IFF Stock Gets Increased EPS Forecast from Zacks Research

International Flavors & Fragrances Inc. (NYSE:IFF) – Stock analysts at Zacks Research lifted their Q3 2026 earnings estimates for shares of International Flavors & Fragrances in a research note issued to investors on Thursday, October 22nd. Zacks Research analyst Team now anticipates that the specialty chemicals company will post earnings of $0.72 per share for the quarter, up from their previous estimate of $0.71. Zacks Research has a “Strong-Buy” rating on the stock. The consensus estimate for International Flavors & Fragrances’ current full-year earnings is $3.29 per share. Zacks Research also issued estimates for International Flavors & Fragrances’ FY2026 earnings at $3.20 EPS, Q3 2027 earnings at $1.01 EPS, Q4 2027 earnings at $1.11 EPS, FY2027 earnings at $4.00 EPS and FY2028 earnings at $4.73 EPS.

International Flavors & Fragrances (NYSE:IFF) last released its earnings results on Tuesday, August 4th. The specialty chemicals company reported $0.82 EPS for the quarter, missing the consensus estimate of $1.07 by ($0.25). The firm had revenue of $1.95 billion during the quarter, compared to analyst estimates of $2.62 billion. International Flavors & Fragrances had a return on equity of 7.11% and a net margin of 2.78%. The firm’s revenue was up 1.8% on a year-over-year basis. During the same quarter last year, the business posted $1.15 EPS.

A number of other equities research analysts also recently weighed in on the company. Vertical Research downgraded International Flavors & Fragrances from a “buy” rating to a “hold” rating and set a $93.00 target price for the company. in a research report on Thursday, August 6th. KeyCorp initiated coverage on International Flavors & Fragrances in a research note on Thursday, September 10th. They issued a “sector weight” rating on the stock. Morgan Stanley boosted their price objective on International Flavors & Fragrances from $93.00 to $95.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 1st. Weiss Ratings upgraded International Flavors & Fragrances from a “hold (c-)” rating to a “hold (c)” rating in a report on Thursday, October 8th. Finally, Oppenheimer raised their target price on International Flavors & Fragrances from $95.00 to $108.00 and gave the company an “outperform” rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have assigned a Hold rating to the company. According to MarketBeat.com, International Flavors & Fragrances presently has a consensus rating of “Moderate Buy” and an average price target of $94.28.

International Flavors & Fragrances Trading Up 3.1%

International Flavors & Fragrances stock opened at $93.85 on Friday. International Flavors & Fragrances has a 12-month low of $61.29 and a 12-month high of $93.89. The company has a debt-to-equity ratio of 0.34, a current ratio of 2.06 and a quick ratio of 1.72. The stock has a market capitalization of $23.95 billion, a PE ratio of 86.10, a price-to-earnings-growth ratio of 3.84 and a beta of 0.91. The firm has a 50 day simple moving average of $85.75 and a 200-day simple moving average of $79.78.

Institutional Trading of International Flavors & Fragrances

Several hedge funds and other institutional investors have recently made changes to their positions in IFF. Studio Investment Management LLC boosted its holdings in International Flavors & Fragrances by 3.7% in the second quarter. Studio Investment Management LLC now owns 3,916 shares of the specialty chemicals company’s stock worth $312,000 after acquiring an additional 138 shares in the last quarter. Parkside Financial Bank & Trust increased its stake in shares of International Flavors & Fragrances by 27.9% in the second quarter. Parkside Financial Bank & Trust now owns 706 shares of the specialty chemicals company’s stock worth $56,000 after purchasing an additional 154 shares in the last quarter. Waverly Advisors LLC raised its holdings in International Flavors & Fragrances by 4.2% during the 2nd quarter. Waverly Advisors LLC now owns 3,850 shares of the specialty chemicals company’s stock valued at $305,000 after acquiring an additional 156 shares during the period. HB Wealth Management LLC boosted its position in shares of International Flavors & Fragrances by 2.8% in the second quarter. HB Wealth Management LLC now owns 6,272 shares of the specialty chemicals company’s stock valued at $497,000 after acquiring an additional 171 shares during the period. Finally, QRG Capital Management Inc. increased its holdings in shares of International Flavors & Fragrances by 6.3% in the first quarter. QRG Capital Management Inc. now owns 3,875 shares of the specialty chemicals company’s stock worth $281,000 after purchasing an additional 228 shares during the period. 96.02% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In related news, insider De Mendonca Ana Paula Teles sold 5,718 shares of the business’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 transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CAO Marc Birenkrant sold 1,000 shares of International Flavors & Fragrances stock in a transaction that occurred on Friday, August 7th. The shares were sold at an average price of $85.00, for a total transaction of $85,000.00. Following the completion of the transaction, the chief accounting officer directly owned 3,446 shares in the company, valued at $292,910. This trade represents a 22.49% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 15,543 shares of company stock worth $1,315,659. Corporate insiders own 1.07% of the company’s stock.

International Flavors & Fragrances announced that its board has authorized a share buyback plan on Tuesday, August 4th that permits the company to buy back $2.50 billion in outstanding shares. This buyback authorization permits the specialty chemicals company to purchase up to 12.1% of its shares through open market purchases. Stock buyback plans are typically an indication that the company’s management believes its stock is undervalued.

International Flavors & Fragrances Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Friday, October 9th. Investors of record on Friday, September 18th were paid a $0.40 dividend. The ex-dividend date of this dividend was Friday, September 18th. This represents a $1.60 dividend on an annualized basis and a yield of 1.7%. International Flavors & Fragrances’s dividend payout ratio is presently 146.79%.

International Flavors & Fragrances News Summary

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

• Positive Sentiment: Oppenheimer raised its price target on IFF to $108 from $95 while reiterating an “Outperform” rating. The new target implies roughly 15% upside from the referenced $93.85 price, providing a bullish valuation signal. Oppenheimer Adjusts Price Target on International Flavors & Fragrances to $108 From $95, Keeps Outperform Rating
• Positive Sentiment: Zacks Research upgraded IFF from “Hold” to “Strong-Buy,” reinforcing the improved analyst sentiment around the stock. Zacks Research Upgrades International Flavors & Fragrances
• Positive Sentiment: Zacks modestly increased EPS forecasts across multiple periods: Q3 2026 to $0.72 from $0.71, fiscal 2026 to $3.20 from $3.19, Q3 2027 to $1.01 from $1.00, Q4 2027 to $1.11 from $1.10, fiscal 2027 to $4.00 from $3.99, and fiscal 2028 to $4.73 from $4.71. These revisions suggest expectations for gradual earnings improvement.
• Neutral Sentiment: The referenced consensus estimate remains $3.29 in current-year EPS. IFF’s shares are substantially above their 50-day and 200-day moving averages, indicating strong recent momentum but also a relatively elevated valuation.
• Negative Sentiment: Investors should note that IFF’s latest reported quarter missed earnings and revenue expectations, while its valuation—about 86 times earnings in the provided data—leaves the stock sensitive to any disappointment in future results.

International Flavors & Fragrances Company Profile

International Flavors & Fragrances Inc (NYSE:IFF) develops and manufactures ingredients, flavor systems, fragrances and specialty solutions used in consumer and industrial products. Its offerings support food and beverage manufacturers, fragrance and personal care companies, household-product makers, pharmaceutical businesses and other customers.

The company’s portfolio includes flavors for beverages, dairy products, sweet goods, savory foods and other applications; fragrances for fine fragrance, personal care and home care products; and functional ingredients, enzymes, cultures, natural extracts and other specialty materials.