Seaport Res Ptn Comments on Stepan's Q1 Earnings (NYSE:SCL)

Key Points

• Stepan Company has seen a reduction in Q1 2026 earnings per share estimates from Seaport Res Ptn, now expected at $0.93, down from the previous forecast of $1.07.
• The company's recent quarterly earnings report revealed an EPS of $0.52, missing the consensus estimate by ($0.40), and revenue increased by 6.9% compared to the same quarter last year.
• Stepan announced a quarterly dividend of $0.385, payable on September 15, which reflects an annualized yield of 3.1%.

Stepan Company (NYSE:SCL - Free Report) - Equities researchers at Seaport Res Ptn dropped their Q1 2026 earnings per share (EPS) estimates for shares of Stepan in a research report issued to clients and investors on Tuesday, August 12th. Seaport Res Ptn analyst M. Harrison now forecasts that the basic materials company will post earnings of $0.93 per share for the quarter, down from their previous forecast of $1.07. The consensus estimate for Stepan's current full-year earnings is $3.55 per share. Seaport Res Ptn also issued estimates for Stepan's Q2 2026 earnings at $1.23 EPS, Q3 2026 earnings at $1.11 EPS, Q4 2026 earnings at $0.72 EPS and FY2026 earnings at $4.01 EPS.

SCL has been the subject of several other research reports. Wall Street Zen downgraded shares of Stepan from a "buy" rating to a "hold" rating in a research note on Saturday, August 2nd. Zacks Research lowered Stepan from a "hold" rating to a "strong sell" rating in a research report on Wednesday, August 13th. One analyst has rated the stock with a Sell rating, Based on data from MarketBeat.com, Stepan has a consensus rating of "Sell".

Stepan Trading Up 0.6%

Shares of Stepan stock traded up $0.3150 on Thursday, hitting $48.9950. The stock had a trading volume of 28,605 shares, compared to its average volume of 125,842. The stock has a 50 day moving average of $54.66 and a 200 day moving average of $55.19. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.86 and a current ratio of 1.35. Stepan has a twelve month low of $44.23 and a twelve month high of $82.08. The firm has a market capitalization of $1.11 billion, a P/E ratio of 19.29 and a beta of 0.98.

Stepan (NYSE:SCL - Get Free Report) last posted its earnings results on Wednesday, July 30th. The basic materials company reported $0.52 earnings per share for the quarter, missing analysts' consensus estimates of $0.92 by ($0.40). The company had revenue of $594.69 million for the quarter, compared to the consensus estimate of $598.25 million. Stepan had a return on equity of 4.78% and a net margin of 2.57%.The business's quarterly revenue was up 6.9% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.41 EPS.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the stock. EverSource Wealth Advisors LLC raised its holdings in shares of Stepan by 206.5% during the second quarter. EverSource Wealth Advisors LLC now owns 521 shares of the basic materials company's stock valued at $28,000 after purchasing an additional 351 shares during the period. Parallel Advisors LLC boosted its holdings in Stepan by 45.4% in the second quarter. Parallel Advisors LLC now owns 589 shares of the basic materials company's stock worth $32,000 after acquiring an additional 184 shares in the last quarter. Sterling Capital Management LLC boosted its holdings in Stepan by 781.4% in the fourth quarter. Sterling Capital Management LLC now owns 617 shares of the basic materials company's stock worth $40,000 after acquiring an additional 547 shares in the last quarter. GAMMA Investing LLC grew its stake in Stepan by 231.4% in the second quarter. GAMMA Investing LLC now owns 865 shares of the basic materials company's stock valued at $47,000 after acquiring an additional 604 shares during the period. Finally, State of Wyoming bought a new stake in shares of Stepan during the first quarter valued at approximately $50,000. 82.70% of the stock is owned by institutional investors.

Stepan Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, September 15th. Shareholders of record on Friday, August 29th will be issued a dividend of $0.385 per share. This represents a $1.54 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Friday, August 29th. Stepan's dividend payout ratio is presently 60.63%.

Stepan Company Profile

Stepan Company, together with its subsidiaries, produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products worldwide. It operates through three segments: Surfactants, Polymers, and Specialty Products. The Surfactants segment offers surfactants that are used in consumer and industrial cleaning and disinfection products, including detergents for washing clothes, dishes, carpets, and floors and walls, as well as shampoos and body washes; and other applications, such as fabric softeners, germicidal quaternary compounds, disinfectants, and lubricating ingredients.