Mizuho Rates Element Solutions (ESI) buy, $54 Price Target

Mizuho reiterated its buy rating on Element Solutions Inc (NYSE:ESI) on July 1, 2026. Analyst John Roberts set a price target of $54, maintaining a positive outlook on the specialty chemicals company.

Other Institutional Activity in Element Solutions

Several institutional investors have been active in Element Solutions. BlackRock, Inc. grew its holdings by 694,032 shares, ending with 27,253,273 shares valued at about $930.4 million. FMR LLC increased its stake by 3,361,868 shares, bringing its total to 20,686,175 shares worth approximately $706.2 million, marking a 19.4% increase. Vanguard Portfolio Management LLC and Vanguard Capital Management LLC both opened new positions, holding 13,663,065 and 10,723,727 shares respectively, valued at around $466.5 million and $366.1 million. On the other hand, T. Rowe Price Investment Management, Inc. reduced its position by 2,095,476 shares, now holding 9,024,523 shares valued at approximately $308.1 million, a decrease of 18.8%.

Element Solutions Inc Stock Up 45.9%

Shares of Element Solutions Inc traded near $47.75 on Wednesday. The company has a market cap of about $11.63 billion and a P/E ratio of 77.02, with a forward P/E of 23.25. Its beta is 1.259, indicating a moderate risk level compared to the market. The stock's 52-week range is between $22.44 and $49.25, with a 50-day moving average of $42.51 and a 200-day moving average of $32.31. The current ratio is 2.683, and the quick ratio is 1.573, with a debt-to-equity ratio of 78.598.

Recent Earnings

Element Solutions reported revenue of about $2.8 billion, showing a growth rate of 41.5%. The company posted an EPS of $0.62, with a net margin of 5.32% and a return on equity of 5.64%. The next earnings report is expected on July 30, 2026.

Dividend

Element Solutions pays an annual dividend of $0.32 per share, yielding 0.67%. The dividend payout ratio stands at 51.61%.

Insider Buying and Selling at Element Solutions Inc

Recent insider activity includes several transactions on May 4, 2026. Elyse Napoli Filon and Susan Sofronas each bought 6,539 shares, while Stanley O'Neal purchased 3,272 shares. On the selling side, Ian Ashken and Stanley O'Neal each sold 6,539 shares.

Analysts Set New Price Targets

On July 1, 2026, Mizuho maintained its buy rating on Element Solutions with a $54 price target. UBS and Truist Securities also maintained their buy ratings on April 30, 2026, with targets of $52 and $47, respectively. Overall, the consensus among 10 analysts is a buy rating, with a mean target price of $47.30.

About Element Solutions Inc

Element Solutions Inc is a specialty chemicals technology company based in Miami Beach, Florida. It operates in the Basic Materials sector, focusing on specialty chemicals across industries such as electronics, automotive, and aerospace. The company is led by CEO Benjamin Gliklich and employs approximately 5,200 people. Element Solutions offers products through two main segments: MacDermid Alpha Electronics Solutions and Element Specialties, serving a global market.

Bottom Line

Mizuho's reaffirmation of its buy rating for Element Solutions Inc signals continued confidence in the company's prospects. Investors often track such analyst ratings for insights, though they are just one piece of the puzzle. It's important to remember that changes in analyst ratings and targets reflect opinions at a point in time and should be considered alongside other factors.