Strs Ohio increased its position in International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) by 346.2% in the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 27,337 shares of the specialty chemicals company’s stock after purchasing an additional 21,211 shares during the period. Strs Ohio’s holdings in International Flavors & Fragrances were worth $1,842,000 at the end of the most recent reporting period.
Other institutional investors and hedge funds have also recently bought and sold shares of the company. Danske Bank A S lifted its holdings in International Flavors & Fragrances by 13.1% during the 4th quarter. Danske Bank A S now owns 193,655 shares of the specialty chemicals company’s stock worth $13,050,000 after buying an additional 22,400 shares during the last quarter. Oppenheimer & Co. Inc. increased its holdings in shares of International Flavors & Fragrances by 1.9% in the 4th quarter. Oppenheimer & Co. Inc. now owns 27,135 shares of the specialty chemicals company’s stock valued at $1,829,000 after acquiring an additional 514 shares during the last quarter. Oppenheimer Asset Management Inc. acquired a new stake in shares of International Flavors & Fragrances during the 4th quarter valued at approximately $3,828,000. New York State Teachers Retirement System raised its position in shares of International Flavors & Fragrances by 4.4% during the 4th quarter. New York State Teachers Retirement System now owns 216,036 shares of the specialty chemicals company’s stock valued at $14,559,000 after acquiring an additional 9,187 shares in the last quarter. Finally, Keybank National Association OH lifted its stake in International Flavors & Fragrances by 10.8% during the fourth quarter. Keybank National Association OH now owns 4,346 shares of the specialty chemicals company’s stock worth $293,000 after purchasing an additional 425 shares during the last quarter. Institutional investors and hedge funds own 96.02% of the company’s stock.
Insider Buying and Selling
In other news, Director Paul J. Fribourg bought 142,000 shares of the firm’s stock in a transaction on Thursday, March 12th. The stock was purchased at an average price of $70.13 per share, for a total transaction of $9,958,460.00. Following the transaction, the director owned 2,422,730 shares in the company, valued at approximately $169,906,054.90. This trade represents a 6.23% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Company insiders own 1.07% of the company’s stock.
International Flavors & Fragrances Price Performance
International Flavors & Fragrances (NYSE:IFF – Get Free Report) last announced its quarterly earnings results on Tuesday, May 5th. The specialty chemicals company reported $1.25 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.08 by $0.17. The company had revenue of $2.74 billion during the quarter, compared to the consensus estimate of $2.64 billion. International Flavors & Fragrances had a net margin of 7.78% and a return on equity of 7.63%. The company’s revenue for the quarter was down 3.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.20 earnings per share. On average, research analysts forecast that International Flavors & Fragrances Inc. will post 4.42 earnings per share for the current year.
International Flavors & Fragrances Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Friday, July 10th. Shareholders of record on Thursday, June 18th will be paid a dividend of $0.40 per share. This represents a $1.60 dividend on an annualized basis and a yield of 1.9%. The ex-dividend date of this dividend is Thursday, June 18th. International Flavors & Fragrances’s payout ratio is presently -116.79%.
Analyst Ratings Changes
IFF has been the subject of several recent research reports. Argus boosted their target price on shares of International Flavors & Fragrances from $70.00 to $80.00 and gave the company a “buy” rating in a research note on Thursday, January 22nd. BNP Paribas Exane reduced their price target on shares of International Flavors & Fragrances from $88.00 to $85.00 and set an “outperform” rating on the stock in a research report on Tuesday, April 7th. Citigroup decreased their price target on shares of International Flavors & Fragrances from $100.00 to $90.00 and set a “buy” rating for the company in a report on Monday, April 13th. Mizuho boosted their price objective on shares of International Flavors & Fragrances from $75.00 to $85.00 and gave the company an “outperform” rating in a research report on Thursday, February 12th. Finally, Oppenheimer dropped their price objective on shares of International Flavors & Fragrances from $97.00 to $88.00 and set an “outperform” rating on the stock in a research note on Wednesday, April 22nd. Twelve analysts have rated the stock with a Buy rating, four have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $87.50.
Get Our Latest Stock Report on International Flavors & Fragrances
Trending Headlines about International Flavors & Fragrances
Here are the key news stories impacting International Flavors & Fragrances this week:
- Positive Sentiment: Q1 results beat expectations — IFF reported adjusted EPS of $1.25 versus the $1.08 consensus and revenue of $2.74B versus ~$2.64B, indicating better-than-expected top- and bottom-line performance. IFF Reports First Quarter 2026 Results
- Positive Sentiment: Volume growth and productivity gains improved margins and cash flow, underpinning management’s confidence and helping to reassure investors about operational leverage. IFF Q1 Earnings Beat Estimates on Volume Growth & Productivity Gains
- Positive Sentiment: Operating performance metrics were solid (Operating EBITDA ~$568M; operating EBITDA margin ~20.7%; adjusted EPS ex-amortization $1.25), signaling improving profitability on an adjusted basis. Earnings Release & Slide Deck
- Neutral Sentiment: Company posted the investor presentation and earnings call materials — useful for modeling and hearing management’s detail on drivers and timing but neutral until new guidance or changes are announced. 2026 Q1 Results – Earnings Call Presentation
- Negative Sentiment: Revenue was down ~3.6% year-over-year, and GAAP results lag adjusted figures (GAAP EPS and a negative net margin were noted), highlighting ongoing top-line softness and one-time/adjustment impacts that could temper enthusiasm. Earnings Snapshot & Metrics
- Negative Sentiment: FY2026 revenue guidance was presented as a range (~$10.5B–$10.8B), roughly around consensus — the range implies some uncertainty in growth trajectory and leaves room for analyst model revisions. Reuters: Beats Quarterly Sales and Profit Estimates
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.
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