Barclays Cuts Element Solutions (ESI) Price Target to $51

On October 23, 2026, Barclays reaffirmed its Overweight rating on Element Solutions Inc NYSE:ESI while adjusting its price target down from $53.00 to $51.00. The update arrived as the firm reviewed its stance on the specialty chemicals provider, whose shares closed at $32.95 on the day of the announcement. Barclays previously initiated coverage on the stock with a $53.00 target on October 13, 2026.

ESI Element Solutions Inc

$33.04 ▲ +28.21% year to date

1M 3M YTD

Daily close · Oct 23, 2026

Barclays's Call on Element Solutions

The updated research note maintains a positive stance on the company's prospects even as the target moves down slightly. The new $51.00 target sits well above where the shares recently traded around $33.11 on October 23, 2026, though the stock remains below both its 50-day moving average of $35.59 and its 200-day moving average of $36.72.

Other Institutional Activity in Element Solutions

FIL LTD reduced its holdings in the company by 1,349,439 shares, ending the period with 6,731,033 shares valued at about $221.8 million.

Element Solutions Inc Stock Down 8.9%

Shares of the Miami Beach-based company recently changed hands at $33.11, putting the market capitalization near $8.07 billion. The stock trades below its 52-week high of $49.25 and above its 52-week low of $22.86. The company carries a trailing price-to-earnings ratio of 38.95 and a forward price-to-earnings ratio of 15.40.

Recent Earnings

For its trailing twelve months, Element Solutions generated $3.15 billion in revenue and earnings of $0.85 per share. The firm reported a year-over-year revenue growth rate of 56.4% alongside a net profit margin of 5.7%. The next earnings report is scheduled for February 16, 2027.

Dividend

股东 receive an annual dividend rate of $0.32 per share, which translates to a dividend yield of 0.88% based on recent trading levels. The payout ratio sits at 43.2%.

Insider Buying and Selling at Element Solutions Inc

Company insiders executed several sales prior to the latest updates. Officer Matthew Liebowitz sold 37,000 shares on December 12, 2025, at an average price of $26.60 for a total of $984,200. Director E. Stanley O'Neal parted with 200,641 shares on February 20, 2026, at $35.52 per share, totaling roughly $7.13 million. Chief Financial Officer Carey J. Dorman sold 97,500 shares on February 23, 2026, at $34.87 each for about $3.40 million. Chief Executive Officer Benjamin Gliklich disposed of 170,000 shares on February 24, 2026, at $37.30 per share for a total value of $6.34 million.

Analysts Set New Price Targets

Wall Street firms have actively reviewed the stock in recent weeks. Mizuho maintained a Neutral rating on October 1, 2026, while moving its target from $45.00 to $42.00. UBS kept a Buy rating on October 5, 2026, raising its target from $47.00 to $48.00. Mizuho later updated its view on October 22, 2026, maintaining a Neutral rating and raising its target from $42.00 to $44.00. Overall, the stock carries a consensus recommendation key of strong buy with a mean price target of $47.17.

About Element Solutions

Element Solutions operates as a specialty chemicals technology company serving diverse industrial markets through its MacDermid Alpha Electronics Solutions and Element Specialties segments. The firm develops high-tech chemical solutions used in electronics, graphic arts, and offshore production.

Bottom Line

Market participants will monitor upcoming corporate updates and the next earnings release on February 16, 2027, to gauge progress toward analyst targets.