Callan Family Office LLC acquired a new stake in International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 68,598 shares of the specialty chemicals company’s stock, valued at approximately $5,434,000.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Lloyd Advisory Services LLC. bought a new position in International Flavors & Fragrances during the 4th quarter valued at $27,000. Root Financial Partners LLC raised its stake in shares of International Flavors & Fragrances by 97.9% in the 1st quarter. Root Financial Partners LLC now owns 554 shares of the specialty chemicals company’s stock worth $40,000 after buying an additional 274 shares in the last quarter. Geneos Wealth Management Inc. raised its stake in shares of International Flavors & Fragrances by 55.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 587 shares of the specialty chemicals company’s stock worth $46,000 after buying an additional 210 shares in the last quarter. Transamerica Financial Advisors LLC lifted its holdings in shares of International Flavors & Fragrances by 884.1% in the second quarter. Transamerica Financial Advisors LLC now owns 679 shares of the specialty chemicals company’s stock valued at $50,000 after buying an additional 610 shares during the period. Finally, EFG International AG bought a new position in International Flavors & Fragrances during the fourth quarter valued at about $73,000. Institutional investors own 96.02% of the company’s stock.
Wall Street Analyst Weigh In
Several brokerages have commented on IFF. Citigroup dropped their price target on shares of International Flavors & Fragrances from $96.00 to $88.00 and set a “buy” rating on the stock in a research report on Wednesday, June 24th. Berenberg Bank raised their price objective on shares of International Flavors & Fragrances from $83.00 to $84.80 and gave the company a “hold” rating in a research report on Thursday, May 7th. Morgan Stanley boosted their target price on shares of International Flavors & Fragrances from $93.00 to $95.00 and gave the stock an “overweight” rating in a report on Wednesday, July 1st. Weiss Ratings lowered shares of International Flavors & Fragrances from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday. Finally, Jefferies Financial Group raised their target price on shares of International Flavors & Fragrances from $97.00 to $105.00 in a report on Thursday, May 7th. Thirteen investment analysts have rated the stock with a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $92.16.
Insider Activity
In related news, CAO Marc Birenkrant sold 1,000 shares of the firm’s stock in a transaction that occurred on Friday, August 7th. The shares were 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 of the company’s stock, valued at approximately $292,910. This trade represents a 22.49% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider De Mendonca Ana Paula Teles sold 5,718 shares of International Flavors & Fragrances stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $83.19, for a total transaction of $475,680.42. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 15,543 shares of company stock valued at $1,315,659. 1.07% of the stock is currently owned by insiders.
International Flavors & Fragrances Trading Up 1.1%
Shares of NYSE IFF opened at $84.31 on Friday. 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 12 month low of $59.14 and a 12 month high of $89.32. The company has a market cap of $21.51 billion, a price-to-earnings ratio of 77.35, a P/E/G ratio of 3.08 and a beta of 0.93. The business has a fifty day simple moving average of $79.56 and a 200-day simple moving average of $76.29.
International Flavors & Fragrances (NYSE:IFF – Get Free Report) last issued its quarterly earnings results 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). The company had revenue of $1.95 billion during the quarter, compared to analysts’ expectations of $2.62 billion. International Flavors & Fragrances had a return on equity of 7.11% and a net margin of 2.78%.The company’s revenue for the quarter was up 1.8% compared to the same quarter last year. During the same period in the prior year, the business posted $1.15 EPS. Sell-side analysts predict that International Flavors & Fragrances Inc. will post 3.08 EPS for the current year.
International Flavors & Fragrances Dividend Announcement
The company also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Stockholders of record on Friday, September 18th will be given a $0.40 dividend. This represents a $1.60 annualized dividend and a dividend yield of 1.9%. The ex-dividend date of this dividend is Friday, September 18th. International Flavors & Fragrances’s dividend payout ratio (DPR) is 146.79%.
International Flavors & Fragrances declared that its Board of Directors has authorized a share repurchase plan on Tuesday, August 4th that allows the company to buyback $2.50 billion in outstanding shares. This buyback authorization allows the specialty chemicals company to buy up to 12.1% of its stock through open market purchases. Stock buyback plans are usually a sign that the company’s management believes its stock is undervalued.
Trending Headlines about International Flavors & Fragrances
Here are the key news stories impacting International Flavors & Fragrances this week:
- Positive Sentiment: IFF is trading above its 50-day and 200-day moving averages and near its 52-week high, signaling continued investor momentum even though the latest reports do not identify a new fundamental catalyst.
- Positive Sentiment: The company authorized a $2.5 billion share-repurchase program, potentially covering up to 12.1% of outstanding shares. The buyback may support earnings per share and suggests management believes the stock is undervalued.
- Positive Sentiment: Institutional ownership remains high at approximately 96%, while several large investors—including BlackRock, Invesco and Ameriprise—recently increased or initiated positions. IFF also declared a quarterly dividend of $0.40 per share.
- Neutral Sentiment: CEO Erik Fyrwald is scheduled to participate in a Barclays Global Consumer Conference fireside chat on September 10. Investors may look for updates on strategy, operating performance and capital allocation, but no new guidance has been provided. IFF Barclays conference announcement
- Negative Sentiment: Zacks Research repeatedly lowered its EPS forecasts and maintained a “Strong Sell” rating. FY2026 EPS was cut to $3.14 from $4.45, FY2027 to $3.71 from $4.81, and FY2028 to $4.31 from $5.21. The revisions indicate expectations for weaker profitability over multiple years.
- Negative Sentiment: The largest near-term reduction was for Q3 2026 EPS, lowered to $0.67 from $1.14. Estimates for Q4 2026 and each quarter of 2027 were also reduced, raising concerns about sustained earnings pressure and IFF’s elevated valuation.
- Negative Sentiment: An insider sold 5,718 shares for approximately $476,000 at an average price of $83.19. One transaction is not conclusive, but it provides a modest negative signal for investors monitoring insider confidence. IFF insider sale report
- Negative Sentiment: IFF’s latest reported quarter missed analyst expectations, with EPS of $0.82 versus $1.07 expected and revenue of $1.95 billion versus $2.62 billion expected, reinforcing concerns behind the estimate cuts.
About International Flavors & Fragrances
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.
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