International Flavors & Fragrances (IFF) Stock Falls on Q4 2025 Earnings

International Flavors & Fragrances Inc. (IFF) reported fourth-quarter 2025 revenue of $2.59 billion, down 6.57% year-over-year but above the consensus revenue estimate of $2.54 billion by roughly $50 million.

Gross profit: $890 million (down 9.18% YoY).

Cost of sales: $1.70 billion (down 5.14% YoY).

Operating profit: $97 million (down 23.62% YoY).

Net income attributable to common shareholders: $18 million (down 122.5% YoY).

Diluted earnings per share: $0.07 (down 121.88% YoY; consensus estimate $0.84).

Cash flow and balance-sheet items highlight a mixed picture: cash from operating activities was $318 million (down 18.25% YoY), while purchases of property, plant and equipment totaled $188 million. Cash and cash equivalents rose to $590 million (up 25.8% YoY), and total liabilities declined to $8.67 billion (down 41.61% YoY).

Revenue beat consensus despite a year-over-year decline.

Profitability contracted sharply across gross, operating and net measures.

Operating cash flow remained positive but decreased; capital spending increased.

Balance sheet shows stronger cash position and lower total liabilities year-over-year.

Stock price change since market close: -1.78%.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

International Flavors & Fragrances Inc. Insider Trading Activity

International Flavors & Fragrances Inc. 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.

International Flavors & Fragrances Inc. Hedge Fund Activity

We have seen 369 institutional investors add shares of International Flavors & Fragrances Inc. stock to their portfolio, and 348 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 added 6,304,545 shares (+202.8%) to their portfolio in Q3 2025, for an estimated $387,981,699
INVESCO LTD. added 4,069,075 shares (+131.3%) to their portfolio in Q3 2025, for an estimated $250,410,875
BLACKROCK, INC. removed 3,622,790 shares (-16.4%) from their portfolio in Q3 2025, for an estimated $222,946,496
ILEX CAPITAL PARTNERS (UK) LLP removed 2,883,611 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $177,457,420
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN removed 2,484,518 shares (-99.5%) from their portfolio in Q3 2025, for an estimated $152,897,237
VAN ECK ASSOCIATES CORP removed 2,026,594 shares (-37.9%) from their portfolio in Q3 2025, for an estimated $124,716,594
DODGE & COX added 1,925,251 shares (+5.5%) to their portfolio in Q3 2025, for an estimated $118,479,946

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

International Flavors & Fragrances Inc. 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.

International Flavors & Fragrances Inc. Analyst Ratings

Wall Street analysts have issued reports on $IFF in the last several months. We have seen 4 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
Tigress Financial issued a "Buy" rating on 08/26/2025

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

International Flavors & Fragrances Inc. Price Targets

Multiple analysts have issued price targets for $IFF recently. We have seen 8 analysts offer price targets for $IFF in the last 6 months, with a median target of $80.0.

Here are some recent targets:

Alexandra Yates from Argus Research set a target price of $80.0 on 01/22/2026
Patrick Cunningham from Citigroup set a target price of $83.0 on 01/21/2026
Joshua Spector from UBS set a target price of $71.0 on 01/12/2026
Lauren Lieberman from Barclays set a target price of $75.0 on 11/07/2025
Matthew DeYoe from B of A Securities set a target price of $80.0 on 10/14/2025
John Roberts from Mizuho set a target price of $75.0 on 10/03/2025
Lisa De Neve from Morgan Stanley set a target price of $90.0 on 09/22/2025