Callan Family Office LLC Purchases New Stake in International Flavors & Fragrances Inc. $IFF

Callan Family Office LLC acquired a new stake in shares of International Flavors & Fragrances Inc. (NYSE:IFF) during the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 68,598 shares of the specialty chemicals company’s stock, valued at approximately $5,434,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its stake in International Flavors & Fragrances by 5.3% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 26,315 shares of the specialty chemicals company’s stock worth $2,042,000 after purchasing an additional 1,335 shares in the last quarter. Jones Financial Companies Lllp lifted its holdings in International Flavors & Fragrances by 15.7% during the 1st quarter. Jones Financial Companies Lllp now owns 3,976 shares of the specialty chemicals company’s stock worth $309,000 after buying an additional 539 shares during the last quarter. Empowered Funds LLC grew its position in shares of International Flavors & Fragrances by 71.5% in the 1st quarter. Empowered Funds LLC now owns 10,454 shares of the specialty chemicals company’s stock worth $811,000 after acquiring an additional 4,358 shares in the last quarter. Focus Partners Wealth grew its position in shares of International Flavors & Fragrances by 25.5% in the 1st quarter. Focus Partners Wealth now owns 7,527 shares of the specialty chemicals company’s stock worth $584,000 after acquiring an additional 1,530 shares in the last quarter. Finally, Geneos Wealth Management Inc. increased its holdings in shares of International Flavors & Fragrances by 55.7% in the 1st quarter. Geneos Wealth Management Inc. now owns 587 shares of the specialty chemicals company’s stock valued at $46,000 after acquiring an additional 210 shares during the last quarter. Institutional investors own 96.02% of the company’s stock.

Insider Activity

In other International Flavors & Fragrances news, EVP Michael Deveau sold 8,825 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $85.55, for a total value of $754,978.75. Following the sale, the executive vice president owned 5,199 shares in the company, valued at approximately $444,774.45. This trade represents a 62.93% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider De Mendonca Ana Paula Teles sold 5,718 shares of the business’s stock in a transaction that occurred on Monday, August 17th. The stock was sold at an average price of $83.19, for a total value of $475,680.42. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 15,543 shares of company stock worth $1,315,659 over the last ninety days. 1.07% of the stock is owned by company insiders.

International Flavors & Fragrances News Summary

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

• Positive Sentiment: IFF is trading above its 50-day and 200-day moving averages and near its 52-week high, signaling continued investor momentum even though the latest reports do not identify a new fundamental catalyst.
• Positive Sentiment: The company authorized a $2.5 billion share-repurchase program, potentially covering up to 12.1% of outstanding shares. The buyback may support earnings per share and suggests management believes the stock is undervalued.
• Positive Sentiment: Institutional ownership remains high at approximately 96%, while several large investors—including BlackRock, Invesco and Ameriprise—recently increased or initiated positions. IFF also declared a quarterly dividend of $0.40 per share.
• Neutral Sentiment: CEO Erik Fyrwald is scheduled to participate in a Barclays Global Consumer Conference fireside chat on September 10. Investors may look for updates on strategy, operating performance and capital allocation, but no new guidance has been provided. IFF Barclays conference announcement
• Negative Sentiment: Zacks Research repeatedly lowered its EPS forecasts and maintained a “Strong Sell” rating. FY2026 EPS was cut to $3.14 from $4.45, FY2027 to $3.71 from $4.81, and FY2028 to $4.31 from $5.21. The revisions indicate expectations for weaker profitability over multiple years.
• Negative Sentiment: The largest near-term reduction was for Q3 2026 EPS, lowered to $0.67 from $1.14. Estimates for Q4 2026 and each quarter of 2027 were also reduced, raising concerns about sustained earnings pressure and IFF’s elevated valuation.
• Negative Sentiment: An insider sold 5,718 shares for approximately $476,000 at an average price of $83.19. One transaction is not conclusive, but it provides a modest negative signal for investors monitoring insider confidence. IFF insider sale report
• Negative Sentiment: IFF’s latest reported quarter missed analyst expectations, with EPS of $0.82 versus $1.07 expected and revenue of $1.95 billion versus $2.62 billion expected, reinforcing concerns behind the estimate cuts.

International Flavors & Fragrances Stock Performance

IFF stock opened at $84.31 on Friday. International Flavors & Fragrances Inc. has a 1 year low of $59.14 and a 1 year high of $89.32. The stock has a market capitalization of $21.51 billion, a price-to-earnings ratio of 77.35, a PEG ratio of 3.08 and a beta of 0.93. The company has a debt-to-equity ratio of 0.34, a quick ratio of 1.72 and a current ratio of 2.06. The stock’s fifty day moving average is $79.56 and its two-hundred day moving average is $76.29.

International Flavors & Fragrances (NYSE:IFF) last released its quarterly 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 for the quarter, compared to the consensus estimate 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 in the prior year, the company posted $1.15 EPS. On average, research analysts predict that International Flavors & Fragrances Inc. will post 3.08 EPS for the current year.

International Flavors & Fragrances declared that its Board of Directors has approved a share repurchase plan on Tuesday, August 4th that allows the company to buyback $2.50 billion in outstanding shares. This buyback authorization allows the specialty chemicals company to purchase up to 12.1% of its shares through open market purchases. Shares buyback plans are usually a sign that the company’s board believes its shares are undervalued.

International Flavors & Fragrances Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Friday, October 9th. Shareholders of record on Friday, September 18th will be given a $0.40 dividend. The ex-dividend date is Friday, September 18th. This represents a $1.60 annualized dividend and a yield of 1.9%. International Flavors & Fragrances’s dividend payout ratio is 146.79%.

Analysts Set New Price Targets

Several equities analysts recently issued reports on IFF shares. JPMorgan Chase & Co. raised their price objective on International Flavors & Fragrances from $90.00 to $92.00 and gave the stock an “overweight” rating in a research note on Thursday, May 7th. Barclays boosted their target price on shares of International Flavors & Fragrances from $90.00 to $96.00 and gave the company an “overweight” rating in a research note on Friday, August 7th. Oppenheimer raised their price target on shares of International Flavors & Fragrances from $88.00 to $90.00 and gave the stock an “outperform” rating in a research report on Thursday, May 7th. Weiss Ratings lowered shares of International Flavors & Fragrances from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday. Finally, Rothschild & Co Redburn lowered their price objective on shares of International Flavors & Fragrances from $74.00 to $71.00 in a research report on Friday, May 8th. Thirteen equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $92.16.

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.