Key Takeaways
- Jefferies has reaffirmed its ‘Buy’ recommendation for Elementis (EMNSF) with a price target of $2.48.
- This target suggests a potential upside of 38.54% from its recent closing price of $1.79.
- Elementis is projected to see a 34.86% increase in annual revenue, reaching approximately $987 million.
- Fund sentiment shows a positive trend, with total institutional shares owned increasing by 33.03% in the last three months.
- Key institutional investors, such as Clearwater International Fund, have significantly increased their positions in Elementis.
Jefferies Maintains ‘Buy’ Rating on Elementis
On October 23, 2025, financial services company Jefferies reiterated its ‘Buy’ coverage for Elementis (OTCPK:EMNSF). This established ‘Buy’ recommendation indicates confidence in the company’s future performance.
Analyst Price Forecast for Elementis
As of August 6, 2025, the consensus one-year price target for Elementis stands at $2.48 per share. This analyst-driven forecast encompasses a range from a low of $2.19 to a high of $2.68.
💡 The average price target represents a significant potential upside of 38.54%, based on the stock’s last reported closing price of $1.79 per share.
Projected Financial Performance for Elementis
Looking ahead, Elementis is projected to achieve an annual revenue of $987 million, marking an increase of 34.86%. The company’s non-GAAP Earnings Per Share (EPS) is forecasted to be $0.13.
Shifting Institutional Investor Sentiment
Analysis of fund sentiment reveals a dynamic landscape for Elementis. Currently, five funds or institutions report holding positions in the company, a number that has remained stable over the past quarter.
📊 However, the average portfolio weight allocated to EMNSF by these funds has seen a substantial increase of 58.09%, now standing at 0.12% of their respective portfolios. This indicates a growing conviction among institutional investors.
📊 Furthermore, the total number of shares owned by institutions has surged by 33.03% in the last three months, reaching 3,156,000 shares. This accumulation suggests a positive outlook from the institutional investment community.
Key Shareholder Activity and Portfolio Adjustments
Examining the actions of specific shareholders provides further insight into the evolving investor sentiment surrounding Elementis (EMNSF).
Clearwater International Fund (QCVAX)
Clearwater International Fund (QCVAX) holds 2,577,000 shares, representing 0.45% ownership. In its previous filing, the fund reported holding 1,717,000 shares, signifying a notable increase of 33.36% in its direct holdings.
⚡ Moreover, the fund demonstrated a strong belief in Elementis by increasing its portfolio allocation to EMNSF by 74.88% over the last quarter, highlighting significant strategic interest.
Stock Account Class R1 (QCSTRX)
Stock Account Class R1 (QCSTRX) currently possesses 472,000 shares, accounting for 0.08% ownership. This represents a decrease of 12.10% from its prior filing, where it held 529,000 shares.
✅ Despite the reduction in direct share count, the firm notably increased its portfolio allocation to EMNSF by 7.22% in the most recent quarter, suggesting a nuanced approach to its investment in the company.
Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN)
The Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF (PDN) holds 54,000 shares, constituting 0.01% ownership. There has been no change in its holdings over the last quarter.
International Small Company Trust NAV (JAJDX)
International Small Company Trust NAV (JAJDX) holds 27,000 shares, representing 0.00% ownership. Its holdings have remained unchanged in the preceding quarter.
International Small Company Fund Class NAV (JISAX)
International Small Company Fund Class NAV (JISAX) currently holds 26,000 shares, representing 0.00% ownership. In its previous filing, the fund reported 45,000 shares, indicating a decrease of 74.66% in its direct share count.
⚡ However, this fund also increased its portfolio allocation to EMNSF by 11.80% over the last quarter, suggesting a strategic shift in asset allocation despite nominal share reduction.
Expert Summary
Jefferies has reiterated its ‘Buy’ rating for Elementis (EMNSF), setting a price target that suggests a significant upside potential. Positive institutional sentiment, marked by increased fund allocations and share accumulation, further supports this outlook. Strategic portfolio adjustments among key investors highlight ongoing interest in the company’s prospects.