Teacher Retirement System of Texas Grows Position in Sensient Technologies Corporation $SXT

Key Points

• Teacher Retirement System of Texas raised its stake in Sensient Technologies by 69.8%, buying 10,551 shares to hold 25,663 shares worth about $2.41 million (≈0.06% of the company).
• Sensient beat estimates with quarterly EPS of $1.04 vs. $0.80 and revenue of $435.8M (up 11.1% YoY), and set FY2026 guidance of 3.70–3.90 EPS.
• Institutional ownership is very high (≈90.9%) with several funds (e.g., Millennium, AQR) boosting positions; analysts’ consensus is a "Hold" with an average price target of $111.67 while UBS initiated coverage at "Buy" with a $115 target.

Teacher Retirement System of Texas lifted its position in shares of Sensient Technologies Corporation (NYSE:SXT - Free Report) by 69.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,663 shares of the specialty chemicals company's stock after purchasing an additional 10,551 shares during the quarter. Teacher Retirement System of Texas owned about 0.06% of Sensient Technologies worth $2,411,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Royal Bank of Canada lifted its position in Sensient Technologies by 19.3% during the first quarter. Royal Bank of Canada now owns 4,952 shares of the specialty chemicals company's stock valued at $369,000 after buying an additional 802 shares during the period. AQR Capital Management LLC grew its position in shares of Sensient Technologies by 103.2% in the 1st quarter. AQR Capital Management LLC now owns 8,852 shares of the specialty chemicals company's stock worth $647,000 after buying an additional 4,496 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its position in shares of Sensient Technologies by 4.6% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 25,091 shares of the specialty chemicals company's stock worth $1,868,000 after buying an additional 1,107 shares during the period. Millennium Management LLC increased its stake in shares of Sensient Technologies by 112.1% in the 1st quarter. Millennium Management LLC now owns 115,042 shares of the specialty chemicals company's stock worth $8,563,000 after acquiring an additional 60,807 shares in the last quarter. Finally, United Services Automobile Association purchased a new position in Sensient Technologies during the 1st quarter valued at about $201,000. 90.86% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. UBS Group started coverage on shares of Sensient Technologies in a research note on Wednesday, April 1st. They set a "buy" rating and a $115.00 price objective on the stock. Zacks Research upgraded shares of Sensient Technologies from a "strong sell" rating to a "hold" rating in a report on Monday, April 20th. Finally, Weiss Ratings raised Sensient Technologies from a "hold (c)" rating to a "hold (c+)" rating in a research report on Friday. Two analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Hold" and an average price target of $111.67.

Sensient Technologies Stock Performance

Shares of Sensient Technologies stock opened at $124.95 on Tuesday. Sensient Technologies Corporation has a 1 year low of $82.60 and a 1 year high of $126.02. The firm's 50-day moving average is $93.49 and its 200 day moving average is $94.57. The stock has a market cap of $5.32 billion, a price-to-earnings ratio of 36.86 and a beta of 0.62. The company has a debt-to-equity ratio of 0.63, a current ratio of 5.01 and a quick ratio of 1.97.

Sensient Technologies (NYSE:SXT - Get Free Report) last released its quarterly earnings data on Friday, April 24th. The specialty chemicals company reported $1.04 earnings per share for the quarter, beating analysts' consensus estimates of $0.80 by $0.24. The business had revenue of $435.83 million during the quarter, compared to analyst estimates of $411.39 million. Sensient Technologies had a net margin of 8.71% and a return on equity of 13.12%. Sensient Technologies's revenue was up 11.1% compared to the same quarter last year. During the same period last year, the business earned $0.86 EPS. Sensient Technologies has set its FY 2026 guidance at 3.700-3.90 EPS. Sell-side analysts anticipate that Sensient Technologies Corporation will post 3.7 EPS for the current fiscal year.

Sensient Technologies Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, June 1st. Investors of record on Monday, May 11th will be given a dividend of $0.41 per share. The ex-dividend date of this dividend is Monday, May 11th. This represents a $1.64 annualized dividend and a dividend yield of 1.3%. Sensient Technologies's dividend payout ratio (DPR) is 48.38%.

About Sensient Technologies

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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