Sensient Technologies
Develops flavors, colors, extracts, and specialty ingredients for consumer-product manufacturers.
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Profile
Develops flavors, extracts, dehydrated vegetables, essential oils, and colors for food, beverage, personal-care, pharmaceutical, nutraceutical, and industrial customers. Revenue comes from customized ingredient sales supported by applications expertise, through product-based Flavors & Extracts and Color groups and a geographically managed Asia Pacific group.
Develops and manufactures flavor systems, extracts, essential oils, dehydrated agricultural ingredients, and natural and synthetic colors. Flavors & Extracts supplies food, beverage, personal-care, and home-care applications; Color serves food and beverage, pharmaceutical, nutraceutical, personal-care, and industrial markets. The Asia Pacific Group markets both portfolios through a geographically managed regional organization.
Competes through applications chemistry, customer-specific formulation, quality control, agronomy, sourcing, and a global manufacturing network. These capabilities support customers reformulating products from synthetic to natural colors.
Earns revenue by supplying ingredients to other manufacturers, not from consumer brands. Production and sourcing span U.S. and international markets, while product-safety, labeling, and other regulations govern operations. Certain products are made at only one facility, and some product lines depend on a relatively small group of customers.
Company facts
Key statistics
Year to date +44.6% · Average volume (30d) 464.0K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 27, 2026 | UBS | Reiterate | Buy | $143 | $155 |
| Jul 27, 2026 | Robert W. Baird | Target | $85 | $140 | |
| Jul 8, 2026 | Redburn Partners | Target | $125 | ||
| Apr 28, 2026 | UBS | Reiterate | Buy | $143 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 24, 2026Q2 FY26 | $1.03 | $1.20 | +16.5% | $448.8M | $462.1M | +3.0% | −1.47% |
| Apr 24, 2026Q1 FY26 | $0.80 | $1.04 | +30.0% | $411.2M | $435.8M | +6.0% | +1.21% |
| Feb 13, 2026Q4 FY25 | $0.78 | $0.72 | −7.7% | $397.5M | $393.4M | −1.0% | −0.69% |
| Oct 31, 2025Q3 FY25 | $0.79 | $0.96 | +22.3% | $395.7M | $412.1M | +4.1% | −2.52% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $392.3M | $414.2M | $412.1M | $393.4M | $435.8M | $462.1M | |
| Gross profit | $131.8M | $142.8M | $141.3M | $123.3M | $152.7M | $172.8M | |
| Operating income | $53.5M | $57.7M | $57.7M | $38.2M | $66.7M | $76.7M | |
| Net income | $34.5M | $37.6M | $37.0M | $25.5M | $44.2M | $51.4M | |
| Diluted EPS | $0.81 | $0.88 | $0.87 | $0.60 | $1.04 | $1.20 | |
| Gross margin | 33.6% | 34.5% | 34.3% | 31.4% | 35.0% | 37.4% | |
| Operating margin | 13.6% | 13.9% | 14.0% | 9.7% | 15.3% | 16.6% |
Fiscal years (4-quarter sums)FY21 $1.38B · FY22 $1.44B · FY23 $1.46B · FY24 $1.56B · FY25 $1.61B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $31.0M · Total debt $763.9M · Total assets $2.37B · Shareholders' equity $1.26B
Dividends
Raised for 38 straight years. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 3, 2026 | Aug 3 | Sep 1 | $0.41 | |
| May 11, 2026 | May 11 | Jun 1 | $0.41 | |
| Feb 3, 2026 | Feb 3 | Mar 2 | $0.41 | |
| Nov 10, 2025 | Nov 10 | Dec 1 | $0.41 | |
| Aug 4, 2025 | Aug 4 | Sep 2 | $0.41 | |
| May 12, 2025 | May 12 | Jun 2 | $0.41 | |
| Feb 4, 2025 | Feb 4 | Mar 3 | $0.41 | |
| Nov 4, 2024 | Nov 4 | Dec 2 | $0.41 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 42.57M · Float 42.02M · 98.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 6.64M | 15.59% | 13F | Aug 7, 2026 |
| Winder Pte. Ltd. · 10 percent owner | 4.18M | 9.81% | Form 4 | May 1, 2026 |
| Vanguard Portfolio Management LLC | 2.78M | 6.52% | 13F | Aug 13, 2026 |
| Freemont Capital Pte Ltd | 2.05M | 4.82% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 1.92M | 4.51% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 5, 2026 | Mario Ferruzzi | director | −1,200 | $129.48 |
| May 18, 2026 | Thierry Hoang | officer: VP, Asia Pacific Group | −400 | $115.19 |
| May 4, 2026 | Thierry Hoang | officer: VP, Asia Pacific Group | −439 | $114.15 |
| Apr 30, 2026 | Winder Pte. Ltd. | 10 percent owner | −2,127,566 | $109.69 |
| Apr 30, 2026 | Steven B. Morris | officer: President, Color Group | −200 | $114.58 |
Peers
- International Flavors & Fragrances
Broadest listed peer in taste, food ingredients, and bioscience inputs
- Archer Daniels Midland
Diversified natural colors, flavors, and specialty-ingredients rival
- Ingredion
Texture, sweetener, caramel-color, and clean-label ingredient peer
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Sensient Technologies | $135.12 | 0.00% | $5.75B | 36.4 | 30.4 | 3.4 | +11.6% |
| International Flavors & Fragrances | $83.37 | −5.20% | $22.45B | 81.4 | 25.8 | 2.3 | −29.3% |
| Archer Daniels Midland | $81.68 | +0.17% | $39.30B | 22.3 | 14.1 | 0.5 | +7.1% |
| Ingredion | $104.00 | −0.54% | $6.60B | 11.4 | 9.5 | 0.9 | +0.9% |
| Median | 22.3 | 14.1 | 0.9 | +0.9% |