptn analyst M. Harrison now forecasts that the company will earn $0.33 per share for the quarter, down from their prior forecast of $0.36. The consensus estimate for Element Solutions' current full-year earnings is $1.45 per share. Seaport Res Ptn also issued estimates for Element Solutions' Q2 2026 earnings at $0.39 EPS and FY2026 earnings at $1.62 EPS.

A number of other brokerages also recently issued reports on ESI. The Goldman Sachs Group lowered their price target on shares of Element Solutions from $30.00 to $24.00 and set a "neutral" rating on the stock in a report on Monday. BMO Capital Markets lowered their price objective on shares of Element Solutions from $34.00 to $30.00 and set an "outperform" rating for the company in a research note on Friday, April 25th. UBS Group decreased their price target on shares of Element Solutions from $31.00 to $25.00 and set a "buy" rating for the company in a research note on Tuesday, April 15th. Bank of America upgraded shares of Element Solutions from a "neutral" rating to a "buy" rating and cut their price objective for the stock from $29.00 to $24.00 in a report on Tuesday, April 15th. Finally, Truist Financial upgraded shares of Element Solutions from a "hold" rating to a "buy" rating and cut their price target for the company from $28.00 to $24.00 in a report on Monday, April 14th. Two investment analysts have rated the stock with a hold rating, eight have issued a buy rating and one has issued a strong buy rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $26.38.

Element Solutions Stock Performance

Shares of NYSE:ESI traded up $0.40 during midday trading on Monday, reaching $20.81. The company had a trading volume of 1,082,822 shares, compared to its average volume of 3,110,155. The company's 50 day moving average price is $22.43 and its 200 day moving average price is $25.17. The company has a current ratio of 3.34, a quick ratio of 2.77 and a debt-to-equity ratio of 0.76. The stock has a market cap of $5.05 billion, a P/E ratio of 20.40, a P/E/G ratio of 2.30 and a beta of 1.28. Element Solutions has a 52-week low of $16.77 and a 52-week high of $29.78.

Element Solutions (NYSE:ESI - Get Free Report) last announced its quarterly earnings results on Wednesday, April 23rd. The company reported $0.34 EPS for the quarter, beating analysts' consensus estimates of $0.33 by $0.01. The business had revenue of $593.70 million during the quarter, compared to analyst estimates of $576.73 million. Element Solutions had a net margin of 9.94% and a return on equity of 14.68%. Element Solutions's quarterly revenue was up 3.3% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.34 EPS.

Institutional Trading of Element Solutions

Several hedge funds have recently made changes to their positions in the company. Louisiana State Employees Retirement System purchased a new stake in shares of Element Solutions in the 1st quarter valued at approximately $2,372,000. New York State Common Retirement Fund lifted its holdings in shares of Element Solutions by 12.8% in the 1st quarter. New York State Common Retirement Fund now owns 261,062 shares of the company's stock worth $5,903,000 after acquiring an additional 29,700 shares during the last quarter. Mutual of America Capital Management LLC acquired a new position in shares of Element Solutions in the 1st quarter worth approximately $734,000. Xponance Inc. lifted its holdings in shares of Element Solutions by 8.7% in the 1st quarter. Xponance Inc. now owns 11,529 shares of the company's stock worth $261,000 after acquiring an additional 922 shares during the last quarter. Finally, Cerity Partners LLC lifted its holdings in shares of Element Solutions by 28.4% in the 1st quarter. Cerity Partners LLC now owns 221,054 shares of the company's stock worth $4,998,000 after acquiring an additional 48,958 shares during the last quarter. Hedge funds and other institutional investors own 92.32% of the company's stock.

Insider Buying and Selling

In other news, Director Martin E. Franklin sold 2,000,000 shares of the stock in a transaction dated Wednesday, March 19th. The shares were sold at an average price of $26.10, for a total value of $52,200,000.00. Following the completion of the sale, the director now directly owns 109,100 shares in the company, valued at $2,847,510. This represents a 94.83 % decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 7.90% of the stock is owned by insiders.

Element Solutions Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, March 17th. Investors of record on Monday, March 3rd were issued a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 1.54%. The ex-dividend date was Monday, March 3rd. Element Solutions's payout ratio is presently 26.89%.

About Element Solutions

Element Solutions Inc operates as a specialty chemicals company in the United States, China, and internationally. The company operates in two segments, Electronics, and Industrial & Specialty. The Electronics segment researches, formulates, and sells specialty chemicals and materials for various types of electronics hardware products.