What is KeyCorp's Forecast for IFF Q3 Earnings?

Key Points

• KeyCorp expects IFF to report Q3 2026 EPS of $0.89 and forecasts Q4 EPS of $0.71; it maintains a “Sector Weight” rating, compared with the full-year consensus estimate of $3.08 per share.
• IFF’s latest quarter fell short of expectations, with EPS of $0.82 versus the $1.07 consensus and revenue of $1.95 billion versus $2.62 billion, although revenue increased 1.8% year over year.
• Analyst sentiment remains moderately bullish, with a consensus “Moderate Buy” rating and $91.40 price target. IFF also authorized a $2.5 billion share repurchase program and declared a quarterly dividend of $0.40 per share.

International Flavors & Fragrances Inc. (NYSE:IFF - Free Report) - KeyCorp issued their Q3 2026 earnings estimates for shares of International Flavors & Fragrances in a report issued on Thursday, September 10th. KeyCorp analyst S. Tiano expects that the specialty chemicals company will post earnings per share of $0.89 for the quarter. KeyCorp has a "Sector Weight" rating on the stock. The consensus estimate for International Flavors & Fragrances' current full-year earnings is $3.08 per share. KeyCorp also issued estimates for International Flavors & Fragrances' Q4 2026 earnings at $0.71 EPS.

International Flavors & Fragrances (NYSE:IFF - Get Free Report) last released its quarterly earnings results on Tuesday, August 4th. The specialty chemicals company reported $0.82 EPS for the quarter, missing analysts' consensus estimates of $1.07 by ($0.25). The company had revenue of $1.95 billion for the quarter, compared to the consensus estimate of $2.62 billion. International Flavors & Fragrances had a return on equity of 7.11% and a net margin of 2.78%.The firm's quarterly revenue was up 1.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.15 earnings per share.

IFF has been the subject of a number of other reports. UBS Group upped their price target on shares of International Flavors & Fragrances from $84.00 to $91.00 and gave the company a "neutral" rating in a report on Thursday, August 6th. Benchmark boosted their target price on shares of International Flavors & Fragrances from $100.00 to $105.00 and gave the stock a "buy" rating in a report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft cut their target price on shares of International Flavors & Fragrances from $95.00 to $90.00 and set a "buy" rating for the company in a research note on Monday, June 1st. Argus lifted their price target on shares of International Flavors & Fragrances from $80.00 to $85.00 and gave the stock a "buy" rating in a research report on Tuesday, June 30th. Finally, Weiss Ratings cut International Flavors & Fragrances from a "hold (c)" rating to a "hold (c-)" rating in a report on Monday, August 17th. Twelve analysts have rated the stock with a Buy rating, six have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus price target of $91.40.

International Flavors & Fragrances Price Performance

Shares of NYSE:IFF opened at $83.67 on Monday. The stock has a market cap of $21.35 billion, a price-to-earnings ratio of 76.76, a PEG ratio of 3.25 and a beta of 0.94. The company has a debt-to-equity ratio of 0.34, a current ratio of 2.06 and a quick ratio of 1.72. International Flavors & Fragrances has a 12 month low of $59.14 and a 12 month high of $89.32. The stock's 50 day moving average price is $82.05 and its 200 day moving average price is $77.12.

International Flavors & Fragrances announced that its board has initiated a share repurchase program on Tuesday, August 4th that authorizes the company to repurchase $2.50 billion in shares. This repurchase authorization authorizes the specialty chemicals company to buy up to 12.1% of its stock through open market purchases. Stock repurchase programs are often an indication that the company's leadership believes its shares are undervalued.

International Flavors & Fragrances Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 18th will be issued a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.9%. The ex-dividend date is Friday, September 18th. International Flavors & Fragrances's dividend payout ratio (DPR) is presently 146.79%.

Insider Transactions at International Flavors & Fragrances

In related news, insider De Mendonca Ana Paula Teles sold 5,718 shares of the firm's stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $83.19, for a total value of $475,680.42. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CAO Marc Birenkrant sold 1,000 shares of International Flavors & Fragrances stock in a transaction that occurred on Friday, August 7th. The stock was sold at an average price of $85.00, for a total transaction of $85,000.00. Following the transaction, the chief accounting officer owned 3,446 shares in the company, valued at approximately $292,910. The trade was a 22.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,543 shares of company stock valued at $1,315,659 over the last ninety days. Corporate insiders own 1.07% of the company's stock.

Institutional Inflows and Outflows

Several large investors have recently bought and sold shares of IFF. Lloyd Advisory Services LLC. purchased a new position in International Flavors & Fragrances during the 4th quarter valued at about $27,000. Root Financial Partners LLC lifted its position in shares of International Flavors & Fragrances by 97.9% in the first quarter. Root Financial Partners LLC now owns 554 shares of the specialty chemicals company's stock worth $40,000 after purchasing an additional 274 shares in the last quarter. Geneos Wealth Management Inc. boosted its holdings in shares of International Flavors & Fragrances by 55.7% during the first quarter. Geneos Wealth Management Inc. now owns 587 shares of the specialty chemicals company's stock worth $46,000 after purchasing an additional 210 shares during the period. Transamerica Financial Advisors LLC grew its position in International Flavors & Fragrances by 884.1% during the second quarter. Transamerica Financial Advisors LLC now owns 679 shares of the specialty chemicals company's stock valued at $50,000 after purchasing an additional 610 shares in the last quarter. Finally, Parkside Financial Bank & Trust increased its stake in International Flavors & Fragrances by 27.9% in the 2nd quarter. Parkside Financial Bank & Trust now owns 706 shares of the specialty chemicals company's stock valued at $56,000 after buying an additional 154 shares during the period. 96.02% of the stock is owned by institutional investors and hedge funds.

About International Flavors & Fragrances

International Flavors & Fragrances Inc NYSE: IFF develops and manufactures ingredients, flavor systems, fragrances and related solutions used in consumer and industrial products. Its offerings help customers create or enhance the taste, aroma, texture, appearance and performance of products across the food, beverage, personal care, home care, health and pharmaceutical markets.

IFF's business includes natural and synthetic flavor compounds, fragrance ingredients and compositions, cosmetic and personal-care ingredients, specialty food ingredients, enzymes, cultures, probiotics and other bioscience-based solutions.

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