Zacks Research Issues Optimistic Estimate for IFF Earnings

International Flavors & Fragrances Inc. (NYSE:IFF) – Stock analysts at Zacks Research upped their FY2026 earnings per share (EPS) estimates for International Flavors & Fragrances in a research report issued on Tuesday, May 19th. Zacks Research analyst Team now forecasts that the specialty chemicals company will earn $4.45 per share for the year, up from their previous forecast of $4.25. The consensus estimate for International Flavors & Fragrances’ current full-year earnings is $4.53 per share. Zacks Research also issued estimates for International Flavors & Fragrances’ Q4 2026 earnings at $0.93 EPS, Q2 2027 earnings at $1.24 EPS, Q3 2027 earnings at $1.24 EPS, Q4 2027 earnings at $1.09 EPS and FY2027 earnings at $4.78 EPS.

IFF has been the subject of several other reports. Jefferies Financial Group upped their target price on International Flavors & Fragrances from $97.00 to $105.00 in a research note on Thursday, May 7th. Argus upped their target price on International Flavors & Fragrances from $70.00 to $80.00 and gave the stock a “buy” rating in a research note on Thursday, January 22nd. Wells Fargo & Company upped their target price on International Flavors & Fragrances from $85.00 to $100.00 and gave the stock an “overweight” rating in a research note on Friday, February 13th. Berenberg Bank increased their price target on International Flavors & Fragrances from $83.00 to $84.80 and gave the company a “hold” rating in a research note on Thursday, May 7th. Finally, Citigroup increased their price target on International Flavors & Fragrances from $90.00 to $96.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Twelve research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $90.80.

International Flavors & Fragrances Stock Up 3.4%

NYSE IFF opened at $74.41 on Thursday. The business has a fifty day moving average price of $72.36 and a two-hundred day moving average price of $71.10. The company has a debt-to-equity ratio of 0.33, a current ratio of 1.49 and a quick ratio of 0.87. International Flavors & Fragrances has a fifty-two week low of $59.14 and a fifty-two week high of $84.45. The stock has a market capitalization of $19.00 billion, a PE ratio of 22.76, a PEG ratio of 1.60 and a beta of 0.93.

International Flavors & Fragrances (NYSE:IFF) last released its earnings results on Tuesday, May 5th. The specialty chemicals company reported $1.25 earnings per share for the quarter, topping the consensus estimate of $1.08 by $0.17. International Flavors & Fragrances had a return on equity of 7.65% and a net margin of 7.78%.The firm had revenue of $2.74 billion during the quarter, compared to analysts’ expectations of $2.64 billion. During the same period in the prior year, the company earned $1.20 earnings per share. The company’s quarterly revenue was down 3.6% on a year-over-year basis.

Institutional Trading of International Flavors & Fragrances

Large investors have recently bought and sold shares of the business. Tran Capital Management L.P. purchased a new position in shares of International Flavors & Fragrances in the fourth quarter valued at about $21,924,000. JPMorgan Chase & Co. increased its position in shares of International Flavors & Fragrances by 28.8% in the third quarter. JPMorgan Chase & Co. now owns 1,098,575 shares of the specialty chemicals company’s stock valued at $67,612,000 after acquiring an additional 245,719 shares during the period. Ruffer LLP purchased a new position in shares of International Flavors & Fragrances in the third quarter valued at about $13,552,000. Dodge & Cox increased its position in shares of International Flavors & Fragrances by 5.5% in the third quarter. Dodge & Cox now owns 36,972,638 shares of the specialty chemicals company’s stock valued at $2,275,296,000 after acquiring an additional 1,925,251 shares during the period. Finally, Icahn Carl C increased its position in shares of International Flavors & Fragrances by 26.7% in the third quarter. Icahn Carl C now owns 4,750,000 shares of the specialty chemicals company’s stock valued at $292,315,000 after acquiring an additional 1,000,000 shares during the period. 96.02% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Paul J. Fribourg acquired 142,000 shares of the firm’s stock in a transaction that occurred on Thursday, March 12th. The stock was acquired at an average cost of $70.13 per share, for a total transaction of $9,958,460.00. Following the completion of the acquisition, the director directly owned 2,422,730 shares of the company’s stock, valued at approximately $169,906,054.90. This trade represents a 6.23% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. 1.07% of the stock is owned by insiders.

International Flavors & Fragrances Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, July 10th. Investors of record on Thursday, June 18th will be issued a $0.40 dividend. This represents a $1.60 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date is Thursday, June 18th. International Flavors & Fragrances’s dividend payout ratio is presently 48.93%.

Key International Flavors & Fragrances News

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

• Positive Sentiment: Recent analyst coverage was cautiously optimistic on IFF, with commentary suggesting Wall Street sees room for the stock to climb despite its weaker longer-term share performance. Are Wall Street Analysts Predicting International Flavors & Fragrances Stock Will Climb or Sink?
• Positive Sentiment: Zacks Research raised its FY2028 EPS estimate for International Flavors & Fragrances to $5.18 from $5.15, indicating improved longer-term earnings expectations. MarketBeat IFF page
• Positive Sentiment: Zacks Research also increased its Q3 2026 EPS estimate to $1.14 from $1.10, suggesting better near-term profitability in that period. MarketBeat IFF page
• Neutral Sentiment: Analyst notes highlighted that IFF has lagged the broader market over the past year, which may be weighing on sentiment even as coverage turns more constructive. Are Wall Street Analysts Predicting International Flavors & Fragrances Stock Will Climb or Sink?
• Neutral Sentiment: Coverage around IFF’s Madagascar vanilla hub suggested a possible shift toward a higher-value, science-led portfolio, but this appears more strategic than an immediate financial catalyst. IFF’s Madagascar Vanilla Hub article
• Negative Sentiment: Zacks trimmed its Q2 2026 EPS estimate for IFF to $1.13 from $1.15 and lowered its Q1 2027 estimate to $1.22 from $1.24, signaling some near-term earnings pressure. MarketBeat IFF page
• Negative Sentiment: The stock has also been discussed in the context of a five-year share price slump, which may be tempering enthusiasm despite improving analyst estimates. Is It Time To Reassess International Flavors & Fragrances (IFF) After Five-Year Share Price Slump

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.