Element Solutions Inc
At today's price, Element Solutions Inc (ESI) is priced for today's economics sustained for ~8.3 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
• Element Solutions sells sticky, highly-technical specialty chemistries into electronics manufacturing, products that are ⟦"only a small portion of our customers'⟧ cost yet essential, with its Electronics segment growing 15% organically on AI-infrastructure and data-center demand. • The biggest specific risk is cyclicality plus valuation: the electronics cycle is historically volatile, and at roughly 34 times trailing operating income only the forward-growth method reaches the price, which embe
Is ESI overvalued? See what's priced in →
428 institutional managers reported holding ESI in 13F filings for the quarter ended 2026-03-31. 89 opened new positions that quarter. Held by BlackRock, Vanguard Group, FMR (Fidelity), among others. On the short side, 15.4M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (6.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
ESI has cut its share count 1.7% over the past five years, spending $195.60M on repurchases. It pays a dividend, and has for 6 years running; the current rate is $0.32 a share annually. Cash returned over the past three years: $214.90M in dividends and $25.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at ESI over the trailing three years. Absence is a fact about the company, not a signal. 13 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
ESI's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-02-24 | -1.4% | -10.2% |
| 2022-04-29 | +5.4% | -17.9% |
| 2023-07-28 | +3.6% | -6.3% |
| 2023-10-27 | -0.3% | +28.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
ESI's latest 8-K filings: 2026-07-06 (items 1.01, 5.02, 9.01); 2026-07-06 (items 7.01, 9.01); 2026-05-05 (items 5.07); 2026-04-28 (items 2.02, 9.01); 2026-03-23 (items 5.02, 8.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.