International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) – Investment analysts at Zacks Research cut their Q3 2026 earnings per share (EPS) estimates for International Flavors & Fragrances in a report issued on Tuesday, August 18th. Zacks Research analyst Team now forecasts that the specialty chemicals company will post earnings per share of $0.67 for the quarter, down from their prior forecast of $1.14. Zacks Research has a “Strong Sell” rating on the stock. The consensus estimate for International Flavors & Fragrances’ current full-year earnings is $3.06 per share. Zacks Research also issued estimates for International Flavors & Fragrances’ Q4 2026 earnings at $0.73 EPS, FY2026 earnings at $3.14 EPS, Q1 2027 earnings at $0.98 EPS, Q2 2027 earnings at $0.89 EPS, Q3 2027 earnings at $0.92 EPS, Q4 2027 earnings at $0.91 EPS, FY2027 earnings at $3.71 EPS, Q1 2028 earnings at $1.11 EPS, Q2 2028 earnings at $1.11 EPS and FY2028 earnings at $4.31 EPS.
IFF has been the topic of several other reports. JPMorgan Chase & Co. upped their price objective on International Flavors & Fragrances from $90.00 to $92.00 and gave the company an “overweight” rating in a research note on Thursday, May 7th. BNP Paribas Exane boosted their target price on shares of International Flavors & Fragrances from $85.00 to $95.00 in a research note on Thursday, May 7th. Deutsche Bank Aktiengesellschaft dropped their target price on International Flavors & Fragrances from $95.00 to $90.00 and set a “buy” rating for the company in a research report on Monday, June 1st. UBS Group increased their price objective on shares of International Flavors & Fragrances from $84.00 to $91.00 and gave the company a “neutral” rating in a report on Thursday, August 6th. Finally, Rothschild & Co Redburn cut their target price on International Flavors & Fragrances from $74.00 to $71.00 in a research note on Friday, May 8th. Thirteen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, International Flavors & Fragrances has a consensus rating of “Moderate Buy” and an average target price of $92.16.
International Flavors & Fragrances Trading Up 2.8%
Shares of IFF stock opened at $83.23 on Thursday. The stock has a market cap of $21.24 billion, a price-to-earnings ratio of 76.36, a P/E/G ratio of 3.01 and a beta of 0.93. The firm has a fifty day moving average of $79.32 and a 200-day moving average of $76.14. International Flavors & Fragrances has a 52-week low of $59.14 and a 52-week high of $89.32. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.72 and a current ratio of 2.06.
International Flavors & Fragrances (NYSE:IFF – Get Free Report) last posted its quarterly earnings results on Tuesday, August 4th. The specialty chemicals company reported $0.82 EPS for the quarter, missing the consensus estimate of $1.07 by ($0.25). The firm had revenue of $1.95 billion during the quarter, compared to analyst estimates of $2.62 billion. International Flavors & Fragrances had a net margin of 2.78% and a return on equity of 7.11%. The company’s revenue was up 1.8% on a year-over-year basis. During the same period last year, the company earned $1.15 EPS.
International Flavors & Fragrances Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Investors of record on Friday, September 18th will be issued a dividend of $0.40 per share. The ex-dividend date is Friday, September 18th. This represents a $1.60 annualized dividend and a yield of 1.9%. International Flavors & Fragrances’s dividend payout ratio is presently 146.79%.
International Flavors & Fragrances declared that its Board of Directors has approved a stock buyback program on Tuesday, August 4th that allows the company to buyback $2.50 billion in shares. This buyback authorization allows the specialty chemicals company to reacquire up to 12.1% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s management believes its shares are undervalued.
Insider Buying and Selling at International Flavors & Fragrances
In other news, CAO Marc Birenkrant sold 1,000 shares of the firm’s stock in a transaction dated Friday, August 7th. The stock was sold at an average price of $85.00, for a total value of $85,000.00. Following the completion of the transaction, the chief accounting officer owned 3,446 shares in the company, valued at $292,910. This trade represents a 22.49% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider De Mendonca Ana Paula Teles sold 5,718 shares of the firm’s stock in a transaction that occurred on Monday, August 17th. The shares were sold at an average price of $83.19, for a total value of $475,680.42. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 15,543 shares of company stock valued at $1,315,659. Corporate insiders own 1.07% of the company’s stock.
Institutional Inflows and Outflows
Institutional investors have recently made changes to their positions in the business. Lloyd Advisory Services LLC. acquired a new position in shares of International Flavors & Fragrances in the fourth quarter valued at $27,000. Root Financial Partners LLC raised its position in shares of International Flavors & Fragrances by 97.9% in the first quarter. Root Financial Partners LLC now owns 554 shares of the specialty chemicals company’s stock valued at $40,000 after buying an additional 274 shares in the last quarter. Geneos Wealth Management Inc. increased its position in shares of International Flavors & Fragrances by 55.7% in the first quarter. Geneos Wealth Management Inc. now owns 587 shares of the specialty chemicals company’s stock worth $46,000 after purchasing an additional 210 shares during the period. Transamerica Financial Advisors LLC lifted its holdings in shares of International Flavors & Fragrances by 884.1% during the 2nd quarter. Transamerica Financial Advisors LLC now owns 679 shares of the specialty chemicals company’s stock worth $50,000 after acquiring an additional 610 shares during the period. Finally, EFG International AG bought a new stake in shares of International Flavors & Fragrances during the 4th quarter worth $73,000. 96.02% of the stock is owned by institutional investors and hedge funds.
Trending Headlines about International Flavors & Fragrances
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
International Flavors & Fragrances Company Profile
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.
Featured Stories
- Five stocks we like better than International Flavors & Fragrances
- Bloom Energy’s AI Surge Meets a Valuation Reality Check
- Target Is Winning Shoppers Back—Can the Rally Reach $180?
- IonQ’s Space Contract Points to a New Frontier for Quantum Investors
- Is Apple’s AI Strategy Smarter Than Skeptics Think?
Receive News & Ratings for International Flavors & Fragrances Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for International Flavors & Fragrances and related companies with MarketBeat.com's FREE daily email newsletter.
