SXT · NYSE · Chemicals - Specialty

Sensient Technologies (SXT)

Develops flavors, colors, extracts, and specialty ingredients for consumer-product manufacturers.

$132.24
vs last close+2.59 (+2.00%)
Loading prices…

Sensient Technologies CorporationSXT
Materials

Develops flavors, extracts, dehydrated vegetables, essential oils, and colors for food, beverage, personal-care, pharmaceutical, nutraceutical, and industrial customers. Revenue comes from customized ingredient sales supported by applications expertise, through product-based Flavors & Extracts and Color groups and a geographically managed Asia Pacific group.

Develops and manufactures flavor systems, extracts, essential oils, dehydrated agricultural ingredients, and natural and synthetic colors. Flavors & Extracts supplies food, beverage, personal-care, and home-care applications; Color serves food and beverage, pharmaceutical, nutraceutical, personal-care, and industrial markets. The Asia Pacific Group markets both portfolios through a geographically managed regional organization.

Competes through applications chemistry, customer-specific formulation, quality control, agronomy, sourcing, and a global manufacturing network. These capabilities support customers reformulating products from synthetic to natural colors.

Earns revenue by supplying ingredients to other manufacturers, not from consumer brands. Production and sourcing span U.S. and international markets, while product-safety, labeling, and other regulations govern operations. Certain products are made at only one facility, and some product lines depend on a relatively small group of customers.

Company facts

CEOPaul Manning
ListedMar 17, 1980
ExchangeNYSE
HeadquartersMilwaukee, WI
CountryUnited States
Employees4,070
CIK0000310142
ISINUS81725T1007

Market cap$5.52B
EPS (ttm)$3.71
P/E (ttm)34.95
ROE13.0%
P/B4.38
P/S3.24
Dividend yieldDiv yield1.26%
Beta0.66vs XLB 0.68

Price target$140.00+8.0%Average of 12 analysts
ConsensusBuy8 of 12 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Jul 27, 2026UBSReiterate
Rating: Target: $143
Rating: BuyTarget: $155
Jul 27, 2026Robert W. BairdTarget
Target: $85
Target: $140
Jul 8, 2026Redburn PartnersTarget
Target:
Target: $125
Apr 28, 2026UBSReiterate
Rating: Target:
Rating: BuyTarget: $143

Next report
Oct 30, 26
in 38 days
EPS estimate
$1.09
Revenue estimate
$458.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$0.65$0.86$0.94$0.96$0.72$1.04$1.20Pending
Estimate$0.64$0.82$0.88$0.79$0.78$0.80$1.03$1.09
Surprise+1.6%+4.9%+6.8%+22.3%−7.7%+30.0%+16.5%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Oct '26
Reported$376.4M$392.3M$414.2M$412.1M$393.4M$435.8M$462.1MPending
Estimate$399.4M$412.1M$417.6M$395.7M$397.5M$411.2M$448.8M$458.3M
Surprise−5.8%−4.8%−0.8%+4.1%−1.0%+6.0%+3.0%
Estimate$1.09
ReportedDue Oct 30, 2026
Estimate$458.3M
ReportedDue Oct 30, 2026
View details

Debt to equity60.60%
Current ratio439.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$392.6M$376.4M$392.3M$414.2M$412.1M$393.4M$435.8M$462.1M
Net income$32.7M$30.1M$34.5M$37.6M$37.0M$25.5M$44.2M$51.4M
Net margin8.3%8.0%8.8%9.1%9.0%6.5%10.1%11.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$50.5M$42.0M$53.5M$57.7M$57.7M$38.2M$66.7M$76.7M
YoY growth+13.4%+420.8%+8.3%+16.2%+14.2%−9.1%+24.7%+32.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $31.0M · Total debt $763.9M · Total assets $2.37B · Shareholders' equity $1.26B

Revenue
$462.1M
Operating income
$76.7M
Net income
$51.4M
View details

Dividend yield
1.26%
Next ex-date
Nov 3, 26
estimated · in 42 days
Annual dividend
$1.64
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.41$0.41$0.41$0.41$0.41$0.41$0.41$0.41
Annual yield2.18%2.16%1.73%1.45%1.77%1.76%1.40%1.30%
Ex-dateNov 4Feb 4May 12Aug 4Nov 10Feb 3May 11Aug 3
Payment dateDec 2Mar 3Jun 2Sep 2Dec 1Mar 2Jun 1Sep 1
View details

Institutions≈ 98.49%41.92M shares
385 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders8.92%3.80M shares
22 holders · as of Aug 6, 2026
Strategic holders9.81%4.18M shares
1 holder · as of May 1, 2026
Adds to117.22%

42.56M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 117.22%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.60%6.64Mas of Jun 30, 2026
Winder Pte. Ltd.1,2Strategic10 percent owner
9.81%4.18Mfiled May 1, 2026
Ein #.Insider
7.65%3.26Mfiled Feb 10, 2022
Vanguard Portfolio Management LLCInstitution
6.52%2.78Mas of Jun 30, 2026
Freemont Capital Pte LtdInstitution
4.82%2.05Mas of Jun 30, 2026
  1. Winder Pte. Ltd.'s transaction reports restate only vehicles that traded; the 2026 ownership statement (4.18M) is used instead.
  2. Winder Pte. Ltd. reports a block also reported by another filer; it is counted once, under that filer.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 5, 2026Mario Ferruzzidirector−1,200$129.48
May 18, 2026Thierry Hoangofficer: VP, Asia Pacific Group−400$115.19
May 4, 2026Thierry Hoangofficer: VP, Asia Pacific Group−439$114.15
Apr 30, 2026Winder Pte. Ltd.10 percent owner−2,127,566$109.69
Apr 30, 2026Steven B. Morrisofficer: President, Color Group−200$114.58
View details

Compare

CompanyPriceChange
Sensient Technologies$132.24+2.00%$5.52B34.929.83.2+11.6%
International Flavors & Fragrances$85.58+2.37%$21.34B77.424.92.1−29.3%
Archer Daniels Midland$83.07−0.37%$40.19B22.814.00.5+7.2%
Ingredion$97.64+0.63%$6.12B10.68.80.8+0.9%
Median22.814.00.8+0.9%