Keybanc Upholds Overweight Rating for Element Solutions (ESI)
Analyst Recommendation: Keybanc has maintained an Overweight recommendation for Element Solutions (NYSE: ESI) as of October 30, 2025, with an average one-year price target of $30.54/share, indicating a potential upside of 17.47% from its current price of $26.00/share.
Revenue and Earnings Projections: The projected annual revenue for Element Solutions is $2,657 million, reflecting a 6.31% increase, with a projected non-GAAP EPS of 1.73.
Fund Sentiment: There are 798 funds reporting positions in Element Solutions, showing a slight decrease in ownership by 1.72% over the last quarter, while the average portfolio weight dedicated to ESI has increased by 5.48%.
Shareholder Activity: Various institutional shareholders have adjusted their positions, with some increasing their allocations (e.g., T. Rowe Price and Gates Capital Management) while others, like IJR and Neuberger Berman Group, have decreased their holdings in Element Solutions.
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Extreme Steel Inc. Climbs to Top 20 Steel Firms Nationwide in 2025
- Industry Ranking Improvement: Extreme Steel Inc. advanced from #503 to #440 on ENR's 2025 Specialty Contractors list, securing a spot among the Top 20 steel firms nationwide, which underscores the team's dedication and craftsmanship, thereby solidifying its market position.
- Capacity Expansion through Integration: The acquisition of Superior Iron Works has enhanced ESI's fabrication capacity in the Mid-Atlantic, improving project delivery efficiency and laying a solid foundation for future projects.
- Strategic Recapitalization: ESI completed a strategic recapitalization, securing resources for investment in people, technology, equipment, and facilities, which will drive sustained growth in a competitive market.
- Workforce Development Initiatives: The company has intensified its focus on employee training and career advancement, aiming to foster a culture rooted in safety, teamwork, and pride, thereby laying the groundwork for future growth.
Ex-Dividend Alert: Element Solutions, LyondellBasell Industries, and ZIM Integrated Shipping Services
Upcoming Ex-Dividend Dates: On December 1, 2025, Element Solutions Inc (ESI), LyondellBasell Industries NV (LYB), and ZIM Integrated Shipping Services Ltd (ZIM) will trade ex-dividend, with respective dividends of $0.08, $1.37, and $0.31 scheduled for payment on December 15 and December 8, 2025.
Expected Stock Price Adjustments: Following the ex-dividend date, ESI is expected to open 0.31% lower, LYB 2.83% lower, and ZIM 1.57% lower, based on their recent stock prices.
Dividend Yield Estimates: The estimated annualized yields for the upcoming dividends are 1.24% for Element Solutions Inc, 11.32% for LyondellBasell Industries NV, and 6.29% for ZIM Integrated Shipping Services Ltd, indicating varying levels of dividend stability.
Current Trading Performance: As of the latest trading session, Element Solutions Inc shares are flat, while LyondellBasell Industries NV shares have increased by about 3%, and ZIM Integrated Shipping Services Ltd shares are up approximately 1%.
