International Flavors & FragranNYSE: IFF
Materials · Specialty Chemicals
$70.83
+0.90%
Vol: 818K
Research Digest
Friday, May 1, 2026
IFF expects meaningful earnings growth; Q1 earnings report due May 5
IFF faces challenges with declining revenues and operating margins but exploring new product innovations. Company planning to sell food ingredients business. Bank of America Securities upgraded IFF to Buy on April 21. Recent analyst activity shows Barclays lowered PT to $80 from $91 on April 14. Analyst consensus Buy rating with 12-month PT of $89.09, representing 25.89% upside from recent price. IFF will release Q1 2026 results on May 5 after market close. Board declared $0.40 per share quarterly dividend payable July 10.
Previous Market Intelligence
13 daysApr 30IFF receives Buy rating from BofA as Q1 2026 earnings expected May 5 amid analyst price target disparityMixed▶
International Flavors & Fragrances received a Buy rating from Bank of America Securities (April 21), though Barclays lowered price target to $80 from $91 and Citi to $90 from $100 recently. The company faces headwinds with declining revenues and margins from commodity business divestitures, but focuses on higher-margin innovation. IFF announced Q1 2026 earnings will be released May 5 after market close. Analyst consensus is Buy with $89.09 price target (25.89% upside), and the company declared $0.40 Q2 dividend.
Apr 16Citigroup maintains Buy but cuts price target to $90 from $100; Q1 earnings due May 5Mixed▶
Citigroup analyst Patrick Cunningham kept Buy rating but reduced price target to $90 from $100 on April 13, 2026, reflecting cautious optimism amid market headwinds. Barclays also cut PT to $80 from $91 on April 14. Stock trading at $71.56 with negative EPS of -$1.41 currently unprofitable. Product wins: canine probiotic launch, soy protein heart health claims approved. Q1 earnings May 5.
Apr 15International Flavors & Fragrances launches PureStrong canine probiotic and gains heart health approval for soy protein in Australia-New Zealand.Positive▶
IFF announced in early April the launch of PureStrong, a single-strain probiotic formulated specifically for dogs, capitalizing on the growing pet wellness market where nearly 50% of U.S. dog owners use or consider probiotics. The company also secured Australia-New Zealand regulatory approval for a heart health claim on isolated soy protein. IFF continues strategic portfolio reshaping through divestitures of commodity businesses, focusing on higher-margin, innovation-driven products. Institutional investor HF Advisory Group increased holdings by 204.9%.
Apr 14IFF launches PureStrong canine probiotic and gains heart health approval for soy protein; trading 39.6% below fair value.Positive▶
International Flavors & Fragrances launched PureStrong, a single-strain canine probiotic, and gained Australia-New Zealand approval for heart health claim on isolated soy protein. BNP Paribas Exane cut price target to $85 from $88 with Outperform rating. HF Advisory Group increased holdings by 205% in Q4. Stock trades at 39.6% discount to $117.72 estimated fair value.
Apr 13International Flavors & Fragrances launched new probiotic and gained soy protein health claim, strengthening margin expansion story.Positive▶
International Flavors & Fragrances announced PureStrong canine probiotic and secured Australia-New Zealand heart health claim for isolated soy protein in early April 2026. IFF declared $0.40 Q1 dividend on April 10. Buy consensus rating from 11 analysts with $91.36 price target. Upcoming earnings on May 11, 2026.
Apr 10IFF declares Q1 2026 dividend of $0.40 per share; Barclays raises price target to $91 with overweight rating.Positive▶
International Flavors & Fragrances announced its regular quarterly cash dividend of $0.40 per share, payable April 10, 2026. Barclays increased its price target from $78 to $91 with an overweight rating, while BNP Paribas Exane lowered its target to $85. The stock is trading at $71.75, down 0.19% in past 24 hours. Company faces mixed analyst sentiment with cautiously optimistic 2026 expectations.
Apr 9IFF completes Bunge divestiture; analysts rate 13 Strong Buys with 28% upside targetPositive▶
International Flavors & Fragrances completed sale of soy crush and lecithin businesses to Bunge, enhancing focus on higher-margin innovation products. Strategic divestitures of Pharma Solutions and Soy Crush support margin expansion. Analyst consensus: 13 firms rate IFF Strong Buy with $91.0 PT (28.15% upside). Q4 earnings drove mixed returns but 2026 expectations remain cautiously optimistic. CEO commentary from February notes IFF is back 'after being in the wilderness for a decade.'
Apr 8Jim Cramer: IFF 'back after being in wilderness for a decade' with 28% upside potentialPositive▶
IFF beat Q4 revenue at $2.59B despite 6.6% YoY decline. Organic growth +1% YoY. Analyst consensus Strong Buy with 12-month target $91 (+28.15%). Company selling food ingredients business, positioning for 2026 growth.
Apr 7IFF rebounds after Q4 earnings miss, announces food ingredients business divestiture.Mixed▶
International Flavors & Fragrances (IFF) reported Q4 2025 revenue of $2.59B (down 6.6% YoY) beating expectations, but adjusted EPS of $0.80 missed. Company will divest food ingredients business and is expected to grow in 2026. IFF launched AI-optimized fragrance development and fermentation-based enzyme hub. Stock up 5.45% in 90 days.
Apr 6International Flavors launches products, plans food ingredients divestiture despite Q4 EPS missMixed▶
International Flavors & Fragrances reported Q4 2025 revenue of $2.59 billion, beating estimates despite 6.6% year-over-year decline, though adjusted EPS of $0.80 missed expectations. Organic revenue grew 1% YoY. IFF launched new products including a canine-specific probiotic and secured a heart health claim for soy protein. Management announced plans to divest the food ingredients business and provided optimistic 2026 growth outlook excluding divestitures. Challenges include consumer shifts to natural flavors and legal uncertainties in India. According to 13 analysts, the average rating is Strong Buy with a 12-month price target of $91.00, representing 28.15% upside. Jim Cramer noted IFF is back after being in the wilderness for a decade.
Apr 3UBS initiates buy rating on natural food dye maker as U.S. firms switch from artificial alternatives.Mixed▶
International Flavors & Fragrances announced a quarterly dividend of $0.40 per share payable April 10, 2026. Q4 2025 revenue of $2.59 billion exceeded forecasts, though EPS of $0.80 missed expectations of $0.83. The company projects 2026 sales of $10.5-10.8 billion with 1-4% growth and EBITDA growth of 3-8%. Stock declined in pre-market trading on April 2, falling 2.01% amid broader market volatility.
Apr 2No significant overnight updatesNeutral▶
No material news for IFF in the last 48 hours. Q4 2025 earnings showed $0.80 EPS missing $0.85 estimate but beat on revenue at $2.59B. Analysts assign average Moderate Buy with $90.09 target price.
Apr 1IFF up 10.4% after confirming 2026 guidance; launches formal sale process for Food Ingredients business.Positive▶
International Flavors & Fragrances announced formal sale of Food Ingredients business while pivoting to higher-margin Taste, Scent, and Health & Biosciences. 2026 guidance: sales $10.50-$10.80 billion, adjusted EBITDA $2.05-$2.15 billion. Stock surged 10.4%. Argus upgraded PT to $80 with Buy rating. Q1 earnings due May 11.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| IFFINTL | $70.83 | +0.90% | -2.3% | 14.8x | 1.03 | $17.9B |
| SHWSHERWIN | $317.83 | -1.18% | +1.6% | 24.2x | 1.27 | $79.3B |
| ECLECOLAB | $259.78 | -0.31% | -2.4% | 27.2x | 1.02 | $73.6B |
| PPGPPG | $107.42 | -1.00% | +4.5% | 12.4x | 1.16 | $24.3B |
| LYBLYONDELLBASELL | $74.91 | +0.42% | -5.1% | 13.1x | 0.44 | $24.1B |
| ALBALBEMARLE | $193.55 | -1.60% | +13.7% | 21.8x | 1.43 | $23.2B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.