INGEVITY CORPORATION
In the published model solve dated 2026-Q2, anchored at $77.32, INGEVITY CORPORATION (NGVT) is priced for -4.2% 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 June 27, 2026 from SEC EDGAR filings.
• Ingevity's most distinctive asset is its Performance Materials segment, the activated carbon that captures gasoline vapor in vehicle fuel systems, a high-margin niche where the company is a leader and which carries the consolidated 33.9% operating margin. • The largest specific risk is structural and long-dated: automakers are adopting sealed fuel tanks and shifting toward electric vehicles, both of which reduce the need for the carbon that drives Ingevity's best segment. [Source: company 10-K
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294 institutional managers reported holding NGVT in 13F filings for the quarter ended 2026-03-31. 39 opened new positions that quarter. Held by BlackRock, Vanguard Group, Wellington Management, among others. On the short side, 1.1M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (4.7 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.
NGVT has cut its share count 11.9% over the past five years, spending $387.20M on repurchases. It pays no dividend. Cash returned over the past three years: $108.60M 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 NGVT over the trailing three years. Absence is a fact about the company, not a signal. 21 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.
NGVT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -11.3% | -27.5% |
| 2023-11-03 | +5.0% | +1.3% |
| 2024-02-23 | +3.1% | -0.6% |
| 2024-05-03 | +7.1% | -22.9% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
NGVT's latest 8-K filings: 2026-07-29 (items 2.02, 9.01); 2026-06-24 (items 5.02, 9.01); 2026-05-06 (items 2.02, 9.01); 2026-05-04 (items 5.02, 5.07, 9.01); 2026-04-15 (items 7.01, 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.