Market Cap
$21.3B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 11, 2026 | Keybanc | INITIATE | Sector Weight | 52% |
| Aug 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Aug 6, 2026 | UBS | MAINTAIN | Neutral | 55% |
| Aug 6, 2026 | Benchmark | MAINTAIN | Buy | 54% |
| Jul 1, 2026 | Morgan Stanley | MAINTAIN | Overweight | 55% |
| Jun 30, 2026 | Argus Research | MAINTAIN | Buy | 54% |
| Jun 24, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Jun 9, 2026 | Benchmark | INITIATE | Buy | 54% |
| May 8, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| May 7, 2026 | Citigroup | MAINTAIN | Buy | 55% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 7 | 11 | 7 | 0 | 0 | 72% | |
| Aug 1, 2026 | 7 | 11 | 6 | 0 | 0 | 75% | |
| Jul 1, 2026 | 7 | 11 | 6 | 0 | 0 | 75% | |
| Jun 1, 2026 | 5 | 10 | 6 | 0 | 0 | 71% | |
| May 1, 2026 | 7 | 12 | 6 | 0 | 0 | 76% | |
| Apr 1, 2026 | 7 | 12 | 6 | 0 | 0 | 76% | |
| Mar 1, 2026 | 7 | 12 | 6 | 0 | 0 | 76% | |
| Feb 1, 2026 | 6 | 12 | 6 | 1 | 0 | 72% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.81 | $0.60–$1.03 | -23.2% | +0.9% | 0↑ 12↓ | $1.9B | 13 |
| Next Q | $0.67 | $0.35–$1.05 | -15.8% | +0.5% | 1↑ 11↓ | $1.8B | 13 |
| Current FY | $3.29 | $2.50–$4.56 | -21.8% | +1.4% | 0↑ 14↓ | $7.6B | 14 |
| Next FY | $3.96 | $2.92–$5.27 | 20.5% | +0.1% | 1↑ 12↓ | $7.8B | 17 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.806 | — |
| 7d ago | $0.799 | +0.007 |
| 30d ago | $0.799 | +0.007 |
| 60d ago | $1.155 | -0.349 |
| 90d ago | $1.147 | -0.341 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| DODGE & COX | 37,007,037 | $2.9B | 18.5% | — |
| BlackRock, Inc. | 23,175,401 | $1.8B | 11.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 16,255,207 | $1.3B | 8.1% | — |
| STATE STREET CORP | 12,340,998 | $982.4M | 6.2% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 11,608,686 | $919.6M | 5.8% | — |
| First Eagle Investment Management, LLC | 9,409,698 | $745.4M | 4.7% | — |
| Invesco Ltd. | 9,403,330 | $744.9M | 4.7% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 6,812,731 | $537.6M | 3.4% | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 6,112,514 | $484.2M | 3.1% | — |
| ICAHN CARL C | 4,275,000 | $338.7M | 2.1% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | ADD | 3,066,939 | 3,871,551 | +26.2% | $331.7M |
| Eurizon Capital SGR S.p.A. | ADD | 2,144,680 | 3,226,394 | +50.4% | $254.3M |
| UBS Group AG | ADD | 1,498,654 | 2,171,990 | +44.9% | $172.1M |
| GOLDMAN SACHS GROUP INC | ADD | 1,530,442 | 1,919,122 | +25.4% | $152.0M |
| MILLENNIUM MANAGEMENT LLC | DOUBLED | 17,773 | 1,503,802 | +8361.2% | $119.1M |
| Capital International Investors | DOUBLED | 667,112 | 1,460,154 | +118.9% | $115.7M |
| NORGES BANK | NEW | — | 1,376,139 | — | $109.0M |
| CANADA PENSION PLAN INVESTMENT BOARD | ADD | 982,673 | 1,354,584 | +37.8% | $107.3M |
| Amundi | ADD | 708,906 | 1,329,654 | +87.6% | $105.3M |
| JPMORGAN CHASE & CO | TRIM | 1,468,991 | 1,032,699 | -29.7% | $79.0M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 17, 2026 | Teles de Mendonca Ana Paula | President, Scent | SELL | 5,718 | $83.19 | $475.7K |
| Aug 7, 2026 | Birenkrant Marc | Controller & CAO | SELL | 1,000 | $85.00 | $85.0K |
| Aug 6, 2026 | DeVeau Michael | EVP, CFO | SELL | 8,825 | $85.55 | $755.0K |
| Jun 1, 2026 | FRIBOURG PAUL J | Director | BUY | 13,500 | $74.49 | $1.0M |
| Jun 1, 2026 | FRIBOURG PAUL J | Director | BUY | 260,000 | $74.28 | $19.3M |
| May 4, 2026 | Borg Deborah | EVP, Chief Ppl&Culture Officer | EXERCISE | 1,768 | — | — |
| May 4, 2026 | Birenkrant Marc | Controller & CAO | TAX W/H | 141 | $70.09 | $9.9K |
| May 4, 2026 | Birenkrant Marc | Controller & CAO | EXERCISE | 389 | — | — |
| May 4, 2026 | DeVeau Michael | EVP, CFO | EXERCISE | 884 | — | — |
| May 4, 2026 | DeVeau Michael | EVP, CFO | TAX W/H | 452 | $70.09 | $31.7K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jan 15, 2026 | Michael McCaul | R | HOUSE | BUY | $50,001 - $100,000 | International Flavors & Fragrances Inc | Feb 12, 2026(29d) |
| Jan 13, 2026 | Michael McCaul | R | HOUSE | BUY | $100,001 - $250,000 | International Flavors & Fragrances Inc | Feb 12, 2026(31d) |