California State Teachers Retirement System Has $3.78 Million Stake in Sensient Technologies Corporation $SXT

Key Points

• California State Teachers Retirement System increased its Sensient Technologies stake by 26.4% in the first quarter, bringing its holdings to 43,777 shares valued at approximately $3.78 million. Institutional investors collectively own 90.86% of the company.
• Sensient Technologies exceeded quarterly expectations, reporting $1.20 in adjusted earnings per share versus the $1.03 consensus and revenue of $462.08 million. Revenue rose 11.6% year over year, and the company issued fiscal 2026 EPS guidance of $4.10–$4.20.
• Analyst sentiment remains positive, with an average rating of “Buy” and a consensus price target of $140.00. The company also declared a quarterly dividend of $0.41 per share, representing a 1.3% annualized yield.

California State Teachers Retirement System raised its holdings in Sensient Technologies Corporation (NYSE:SXT - Free Report) by 26.4% in the 1st quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 43,777 shares of the specialty chemicals company's stock after purchasing an additional 9,146 shares during the quarter. California State Teachers Retirement System owned approximately 0.10% of Sensient Technologies worth $3,784,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Vaughan Nelson Investment Management L.P. bought a new position in shares of Sensient Technologies in the first quarter valued at about $77,955,000. Norges Bank bought a new position in Sensient Technologies in the 4th quarter valued at $49,867,000. Parsifal Capital Management LP bought a new position in Sensient Technologies in the 3rd quarter valued at $46,784,000. J. Goldman & Co LP acquired a new stake in shares of Sensient Technologies in the 4th quarter valued at $35,336,000. Finally, Pictet Asset Management Holding SA increased its stake in shares of Sensient Technologies by 5,807.9% in the 4th quarter. Pictet Asset Management Holding SA now owns 327,654 shares of the specialty chemicals company's stock valued at $30,783,000 after buying an additional 322,108 shares during the period. Institutional investors and hedge funds own 90.86% of the company's stock.

Analyst Upgrades and Downgrades

SXT has been the topic of several research reports. Robert W. Baird upped their price target on Sensient Technologies from $125.00 to $140.00 and gave the company an "outperform" rating in a research note on Monday, July 27th. Rothschild & Co Redburn began coverage on Sensient Technologies in a research report on Wednesday, July 8th. They issued a "neutral" rating and a $125.00 price objective for the company. UBS Group upped their target price on shares of Sensient Technologies from $143.00 to $155.00 and gave the company a "buy" rating in a research report on Monday, July 27th. Weiss Ratings raised shares of Sensient Technologies from a "buy (b-)" rating to a "buy (b)" rating in a research note on Thursday. Finally, Zacks Research upgraded shares of Sensient Technologies from a "hold" rating to a "strong-buy" rating in a research report on Monday, July 27th. One equities research analyst has rated the stock with a Strong Buy rating, three have assigned a Buy rating and one has issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Buy" and a consensus price target of $140.00.

Sensient Technologies Stock Performance

SXT opened at $129.75 on Friday. The business's 50-day simple moving average is $119.01 and its 200 day simple moving average is $106.35. Sensient Technologies Corporation has a 52-week low of $82.60 and a 52-week high of $132.32. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.72 and a current ratio of 4.39. The firm has a market capitalization of $5.52 billion, a PE ratio of 34.97 and a beta of 0.78.

Sensient Technologies (NYSE:SXT - Get Free Report) last posted its quarterly earnings results on Friday, July 24th. The specialty chemicals company reported $1.20 earnings per share for the quarter, beating analysts' consensus estimates of $1.03 by $0.17. The firm had revenue of $462.08 million during the quarter, compared to the consensus estimate of $448.84 million. Sensient Technologies had a return on equity of 13.77% and a net margin of 9.27%.The business's revenue was up 11.6% compared to the same quarter last year. During the same period last year, the company earned $0.88 earnings per share. Sensient Technologies has set its FY 2026 guidance at 4.100-4.200 EPS. As a group, sell-side analysts expect that Sensient Technologies Corporation will post 4.2 earnings per share for the current fiscal year.

Sensient Technologies Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, September 1st. Investors of record on Monday, August 3rd will be paid a $0.41 dividend. The ex-dividend date of this dividend is Monday, August 3rd. This represents a $1.64 annualized dividend and a dividend yield of 1.3%. Sensient Technologies's dividend payout ratio (DPR) is currently 44.20%.

Insider Buying and Selling at Sensient Technologies

In other news, VP Thierry Hoang sold 400 shares of Sensient Technologies stock in a transaction dated Monday, May 18th. The shares were sold at an average price of $115.19, for a total value of $46,076.00. Following the completion of the transaction, the vice president owned 13,909 shares of the company's stock, valued at $1,602,177.71. This trade represents a 2.80% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Mario Ferruzzi sold 1,200 shares of the business's stock in a transaction dated Wednesday, August 5th. The stock was sold at an average price of $129.48, for a total transaction of $155,376.00. Following the transaction, the director owned 7,352 shares in the company, valued at $951,936.96. This represents a 14.03% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 1.30% of the stock is currently owned by company insiders.

Sensient Technologies Profile

Sensient Technologies Corporation is a global leader in the manufacture and supply of colors, flavors and fragrances for a broad range of end-markets. The company develops and produces ingredients that enhance the appearance, taste and scent of products in the food, beverage, nutraceutical, pharmaceutical, personal care and household sectors. Its portfolio includes natural and synthetic colorants, botanical and artificial flavor systems, fragrance compounds and specialty chemical offerings tailored to customer specifications.

Within its flavor and fragrance division, Sensient provides custom formulations for sweet, savory and umami taste profiles along with fragrance blends for personal care and cosmetic applications.

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