Balchem (BCPC)
Makes specialty nutrients, food systems, animal-feed ingredients, plant chelates, and performance gases.
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Develops and manufactures specialty ingredients for human and animal nutrition, food and beverages, pharmaceuticals, plant nutrition, and regulated gas applications. Revenue spans three segments, with Human Nutrition and Health the largest, while formulation, encapsulation, chelation, and specialized gas packaging connect otherwise distinct markets.
Develops specialty ingredients through three segments. Human Nutrition and Health supplies choline, chelated minerals, vitamin K2, MSM, customized food-and-beverage systems, and microencapsulation solutions. Animal Nutrition and Health sells choline chloride, encapsulated nutrients, chelated minerals, and functional ingredients for production and companion animals. Specialty Products packages performance gases for sterilization, fumigation, refrigeration, and industrial uses, and supplies chelated minerals for high-value crops.
Serves customers worldwide through its own sales force, distributors, and agents, with operations both inside and outside the United States. Formulation support, application testing, nutrient-delivery technologies, and specialized reusable gas containers underpin customer relationships. Results depend on raw-material supply, manufacturing reliability, competitive choline markets, and regulated handling and permitted uses of ethylene oxide and propylene oxide.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | UBS | Reiterate | Rating: —Target: — | Target: $215 |
| Aug 3, 2026 | H.C. Wainwright | Reiterate | Rating: —Target: $189 | Target: $215 |
| Dec 5, 2025 | Redburn Partners | Target | Target: — | Target: $162 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $63.2M · Total debt $166.7M · Total assets $1.69B · Shareholders' equity $1.30B
- Revenue
- $284.0M
- Operating income
- $59.2M
- Net income
- $44.6M
HistoryDividendAnnual yield
| Institutions | 91.99% | 29.33M shares | |
|---|---|---|---|
| 422 holders · as of Jun 30, 2026 | |||
| Insiders | 0.68% | 216.1K shares | |
| 17 holders · as of Apr 7, 2026 | |||
| Strategic holders | 8.52% | 2.72M shares | |
| 1 holder · as of Feb 4, 2022 | |||
| Adds to | 101.19% | ||
31.88M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 101.19%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.57% | 4.96M | as of Jun 30, 2026 |
APGAsset Management, N.V.Strategic | 8.52% | 2.72M | filed Feb 4, 2022 |
Vanguard Portfolio Management LLCInstitution | 6.97% | 2.22M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.53% | 1.45M | as of Jun 30, 2026 |
Brown Capital Management, LLCInstitution | 4.36% | 1.39M | filed Feb 12, 2021 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Dec 4, 2025 | Job Leonard van Gunsteren | officer: SVP and GM, Specialty Products | −6,000 | $153.29 |
| Dec 3, 2025 | David B. Fischer | director | −8,000 | $153.97 |
| Nov 11, 2025 | Martin Luther Reid | officer: SVP Chief Supply Chain Officer | −1,200 | $154.44 |
- International Flavors & Fragrances
Broad food-ingredients and health-biosciences overlap
- Archer Daniels Midland
Feed additives and food-ingredient scale pressure
- STERIS
Ethylene oxide sterilization and AST overlap
- Sotera Health
EO terminal sterilization services overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Balchem | $169.28 | +1.16% | $5.38B | 32.9 | 30.5 | 5.0 | +11.2% |
| International Flavors & Fragrances | $85.48 | +2.25% | $21.34B | 77.4 | 24.9 | 2.1 | −29.3% |
| Archer Daniels Midland | $83.14 | −0.29% | $40.19B | 22.8 | 14.0 | 0.5 | +7.2% |
| STERIS | $205.64 | −0.65% | $20.17B | 25.3 | 17.9 | 3.3 | +7.1% |
| Sotera Health | $18.78 | +0.45% | $5.33B | 32.7 | 18.2 | 4.4 | +9.2% |
| Median | 29.0 | 18.1 | 2.7 | +7.2% |