Stepan
Makes surfactants, polyols, resins, and specialty ingredients for manufacturers.
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Profile
Supplies specialty and intermediate chemicals used in cleaning, disinfection, insulation, coatings, food, nutrition, and pharmaceutical applications. Surfactants are the core line, supported by polymer chemistries and a smaller regulated specialty-products business.
Produces specialty and intermediate chemicals sold to other manufacturers across three reportable segments: Surfactants, Polymers, and Specialty Products. Surfactants are used in cleaning, disinfection, personal care, agriculture, latex systems, plastics, and composites; Polymers include polyurethane polyols, polyester resins, and phthalic anhydride for insulation, CASE materials, resins, plasticizers, construction, automotive, and marine uses.
Operates production facilities across North America, South America, Europe, and Asia, with recent actions aimed at consolidating volume into more efficient assets. The portfolio is most exposed to surfactants, with polymers as the second major line and specialty products serving food, flavoring, nutrition, and pharmaceutical applications.
Execution depends on chemical-manufacturing safety, raw-material and energy costs, transportation networks, environmental obligations, and regulated specialty inputs.
Company facts
Key statistics
Year to date +32.8% · Average volume (30d) 136.9K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 7, 2026 | Seaport Global | Reiterate | Buy | $75 | $85 | |
| Jan 23, 2026 | Seaport Global | Upgrade | Neutral | Buy | $75 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 29, 2026Q2 FY26 | $0.61 | $1.18 | +93.4% | $635.9M | $684.1M | +7.6% | +14.01% |
| Apr 28, 2026Q1 FY26 | $0.39 | $0.45 | +16.9% | $612.2M | $604.5M | −1.3% | −0.81% |
| Feb 23, 2026Q4 FY25 | $0.35 | −$0.02 | −105.7% | $570.6M | $553.9M | −2.9% | −1.91% |
| Oct 29, 2025Q3 FY25 | $0.36 | $0.48 | +33.3% | $570.6M | $590.3M | +3.4% | −2.85% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $593.3M | $594.7M | $590.3M | $553.9M | $604.5M | $684.1M | |
| Gross profit | $75.5M | $71.9M | $71.0M | $51.5M | $64.9M | $100.0M | |
| Operating income | $28.3M | $18.0M | $21.8M | $1.3M | $15.8M | $42.3M | |
| Net income | $19.7M | $11.3M | $10.8M | $5.0M | −$41.4M | $22.9M | |
| Diluted EPS | $0.86 | $0.50 | $0.47 | $0.22 | −$1.81 | $1.00 | |
| Gross margin | 12.7% | 12.1% | 12.0% | 9.3% | 10.7% | 14.6% | |
| Operating margin | 4.8% | 3.0% | 3.7% | 0.2% | 2.6% | 6.2% |
Fiscal years (4-quarter sums)FY21 $2.35B · FY22 $2.77B · FY23 $2.33B · FY24 $2.18B · FY25 $2.33B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $113.7M · Total debt $707.3M · Total assets $2.39B · Shareholders' equity $1.21B
Dividends
Raised for 40 straight years — most recently to $0.395 from $0.385 in Nov 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 1, 2026 | Jun 1 | Jun 15 | $0.395 | |
| Mar 2, 2026 | Mar 2 | Mar 13 | $0.395 | |
| Nov 28, 2025 | Nov 28 | Dec 15 | $0.395 | raised from $0.385 |
| Aug 29, 2025 | Aug 29 | Sep 15 | $0.385 | |
| May 30, 2025 | May 30 | Jun 13 | $0.385 | |
| Mar 3, 2025 | Mar 3 | Mar 14 | $0.385 | |
| Nov 29, 2024 | Nov 29 | Dec 13 | $0.385 | raised from $0.375 |
| Aug 30, 2024 | Aug 30 | Sep 13 | $0.375 |
Ownership
Shares outstanding 22.71M · Float 21.59M · 95.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 3.46M | 15.23% | 13F | Aug 7, 2026 |
| Hightower Advisors, LLC | 1.59M | 7.00% | 13F | Aug 5, 2026 |
| Vanguard Portfolio Management LLC | 1.38M | 6.08% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.13M | 4.95% | 13F | Aug 11, 2026 |
| Vanguard Capital Management LLC | 949.9K | 4.18% | 13F | Aug 13, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Dow
Surfactants and polyurethane materials across cleaning, ag and foam
- Huntsman
Polyurethane polyols and CASE materials with some chemistry overlap
- Innospec
Performance chemicals for personal care, home care, agro and oilfield
