Silvercrest Asset Management Group 13F: Cuts ESI Stake by $15M

Silvercrest Adjusts Its Position

Silvercrest Asset Management Group trimmed its holdings in Element Solutions Inc NYSE:ESI during the period ended May 15, 2026, according to a Form 13F filing with the Securities and Exchange Commission. The filing reflects holdings as of the reporting date and may not represent the firm's current position. Silvercrest is known for active portfolio management across various sectors, frequently rebalancing its equity holdings to manage risk.

During the quarter, the firm shed 312,577 shares of the specialty chemicals provider, marking a 6.7% decrease from its prior holdings. The institutional investor wrapped up the reporting period with 4,366,956 shares. Based on transaction data, that remaining stake carried an estimated value of $208.52 million. This move matches other recent portfolio adjustments by the asset manager, which also trimmed stakes in several other industrial and medical equities during the same filing window.

Element Solutions Stock and Market Position

Shares of Element Solutions trade near $47.75, sitting close to the upper boundary of its 52-week trading band that stretches from $22.86 to $49.25. The company carries a market capitalization of roughly $8.14 billion alongside a trailing P/E ratio of 45.16. Because 13F filings look backward, these disclosures capture portfolio snapshots from past months rather than real-time trading decisions.

Recent Analyst Updates

Wall Street research firms have updated their outlooks on the stock in recent months. On October 13, 2026, Barclays initiated coverage with an overweight rating and a $53.00 price target. Earlier on October 5, 2026, UBS maintained its buy rating while lifting its target to $48.00 from $47.00. Mizuho maintained a neutral rating on October 1, 2026, with a target of $42.00, adjusting it down from $45.00. Overall, analysts hold a consensus strong buy rating on the stock with a mean price target of $46.73 based on 11 analyst opinions.

Specialty Chemicals Operations

Element Solutions Inc operates as a specialty chemicals technology company serving industries ranging from mobile communications and automotive to aerospace and consumer electronics. Its operations span advanced assembly materials, circuit board metallization, and industrial plating products. The firm operates from its headquarters in Miami Beach, Florida.

What to Watch at Element Solutions Inc

Market participants look ahead to the next earnings release scheduled for October 27, 2026, for fresh data on revenue and operational margins. Institutional filing updates will continue to provide insight into how large asset managers adjust their positions in the specialty chemicals sector over coming quarters. These filings do not represent investment advice or stock recommendations.