Trillium Asset Management LLC Makes New Investment in International Flavors & Fragrances Inc. $IFF

Trillium Asset Management LLC bought a new stake in International Flavors & Fragrances Inc. (NYSE:IFF) during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,759 shares of the specialty chemicals company’s stock, valued at approximately $535,000.

Several other large investors have also recently added to or reduced their stakes in the company. Lloyd Advisory Services LLC. acquired a new stake in shares of International Flavors & Fragrances in the 4th quarter valued at approximately $27,000. Root Financial Partners LLC raised its position in 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 worth $40,000 after acquiring an additional 274 shares in the last quarter. Geneos Wealth Management Inc. raised its position in 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 acquiring an additional 210 shares in the last quarter. Transamerica Financial Advisors LLC lifted its holdings in 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 acquiring an additional 610 shares during the period. Finally, EFG International AG purchased a new stake in shares of International Flavors & Fragrances during the 4th quarter worth $73,000. 96.02% of the stock is owned by hedge funds and other institutional investors.

International Flavors & Fragrances News Summary

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.

International Flavors & Fragrances Stock Performance

International Flavors & Fragrances stock opened at $84.31 on Friday. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.72 and a current ratio of 2.06. The stock has a fifty day moving average of $79.56 and a two-hundred day moving average of $76.29. The company has a market capitalization of $21.51 billion, a price-to-earnings ratio of 77.35, a PEG ratio of 3.08 and a beta of 0.93. International Flavors & Fragrances Inc. has a fifty-two week low of $59.14 and a fifty-two week high of $89.32.

International Flavors & Fragrances (NYSE:IFF) last issued its quarterly earnings data on Tuesday, August 4th. The specialty chemicals company reported $0.82 earnings per share (EPS) for the quarter, missing the consensus estimate 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 net margin of 2.78% and a return on equity of 7.11%. The firm’s revenue was up 1.8% compared to the same quarter last year. During the same quarter in the prior year, the company earned $1.15 earnings per share. On average, analysts anticipate that International Flavors & Fragrances Inc. will post 3.08 EPS for the current fiscal year.

International Flavors & Fragrances announced that its Board of Directors has initiated a share repurchase program on Tuesday, August 4th that allows the company to repurchase $2.50 billion in outstanding shares. This repurchase authorization allows the specialty chemicals company to purchase up to 12.1% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its shares are undervalued.

International Flavors & Fragrances Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 9th. Stockholders 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 dividend on an annualized basis and a dividend yield of 1.9%. International Flavors & Fragrances’s payout ratio is 146.79%.

Insider Activity

In other news, insider De Mendonca Ana Paula Teles sold 5,718 shares of the business’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. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Michael Deveau sold 8,825 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $85.55, for a total transaction of $754,978.75. Following the sale, the executive vice president owned 5,199 shares in the company, valued at approximately $444,774.45. This trade represents a 62.93% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 15,543 shares of company stock worth $1,315,659. Corporate insiders own 1.07% of the company’s stock.

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on IFF shares. Argus increased their price target on shares of International Flavors & Fragrances from $80.00 to $85.00 and gave the company a “buy” rating in a report on Tuesday, June 30th. Barclays upped their target price on shares of International Flavors & Fragrances from $90.00 to $96.00 and gave the stock an “overweight” rating in a research report on Friday, August 7th. Oppenheimer lifted their price target on shares of International Flavors & Fragrances from $88.00 to $90.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. Vertical Research cut International Flavors & Fragrances from a “buy” rating to a “hold” rating and set a $93.00 price target on the stock. in a report on Thursday, August 6th. Finally, JPMorgan Chase & Co. raised 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. Thirteen investment analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, International Flavors & Fragrances currently has an average rating of “Moderate Buy” and an average target price of $92.16.

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.