Element Solutions Inc (ESI)

In the past six months, ESI's stock experienced notable events. As of November 26, 2025, the share price was $25.91. The company announced a quarterly dividend of $0.08, payable on December 15, 2025. ESI announced an agreement to acquire Micromax for approximately $500 million and to acquire EFC Gases & Advanced Materials, and divested MacDermid Graphics Solutions for $323 million. Third-quarter 2025 net sales were $656.1 million, with an EPS of $0.41. The company increased its full-year 2025 adjusted EBITDA guidance to a range of $545 million to $550 million. The stock price saw a slight decline after the Q3 earnings report. Insider selling activity was noted in November, September and March 2025.

Element Solutions Inc.'s demand seasonality is shifting due to its increasing focus on B2B end markets. Some seasonal patterns still exist, such as increased China volumes in Q3 associated with smartphone activity. The fourth quarter of 2025 is expected to incorporate the end of the seasonal smartphone ramp and lower EV volumes. Historically, a monthly seasonality trading strategy suggests initiating long positions in February, April, July, and November, and short positions in March, August, and September.

Element Solutions Inc. (ESI) is a global specialty chemicals company operating in two segments: Electronics (70% of revenue) and Industrial & Specialty. The Electronics segment focuses on specialty chemicals and process technologies for electronics hardware, serving industries like mobile communications and automotive. The Industrial & Specialty segment provides solutions for diverse industrial sectors, including automotive trim and oil and gas production. ESI owns subsidiaries operating under brands like MacDermid Enthone and Kester.

Element Solutions Inc. operates internationally with a significant presence in the United States and China. The company has manufacturing and research and development sites in multiple countries, targeting markets across North America, Europe, and Asia.

Element Solutions Inc. has maintained a positive brand reputation, particularly in corporate responsibility and sustainability. The company was ranked on Newsweek's list of "America's Most Responsible Companies" for 2024 and received an EcoVadis Silver Medal in 2024. These accolades highlight the company's dedication to environmental stewardship, labor practices, human rights, ethical conduct, and sustainable procurement.

Element Solutions Inc. has a diverse ownership structure, with institutional investors holding a significant portion of the company's stock, between 53.07% and 93.9%. Major institutional owners include BlackRock, Inc., and Vanguard Group Inc. Individual investors and public companies hold between 21.56% and 24.34% of the stock, while insiders own approximately 1.03% to 14.39%. Stanhope Investments is the largest individual shareholder, owning 6.70% of the company. Martin E. Franklin, the founder and Executive Chairman, also holds a substantial number of shares.