Element SolutionsESI
Market Cap: $6.05B
About: Element Solutions Inc is a specialty chemicals company whose businesses supply a broad range of solutions that enhance the performance of products people use every day. The company has two segments which are Electronics and Industrial & Specialty. The Industrial & Specialty segment which generates majority of the revenue, includes chemical systems that protect and decorate metal and plastic surfaces; consumable chemicals that enable printing image transfer on flexible packaging materials; and chemistries used in water-based hydraulic control fluids in offshore energy production. Electronics segment researches, formulates and sells specialty chemicals and process technologies for all types of electronics hardware, from complex printed circuit board designs to semiconductor packaging.
Employees: 5,300
Fund manager confidence
Based on 2024 Q2 SEC filings by fund managers ($100M+ AUM)
189% more call options, than puts
Call options by funds: $12.4M | Put options by funds: $4.28M
69% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 32
25% more funds holding in top 10
Funds holding in top 10: 4 [Q1] → 5 (+1) [Q2]
17% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 103
7% more funds holding
Funds holding: 295 [Q1] → 317 (+22) [Q2]
7% more capital invested
Capital invested by funds: $5.64B [Q1] → $6.04B (+$396M) [Q2]
861.05% less ownership
Funds ownership: 953.01% [Q1] → 91.96% (-861.05%) [Q2]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
4 analyst ratings
Goldman Sachs Duffy Fischer 40% 1-year accuracy 4 / 10 met price target | 16%upside $29 | Neutral Maintained | 27 Jun 2024 |
UBS Joshua Spector 46% 1-year accuracy 17 / 37 met price target | 32%upside $33 | Buy Maintained | 24 Jun 2024 |
BMO Capital Bhavesh Lodaya 0% 1-year accuracy 0 / 3 met price target | 20%upside $30 | Outperform Reiterated | 12 Jun 2024 |
Mizuho John Roberts 67% 1-year accuracy 18 / 27 met price target | 16%upside $29 | Buy Maintained | 12 Jun 2024 |
Financial journalist opinion
Based on 8 articles about ESI published over the past 30 days