Ingredion Incorporated (NYSE:INGR) Receives Average Recommendation of "Hold" from Analysts
Ingredion Incorporated (NYSE:INGR) has received a consensus "Hold" recommendation from analysts, with an average 12-month price target of $125.83. This follows the company slightly missing Q4 earnings and revenue expectations ($2.53 EPS vs. $2.59 expected; $1.76B revenue vs. $1.78B expected), although it issued FY2026 guidance in line with analyst consensus. Additionally, CEO James Zallie and other insiders sold a significant number of shares recently.
Skandinaviska Enskilda Banken AB publ Sells 86,200 Shares of Ingredion Incorporated $INGR
Skandinaviska Enskilda Banken AB publ significantly reduced its stake in Ingredion Incorporated (NYSE:INGR) by 61.8% in Q3, selling 86,200 shares and now holding 53,300 shares valued at approximately $6.51 million. This comes after Ingredion missed quarterly earnings and revenue estimates and issued conservative FY2026 EPS guidance. Despite insider sales from CEO James P. Zallie and SVP Larry Fernandes in February, analysts maintain a "Hold" rating on the stock with a consensus target price of $125.83.
Shell Asset Management Co. Reduces Holdings in Ingredion Incorporated $INGR
Shell Asset Management Co. significantly reduced its stake in Ingredion Incorporated by 98.5% in the third quarter, selling 87,734 shares and retaining only 1,301 shares. Concurrently, Ingredion's CEO, James P. Zallie, sold 9,958 shares, and other insiders have also sold a substantial number of shares, reducing overall insider ownership to 2.3%. Despite these sales, the company maintains a "Hold" consensus rating from analysts, with a target price of $125.83 and a solid dividend yield of 2.8%.
Insider Sell: James Zallie Sells Shares of Ingredion Inc (INGR)
James Zallie, President and CEO of Ingredion Inc (INGR), sold 9,958 shares of the company on February 18, 2026, reducing his total holdings to 73,530 shares. This transaction follows a pattern of insider selling, with 13 insider sells and zero buys over the past year. Ingredion Inc is currently considered fairly valued with a price-to-GF-Value ratio of 1.05 and trades at $116.55 per share.
Ingredion (NYSE:INGR) CEO Sells $1,160,604.90 in Stock
Ingredion CEO James Zallie sold 9,958 shares of the company's stock for $1,160,604.90 on February 18, 2026, reducing his stake by over 23%. The sale was disclosed in an SEC filing and follows Ingredion's recent earnings report, which missed consensus EPS estimates despite a declared quarterly dividend of $0.82 per share. Analyst ratings for Ingredion are predominantly "Hold," with a consensus target price of $125.83.
Ingredion Incorporated $INGR Shares Purchased by NewEdge Wealth LLC
NewEdge Wealth LLC increased its stake in Ingredion Incorporated (NYSE:INGR) by 5.9% during the 3rd quarter, purchasing an additional 9,817 shares to own a total of 177,206 shares valued at $21.64 million. Other institutional investors also adjusted their holdings in Ingredion, which has a consensus "Hold" rating from analysts with an average price target of $125.83. Company insiders, including SVP Larry Fernandes and CEO James P. Zallie, recently sold a significant number of shares.
Ingredion's Texture and Healthful Solutions Segment Should Generate Long-Term Profit Growth
The article discusses Ingredion's business strategy, focusing on its starches and sweeteners segments which constitute the majority of its revenue. It highlights the company's process of wet milling and processing corn and other starch-based raw materials to produce ingredients primarily for the food and beverage industries. The title suggests a positive long-term outlook for the Texture and Healthful Solutions segment.
Envestnet Asset Management Inc. Has $23.65 Million Stock Position in Ingredion Incorporated $INGR
Envestnet Asset Management Inc. has reduced its stake in Ingredion Incorporated by 4.4%, now holding 193,709 shares valued at $23.65 million. Ingredion recently missed Q3 earnings and revenue estimates and provided FY2026 guidance. Insider selling also occurred, with CEO James P. Zallie selling over 33,000 shares.
Ingredion Names CEO James Zallie as Board Chairman
Ingredion has appointed its President and CEO, James P. Zallie, as the new board chairman, consolidating leadership roles. This move follows the stepping down of former non-executive chairman Gregory B. Kenny, who will remain a director. To maintain independent oversight, Victoria J. Reich has been elected lead director, serving as a liaison between independent directors and Zallie.
Ingredion (NYSE:INGR) CEO Sells $4,020,217.02 in Stock
Ingredion CEO James Zallie sold 33,597 shares of the company's stock for over $4 million, reducing his stake by 40.11%. This transaction follows Ingredion missing analyst expectations for EPS and revenue in its latest quarter, though its FY 2026 guidance is in line with forecasts. The company maintains an average "Hold" rating from analysts with a price target of $125.83 and pays a quarterly dividend of $0.82.
Larry Fernandes Sells 3,630 Shares of Ingredion (NYSE:INGR) Stock
Ingredion SVP Larry Fernandes sold 3,630 shares of Ingredion (NYSE:INGR) stock on February 11th at an average price of $118.40, totaling $429,792. This transaction reduced his ownership by 10.17% to 32,055 shares. The sale occurred after the company missed quarterly earnings estimates and issued FY2026 guidance, with shares currently trading at $118.61.
Insider Sell Alert: Larry Fernandes Sells Shares of Ingredion In
Larry Fernandes, Senior Vice President at Ingredion Inc, sold 3,630 shares of the company on February 11, 2026, reducing his holdings to 32,055 shares. This sale is part of a trend for Fernandes, who has sold 6,880 shares over the past year with no purchases, aligning with the overall insider transaction history for Ingredion which shows 13 insider sells and no buys in the last year. Ingredion Inc, trading at $118.40 with a market cap of $7.46 billion, is considered fairly valued according to its GF Value, with a price-to-GF-Value ratio of 1.07.
Insider Sell: James Zallie Sells Shares of Ingredion Inc (INGR)
James Zallie, President and CEO of Ingredion Inc (INGR), sold 33,597 shares of the company on February 11, 2026. This transaction brings his total ownership to 73,530 shares and is part of a pattern of 13 insider sells and 0 buys over the past year. Ingredion Inc shares are trading at $119.66, which is considered fairly valued based on its GF Value.
Ingredion Names CEO James Zallie as Board Chairman
Ingredion has appointed its President and CEO, James P. Zallie, as the new board chairman, combining the chief executive and board leader roles. This leadership transition includes former non-executive chairman Gregory B. Kenny stepping down but remaining a director. To ensure independent oversight, the board's independent directors elected Victoria J. Reich as lead director to liaise with Zallie.
Westover Capital Advisors LLC Sells 19,761 Shares of Ingredion Incorporated $INGR
Westover Capital Advisors LLC significantly reduced its stake in Ingredion Incorporated (NYSE:INGR) by selling 19,761 shares, an 86.3% reduction, now holding 3,127 shares worth $382,000. Despite this, other institutional investors like Vanguard Group Inc. increased their positions. Ingredion recently missed Q4 earnings estimates but announced a quarterly dividend, maintaining a "Hold" consensus rating among analysts with an average price target of $125.83.
Jim Zallie Takes on Chairman Role at Ingredion (INGR)
Jim Zallie, Ingredion's President and CEO, has been appointed as the new Chairman of the Board, with Victoria Reich named Lead Director. Gregory Kenny stepped down as independent chairman but will remain on the board. Ingredion, an ingredients provider with a $7.48 billion market cap, shows strong financial health despite a revenue decline, and its valuation metrics suggest it is trading at attractive levels.
Ingredion Appoints President And CEO James P. Zallie As Chairman Of The Board
Ingredion has announced the appointment of its President and CEO, James P. Zallie, to the additional role of Chairman of the Board. This move centralizes leadership, placing Zallie in a dual capacity to guide the company's strategic direction. The brief announcement provides no further details on the implications of this appointment.
Ingredion hands board gavel to CEO Jim Zallie, adds new lead director
Ingredion (NYSE: INGR) announced that its President and CEO, James P. Zallie, has been elected chairman of the board, effective immediately. Concurrently, Victoria J. Reich was appointed as lead director to ensure strong independent oversight, while former independent chairman Gregory B. Kenny stepped down from his leadership role but remains on the board. These changes aim to reinforce governance continuity and leadership alignment within the company.
Ingredion Names CEO James Zallie as Board Chairman
Ingredion announced that its President and CEO, James P. Zallie, has been appointed as Chairman of the Board, combining the chief executive and board leadership roles. Former non-executive chairman Gregory B. Kenny stepped down from his role but remains a director. To maintain independent oversight, Victoria J. Reich has been elected as lead director, serving as a liaison between independent directors and Zallie.
Ingredion Inc Appoints James P. Zallie as Chairman
Ingredion Inc has announced the appointment of James P. Zallie as Chairman of the Board, effective February 9, 2026. Zallie will now serve as both CEO and Chairman. Gregory B. Kenny resigned from his role as non-executive Chairman, and Victoria J. Reich was elected as Lead Director, responsible for liaising between independent directors and the Chairman.
Jim Zallie Elected Chairman of the Board at Ingredion Incorporated
Ingredion Incorporated has announced that Jim Zallie, the company's president and CEO, has been unanimously elected as chairman of the board, effective immediately. Victoria Reich has also been appointed as lead director, emphasizing strong independent oversight. These leadership changes follow Gregory Kenny's decision to step down as independent chairman, though he will remain a board member.
Ingredion Appoints President and CEO James P. Zallie as Chairman of the Board
Ingredion Incorporated (NYSE: INGR) has announced that its board of directors unanimously elected James P. Zallie, president and CEO, to assume the additional role of chairman of the board, effective immediately. Victoria J. Reich was also named lead director, reinforcing the company's commitment to strong independent oversight. These changes follow Gregory B. Kenny's decision to step down as independent chairman, though he will continue to serve as a board member.
Despite production challenges, Ingredion income rises
Ingredion, Inc. reported a 13% increase in net income for the fiscal year ended Dec. 31, 2025, reaching $729 million, driven by strong growth in Texture & Healthful Solutions and protein fortification, despite a 3% decline in net sales. The company faced significant production challenges at its Argo facility near Chicago, which negatively impacted operating income by approximately $40 million. Ingredion expects low-to-mid single-digit net sales growth and an EPS range of $11 to $11.80 for fiscal year 2026.
5 Insightful Analyst Questions From Ingredion's Q4 Earnings Call
Ingredion's Q4 2025 results missed analyst expectations for revenue and non-GAAP profit, largely due to production issues at its Argo facility. Despite these challenges, the Texture and Healthful Solutions segment showed strong volume growth, particularly in clean label products. Analyst questions focused on the Argo facility's impact and recovery, pricing dynamics, and long-term operating income growth targets.
Oryzenin Market size to reach $300.3 Billion by 2035 | Key players
The Oryzenin market is projected to reach $300.3 billion by 2035, growing from $136.7 billion in 2025 at a CAGR of 7.9% from 2026-2035. This growth is driven by increasing consumer demand for plant-based, hypoallergenic proteins in sports nutrition, functional foods, and clinical nutrition. North America currently leads the market, but Asia Pacific is anticipated to be the fastest-growing region due to rising health awareness and familiarity with rice-based ingredients.
5 Insightful Analyst Questions From Ingredion’s Q4 Earnings Call
Ingredion's Q4 CY2025 results showed a positive market response despite missing analyst estimates for revenue, adjusted EPS, and adjusted EBITDA, primarily due to production issues at their Argo facility. The Texture and Healthful Solutions segment demonstrated strong growth. Analysts focused on the Argo facility's recovery, LatAm volume shifts, pricing dynamics, currency exposure in LatAm, and the timeline for long-term operating income growth targets.
Alps Advisors Inc. Sells 42,284 Shares of Ingredion Incorporated $INGR
Alps Advisors Inc. recently reduced its stake in Ingredion Incorporated (NYSE:INGR) by 41.1%, selling 42,284 shares but still holding 60,684 shares valued at $7.41 million. This reduction comes as Ingredion reported slightly lower-than-expected quarterly earnings and revenue, though it set a positive FY2026 EPS guidance. Analysts predominantly maintain a "Hold" rating on Ingredion with a consensus target price of $125.83.
Ingredion income boosted by clean label demand
Ingredion, Inc. reported a 13% rise in net income for the fiscal year ended Dec. 31, 2025, reaching $729 million, driven by strong demand for clean label ingredients and protein fortification. Despite a 3% decline in net sales to $7.22 billion, record operating income and EPS growth were achieved, spearheaded by the Texture & Healthful Solutions segment. Production challenges at the Argo facility near Chicago, however, negatively impacted the Food & Industrial Ingredients — US/Canada segment.
Ingredion Incorporated $INGR Shares Sold by Federated Hermes Inc.
Federated Hermes Inc. significantly reduced its stake in Ingredion (NYSE:INGR) by 60.7% in the third quarter, selling 12,549 shares. Despite this, institutional ownership remains high at 85.27%, with other major firms like Massachusetts Financial Services and Nordea Investment Management increasing their positions. Ingredion recently missed its quarterly EPS and revenue estimates but announced a quarterly dividend of $0.82 per share and has an average "Hold" rating from analysts.
Ingredion income rises despite production challenges
Ingredion, Inc. reported increased net income for the fiscal year ended December 31, 2025, despite a decline in net sales. The company's financial performance was boosted by demand for clean label ingredients and protein fortification, partly driven by GLP-1 medication users. However, these gains were partially offset by persistent production challenges at its Argo facility near Chicago, which negatively impacted operating income.
Barclays Remains a Hold on Ingredion (INGR)
Barclays maintained a Hold rating on Ingredion (INGR) with a price target of $128.00, according to analyst Benjamin Theurer. This comes as Ingredion reported a quarterly revenue of $1.82 billion and a net profit of $171 million in its latest earnings report, a decrease from the previous year. Corporate insider sentiment for INGR is negative, with an increase in insider selling observed over the past quarter.
Ingredion Incorporated (NYSE:INGR) Q4 2025 Earnings Call Transcript
Ingredion Incorporated reported its Q4 and full-year 2025 earnings, highlighting record operating income and EPS growth, despite challenges at its Argo facility. The company emphasized strong performance in Texture and Healthful Solutions and solid results from its Food and Industrial Ingredients LatAm business. For 2026, Ingredion anticipates low to mid-single-digit net sales growth and low single-digit operating income growth, with a focus on strategic initiatives and continued recovery at Argo.
Allianz Asset Management GmbH Has $110.73 Million Holdings in Ingredion Incorporated $INGR
Allianz Asset Management GmbH significantly reduced its stake in Ingredion Incorporated by 16.2%, now holding approximately $110.73 million worth of shares. This reduction comes as Ingredion missed Q4 earnings and revenue estimates and provided cautious FY2026 guidance, leading analysts to trim price targets and maintain mostly neutral ratings. Despite these headwinds, Ingredion reported strong FY2025 performance and shareholder returns, alongside a quarterly dividend.
Equity Investment Corp Raises Position in Ingredion Incorporated $INGR
Equity Investment Corp increased its stake in Ingredion Incorporated (NYSE:INGR) by 1.4% in Q3, now owning 771,370 shares valued at $94.19 million, bringing institutional ownership to 85.27%. Despite the increased investment, Ingredion missed Q4 earnings and revenue estimates and provided FY2026 guidance that offers limited upside. The company, however, demonstrated strong cash flow in FY2025 and returned $435 million to shareholders through dividends and buybacks.
INGR Q4 Deep Dive: Clean Label and Solutions Growth Offset by Operational Challenges
Ingredion (NYSE: INGR) reported Q4 CY2025 revenues that missed market expectations due to operational challenges at its Argo facility, leading to reduced inventory and sales. Despite this, the company saw strong performance in its Texture and Healthful Solutions segment, particularly in clean label and protein fortification products, with management projecting a gradual recovery in U.S./Canada operations and continued growth in higher-margin segments in 2026. Ingredion is also focusing on cost savings through enterprise productivity initiatives to counteract persistent manufacturing cost inflation.
Ingredion: Q4 Earnings Snapshot
Ingredion Inc. (INGR) reported strong fourth-quarter earnings, with $165 million in profit and revenue of $1.76 billion. The company's adjusted earnings per share were $2.53. For the full year, Ingredion posted a profit of $729 million on revenue of $7.22 billion, and anticipates full-year earnings between $11 and $11.80 per share.
Ingredion's Texture and Healthful Solutions Segment Should Generate Long-Term Profit Growth
This Morningstar article discusses Ingredion's business strategy, focusing on its starches and sweeteners segments. The company processes corn and other starch-based materials, with starches making up 45% of revenue and sweeteners 35%. The article specifically highlights the "Texture and Healthful Solutions Segment" as a key driver for long-term profit growth.
Ingredion Q4 Earnings Miss Expectations with Lower Revenue
Ingredion (INGR) reported Q4 non-GAAP EPS of $2.53, missing expectations by $0.08, and revenue of $1.76 billion, down 2.2% year-over-year, also falling short of market expectations. The company's cautious future outlook, with 2026 EPS projected between $11.00 and $11.80 (below consensus), suggests potential stock volatility and investor caution due to weak demand and macroeconomic uncertainties. Analyst ratings indicate a mixed outlook, with some downgrades reflecting concerns over growth potential in certain segments.
Ingredion Inc. (NYSE:INGR) Reports Record Annual EPS but Q4 Revenue Miss, Shares Drop
Ingredion Incorporated reported record annual earnings per share for 2025 but missed Q4 revenue estimates, leading to a 2.7% pre-market share drop. While specialty segments performed well, challenges in North American food and industrial ingredients led to the revenue shortfall. Despite cautious near-term sales projections, the company's 2026 EPS guidance aligns with analyst expectations, demonstrating strong cash generation and commitment to shareholder returns.
INGREDION ($INGR) Releases Q4 2025 Earnings
Ingredion ($INGR) reported its Q4 2025 earnings, missing both earnings per share and revenue estimates. The company posted earnings of $2.53 per share against an estimate of $2.66, and revenue of $1.757 billion compared to an estimate of $1.819 billion. The article also details recent insider trading, hedge fund activity, congressional stock trading, and analyst price targets for INGR.
Ingredion (INGR) Projects FY26 Adjusted EPS Between $11.00 and $11.80
Ingredion (INGR) has projected its adjusted EPS for fiscal year 2026 to be between $11.00 and $11.80, aligning with market expectations of $11.38. The company, a key player in the Consumer Defensive sector, demonstrates strong financial health with robust margins and a solid balance sheet. Despite some insider selling, its valuation metrics suggest potential undervaluation and moderate upside potential according to analyst recommendations.
Principal Financial Group Inc. Reduces Position in Ingredion Incorporated $INGR
Principal Financial Group Inc. reduced its stake in Ingredion Incorporated by 4.1% in the third quarter of 2025, selling 29,743 shares and now owning 695,823 shares valued at approximately $85.0 million. Ingredion currently holds a "Hold" consensus rating from analysts with an average target price of $124.33, despite recent earnings missing estimates. The company reported EPS of $2.53 against an estimated $2.60 and revenue of $1.76 billion against an estimated $1.78 billion, and it pays a quarterly dividend of $0.82.
Ingredion Incorporated Reports 2025 Fourth Quarter and Full-Year Results
Ingredion Incorporated reported strong financial results for the full-year 2025, with diluted EPS up to $11.18 and adjusted EPS at $11.13, despite a 3% decrease in net sales to $7.2 billion. The company saw growth in its Texture & Healthful Solutions and LATAM segments but faced operational challenges in the U.S./Canada segment. For 2026, Ingredion projects reported and adjusted EPS to be between $11.00 and $11.80, with low to mid-single digit net sales growth.
Ingredion (NYSE:INGR) Misses Q4 CY2025 Revenue Estimates
Ingredion (NYSE:INGR) reported that it missed Wall Street's revenue expectations in Q4 CY2025, with sales dropping 2.4% year-on-year to $1.76 billion and its non-GAAP profit per share falling 3.1% below estimates. Despite this, the company delivered "record full-year financial results" driven by its Texture & Healthful Solutions segment and Latin American Food & Industrial Ingredients business. While revenue growth has been challenging historically, analysts project a 1% revenue increase over the next 12 months, indicating potential improvement.
Ingredion (INGR) Posts Record Annual Earnings Despite Q4 Revenue Miss
Ingredion (INGR) reported record financial performance for the full year, driven by growth in its Texture & Healthful Solutions sector and strong results from its LATAM division, despite slightly missing Q4 revenue estimates. The company's financial health is strong with robust liquidity and manageable debt, though operating cash flow growth has declined. Valuation metrics suggest potential undervaluation, and analyst sentiment remains moderately positive.
Ingredion (NYSE:INGR) Misses Q4 CY2025 Revenue Estimates
Ingredion (NYSE:INGR) announced its Q4 CY2025 financial results, missing Wall Street's revenue expectations with a 2.4% year-on-year sales decline, reaching $1.76 billion. The company also reported an adjusted EPS of $2.53, falling 3.1% short of analyst estimates. Despite missing revenue, Ingredion delivered a strong operating margin and noted record full-year results driven by its Texture & Healthful Solutions segment and strong performance in Food & Industrial Ingredients—LATAM.
Ingredion Incorporated Reports 2025 Fourth Quarter and Full-Year Results
Ingredion Incorporated reported its fourth-quarter and full-year 2025 financial results, with reported and adjusted EPS of $11.18 and $11.13 for the full year, respectively. The company achieved record full-year results, driven by strong performance in its Texture & Healthful Solutions segment and the Food & Industrial Ingredients—LATAM business, despite operational challenges in Food & Industrial Ingredients—U.S./CAN. Ingredion also provided its 2026 full-year outlook, projecting reported and adjusted EPS to be in the range of $11.00 to $11.80, with net sales expected to increase low single-digits to mid-single-digits.
Strs Ohio Sells 17,541 Shares of Ingredion Incorporated $INGR
Strs Ohio significantly reduced its stake in Ingredion Incorporated, selling 17,541 shares and retaining a smaller holding. Ingredion reported strong quarterly EPS that beat estimates but revenue that missed, with the stock maintaining a market capitalization near $7.46 billion. Analysts currently hold a consensus "Hold" rating for Ingredion, with an average price target of $124.33, and the company offers a quarterly dividend of $0.82.
A Look at Ingredion's Upcoming Earnings Report
Ingredion (NYSE: INGR) is set to release its quarterly earnings report on Tuesday, February 3, 2026, with analysts expecting an EPS of $2.60. The company has a mixed track record with past earnings, and its stock has seen a 7.87% decline over the last 52 weeks. Analyst consensus is "Neutral" with an average one-year price target of $121.5, suggesting a modest upside.
Ingredion Incorporated $INGR Shares Sold by Yacktman Asset Management LP
Yacktman Asset Management LP has reduced its stake in Ingredion Incorporated ($INGR) by 8.6% in Q3, selling 135,400 shares but still holding over 1.4 million shares valued at $176.1 million. Ingredion reported Q3 EPS of $2.75, beating estimates, but missed on revenue, while maintaining a "Hold" consensus rating from analysts with an average price target of $124.33. The company has a market cap of $7.51 billion, a P/E of 11.78, and offers a quarterly dividend of $0.82 representing a 2.8% yield.
