Truist Securities Upholds Buy Rating for Element Solutions (ESI)
Analyst Recommendation: Truist Securities has maintained a Buy 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.
Projected Financials: Element Solutions is projected to achieve annual revenue of $2,657 million, reflecting a 6.31% increase, with a non-GAAP EPS forecast of 1.73.
Fund Sentiment: There are 798 funds reporting positions in Element Solutions, with 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: Notable changes in shareholder allocations include T. Rowe Price increasing its stake by 6.61%, while Neuberger Berman significantly decreased its allocation by 49.37% over the last quarter.
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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%.
