Key Points
- IFF insider Ana Paula Teles De Mendonca sold 5,718 shares at an average price of $83.19, totaling approximately $475,680.
- The company’s latest quarter fell short of expectations, reporting $0.82 in EPS versus $1.07 expected and revenue of $1.95 billion versus $2.62 billion estimated.
- IFF authorized a $2.5 billion share-repurchase program covering up to 12.1% of shares and declared a quarterly dividend of $0.40 per share, while analysts maintain a “Moderate Buy” consensus with a $92.16 target price.
International Flavors & Fragrances Inc. (NYSE:IFF - Get Free Report) insider De Mendonca Ana Paula Teles sold 5,718 shares of International Flavors & Fragrances stock in a transaction dated Monday, August 17th. The shares were sold at an average price of $83.19, for a total transaction of $475,680.42. The sale was disclosed in a document filed with the SEC, which is available at this link.
International Flavors & Fragrances Stock Performance
NYSE IFF opened at $83.23 on Thursday. The stock has a market cap of $21.24 billion, a P/E ratio of 76.36, a PEG ratio of 3.01 and a beta of 0.93. The company has a quick ratio of 1.72, a current ratio of 2.06 and a debt-to-equity ratio of 0.34. International Flavors & Fragrances Inc. has a twelve month low of $59.14 and a twelve month high of $89.32. The company's 50-day simple moving average is $79.32 and its 200 day simple moving average is $76.14.
International Flavors & Fragrances (NYSE:IFF - Get Free Report) last released its quarterly earnings data on Tuesday, August 4th. The specialty chemicals company reported $0.82 earnings per share for the quarter, missing analysts' consensus estimates of $1.07 by ($0.25). International Flavors & Fragrances had a net margin of 2.78% and a return on equity of 7.11%. The company had revenue of $1.95 billion for the quarter, compared to analyst estimates of $2.62 billion. During the same period in the previous year, the firm posted $1.15 earnings per share. The firm's revenue for the quarter was up 1.8% compared to the same quarter last year. As a group, research analysts forecast that International Flavors & Fragrances Inc. will post 3.06 earnings per share for the current fiscal year.
International Flavors & Fragrances declared that its board has initiated a stock repurchase program on Tuesday, August 4th that authorizes the company to buyback $2.50 billion in shares. This buyback authorization authorizes the specialty chemicals company to repurchase up to 12.1% of its stock through open market purchases. Stock buyback programs are usually a sign that the company's board of directors believes its stock is undervalued.
International Flavors & Fragrances Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 18th will be paid a dividend of $0.40 per share. This represents a $1.60 annualized dividend and a yield of 1.9%. The ex-dividend date is Friday, September 18th. International Flavors & Fragrances's dividend payout ratio is currently 146.79%.
Institutional Inflows and Outflows
Institutional investors have recently made changes to their positions in the business. BlackRock Inc. acquired a new position in International Flavors & Fragrances during the 2nd quarter worth about $1,835,955,000. Invesco Ltd. increased its position in International Flavors & Fragrances by 131.3% in the 3rd quarter. Invesco Ltd. now owns 7,167,176 shares of the specialty chemicals company's stock valued at $441,068,000 after acquiring an additional 4,069,075 shares in the last quarter. Eurizon Capital SGR S.p.A. bought a new position in shares of International Flavors & Fragrances in the fourth quarter worth about $211,703,000. Ameriprise Financial Inc. lifted its position in shares of International Flavors & Fragrances by 1,842.0% during the second quarter. Ameriprise Financial Inc. now owns 2,491,606 shares of the specialty chemicals company's stock worth $183,264,000 after purchasing an additional 2,363,307 shares in the last quarter. Finally, First Eagle Investment Management LLC lifted its position in shares of International Flavors & Fragrances by 27.5% during the fourth quarter. First Eagle Investment Management LLC now owns 8,831,668 shares of the specialty chemicals company's stock worth $595,166,000 after purchasing an additional 1,904,598 shares in the last quarter. 96.02% of the stock is owned by institutional investors.
More International Flavors & Fragrances News
Here are the key news stories impacting International Flavors & Fragrances this week:
- Positive Sentiment: IFF is trading above both its 50-day and 200-day moving averages and near its 52-week high, indicating continued technical momentum. However, the provided reports do not identify a new fundamental catalyst for the move.
- Neutral Sentiment: CEO Erik Fyrwald is scheduled to participate in a Barclays Global Consumer Conference fireside chat on Sept. 10. Investors may look for updates on strategy, operating performance and capital allocation, although no new guidance was provided. IFF to Webcast Fireside Chat at Barclays Global Consumer Conference
- Negative Sentiment: Zacks Research repeatedly cut its earnings forecasts for IFF and maintained a “Strong Sell” rating. Estimates were reduced for Q3 and Q4 2026, all four quarters of 2027, and the first two quarters of 2028. Full-year EPS forecasts fell to $3.14 for 2026 from $4.45, $3.71 for 2027 from $4.81, and $4.31 for 2028 from $5.21. The reductions point to weaker expected profitability and could pressure valuation, particularly given IFF’s elevated reported P/E ratio.
- Negative Sentiment: The most significant quarterly revision was for Q3 2026 EPS, cut to $0.67 from $1.14. Forecasts for Q4 2026, Q1 2027, Q2 2027 and Q3 2027 were also lowered substantially, suggesting analysts expect near-term earnings pressure rather than a one-quarter issue.
- Negative Sentiment: An insider sold 5,718 IFF shares for approximately $476,000 at an average price of $83.19. A single insider transaction is not conclusive, but it adds a modest negative signal for investors monitoring management confidence. SEC insider transaction filing
- Negative Sentiment: Recent commentary has also questioned IFF’s capital allocation and overall investment outlook, reinforcing concerns about earnings quality and shareholder returns. IFF: 2026 Confirms Poor Capital Allocation
Analyst Upgrades and Downgrades
Several equities research analysts have recently weighed in on IFF shares. JPMorgan Chase & Co. upped their target price on shares of International Flavors & Fragrances from $90.00 to $92.00 and gave the stock an "overweight" rating in a report on Thursday, May 7th. Benchmark lifted their price target on shares of International Flavors & Fragrances from $100.00 to $105.00 and gave the company a "buy" rating in a report on Thursday, August 6th. Deutsche Bank Aktiengesellschaft reduced their price target on shares of International Flavors & Fragrances from $95.00 to $90.00 and set a "buy" rating on the stock in a research report on Monday, June 1st. Weiss Ratings cut shares of International Flavors & Fragrances from a "hold (c)" rating to a "hold (c-)" rating in a research note on Monday. Finally, Citigroup dropped their price objective on shares of International Flavors & Fragrances from $96.00 to $88.00 and set a "buy" rating for the company in a report on Wednesday, June 24th. Thirteen analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and a consensus target price of $92.16.
Read Our Latest Research Report on IFF
About International Flavors & Fragrances
(
Get Free Report)
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.
Further Reading
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