International Flavors & Fragrances Inc. $IFF Shares Acquired by Strs Ohio

Key Points

• Strs Ohio boosted its stake in IFF by 346.2% in Q4, acquiring 21,211 shares to own 27,337 shares worth about $1.84 million.
• IFF beat Q1 estimates with adjusted EPS of $1.25 (vs. $1.08) and revenue of $2.74B (vs. $2.64B), but revenue was down ~3.6% YoY and FY2026 guidance of ~$10.5B–$10.8B leaves growth uncertainty.
• Director Paul J. Fribourg purchased 142,000 shares (~$9.96M), raising his holdings to 2.42M shares, indicating notable insider buying.

Strs Ohio boosted its position in International Flavors & Fragrances Inc. (NYSE:IFF - Free Report) by 346.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 27,337 shares of the specialty chemicals company's stock after acquiring an additional 21,211 shares during the quarter. Strs Ohio's holdings in International Flavors & Fragrances were worth $1,842,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Geneos Wealth Management Inc. increased its stake in 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 acquiring an additional 210 shares during the last quarter. Transamerica Financial Advisors LLC lifted its stake in shares of International Flavors & Fragrances by 884.1% in the 2nd 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. MassMutual Private Wealth & Trust FSB grew its holdings in shares of International Flavors & Fragrances by 42.8% during the 4th quarter. MassMutual Private Wealth & Trust FSB now owns 798 shares of the specialty chemicals company's stock worth $54,000 after purchasing an additional 239 shares during the period. AlphaQuest LLC increased its position in International Flavors & Fragrances by 1,190.0% during the 3rd quarter. AlphaQuest LLC now owns 903 shares of the specialty chemicals company's stock worth $56,000 after purchasing an additional 833 shares in the last quarter. Finally, Cromwell Holdings LLC increased its position in International Flavors & Fragrances by 69.6% during the 4th quarter. Cromwell Holdings LLC now owns 894 shares of the specialty chemicals company's stock worth $61,000 after purchasing an additional 367 shares in the last quarter. Hedge funds and other institutional investors own 96.02% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on the stock. UBS Group reduced their price target on shares of International Flavors & Fragrances from $85.00 to $75.00 and set a "neutral" rating on the stock in a research report on Thursday, April 9th. Argus raised their target price on shares of International Flavors & Fragrances from $70.00 to $80.00 and gave the company a "buy" rating in a research note on Thursday, January 22nd. Wells Fargo & Company lifted their target price on shares of International Flavors & Fragrances from $85.00 to $100.00 and gave the company an "overweight" rating in a report on Friday, February 13th. Barclays decreased their price target on shares of International Flavors & Fragrances from $91.00 to $80.00 and set an "overweight" rating for the company in a research report on Tuesday, April 14th. Finally, Mizuho raised their price objective on International Flavors & Fragrances from $75.00 to $85.00 and gave the company an "outperform" rating in a research report on Thursday, February 12th. Twelve research analysts have rated the stock with a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $87.50.

Trending Headlines about International Flavors & Fragrances

Here are the key news stories impacting International Flavors & Fragrances this week:

• Positive Sentiment: Q1 results beat expectations — IFF reported adjusted EPS of $1.25 versus the $1.08 consensus and revenue of $2.74B versus ~$2.64B, indicating better-than-expected top- and bottom-line performance. IFF Reports First Quarter 2026 Results
• Positive Sentiment: Volume growth and productivity gains improved margins and cash flow, underpinning management’s confidence and helping to reassure investors about operational leverage. IFF Q1 Earnings Beat Estimates on Volume Growth & Productivity Gains
• Positive Sentiment: Operating performance metrics were solid (Operating EBITDA ~$568M; operating EBITDA margin ~20.7%; adjusted EPS ex-amortization $1.25), signaling improving profitability on an adjusted basis. Earnings Release & Slide Deck
• Neutral Sentiment: Company posted the investor presentation and earnings call materials — useful for modeling and hearing management’s detail on drivers and timing but neutral until new guidance or changes are announced. 2026 Q1 Results - Earnings Call Presentation
• Negative Sentiment: Revenue was down ~3.6% year-over-year, and GAAP results lag adjusted figures (GAAP EPS and a negative net margin were noted), highlighting ongoing top-line softness and one-time/adjustment impacts that could temper enthusiasm. Earnings Snapshot & Metrics
• Negative Sentiment: FY2026 revenue guidance was presented as a range (~$10.5B–$10.8B), roughly around consensus — the range implies some uncertainty in growth trajectory and leaves room for analyst model revisions. Reuters: Beats Quarterly Sales and Profit Estimates

International Flavors & Fragrances Price Performance

Shares of IFF stock opened at $82.94 on Thursday. International Flavors & Fragrances Inc. has a twelve month low of $59.14 and a twelve month high of $84.45. The company has a market capitalization of $21.19 billion, a PE ratio of 25.36, a price-to-earnings-growth ratio of 1.91 and a beta of 0.93. The company has a current ratio of 1.42, a quick ratio of 0.85 and a debt-to-equity ratio of 0.33. The firm has a fifty day simple moving average of $72.79 and a 200-day simple moving average of $70.28.

International Flavors & Fragrances (NYSE:IFF - Get Free Report) last posted its quarterly earnings data on Tuesday, May 5th. The specialty chemicals company reported $1.25 earnings per share for the quarter, beating analysts' consensus estimates of $1.08 by $0.17. International Flavors & Fragrances had a net margin of 7.78% and a return on equity of 7.63%. The company had revenue of $2.74 billion during the quarter, compared to analysts' expectations of $2.64 billion. During the same period in the prior year, the company posted $1.20 EPS. The firm's revenue for the quarter was down 3.6% on a year-over-year basis. Equities research analysts anticipate that International Flavors & Fragrances Inc. will post 4.42 earnings per share for the current fiscal year.

International Flavors & Fragrances Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Shareholders of record on Thursday, June 18th will be given a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a dividend yield of 1.9%. The ex-dividend date of this dividend is Thursday, June 18th. International Flavors & Fragrances's dividend payout ratio is presently -116.79%.

Insider Activity at International Flavors & Fragrances

In related news, Director Paul J. Fribourg purchased 142,000 shares of the firm's stock in a transaction dated Thursday, March 12th. The stock was acquired at an average price of $70.13 per share, with a total value of $9,958,460.00. Following the completion of the transaction, the director owned 2,422,730 shares of the company's stock, valued at $169,906,054.90. This represents a 6.23% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 1.07% of the company's stock.

About International Flavors & Fragrances

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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