TD Private Client Wealth LLC Boosts Stock Position in International Flavors & Fragrances Inc. $IFF

TD Private Client Wealth LLC lifted its position in shares of International Flavors & Fragrances Inc. (NYSE:IFF) by 632.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,002 shares of the specialty chemicals company’s stock after purchasing an additional 6,910 shares during the period. TD Private Client Wealth LLC’s holdings in International Flavors & Fragrances were worth $539,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Tran Capital Management L.P. purchased a new stake in shares of International Flavors & Fragrances during the fourth quarter worth about $21,924,000. JPMorgan Chase & Co. raised its stake in 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 worth $67,612,000 after buying an additional 245,719 shares in the last quarter. Ruffer LLP bought a new position in International Flavors & Fragrances in the third quarter worth about $13,552,000. Dodge & Cox raised its stake in 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 worth $2,275,296,000 after buying an additional 1,925,251 shares in the last quarter. Finally, Icahn Carl C raised its stake in 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 worth $292,315,000 after buying an additional 1,000,000 shares in the last quarter. 96.02% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at International Flavors & Fragrances

In related news, Director Paul J. Fribourg bought 142,000 shares of the company’s stock in a transaction that occurred on Thursday, March 12th. The shares were bought at an average price of $70.13 per share, for a total transaction of $9,958,460.00. Following the completion of the acquisition, the director owned 2,422,730 shares of the company’s stock, valued at $169,906,054.90. This trade represents a 6.23% increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.07% of the company’s stock.

International Flavors & Fragrances Price Performance

Shares of IFF opened at $75.31 on Friday. The company has a market capitalization of $19.23 billion, a P/E ratio of 23.03, a price-to-earnings-growth ratio of 1.64 and a beta of 0.93. The company has a quick ratio of 0.87, a current ratio of 1.49 and a debt-to-equity ratio of 0.33. The firm has a 50 day moving average of $72.41 and a 200 day moving average of $71.18. International Flavors & Fragrances Inc. has a twelve month low of $59.14 and a twelve month high of $84.45.

International Flavors & Fragrances (NYSE:IFF) last announced its quarterly earnings results on Tuesday, May 5th. The specialty chemicals company reported $1.25 earnings per share 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 7.65%. The firm’s quarterly revenue was down 3.6% compared to the same quarter last year. During the same quarter last year, the firm earned $1.20 earnings per share. As a group, equities research analysts anticipate that International Flavors & Fragrances Inc. will post 4.55 earnings per share for the current fiscal year.

International Flavors & Fragrances Announces Dividend

The business also recently announced 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. The ex-dividend date is Thursday, June 18th. This represents a $1.60 annualized dividend and a yield of 2.1%. International Flavors & Fragrances’s dividend payout ratio (DPR) is currently 48.93%.

Key Headlines Impacting International Flavors & Fragrances

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

• Positive Sentiment: Zacks Research increased its FY2026 EPS estimate for IFF to $4.45 from $4.25, suggesting better near-term earnings than previously expected.
• Positive Sentiment: The firm also raised longer-term estimates, including FY2027 to $4.78 from $4.73 and FY2028 to $5.18 from $5.15, reinforcing a favorable outlook for future profitability.
• Positive Sentiment: Analyst forecasts for Q2 2027, Q3 2027 and Q4 2027 were nudged higher, indicating steady confidence in IFF’s earnings trajectory.
• Neutral Sentiment: One estimate was trimmed slightly for Q1 2028 EPS to $1.32 from $1.33, but the change is small and does not materially alter the overall bullish revisions trend.
• Neutral Sentiment: Recent articles discussing whether IFF has turned the corner after a multi-year share price slump may be contributing to investor interest, but they do not represent a direct operational catalyst. Article Title

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on IFF. Jefferies Financial Group increased their price target on shares of International Flavors & Fragrances from $97.00 to $105.00 in a research note on Thursday, May 7th. Barclays increased their price target on shares of International Flavors & Fragrances from $80.00 to $90.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Citigroup increased their price target on shares of International Flavors & Fragrances from $90.00 to $96.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. UBS Group increased their price target on shares of International Flavors & Fragrances from $75.00 to $86.00 in a research note on Thursday, May 7th. Finally, Weiss Ratings raised shares of International Flavors & Fragrances from a “sell (d)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. Twelve research analysts have rated the stock with a Buy rating and five have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $90.80.

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.