Vaughan Nelson Investment Management, L.P. Reduces $35M in Element Solutions Inc ($ESI)

Vaughan Nelson Investment Management, L.P. has reduced its stake in Element Solutions Inc (NYSE:ESI), cutting its holdings by 737,538 shares. This move, disclosed in a filing dated April 16, 2026, lowers Vaughan Nelson's position by 17.2% to a total of 3,551,622 shares. The remaining stake is valued at approximately $155.2 million.

What Changed in Vaughan Nelson's Element Solutions Position

Vaughan Nelson trimmed its investment in Element Solutions Inc, moving from 4,289,160 shares to 3,551,622 shares. The reduction of 737,538 shares represents a 17.2% decrease. Despite the reduction, the holding's value remains significant at $155.2 million.

Other Institutional Activity in Element Solutions

Several other institutional investors have also adjusted their positions in Element Solutions Inc. BlackRock, Inc. increased its holdings by 694,032 shares, bringing its total to 27,253,273 shares valued at about $930.4 million. FMR LLC added 3,361,868 shares, resulting in a total of 20,686,175 shares worth around $706.2 million. Conversely, T. Rowe Price Investment Management, Inc. reduced its stake by 2,095,476 shares, leaving it with 9,024,523 shares valued at $308.1 million.

Element Solutions Inc Stock Up 36.7%

Shares of Element Solutions Inc (NYSE:ESI) are trading near $43.70. The company boasts a market capitalization of approximately $10.65 billion and a forward P/E ratio of 21.3. Its beta stands at 1.259, indicating moderate volatility. Over the past 52 weeks, the stock has ranged from a low of $21.15 to a high of $45.52, with moving averages of $40.58 (50-day) and $31.29 (200-day). The company's current ratio is 2.683, and its debt-to-equity ratio is 78.598.

Recent Earnings

Element Solutions Inc reported revenue of $2.8 billion, with a growth rate of 41.5%. The company's net margin stands at 5.3%, and it has a return on equity of 5.6%. Earnings per share (EPS) is $0.62. The next earnings release is scheduled for April 28, 2026.

Dividend

Element Solutions Inc offers an annual dividend rate of $0.32, yielding 0.73%. The company's dividend payout ratio is 51.61%.

Insider Buying and Selling at Element Solutions Inc

Recent insider transactions include sales by Ian Ashken and Stanley Oneal, each selling 6,539 shares on May 4, 2026. Meanwhile, Elyse Napoli Filon and Susan Sofronas bought 6,539 shares each on the same day, and Stanley Oneal purchased an additional 3,272 shares.

Analysts Set New Price Targets

On April 30, 2026, UBS maintained its 'buy' rating on Element Solutions Inc with a price target of $52. Truist Securities also maintained a 'buy' rating, setting a target price of $47. Overall, the consensus among analysts is positive, with a mean price target of $47.3 based on 10 analyst opinions.

About Element Solutions Inc

Element Solutions Inc is a specialty chemicals technology company based in Miami Beach, Florida. It operates through two main segments: MacDermid Alpha Electronics Solutions and Element Specialties. The company serves diverse industries, including electronics, automotive, aerospace, and oil and gas. Led by CEO Benjamin Gliklich, Element Solutions employs approximately 5,200 people across its global operations.

Bottom Line

Vaughan Nelson's recent reduction in Element Solutions Inc holdings is part of broader institutional activity around the stock. Element Solutions continues to be a significant player in the specialty chemicals sector, with robust analyst support. Investors often watch 13F filings like this one for insights into institutional sentiment, although they reflect past positions.