Danske Bank A S bought a new stake in International Flavors & Fragrances Inc. (NYSE:IFF – Free Report) in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 200,755 shares of the specialty chemicals company’s stock, valued at approximately $15,904,000. Danske Bank A S owned about 0.08% of International Flavors & Fragrances as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Lloyd Advisory Services LLC. acquired a new stake in International Flavors & Fragrances during the 4th quarter worth approximately $27,000. Root Financial Partners LLC raised its stake in shares of International Flavors & Fragrances by 97.9% during the first quarter. Root Financial Partners LLC now owns 554 shares of the specialty chemicals company’s stock worth $40,000 after purchasing an additional 274 shares during the last quarter. Geneos Wealth Management Inc. lifted its holdings in shares of International Flavors & Fragrances by 55.7% during 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 grew its position in International Flavors & Fragrances by 884.1% in the 2nd 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 last quarter. Finally, EFG International AG acquired a new position in International Flavors & Fragrances in the 4th quarter valued at $73,000. Hedge funds and other institutional investors own 96.02% of the company’s stock.
Insiders Place Their Bets
In other news, Director Paul J. Fribourg acquired 260,000 shares of the company’s stock in a transaction dated Monday, June 1st. The stock was acquired at an average cost of $74.28 per share, for a total transaction of $19,312,800.00. Following the acquisition, the director directly owned 2,682,730 shares in the company, valued at approximately $199,273,184.40. This represents a 10.73% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, insider De Mendonca Ana Paula Teles sold 5,718 shares of the company’s stock in a transaction dated Monday, August 17th. The stock was sold at an average price of $83.19, for a total value of $475,680.42. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 15,543 shares of company stock valued at $1,315,659. 1.07% of the stock is owned by corporate insiders.
Key Headlines Impacting International Flavors & Fragrances
- Positive Sentiment: IFF remains above its 50-day and 200-day moving averages and near its 52-week high, indicating continued market momentum. The company also authorized a $2.5 billion share-repurchase program, potentially supporting earnings per share and signaling management believes the stock is undervalued.
- Neutral Sentiment: Analyst opinion remains mixed. While Zacks Research has a “Strong Sell” rating, other analysts maintain Buy ratings and the broader consensus is “Moderate Buy,” with an average price target of $92.16. IFF analyst coverage
- Negative Sentiment: Zacks Research made a broad series of earnings reductions, cutting projected EPS to $3.14 from $4.45 for fiscal 2026, to $3.71 from $4.81 for 2027, and to $4.31 from $5.21 for 2028. Estimates for multiple upcoming quarters were also reduced, including Q3 2026 EPS to $0.67 from $1.14. The revisions suggest expectations for weaker profitability over the next several years and may weigh on IFF’s relatively high valuation.
- Negative Sentiment: IFF insider Ana Paula Teles De Mendonca sold 5,718 shares at an average price of $83.19, representing approximately $475,680. One insider sale is not conclusive, but it adds a modest negative signal regarding management-level confidence. SEC insider transaction filing
- Negative Sentiment: The company’s most recent quarterly results missed expectations, with EPS of $0.82 versus the $1.07 consensus estimate and revenue of $1.95 billion versus expectations of $2.62 billion. The prior-year quarter produced EPS of $1.15, reinforcing concerns about earnings deterioration.
Analysts Set New Price Targets
A number of brokerages have commented on IFF. Barclays upped their price objective 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 boosted their price target on shares of International Flavors & Fragrances from $88.00 to $90.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. JPMorgan Chase & Co. increased their price target on shares of International Flavors & Fragrances from $90.00 to $92.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. BNP Paribas Exane lifted their price objective on International Flavors & Fragrances from $85.00 to $95.00 in a report on Thursday, May 7th. Finally, Berenberg Bank boosted their target price on International Flavors & Fragrances from $83.00 to $84.80 and gave the stock a “hold” rating in a research report on Thursday, May 7th. Thirteen analysts have rated the stock with a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, International Flavors & Fragrances presently has a consensus rating of “Moderate Buy” and a consensus target price of $92.16.
Read Our Latest Analysis on IFF
International Flavors & Fragrances Stock Up 0.1%
IFF stock opened at $83.40 on Friday. The company has a debt-to-equity ratio of 0.34, a current ratio of 2.06 and a quick ratio of 1.72. International Flavors & Fragrances Inc. has a 12 month low of $59.14 and a 12 month high of $89.32. The firm has a market capitalization of $21.28 billion, a PE ratio of 76.51, a P/E/G ratio of 3.08 and a beta of 0.93. The company’s 50 day simple moving average is $79.44 and its 200-day simple moving average is $76.24.
International Flavors & Fragrances (NYSE:IFF – Get Free Report) last released its earnings results on Tuesday, August 4th. The specialty chemicals company reported $0.82 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $1.07 by ($0.25). The firm 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%. International Flavors & Fragrances’s revenue for the quarter was up 1.8% on a year-over-year basis. During the same quarter last year, the company posted $1.15 earnings per share. Equities analysts expect that International Flavors & Fragrances Inc. will post 3.08 earnings per share for the current fiscal year.
International Flavors & Fragrances announced that its board has initiated a stock repurchase 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 purchase up to 12.1% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s leadership believes its shares are undervalued.
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 paid a $0.40 dividend. This represents a $1.60 annualized dividend and a yield of 1.9%. The ex-dividend date is Friday, September 18th. International Flavors & Fragrances’s dividend payout ratio is presently 146.79%.
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.
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