Morgan Stanley Reiterates Buy Rating for International Flavors & Fragrances
Morgan Stanley maintains its Buy rating for IFF with a $95 price target, a 19.92% upside from the current price.
Key Points
- Morgan Stanley reiterated its Buy rating on International Flavors & Fragrances, setting a price target of $95 on July 1, 2026.
- Morgan Stanley's $95 price target implies 19.92% upside from International Flavors & Fragrances Inc.'s ($IFF) current $79.22 share price.
- Shares of NYSE:IFF traded at $79.22 on Wednesday, with a market cap of approximately $20.23 billion.
- Dodge & Cox, BlackRock, and State Street Corp adjusted their positions in IFF, with notable activity from Vanguard entities opening new stakes.
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Morgan Stanley has reiterated its Buy rating for International Flavors & Fragrances Inc. (NYSE:IFF), with a price target of $95. This announcement was made by analyst Lisa De Neve on July 1, 2026. Shares traded at $79.22 on Wednesday.
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Other Institutional Activity in International Flavors & Fragrances
Several institutional investors have been active in International Flavors & Fragrances. Dodge & Cox slightly increased its holdings by 71,900 shares, bringing its total to 36,472,942 shares valued at approximately $2.65 billion. BlackRock, Inc. boosted its position by 687,027 shares, ending with 22,721,293 shares worth about $1.65 billion, marking a 3.1% increase. Vanguard Capital Management LLC and Vanguard Portfolio Management LLC both initiated new positions, with shares totaling 16,238,225 and 11,723,231, valued at approximately $1.18 billion and $850.52 million, respectively.
International Flavors & Fragrances Inc. Stock Down 9.9%
Shares of NYSE:IFF traded near $79.22 on Wednesday. The company has a market cap of about $20.23 billion and a P/E ratio of 24.5, with a forward P/E of 16.4. Its beta is 0.956, indicating moderate volatility. The stock's 52-week range is between $59.14 and $84.45, with a 50-day moving average of $74.83 and a 200-day moving average of $70.19. The company maintains a current ratio of 1.49 and a quick ratio of 0.71, while its debt-to-equity stands at 45.7.
$IFF price target
Past daily closes and this analyst's 12-month price target. Not investment advice.
Recent Earnings
International Flavors & Fragrances reported revenue of $10.79 billion, with a slight decline in revenue growth at -3.6%. The company's net margin is 7.66%, and its return on equity is 6.05%. Earnings per share stand at $3.23. The next earnings report is scheduled for August 4, 2026.
Dividend
The company offers an annual dividend rate of $1.60, yielding 2.02%. The dividend payout ratio is 49.54%, indicating a moderate payout relative to its earnings.
Insider Buying and Selling at International Flavors & Fragrances Inc.
On June 1, 2026, Paul Fribourg purchased 273,500 shares at an average price of $74.29. Meanwhile, on May 4, 2026, several insiders sold shares, including Deborah Borg, EVP and Chief People & Culture Officer, who sold 1,768 shares at $70.09, and Michael Deveau, EVP and CFO, who sold 452 shares at the same price.
Analysts Set New Price Targets
On July 1, 2026, Morgan Stanley maintained its Buy rating for International Flavors & Fragrances, setting a price target of $95. Argus Research also maintained a Buy rating with an $85 target on June 30, 2026. Citigroup reiterated its Buy rating with an $88 target on June 24, 2026. Benchmark initiated coverage with a Buy rating and a $100 target on June 9, 2026. The consensus among 18 analysts is a Buy rating, with an average target price of $91.21.
About International Flavors & Fragrances
International Flavors & Fragrances Inc. is a leading player in the specialty chemicals sector, headquartered in New York, NY. The company, led by CEO Jon Erik Fyrwald, employs about 21,500 people. It manufactures and markets a wide range of products, including flavors, fragrances, and food ingredients, serving various industries such as food, beverage, health, and biosciences.
Bottom Line
Morgan Stanley's reiterated Buy rating for International Flavors & Fragrances highlights continued confidence in the company's prospects. Investors closely monitor such analyst updates as part of their decision-making process. As always, remember that analyst ratings and 13F filings are backward-looking and may not reflect current market conditions.
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