Impax Asset Management Group plc Raises Holdings in International Flavors & Fragrances Inc. $IFF

Impax Asset Management Group plc increased its holdings in shares of International Flavors & Fragrances Inc. (NYSE:IFF) by 189.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 49,081 shares of the specialty chemicals company’s stock after purchasing an additional 32,122 shares during the quarter. Impax Asset Management Group plc’s holdings in International Flavors & Fragrances were worth $3,020,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. First Eagle Investment Management LLC grew its stake in International Flavors & Fragrances by 122.1% in the 2nd quarter. First Eagle Investment Management LLC now owns 5,441,094 shares of the specialty chemicals company’s stock valued at $400,192,000 after acquiring an additional 2,991,405 shares during the last quarter. Ilex Capital Partners UK LLP acquired a new stake in International Flavors & Fragrances in the 2nd quarter worth about $212,090,000. Ameriprise Financial Inc. grew its holdings in International Flavors & Fragrances by 1,842.0% in the second quarter. Ameriprise Financial Inc. now owns 2,491,606 shares of the specialty chemicals company’s stock valued at $183,264,000 after purchasing an additional 2,363,307 shares during the period. Norges Bank acquired a new stake in shares of International Flavors & Fragrances during the 2nd quarter worth $152,736,000. Finally, Dodge & Cox raised its position in shares of International Flavors & Fragrances by 3.8% in the 2nd quarter. Dodge & Cox now owns 35,047,387 shares of the specialty chemicals company’s stock worth $2,577,735,000 after buying an additional 1,272,780 shares during the period. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of analysts have recently issued reports on the company. Berenberg Bank decreased their target price on International Flavors & Fragrances from $78.30 to $77.50 and set a “hold” rating for the company in a report on Thursday, February 5th. Bank of America increased their price objective on shares of International Flavors & Fragrances from $84.00 to $88.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Wall Street Zen raised International Flavors & Fragrances from a “sell” rating to a “hold” rating in a research report on Sunday, January 4th. Barclays upped their target price on International Flavors & Fragrances from $75.00 to $78.00 and gave the stock an “overweight” rating in a research report on Friday, January 16th. Finally, Argus increased their price objective on shares of International Flavors & Fragrances from $70.00 to $80.00 and gave the company a “buy” rating in a research report on Thursday, January 22nd. Twelve investment analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat, International Flavors & Fragrances has an average rating of “Moderate Buy” and a consensus target price of $86.41.

International Flavors & Fragrances News Roundup

Here are the key news stories impacting International Flavors & Fragrances this week:

• Positive Sentiment: Revenue topped consensus for the quarter (reported ~$2.59B vs. ~ $2.52–2.54B estimates), a constructive top-line surprise that limits downside from the print. International Flavors & Fragrances’s Q4 CY2025 Sales Top Estimates
• Positive Sentiment: Balance-sheet highlights in commentary showed higher cash and materially lower total liabilities year-over-year, and there was at least one insider purchase reported — factors that can be seen as supportive by some investors. IFF Stock Falls on Q4 2025 Earnings
• Neutral Sentiment: Full-year adjusted metrics from the company show solid scale (FY sales ~$10.9B) and an adjusted EBITDA margin cited by management (~19.2%); however, GAAP results include losses and one-time items, so investors are parsing adjusted vs. GAAP performance. IFF Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: EPS missed expectations — IFF reported $0.80 per share versus consensus around $0.84–$0.85 — and earnings declined from $0.97 a year ago, signaling pressure on profitability. International Flavors (IFF) Q4 Earnings Miss Estimates
• Negative Sentiment: Profitability contracted sharply: gross and operating profit fell year-over-year, net income dropped and operating cash flow declined — details investors view as a sign the topline beat didn’t flow through to the bottom line. IFF Stock Falls on Q4 2025 Earnings
• Negative Sentiment: Short interest jumped ~34% in January, raising the short-interest ratio to multiple days of volume — an additional headwind that can amplify downward moves if sentiment remains negative. Short Interest Report

International Flavors & Fragrances Price Performance

Shares of NYSE IFF opened at $77.04 on Thursday. International Flavors & Fragrances Inc. has a twelve month low of $59.14 and a twelve month high of $86.96. The company has a current ratio of 1.44, a quick ratio of 0.87 and a debt-to-equity ratio of 0.33. The firm has a 50-day moving average of $69.06 and a two-hundred day moving average of $66.53. The company has a market capitalization of $19.73 billion, a price-to-earnings ratio of -47.56, a PEG ratio of 2.90 and a beta of 1.05.

International Flavors & Fragrances (NYSE:IFF) last issued its earnings results on Wednesday, February 11th. The specialty chemicals company reported $0.80 EPS for the quarter, missing the consensus estimate of $0.84 by ($0.04). The business had revenue of $2.59 billion during the quarter, compared to analyst estimates of $2.52 billion. International Flavors & Fragrances had a positive return on equity of 8.03% and a negative net margin of 3.72%.The business’s quarterly revenue was down 6.6% on a year-over-year basis. During the same period last year, the business earned $0.97 EPS. As a group, analysts expect that International Flavors & Fragrances Inc. will post 4.32 earnings per share for the current fiscal year.

International Flavors & Fragrances 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.