Candriam S.C.A. Sells 11,546 Shares of International Flavors & Fragrances Inc. $IFF

Candriam S.C.A. lessened its stake in shares of International Flavors & Fragrances Inc. (NYSE:IFF) by 60.1% in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 7,680 shares of the specialty chemicals company’s stock after selling 11,546 shares during the quarter. Candriam S.C.A.’s holdings in International Flavors & Fragrances were worth $473,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. First Eagle Investment Management LLC boosted its position in International Flavors & Fragrances by 122.1% during the 2nd quarter. First Eagle Investment Management LLC now owns 5,441,094 shares of the specialty chemicals company’s stock valued at $400,192,000 after buying an additional 2,991,405 shares during the period. Ilex Capital Partners UK LLP purchased a new stake in shares of International Flavors & Fragrances during the second quarter worth about $212,090,000. Ameriprise Financial Inc. grew its stake in shares of International Flavors & Fragrances by 1,842.0% in the second quarter. Ameriprise Financial Inc. now owns 2,491,606 shares of the specialty chemicals company’s stock worth $183,264,000 after purchasing an additional 2,363,307 shares during the last quarter. Norges Bank purchased a new position in International Flavors & Fragrances during the 2nd quarter valued at about $152,736,000. Finally, Dodge & Cox raised its position in International Flavors & Fragrances by 3.8% during the 2nd quarter. Dodge & Cox now owns 35,047,387 shares of the specialty chemicals company’s stock valued at $2,577,735,000 after purchasing an additional 1,272,780 shares during the last quarter. 96.02% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

IFF has been the topic of several research analyst reports. Berenberg Bank decreased their target price on International Flavors & Fragrances from $78.30 to $77.50 and set a “hold” rating for the company in a report on Thursday, February 5th. 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. Bank of America raised their target price on shares of International Flavors & Fragrances from $84.00 to $88.00 and gave the stock a “buy” rating in a research report on Thursday, January 8th. Barclays boosted their price target on shares of International Flavors & Fragrances from $75.00 to $78.00 and gave the company an “overweight” rating in a research report on Friday, January 16th. Finally, UBS Group increased their price target on shares of International Flavors & Fragrances from $68.00 to $71.00 and gave the stock a “neutral” rating in a research note on Monday, January 12th. Twelve equities research analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $87.03.

Key Stories Impacting International Flavors & Fragrances

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

• Positive Sentiment: Mizuho raised its price target to $85 and kept an “outperform” rating, signaling buy‑side support that likely helped lift the shares. Mizuho Price Target Raise
• Positive Sentiment: Top‑line beat: Q4 revenue of $2.59B exceeded the Street (~$2.52B), showing demand resilience despite a 6.6% year‑over‑year decline — revenue beat is a driver for the intraday move. Q4 Sales Top Estimates
• Neutral Sentiment: Company issued FY‑2026 revenue guidance of roughly $10.5B–$10.8B (near consensus $10.7B) but did not provide clear EPS guidance in the release, leaving earnings visibility limited. Investors are parsing the top‑line comfort versus the missing EPS detail. IFF Reports Fourth Quarter and Full Year 2025 Results
• Neutral Sentiment: Earnings call / management commentary and slides are available — watch comments on margin recovery, cost actions, and currency trends for clarity on whether growth can reaccelerate in 2H‑2026. IFF Q4 2025 Earnings Call Transcript
• Negative Sentiment: Profitability miss and y/y deterioration: Q4 EPS missed estimates ($0.80 vs. $0.85 consensus) and margins/earnings contracted materially versus last year; some reports highlight sharp drops in operating and net income, which is key downside risk for the stock. International Flavors Q4 Earnings Miss Estimates, Sales Dip Y/Y

International Flavors & Fragrances Price Performance

Shares of IFF opened at $81.60 on Friday. International Flavors & Fragrances Inc. has a fifty-two week low of $59.14 and a fifty-two week high of $86.96. The firm’s 50-day simple moving average is $69.36 and its two-hundred day simple moving average is $66.64. The stock has a market cap of $20.90 billion, a PE ratio of -59.56, a price-to-earnings-growth ratio of 2.91 and a beta of 1.05. The company has a debt-to-equity ratio of 0.33, a quick ratio of 0.87 and a current ratio of 1.44.

International Flavors & Fragrances (NYSE:IFF) last issued its quarterly earnings results on Wednesday, February 11th. The specialty chemicals company reported $0.80 EPS for the quarter, missing analysts’ consensus estimates of $0.85 by ($0.05). International Flavors & Fragrances had a positive return on equity of 7.70% and a negative net margin of 3.20%.The company had revenue of $2.59 billion during the quarter, compared to the consensus estimate of $2.52 billion. During the same period in the prior year, the firm earned $0.97 earnings per share. The business’s revenue for the quarter was down 6.6% compared to the same quarter last year. Analysts anticipate that International Flavors & Fragrances Inc. will post 4.32 earnings per share for the current fiscal year.

About International Flavors & Fragrances

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.