B. Metzler seel. Sohn & Co. AG purchased a new stake in International Flavors & Fragrances Inc. (NYSE:IFF - Free Report) during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm purchased 15,238 shares of the specialty chemicals company's stock, valued at approximately $1,207,000.
A number of other large investors have also recently modified their holdings of the business. BlackRock Inc. purchased a new position in shares of International Flavors & Fragrances in the 2nd quarter worth about $1,835,955,000. State Street Corp increased its holdings in shares of International Flavors & Fragrances by 1.1% in the fourth quarter. State Street Corp now owns 11,092,368 shares of the specialty chemicals company's stock worth $751,875,000 after buying an additional 121,260 shares during the period. First Eagle Investment Management LLC lifted its stake in shares of International Flavors & Fragrances by 27.5% in the 4th quarter. First Eagle Investment Management LLC now owns 8,831,668 shares of the specialty chemicals company's stock valued at $595,166,000 after acquiring an additional 1,904,598 shares during the last quarter. Invesco Ltd. boosted its holdings in International Flavors & Fragrances by 4.9% during the 4th quarter. Invesco Ltd. now owns 7,519,812 shares of the specialty chemicals company's stock valued at $506,760,000 after acquiring an additional 352,636 shares during the period. Finally, Geode Capital Management LLC boosted its holdings in International Flavors & Fragrances by 2.6% during the 4th quarter. Geode Capital Management LLC now owns 6,771,894 shares of the specialty chemicals company's stock valued at $454,607,000 after acquiring an additional 172,781 shares during the period. Institutional investors own 96.02% of the company's stock.
Wall Street Analyst Weigh In
Several analysts have weighed in on the company. Wall Street Zen downgraded International Flavors & Fragrances from a "hold" rating to a "sell" rating in a research report on Saturday, August 8th. Rothschild & Co Redburn decreased their target price on shares of International Flavors & Fragrances from $74.00 to $71.00 in a research note on Friday, May 8th. Zacks Research lowered shares of International Flavors & Fragrances from a "hold" rating to a "strong sell" rating in a report on Thursday, August 6th. Argus boosted their price objective on shares of International Flavors & Fragrances from $80.00 to $85.00 and gave the company a "buy" rating in a research report on Tuesday, June 30th. Finally, JPMorgan Chase & Co. upped their price objective on shares of International Flavors & Fragrances from $90.00 to $92.00 and gave the company an "overweight" rating in a research note on Thursday, May 7th. Thirteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $92.16.
View Our Latest Stock Analysis on IFF
International Flavors & Fragrances Trading Up 0.0%
NYSE IFF opened at $84.31 on Monday. The company has a quick ratio of 1.72, a current ratio of 2.06 and a debt-to-equity ratio of 0.34. International Flavors & Fragrances Inc. has a twelve month low of $59.14 and a twelve month high of $89.32. The firm has a market capitalization of $21.51 billion, a PE ratio of 77.35, a P/E/G ratio of 3.12 and a beta of 0.93. The stock's 50 day moving average is $79.56 and its 200 day moving average is $76.34.
International Flavors & Fragrances (NYSE:IFF - Get Free Report) last posted its quarterly earnings data on Tuesday, August 4th. The specialty chemicals company reported $0.82 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $1.07 by ($0.25). The firm had revenue of $1.95 billion during 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%.International Flavors & Fragrances's revenue for the quarter was up 1.8% compared to the same quarter last year. During the same quarter last year, the company posted $1.15 EPS. Research analysts forecast that International Flavors & Fragrances Inc. will post 3.08 earnings per share for the current fiscal year.
International Flavors & Fragrances Announces Dividend
The business also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 18th will be paid a $0.40 dividend. The ex-dividend date is Friday, September 18th. This represents a $1.60 annualized dividend and a dividend yield of 1.9%. International Flavors & Fragrances's dividend payout ratio is presently 146.79%.
International Flavors & Fragrances announced that its board has approved a share buyback plan on Tuesday, August 4th that permits the company to buyback $2.50 billion in outstanding shares. This buyback authorization permits the specialty chemicals company to reacquire up to 12.1% of its stock through open market purchases. Stock buyback plans are typically an indication that the company's leadership believes its stock is undervalued.
Key Headlines Impacting International Flavors & Fragrances
Here are the key news stories impacting International Flavors & Fragrances this week:
- Positive Sentiment: IFF is trading above its 50-day and 200-day moving averages and near its 52-week high, signaling continued investor momentum even though the latest reports do not identify a new fundamental catalyst.
- Positive Sentiment: The company authorized a $2.5 billion share-repurchase program, potentially covering up to 12.1% of outstanding shares. The buyback may support earnings per share and suggests management believes the stock is undervalued.
- Positive Sentiment: Institutional ownership remains high at approximately 96%, while several large investors—including BlackRock, Invesco and Ameriprise—recently increased or initiated positions. IFF also declared a quarterly dividend of $0.40 per share.
- Neutral Sentiment: CEO Erik Fyrwald is scheduled to participate in a Barclays Global Consumer Conference fireside chat on September 10. Investors may look for updates on strategy, operating performance and capital allocation, but no new guidance has been provided. IFF Barclays conference announcement
- Negative Sentiment: Zacks Research repeatedly lowered its EPS forecasts and maintained a “Strong Sell” rating. FY2026 EPS was cut to $3.14 from $4.45, FY2027 to $3.71 from $4.81, and FY2028 to $4.31 from $5.21. The revisions indicate expectations for weaker profitability over multiple years.
- Negative Sentiment: The largest near-term reduction was for Q3 2026 EPS, lowered to $0.67 from $1.14. Estimates for Q4 2026 and each quarter of 2027 were also reduced, raising concerns about sustained earnings pressure and IFF’s elevated valuation.
- Negative Sentiment: An insider sold 5,718 shares for approximately $476,000 at an average price of $83.19. One transaction is not conclusive, but it provides a modest negative signal for investors monitoring insider confidence. IFF insider sale report
- Negative Sentiment: IFF’s latest reported quarter missed analyst expectations, with EPS of $0.82 versus $1.07 expected and revenue of $1.95 billion versus $2.62 billion expected, reinforcing concerns behind the estimate cuts.
Insider Buying and Selling
In related news, Director Paul J. Fribourg acquired 260,000 shares of the stock in a transaction on Monday, June 1st. The stock was acquired at an average price of $74.28 per share, for a total transaction of $19,312,800.00. Following the completion of the purchase, the director owned 2,682,730 shares of the company's stock, valued at $199,273,184.40. This represents a 10.73% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Marc Birenkrant sold 1,000 shares of the stock in a transaction on Friday, August 7th. The stock was sold at an average price of $85.00, for a total value of $85,000.00. Following the completion of the sale, the chief accounting officer directly owned 3,446 shares in the company, valued at approximately $292,910. This represents a 22.49% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 15,543 shares of company stock worth $1,315,659 in the last 90 days. Corporate insiders own 1.07% of the company's stock.
About International Flavors & Fragrances
(
Free Report)
International Flavors & Fragrances Inc NYSE: IFF is a global leader in the creation and production of flavors, fragrances, cosmetic actives and nutritional lipids. The company develops taste and scent solutions for a wide array of end markets including food and beverage, personal care, household goods and pharmaceutical products. Its portfolio spans natural and nature-identical flavors, fine fragrances, functional ingredients for skin and hair care, and specialty oils that enhance nutritional value and sensory appeal.
IFF's research and development network comprises innovation centers in North America, Europe, Asia-Pacific and Latin America, where multidisciplinary teams collaborate on aroma chemistry, sensory science and biotechnology.
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This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.
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