INTERNATIONAL FLAVORS & FRAGRANCES INC
In the published model solve dated 2026-Q2, anchored at $87.95, INTERNATIONAL FLAVORS & FRAGRANCES INC (IFF) is priced for today's economics sustained for ~5.8 years. 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 June 27, 2026 from SEC EDGAR filings.
• IFF is a flavors, fragrances, and specialty-ingredients maker still digesting a transformational merger, and the story right now is portfolio simplification: it sold Pharma Solutions to Roquette in May 2025 and agreed to sell Food Ingredients to CVC for about $4.3 billion [Source: IFF press releases, 2025]. • The biggest specific risk is the balance sheet: net debt sits around $6.4 billion, more than six times a year's operating income, and the whole thesis depends on divestiture proceeds brin
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683 institutional managers reported holding IFF in 13F filings for the quarter ended 2026-03-31. 78 opened new positions that quarter. Held by Dodge & Cox, Vanguard Group, BlackRock, among others. On the short side, 15.2M shares were sold short as of the 2026-06-15 count, about 6% of shares outstanding (7.6 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.
IFF's share count grew 0.8% over the past five years even with $35.00M spent on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting); the current rate is $1.60 a share annually. Cash returned over the past three years: $1.44B in dividends and $35.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at IFF over the trailing three years: 2023: 1 buy totaling $1k; 2025: 15 buys totaling $8.21M; 2026: 7 buys totaling $32.28M. 23 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.
IFF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-11 | -6.4% | -5.0% |
| 2023-08-10 | -19.5% | +1.2% |
| 2023-11-09 | -1.8% | +11.5% |
| 2024-02-29 | -5.4% | +15.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IFF's latest 8-K filings: 2026-08-04 (items 7.01, 9.01); 2026-08-04 (items 2.02, 8.01, 9.01); 2026-06-23 (items 1.01, 2.03, 9.01); 2026-06-01 (items 1.01, 8.01, 9.01); 2026-05-05 (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: June 27, 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.