IFF slides 5.7% as investors reassess post-divestiture earnings power and near-term uncertainty

International Flavors & Fragrances (IFF) is down 5.7% today. Here is some analysis on what might have caused this price movement.

Analysis: The day’s decline appears tied to investors recalibrating expectations after the company’s ongoing portfolio reshaping, especially the recently closed sale of its soy protein concentrate, lecithin, and soy crush businesses. While divestitures can improve leverage, they can also reduce near-term revenue and EBITDA, and the stock may be reacting to uncertainty around the 2026 baseline and execution.

Details:

A major portfolio step recently completed: the soy protein concentrate, lecithin, and soy crush businesses were sold and the transaction closed in early March 2026.

IFF’s recent 2026 outlook framework has incorporated a divestiture-related headwind, which can make near-term growth comparisons look weaker even if margins improve.

Recent financial materials highlighted meaningful non-recurring items (including impairment and restructuring-related impacts) and continued focus on deleveraging, which can keep sentiment choppy around reported earnings quality.

This could also be because of broader risk-off positioning ahead of key macro data, amplifying selling pressure in more leveraged or turnaround stories.

Sources:

Bunge, IFF (earnings release / SEC filing), GuruFocus

Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

$IFF Insider Trading Activity

$IFF insiders have traded $IFF stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $IFF stock by insiders over the last 6 months:

STEPHEN N LANDSMAN (EVP, General Counsel) purchased 3,100 shares for an estimated $196,788

To track insider transactions, check out Quiver Quantitative's insider trading dashboard.

$IFF Hedge Fund Activity

We have seen 335 institutional investors add shares of $IFF stock to their portfolio, and 410 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,782,358 shares (-67.9%) from their portfolio in Q4 2025, for an estimated $861,403,105
MILLENNIUM MANAGEMENT LLC added 4,223,505 shares (+2332.5%) to their portfolio in Q4 2025, for an estimated $284,622,001
BLACKROCK, INC. added 3,568,350 shares (+19.3%) to their portfolio in Q4 2025, for an estimated $240,471,106
ILEX CAPITAL PARTNERS (UK) LLP removed 2,883,611 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $177,457,420
VAN ECK ASSOCIATES CORP removed 2,052,156 shares (-61.8%) from their portfolio in Q4 2025, for an estimated $138,294,792
FIRST EAGLE INVESTMENT MANAGEMENT, LLC added 1,904,598 shares (+27.5%) to their portfolio in Q4 2025, for an estimated $128,350,859
SQUAREPOINT OPS LLC removed 1,111,921 shares (-99.4%) from their portfolio in Q4 2025, for an estimated $74,932,356

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.

$IFF Congressional Stock Trading

Members of Congress have traded $IFF stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.

Here’s a breakdown of recent trading of $IFF stock by members of Congress over the last 6 months:

REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 11/18.

To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.

$IFF Analyst Ratings

Wall Street analysts have issued reports on $IFF in the last several months. We have seen 3 firms issue buy ratings on the stock, and 0 firms issue sell ratings.

Here are some recent analyst ratings:

Citigroup issued a "Buy" rating on 01/21/2026
Barclays issued a "Overweight" rating on 11/07/2025
Morgan Stanley issued a "Overweight" rating on 09/22/2025

To track analyst ratings and price targets for $IFF, check out Quiver Quantitative's $IFF forecast page.

$IFF Price Targets

Multiple analysts have issued price targets for $IFF recently. We have seen 9 analysts offer price targets for $IFF in the last 6 months, with a median target of $91.0.

Here are some recent targets:

Lauren Lieberman from Barclays set a target price of $91.0 on 02/17/2026
John Roberts from Mizuho set a target price of $92.0 on 02/17/2026
Michael Sison from Wells Fargo set a target price of $100.0 on 02/13/2026
Patrick Cunningham from Citigroup set a target price of $95.0 on 02/13/2026
Kristen Owen from Oppenheimer set a target price of $97.0 on 02/13/2026
Alexandra Yates from Argus Research set a target price of $80.0 on 01/22/2026
Joshua Spector from UBS set a target price of $71.0 on 01/12/2026

This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.