Mitsubishi UFJ Trust & Banking Corp Decreases Stake in Ingredion Incorporated $INGR

Key Points

• Mitsubishi UFJ Trust & Banking Corp cut its Ingredion stake by 85.5% in Q4, selling 16,392 shares and leaving a holding of 2,782 shares worth about $307,000, signaling a notable institutional reduction.
• Ingredion missed Q1 EPS ($2.34 vs. $2.44 expected), narrowed FY2026 guidance to $10.45–$11.15 (below consensus) and announced a Brazil plant closure with impairment charges, driving a one-day share drop and margin concerns.
• Insiders have been net sellers (48,686 shares, ~$5.78M in the last 90 days, including CEO and SVP sales), while analysts' consensus is a Hold with an average target of about $123.57.

Mitsubishi UFJ Trust & Banking Corp lowered its position in Ingredion Incorporated (NYSE:INGR - Free Report) by 85.5% in the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 2,782 shares of the company's stock after selling 16,392 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp's holdings in Ingredion were worth $307,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. WPG Advisers LLC increased its holdings in Ingredion by 100.8% in the 3rd quarter. WPG Advisers LLC now owns 245 shares of the company's stock worth $30,000 after acquiring an additional 123 shares during the last quarter. Root Financial Partners LLC purchased a new stake in Ingredion in the 3rd quarter worth about $36,000. Capital Advisors Ltd. LLC increased its holdings in Ingredion by 40.5% in the 4th quarter. Capital Advisors Ltd. LLC now owns 354 shares of the company's stock worth $39,000 after acquiring an additional 102 shares during the last quarter. Caitong International Asset Management Co. Ltd increased its holdings in Ingredion by 166.4% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 381 shares of the company's stock worth $47,000 after acquiring an additional 238 shares during the last quarter. Finally, Hantz Financial Services Inc. increased its holdings in Ingredion by 65.5% in the 3rd quarter. Hantz Financial Services Inc. now owns 422 shares of the company's stock worth $52,000 after acquiring an additional 167 shares during the last quarter. Hedge funds and other institutional investors own 85.27% of the company's stock.

Key Headlines Impacting Ingredion

Here are the key news stories impacting Ingredion this week:

• Positive Sentiment: Management emphasized ongoing growth initiatives and margin actions on the earnings call that could support medium‑term profitability improvements. Earnings Call Highlights
• Neutral Sentiment: Revenue for Q1 came in roughly in line with estimates, limiting the downside from top‑line performance even as margins compressed. Sales In Line With Estimates
• Neutral Sentiment: Full Q1 disclosure (transcript and slide deck) provides detail for investors to model cost actions, mix shifts and timing of recovery — useful but informational. Earnings Transcript
• Negative Sentiment: Q1 adjusted EPS of $2.34 missed consensus of $2.44 and declined vs. prior year, driven by lower operating income and margin pressure — a primary reason shares fell. Q1 Results Press Release
• Negative Sentiment: Company narrowed FY 2026 guidance to adjusted EPS $10.45–$11.15, below the consensus (~$11.34), signaling a weaker outlook that prompted investor selling. Updated Guidance
• Negative Sentiment: Reported and adjusted operating income fell ~22–26% year‑over‑year in Q1, highlighting margin pressure that investors are penalizing. Operating Income Decline
• Negative Sentiment: Ingredion will close its Cabo, Brazil plant and take impairment charges, a near‑term earnings headwind though potentially part of longer‑term cost rationalization. Brazil Plant Closure
• Negative Sentiment: Market reaction included a noticeable one‑day drop (covered by trade commentary) and elevated volume, reflecting investor concern about near‑term earnings and guidance. Market Reaction Coverage

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Benchmark assumed coverage on Ingredion in a report on Tuesday, March 17th. They issued a "buy" rating and a $130.00 price objective for the company. Weiss Ratings reissued a "hold (c)" rating on shares of Ingredion in a report on Friday, March 27th. UBS Group decreased their price objective on Ingredion from $124.00 to $122.00 and set a "neutral" rating for the company in a report on Thursday, April 9th. Wall Street Zen downgraded Ingredion from a "buy" rating to a "hold" rating in a research note on Saturday, January 31st. Finally, Barclays cut their target price on Ingredion from $128.00 to $120.00 and set an "equal weight" rating for the company in a research note on Wednesday. Two investment analysts have rated the stock with a Buy rating and seven have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of "Hold" and an average target price of $123.57.

Insider Activity

In other news, SVP Larry Fernandes sold 1,125 shares of Ingredion stock in a transaction dated Wednesday, February 18th. The stock was sold at an average price of $116.55, for a total transaction of $131,118.75. Following the completion of the sale, the senior vice president owned 30,514 shares in the company, valued at approximately $3,556,406.70. This trade represents a 3.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO James P. Zallie sold 9,958 shares of Ingredion stock in a transaction dated Wednesday, February 18th. The shares were sold at an average price of $116.55, for a total value of $1,160,604.90. Following the sale, the chief executive officer owned 33,011 shares of the company's stock, valued at approximately $3,847,432.05. This trade represents a 23.17% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 48,686 shares of company stock worth $5,784,010. 1.60% of the stock is currently owned by insiders.

Ingredion Stock Down 0.8%

Shares of NYSE INGR opened at $106.30 on Thursday. Ingredion Incorporated has a 52 week low of $100.71 and a 52 week high of $141.78. The business has a 50-day simple moving average of $112.90 and a two-hundred day simple moving average of $112.98. The company has a quick ratio of 1.73, a current ratio of 2.76 and a debt-to-equity ratio of 0.40. The company has a market cap of $6.70 billion, a P/E ratio of 10.24, a P/E/G ratio of 0.88 and a beta of 0.64.

Ingredion (NYSE:INGR - Get Free Report) last issued its quarterly earnings results on Tuesday, May 5th. The company reported $2.34 earnings per share (EPS) for the quarter, missing analysts' consensus estimates of $2.44 by ($0.10). The business had revenue of $1.79 billion for the quarter, compared to the consensus estimate of $1.79 billion. Ingredion had a net margin of 9.36% and a return on equity of 15.86%. The business's revenue was down 1.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.97 EPS. Ingredion has set its FY 2026 guidance at 10.450-11.150 EPS. Research analysts anticipate that Ingredion Incorporated will post 11.1 earnings per share for the current fiscal year.

Ingredion Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, April 21st. Stockholders of record on Wednesday, April 1st were given a dividend of $0.82 per share. This represents a $3.28 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date was Wednesday, April 1st. Ingredion's dividend payout ratio (DPR) is 29.39%.

Ingredion Profile

Ingredion Incorporated is a global ingredient solutions company specializing in the production and sale of starches, sweeteners, nutrition ingredients and biomaterials derived primarily from corn and other plant-based raw materials. The company serves a diverse set of industries, including food and beverage, brewing, pharmaceuticals and personal care, providing functional ingredients that enhance texture, stability, flavor and nutritional value in a wide array of end products.

The company's product portfolio comprises native and modified starches, high-fructose corn syrup, dextrose, maltodextrins, specialty sweeteners and various texturizers.

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.