T. Rowe Price Investment Management 13F: Cuts ESI Stake by $103M
T. Rowe Price trimmed its holdings in Element Solutions by 18.8%, filing reveals.
Reviewed by automated data checks against the source filing. How we make and check alerts
T. Rowe Price Investment Management sold 2,095,476 shares from its stake in Element Solutions Inc ($ESI), an 18.84% decrease, according to a 13F filing with the SEC dated May 15, 2026. It reported 9,024,523 shares worth $443.01 million at the end of the quarter.
Since the filing, $ESI is down 3.8% after 1 week, up 6.7% after 1 month and down 16.9% to date (from the $42.16 close on May 15, 2026).
Find the original: T. Rowe Price Investment Management 13F filings on SEC EDGAR
ESI
Element Solutions Inc
Key Points
- T. Rowe Price cut its position in Element Solutions by 18.8%, reducing its shares to 9,024,523 as of the latest filing.
- Element Solutions trades near $45.97 with a market cap of $11.2 billion and a forward P/E of 22.4.
- Analysts maintain a positive outlook on Element Solutions, with UBS and Truist Securities setting price targets of $52 and $47, respectively.
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T. Rowe Price Investment Management has reduced its position in Element Solutions Inc (NYSE:ESI) by 18.8%, according to its latest 13F filing with the SEC. The firm sold 2,095,476 shares, bringing its total holdings to 9,024,523 shares valued at approximately $414.9 million as of the reporting period.
T. Rowe Price Investment Management vs. the S&P 500
Hypothetical returns from T. Rowe Price Investment Management's disclosed trades, not real profit or advice. How we model this.
What Changed in T. Rowe Price's Element Solutions Position
T. Rowe Price trimmed its stake in Element Solutions from 11,119,999 shares to 9,024,523 shares, a decrease of 18.8%. This reduction represents a sale of 2,095,476 shares and results in a holding valued at about $414.9 million.
Other Institutional Activity in Element Solutions
BlackRock, Inc. increased its holdings by 694,032 shares, resulting in a total of 27,253,273 shares valued at approximately $930.4 million. FMR LLC added 3,361,868 shares, ending with 20,686,175 shares worth about $706.2 million. Vanguard Portfolio Management LLC established a new position with 13,663,065 shares valued at $466.5 million. Invesco Ltd. boosted its stake by 1,922,224 shares, holding 8,991,462 shares valued at $306.9 million.
Element Solutions Inc Stock Up 50.0%
Shares of Element Solutions Inc (NYSE:ESI) are trading around $45.97. The company has a market capitalization of $11.2 billion and a forward P/E ratio of 22.4. Its beta is 1.259, indicating slightly higher volatility compared to the market. The stock's 52-week range is between $21.28 and $46.72, with a 50-day moving average of $41.41 and a 200-day moving average of $31.68.
Recent Earnings
Element Solutions reported revenue of approximately $2.8 billion, reflecting a growth rate of 41.5%. The company's net margin stands at 5.3%, with a return on equity of 5.6%. The next earnings release is scheduled for July 30, 2026.
Insider Buying and Selling at Element Solutions Inc
Recent insider activity at Element Solutions includes sales by Ian Ashken and Stanley Oneal, each selling 6,539 shares on May 4, 2026. On the same day, Elyse Napoli Filon and Susan Sofronas purchased 6,539 shares each. Stanley Oneal also bought an additional 3,272 shares.
Analysts Set New Price Targets
On April 30, 2026, UBS maintained its 'buy' rating on Element Solutions, setting a price target of $52. Truist Securities also maintained a 'buy' rating with a $47 price target. The consensus target price for the stock is $47.3, based on 10 analyst opinions.
About Element Solutions Inc
Element Solutions Inc is a specialty chemicals company based in Miami Beach, Florida. It operates through two segments: MacDermid Alpha Electronics Solutions and Element Specialties. The company provides products and solutions for industries such as mobile communications, automotive, aerospace, and oil and gas. Led by CEO Benjamin Gliklich, Element Solutions employs about 5,200 people globally.
Bottom Line
T. Rowe Price's decision to cut its stake in Element Solutions by nearly 19% is noteworthy, reflecting a shift in its investment strategy. Investors often monitor 13F filings to gauge institutional sentiment, although these filings are backward-looking and may not reflect current positions. Element Solutions continues to attract attention due to its market position and analyst optimism, making it a stock to watch.
Related Filing Alerts
Source: T. Rowe Price Investment Management's 13F filing on $ESI (May 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: T. Rowe Price Investment Management 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts