Balchem Corp
In the published model solve dated 2026-Q2, anchored at $178.44, Balchem Corp (BCPC) is priced for +21.9% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed July 25, 2026 from SEC EDGAR filings.
• Balchem converts about 20.1% of revenue into operating profit, which is better than the ingredient houses it sits beside: SXT runs 13.3% and INGR 13.1% on revenue several times larger, and that gap is the clearest evidence this is a specialty business rather than a commodity one. • The distance to watch is between what the price asks and what the company is delivering: today's quote embeds roughly 20.9% annual growth in operating profit sustained for five years, while net sales in the March qu
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409 institutional managers reported holding BCPC in 13F filings for the quarter ended 2026-03-31. Together they hold about 87% of the company; the top 10 hold 51%. 49 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others. On the short side, 419k shares were sold short as of the 2026-06-15 count, about 1% of shares outstanding (1.9 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
BCPC has cut its share count 0.9% over the past five years, spending $193.30M on repurchases. It pays a dividend, and has for 12 years running, raised 11 years straight; the current rate is $0.96 a share annually. Cash returned over the past three years: $84.64M in dividends and $129.55M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at BCPC over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
BCPC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-29 | +1.8% | -5.2% |
| 2023-10-28 | -5.4% | +29.3% |
| 2024-02-17 | +1.9% | -3.8% |
| 2024-05-04 | +2.8% | +6.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
BCPC's latest 8-K filings: 2026-07-31 (items 2.02, 9.01); 2026-07-27 (items 1.01, 2.03, 9.01); 2026-06-22 (items 5.07); 2026-04-30 (items 2.02, 9.01); 2026-02-20 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: July 25, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.