International Flavors & Fragrances (NYSE:IFF) Releases Earnings Results, Misses Estimates By $0.25 EPS

International Flavors & Fragrances (NYSE:IFF) posted its earnings results on Tuesday. The specialty chemicals company reported $0.82 EPS for the quarter, missing analysts’ consensus estimates of $1.07 by ($0.25), Zacks reports. International Flavors & Fragrances had a return on equity of 7.09% and a net margin of 2.78%.The company had revenue of $1.95 billion during the quarter, compared to the consensus estimate of $2.62 billion. During the same period last year, the company posted $1.15 EPS. The firm’s revenue was up 1.8% compared to the same quarter last year.

International Flavors & Fragrances Stock Down 3.6%

NYSE IFF traded down $3.17 during trading hours on Thursday, hitting $84.90. The company’s stock had a trading volume of 1,000,897 shares, compared to its average volume of 1,863,724. The company has a current ratio of 1.49, a quick ratio of 0.87 and a debt-to-equity ratio of 0.33. The company’s 50-day simple moving average is $77.44 and its two-hundred day simple moving average is $75.31. The company has a market capitalization of $21.68 billion, a PE ratio of 77.90, a price-to-earnings-growth ratio of 2.02 and a beta of 0.93. International Flavors & Fragrances has a 52 week low of $59.14 and a 52 week high of $89.32.

International Flavors & Fragrances Dividend Announcement

The firm 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 dividend of $0.40 per share. The ex-dividend date of this dividend is Friday, September 18th. This represents a $1.60 annualized dividend and a dividend yield of 1.9%. International Flavors & Fragrances’s payout ratio is presently 146.79%.

International Flavors & Fragrances announced that its board has authorized a share buyback 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 buy up to 12.1% of its stock through open market purchases. Stock repurchase programs are generally a sign that the company’s board of directors believes its stock is undervalued.

Insider Activity

In related news, Director Paul J. Fribourg purchased 260,000 shares of the firm’s stock in a transaction that occurred on Monday, June 1st. The stock was acquired at an average price of $74.28 per share, for a total transaction of $19,312,800.00. Following the completion of the acquisition, the director owned 2,682,730 shares of the company’s stock, valued at $199,273,184.40. This represents a 10.73% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. 1.07% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in IFF. MML Investors Services LLC boosted its stake in shares of International Flavors & Fragrances by 0.8% in the fourth quarter. MML Investors Services LLC now owns 17,249 shares of the specialty chemicals company’s stock valued at $1,162,000 after buying an additional 140 shares in the last quarter. Geneos Wealth Management Inc. boosted its position in shares of International Flavors & Fragrances by 55.7% during the 1st 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 in the last quarter. Sprott Inc. grew its position in International Flavors & Fragrances by 5.2% during the fourth quarter. Sprott Inc. now owns 6,305 shares of the specialty chemicals company’s stock worth $425,000 after buying an additional 311 shares during the period. Quarry LP lifted its position in shares of International Flavors & Fragrances by 22.8% during the 3rd quarter. Quarry LP now owns 1,848 shares of the specialty chemicals company’s stock valued at $114,000 after acquiring an additional 343 shares during the period. Finally, Public Employees Retirement System of Ohio grew its holdings in shares of International Flavors & Fragrances by 0.6% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 80,035 shares of the specialty chemicals company’s stock worth $4,925,000 after acquiring an additional 496 shares during the period. 96.02% of the stock is owned by institutional investors.

Analyst Ratings Changes

A number of research analysts have recently commented on the company. Weiss Ratings reiterated a “hold (c)” rating on shares of International Flavors & Fragrances in a research note on Monday. Rothschild & Co Redburn lowered their price objective on International Flavors & Fragrances from $74.00 to $71.00 in a research report on Friday, May 8th. Oppenheimer upped their target price on International Flavors & Fragrances from $88.00 to $90.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. JPMorgan Chase & Co. increased their target price on shares of International Flavors & Fragrances from $90.00 to $92.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Finally, BNP Paribas Exane raised their price target on shares of International Flavors & Fragrances from $85.00 to $95.00 in a report on Thursday, May 7th. Thirteen research analysts have rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $91.54.

Trending Headlines about International Flavors & Fragrances

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

• Positive Sentiment: Large share buyback authorized: IFF approved a $2.5 billion repurchase program, potentially covering approximately 12.1% of outstanding shares. The authorization signals management’s confidence that the stock is undervalued and could provide meaningful support for per-share earnings. International Flavors & Fragrances to Buyback $2.50 Billion in Shares
• Positive Sentiment: Benchmark raised its outlook: Benchmark increased its price target from $100 to $105 and upgraded IFF to “buy,” implying substantial upside from current levels. The firm’s view adds support to the investment case centered on portfolio simplification and improved margins. Benchmark Raises IFF Price Target
• Positive Sentiment: Restructuring may improve the business mix: IFF is selling its Food Ingredients business for about $4.3 billion and divesting additional botanical extracts, vitamins, minerals and food-enhancement activities. Proceeds could strengthen the balance sheet and increase focus on higher-growth, higher-margin operations. Recent insider purchases also provide a favorable confidence signal, although they do not guarantee improved results. Why IFF Stock Is Up Today
• Neutral Sentiment: Analyst views are mixed: Vertical Research downgraded IFF from “buy” to “hold” but set a $93 price target, while Benchmark issued a more bullish $105 target. The split reflects potential from the transformation plan but uncertainty around near-term execution. Vertical Research Downgrades IFF
• Negative Sentiment: Quarterly results missed expectations: IFF reported adjusted earnings of $0.82 per share versus consensus of roughly $1.07–$1.14, while revenue of $1.95 billion also fell short of estimates. Earnings declined from $1.15 per share a year earlier, and the company lowered its 2026 outlook, weighing on near-term sentiment. International Flavors Q2 Earnings Miss 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.