Seaport Res Ptn Has Positive Outlook of ESI FY2025 Earnings

Element Solutions Inc. (NYSE:ESI) – Investment analysts at Seaport Res Ptn increased their FY2025 earnings estimates for Element Solutions in a report issued on Tuesday, November 4th. Seaport Res Ptn analyst M. Harrison now expects that the company will earn $1.50 per share for the year, up from their prior estimate of $1.48. The consensus estimate for Element Solutions’ current full-year earnings is $1.45 per share. Seaport Res Ptn also issued estimates for Element Solutions’ Q4 2025 earnings at $0.38 EPS, Q2 2026 earnings at $0.42 EPS, Q3 2026 earnings at $0.45 EPS, Q4 2026 earnings at $0.43 EPS, FY2026 earnings at $1.70 EPS, Q1 2027 earnings at $0.45 EPS, Q2 2027 earnings at $0.48 EPS, Q3 2027 earnings at $0.50 EPS and FY2027 earnings at $1.92 EPS.

Element Solutions (NYSE:ESI) last posted its quarterly earnings results on Tuesday, October 28th. The company reported $0.41 EPS for the quarter, topping the consensus estimate of $0.39 by $0.02. Element Solutions had a net margin of 9.58% and a return on equity of 14.01%. The company had revenue of $656.10 million during the quarter, compared to analysts’ expectations of $645.13 million. During the same quarter in the previous year, the business posted $0.39 EPS. The firm’s revenue was up 1.7% on a year-over-year basis.

Several other research firms have also commented on ESI. BMO Capital Markets increased their target price on Element Solutions from $30.00 to $35.00 and gave the company an “outperform” rating in a report on Wednesday. Truist Financial increased their price objective on Element Solutions from $28.00 to $30.00 and gave the company a “buy” rating in a report on Thursday, October 30th. The Goldman Sachs Group reissued a “neutral” rating and set a $27.00 target price (up previously from $24.00) on shares of Element Solutions in a research report on Tuesday, July 15th. KeyCorp upped their price target on Element Solutions from $32.00 to $34.00 and gave the company an “overweight” rating in a report on Thursday, October 30th. Finally, Weiss Ratings reissued a “hold (c+)” rating on shares of Element Solutions in a report on Wednesday, October 8th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and two have issued a Hold rating to the company. According to MarketBeat, Element Solutions has a consensus rating of “Moderate Buy” and a consensus target price of $30.88.

Element Solutions Price Performance

Element Solutions stock opened at $27.67 on Thursday. The stock has a market cap of $6.70 billion, a P/E ratio of 27.95, a price-to-earnings-growth ratio of 1.74 and a beta of 1.36. The company has a fifty day simple moving average of $26.04 and a 200-day simple moving average of $23.97. Element Solutions has a 12-month low of $16.77 and a 12-month high of $29.78. The company has a current ratio of 4.05, a quick ratio of 3.30 and a debt-to-equity ratio of 0.61.

Element Solutions Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, September 15th. Investors of record on Tuesday, September 2nd were paid a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Tuesday, September 2nd. Element Solutions’s dividend payout ratio (DPR) is currently 32.32%.

Insider Transactions at Element Solutions

In other news, EVP Carey J. Dorman sold 40,725 shares of the firm’s stock in a transaction that occurred on Thursday, September 18th. The shares were sold at an average price of $26.66, for a total transaction of $1,085,728.50. Following the transaction, the executive vice president directly owned 214,837 shares in the company, valued at approximately $5,727,554.42. This trade represents a 15.94% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Ian G. H. Ashken sold 292,000 shares of Element Solutions stock in a transaction on Wednesday, November 5th. The shares were sold at an average price of $27.00, for a total transaction of $7,884,000.00. Following the completion of the transaction, the director directly owned 306,880 shares in the company, valued at $8,285,760. The trade was a 48.76% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 460,399 shares of company stock worth $12,376,561. 6.90% of the stock is currently owned by corporate insiders.

Institutional Trading of Element Solutions

Large investors have recently bought and sold shares of the business. Elevation Point Wealth Partners LLC acquired a new position in Element Solutions in the 2nd quarter valued at about $26,000. Farther Finance Advisors LLC grew its stake in shares of Element Solutions by 154.8% in the 3rd quarter. Farther Finance Advisors LLC now owns 1,116 shares of the company’s stock valued at $28,000 after purchasing an additional 678 shares during the last quarter. First Horizon Advisors Inc. grew its stake in shares of Element Solutions by 710.1% in the 2nd quarter. First Horizon Advisors Inc. now owns 1,288 shares of the company’s stock valued at $29,000 after purchasing an additional 1,129 shares during the last quarter. American National Bank & Trust acquired a new position in shares of Element Solutions in the second quarter valued at approximately $36,000. Finally, SVB Wealth LLC purchased a new stake in shares of Element Solutions during the first quarter worth approximately $37,000. Institutional investors and hedge funds own 92.32% of the company’s stock.

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.