Balchem Corporation (NASDAQ: BCPC) reported third-quarter 2026 net sales of $290.7 million, up 8.6% from the prior-year quarter. GAAP net earnings increased 16.0% to $46.7 million, while diluted GAAP earnings per share were $1.46, compared with $1.24 a year earlier.
The company said all three reporting segments posted sales and earnings from operations growth during the quarter ended September 30, 2026.
- Human Nutrition and Health sales rose 8.1% to a record $188.2 million.
- Animal Nutrition and Health sales increased 11.7% to $63.0 million.
- Specialty Products sales grew 4.5% to $37.3 million.
- Cash flow from operations was $69.8 million, and free cash flow was $57.9 million.
- Balchem repurchased approximately $28 million of common stock during the quarter.
$BCPC Hedge Fund Activity
We have seen 190 institutional investors add shares of $BCPC stock to their portfolio, and 190 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- WASATCH ADVISORS LP removed 420,338 shares (-40.0%) from their portfolio in Q3 2026, for an estimated $69,338,956
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 374,613 shares (+inf%) to their portfolio in Q2 2026, for an estimated $63,290,866
- JPMORGAN CHASE & CO added 341,653 shares (+inf%) to their portfolio in Q2 2026, for an estimated $57,722,274
- ASSENAGON ASSET MANAGEMENT S.A. added 289,076 shares (+347.8%) to their portfolio in Q3 2026, for an estimated $47,685,976
- THRIVENT FINANCIAL FOR LUTHERANS added 217,035 shares (+298.0%) to their portfolio in Q2 2026, for an estimated $36,668,063
- BOSTON TRUST WALDEN CORP added 191,383 shares (+inf%) to their portfolio in Q2 2026, for an estimated $32,334,157
- FIRST TRUST ADVISORS LP added 163,896 shares (+36.2%) to their portfolio in Q2 2026, for an estimated $27,690,229
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$BCPC Congressional Stock Trading
Members of Congress have traded $BCPC stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $BCPC stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 09/17, 07/10 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
