Ingevity (NGVT)
Makes activated carbon, asphalt additives, and caprolactone polymers for automotive and industrial markets.
Something off on this page? Send us feedback.
Produces activated carbon for automotive gasoline-vapor control and filtration, asphalt additives and agrochemical dispersants, and caprolactone polymers for industrial applications. Performance Materials is the largest business, making results especially sensitive to gasoline and hybrid vehicle production and emissions standards.
Engineers hardwood-based activated carbon for gasoline-vapor control systems in internal-combustion and hybrid vehicles, alongside filtration media for food, water and chemicals. Performance Materials is the largest business, with demand concentrated in North America and Asia and tied to vehicle production, powertrain mix and regional emissions standards.
Pavement Technologies supplies additives for asphalt construction, preservation, recycling and warm-mix paving, plus agrochemical dispersants. Advanced Polymer Technologies makes caprolactone and specialty polymers for coatings, adhesives, elastomers, bioplastics and medical uses. Technical formulation support and specialized manufacturing connect these otherwise distinct markets.
Following the sales of Industrial Specialties and Road Markings, the portfolio has three reporting segments while Advanced Polymer Technologies remains under strategic review. Several specialty products depend on single manufacturing sites, including caprolactone production in the United Kingdom.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Mar 2, 2026 | BMO Capital | Target | Target: $70 | Target: $83 |
| Feb 26, 2026 | Jefferies | Target | Target: $62 | Target: $82 |
| Jan 28, 2026 | Wells Fargo | Target | Target: — | Target: $65 |
| Dec 10, 2025 | BMO Capital | Reiterate | Rating: —Target: $68 | Target: $70 |
| Feb 26, 2025 | BMO Capital | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $97.4M · Total debt $1.24B · Total assets $1.54B · Shareholders' equity $46.9M
- Revenue
- $314.1M
- Operating income
- $60.1M
- Net income
- $35.3M
No dividends on record.
| Institutions | 103.95% | 35.74M shares | |
|---|---|---|---|
| 315 holders · as of Jun 30, 2026 | |||
| Insiders | 1.32% | 452.5K shares | |
| 22 holders · as of Aug 18, 2026 | |||
| Adds to | 105.27% | ||
34.38M 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 105.27%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 15.60% | 5.36M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 6.91% | 2.38M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.57% | 1.57M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.36% | 1.50M | as of Jun 30, 2026 |
American Century Companies IncInstitution | 3.70% | 1.27M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 18, 2026 | David H. Li | director, officer: President & CEO | −92 | $74.71 |
| Aug 17, 2026 | David H. Li | director, officer: President & CEO | −5,000 | $75.83 |
| Aug 14, 2026 | David H. Li | director, officer: President & CEO | −5,000 | $75.73 |
| Aug 13, 2026 | David H. Li | director, officer: President & CEO | −5,000 | $75.73 |
| Aug 12, 2026 | David H. Li | director, officer: President & CEO | −5,000 | $76.62 |
