Element Solutions (ESI)
Supplies process chemistries for electronics manufacturing, surface finishing, and offshore energy.
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Sells proprietary chemicals and technical services for electronics manufacturing, industrial surface finishing, and offshore-energy applications. Products are consumed in customer production and replenished, with Electronics contributing most sales and a pending Solstice combination subject to approvals.
Supplies proprietary process chemistries and technical services through two segments: Electronics and Specialties. Electronics spans assembly, circuitry, semiconductors, and inks and pastes; Specialties covers industrial surface finishing, offshore-energy chemistry, specialty gases, and advanced materials.
Combines formulation and customer-process knowledge with direct technical sales and service, distributors, and manufacturing representatives. Products are consumed during customer production and replenished, creating recurring demand tied to those manufacturing workflows.
Electronics accounts for most of the portfolio, concentrating activity in semiconductor, circuitry, and assembly markets. Industrial-finishing and offshore-energy production shape the rest of demand. The signed Solstice combination remains subject to shareholder and regulatory approvals and other closing conditions.
Company facts
Target rangeAs of Sep 22, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 21, 2026 | BMO Capital | Reiterate | Rating: —Target: $50 | Target: $45 |
| Sep 18, 2026 | UBS | Reiterate | Rating: —Target: $52 | Target: $47 |
| Sep 11, 2026 | Goldman Sachs | Target | Target: $37 | Target: $44 |
| Sep 2, 2026 | Jefferies | Initiate | Rating: —Target: $24 | Target: $55 |
| Aug 28, 2026 | William Blair | Target | Target: — | Target: $48 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $189.6M · Total debt $2.12B · Total assets $5.78B · Shareholders' equity $2.81B
- Revenue
- $977.9M
- Operating income
- $113.7M
- Net income
- $77.3M
HistoryDividendAnnual yield
| Institutions | ≈ 102.92% | 250.81M shares | |
|---|---|---|---|
| 513 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 8.65% | 21.07M shares | |
| 14 holders · as of May 5, 2026 | |||
| Adds to | 111.57% | ||
243.69M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 111.57%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 11.32% | 27.60M | as of Jun 30, 2026 |
Brian BaresInsider | 7.43% | 18.10M | filed Feb 14, 2019 |
FMR LLCInstitution | 7.18% | 17.49M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.46% | 13.30M | as of Jun 30, 2026 |
Invesco Ltd.Institution | 5.18% | 12.63M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 20, 2026 | E. Stanley Oneal | director | −172,102 | $35.52 |
| Feb 23, 2026 | Carey J. Dorman | officer: Pdt Enterprise Ops and CFO | −97,500 | $34.87 |
| Feb 24, 2026 | Benjamin Gliklich | director, officer: CEO | −170,000 | $37.30 |
| Dec 12, 2025 | Matthew Liebowitz | officer: President, Specialties | −37,000 | $26.60 |
| Nov 5, 2025 | Ian G. H. Ashken | director | −292,000 | $27.00 |
- MKS
Closest overlap in electronics plating and industrial surface finishing
- Qnity Electronics
Advanced electronics materials across PCBs and semiconductor packaging
- Entegris
Semiconductor gases, advanced materials, and packaging process solutions
CompareAfter hours
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Element Solutions | $35.19 | 0.00% | $8.14B | 45.5 | 18.1 | 2.6 | +56.4% |
| MKS | $260.37 | 0.00% | $17.35B | 41.0 | 16.6 | 4.0 | +28.3% |
| Qnity Electronics | $124.86 | −0.06% | $25.50B | 43.5 | 25.9 | 4.9 | +22.1% |
| Entegris | $152.03 | +0.56% | $21.83B | 71.9 | 33.8 | 6.6 | +11.5% |
| Median | 43.5 | 25.9 | 4.9 | +22.1% |