<div id="readability-page-1"><div><ul> <li>Element Solutions Inc. recently declared a quarterly cash dividend of US$0.08 per share, to be paid on December 15, 2025, and entered an agreement for a US$450 million add-on to its senior secured term loan B due 2030.</li> <li>These decisions came shortly after reporting third-quarter earnings and revenues above estimates, with the Electronics segment recording an 11% net sales increase and the company reaffirming full-year adjusted EBITDA and free cash flow guidance.</li> <li>We'll consider how Element Solutions' stronger-than-expected earnings and capital management actions impact its investment narrative and future expectations.</li> </ul><p>We've found 15 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.</p><h2>Element Solutions Investment Narrative Recap</h2><p> To be a shareholder in Element Solutions, one needs to believe the company can steadily grow its specialty chemicals business by riding long-term trends in advanced electronics and automotive electrification while executing well through economic cycles. The latest dividend and term loan announcements reinforce the company's ongoing capital management and commitment to shareholder returns, but these moves have limited immediate impact on the primary catalysts, such as adoption in high-performance computing, and the main risk tied to cyclical end-market exposure. </p> <p> The most relevant update is the US$450 million add-on to Element Solutions' senior secured term loan B, extending maturity to 2030 with terms matching the existing facility. This kind of financial action supports operational flexibility, which can be helpful as the company pursues growth in data centers, electric vehicles, and new electronics applications, yet it does not directly address the unpredictable demand swings in key legacy segments that remain a risk. </p> <p> However, investors should be aware that Element Solutions' reliance on cyclical electronics and automotive markets leaves it especially vulnerable if... </p> <p>Read the full narrative on Element Solutions (it's free!)</p><p>Element Solutions' narrative projects $2.8 billion revenue and $438.6 million earnings by 2028. This requires 3.9% yearly revenue growth and a $198.2 million earnings increase from $240.4 million currently.</p><p>Uncover how Element Solutions' forecasts yield a $32.10 fair value, a 24% upside to its current price.</p><h2>Exploring Other Perspectives</h2><figure><img height="476" src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/f99d2869-67e5-458b-b8ee-1dfbab6c4cfd/chart/earnings-and-revenue-growth?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="746" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/f99d2869-67e5-458b-b8ee-1dfbab6c4cfd/chart/earnings-and-revenue-growth"/><figcaption>ESI Earnings &amp; Revenue Growth as at Nov 2025</figcaption></figure> <p> Simply Wall St Community fair value estimates for Element Solutions span from US$32.10 to US$47.44, based on two independent views. While views differ, economic cyclicality in core end markets continues to be a theme many consider important. </p><p>Explore 2 other fair value estimates on Element Solutions - why the stock might be worth as much as 83% more than the current price!</p><h2>Build Your Own Element Solutions Narrative</h2><p>Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.</p><ul><li>A great starting point for your Element Solutions research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.</li><li>Our free Element Solutions research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Element Solutions' overall financial health at a glance.</li></ul><h2>Looking For Alternative Opportunities?</h2><p>Opportunities like this don't last. These are today's most promising picks. Check them out now:</p><ul><li>Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.</li><li>Find companies with promising cash flow potential yet trading below their fair value.</li><li>Uncover the next big thing with financially sound penny stocks that balance risk and reward.</li></ul> <p><em> This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data     and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your     financial situation. We aim to bring you long-term focused analysis driven by fundamental data.     Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.     Simply Wall St has no position in any stocks mentioned.</em></p></div></div>

<p>Element Solutions Inc. declared a quarterly cash dividend of $0.08 per share and secured a $450 million add-on to its senior secured term loan B due 2030. The company reported strong third-quarter earnings, with an 11% net sales increase in the Electronics segment. These actions support operational flexibility and shareholder returns but do not address cyclical market risks. Element Solutions projects $2.8 billion revenue and $438.6 million earnings by 2028, requiring 3.9% yearly revenue growth.</p>

Element Solutions (ESI) Climbs After Dividend, Loan Expansion and Strong Electronics Gains—Is the Cash Flow Story Shifting?