INGEVITY Q4 2025 Earnings Preview: Recent $NGVT Insider Trading, Hedge Fund Activity, and More
This article previews INGEVITY's (NGVT) Q4 2025 earnings, expected February 16th, with analysts projecting $262.4 million in revenue and $0.70 EPS. It details recent hedge fund activity, noting that while 119 institutional investors added NGVT shares, 150 decreased their positions. The article also provides recent analyst price targets for NGVT, with a median target of $67.5.
Federal Circuit Upholds $85M Antitrust Verdict Against Ingevity in Patent Tying Dispute With BASF
The U.S. Court of Appeals for the Federal Circuit has upheld an $85 million antitrust verdict against Ingevity Corp., affirming a Delaware jury's finding that the company illegally tied patent licenses to purchases of its unpatented carbon filtering products. The court rejected Ingevity's defense that its products were "nonstaple" goods, as evidence showed they had substantial non-infringing uses. This decision leaves the trebled damages award intact and stems from BASF Corp.'s antitrust counterclaims against Ingevity.
Federal Circuit Upholds $85M Antitrust Verdict Against Ingevity for Tying Auto Carbon Filter Patents
The Federal Circuit has upheld an $85 million antitrust verdict against Ingevity Corp., ruling that the company engaged in anticompetitive tying by linking licenses for its auto carbon filtering technology to purchases of unpatented products. The court rejected Ingevity's patent misuse defense, finding that the tied products, carbon filtering honeycombs, were staple goods with significant non-infringing uses. This decision reinforces limits on the patent misuse defense in antitrust disputes, especially when tying patent licensing to products with multiple uses.
Ingevity fails to get antitrust verdict in favor of BASF on US appeal overturned on appeal
A US appeals court affirmed BASF's $85 million antitrust verdict against Ingevity Corp. concerning automotive carbon absorber products. The court found that the jury's verdict was supported by substantial evidence and that Ingevity's patent misuse defense failed. The court also stated that Ingevity's attempt to argue on appeal that tying conduct is immune was too late, given the jury's staple good finding.
Ingevity fails to get antitrust verdict in favor of BASF on US appeal overturned on appeal
A US appeals court affirmed an $85 million antitrust verdict in favor of BASF against Ingevity Corp. The court found substantial evidence supported the jury's conclusion that Ingevity’s honeycombs were staple goods and its patent misuse-based defense failed. It also ruled that Ingevity's attempt to argue distinct tying conduct immunity on appeal was too late.
CAFC Affirms $84.8 Million Antitrust Verdict Against Ingevity in Patent Tying Case
The U.S. Court of Appeals for the Federal Circuit (CAFC) has upheld an $84.8 million antitrust verdict against Ingevity Corporation, finding it liable for unlawful tying under federal antitrust laws. Ingevity had conditioned licenses to its '844 patent on customers exclusively purchasing its unpatented honeycomb products, which the CAFC deemed to be staple goods after rejecting Ingevity's "nonstaple goods" defense. The court also dismissed Ingevity's Noerr-Pennington doctrine defense and found BASF's damages expert testimony credible, affirming the district court's judgment in its entirety.
Ingevity to post 2025 results Feb. 25, webcast on Feb. 26
Ingevity Corporation (NYSE: NGVT) will release its fourth quarter and full-year 2025 earnings after market close on Wednesday, February 25, 2026. The company will then host a live webcast on Thursday, February 26, at 10:00 a.m. (Eastern) to discuss the results. Instructions for accessing the webcast and conference call, along with financial information, will be posted on Ingevity's website after the earnings release.
Ingevity announces dates for fourth quarter and full year 2025 earnings release and webcast
Ingevity Corporation will release its fourth quarter and full year 2025 earnings after the stock market closes on Wednesday, February 25, 2026. The company will host a live webcast and conference call on Thursday, February 26, 2026, at 10:00 a.m. (Eastern) to discuss these fiscal results. Details for accessing the webcast and conference call, including specific dial-in numbers and a replay link, have been provided.
Ingevity (NGVT) Expected to Announce Earnings on Tuesday
Ingevity (NGVT) is scheduled to announce its Q4 2025 earnings before market open on Tuesday, February 17th, with analysts forecasting earnings of $0.74 per share. A conference call is set for February 18th at 10:00 AM ET. The company's stock opened at $72.61, with a market capitalization of $2.61 billion, and analysts currently have a "Hold" consensus rating with a target price of $67.50.
Ingevity Completes Divestiture of CTO Refinery Assets to Mainstream
Ingevity Corporation has completed the divestiture of its North Charleston Crude Tall Oil (CTO) refinery assets and most of its Performance Chemicals Industrial Specialties product line to Mainstream Pine Products, LLC for $110 million upfront, with potential for an additional $0–$19 million based on future performance. This strategic move aims to simplify Ingevity's business, focusing on higher-margin specialty applications, and optimize its portfolio. The company's shares have gained significantly over the past year, outperforming the industry.
Ingevity stock hits 52-week high at 69.82 USD
Ingevity Corporation's stock reached a 52-week high of $69.82, showing a 54.67% increase over the past year, reflecting strong market performance and investor confidence. The company recently completed the sale of its North Charleston Crude Tall Oil refinery and most of its Performance Chemicals Industrial Specialties product line for $110 million, with a potential additional $19 million. This strategic move, along with plans to divest Advanced Polymer Technologies and Performance Chemicals Road Markings businesses, aims to refocus on its core activated carbon Performance Materials segment and Paving Tech platform.
Ingevity’s Strategic Pivot: All Eyes on the Balance Sheet
Ingevity is undergoing a major strategic transition, having recently completed significant divestitures, including the sale of its North Charleston refinery. The company's immediate focus is on debt reduction, strengthening cash flow, and proving the profitability of its new, leaner operational structure, which concentrates on higher-margin products. Investors are eagerly awaiting the full-year and Q4 2025 financial results on February 17, 2026, which will provide crucial insights into the company's capital structure and future outlook amidst a challenging specialty chemicals market.
Ingevity stock hits 52-week high at 69.82 USD By Investing.com
Ingevity Corporation's stock has reached a 52-week high of $69.82 USD, reflecting a 54.67% increase over the past year due to strong market performance and investor confidence. The company recently sold its North Charleston refinery assets and a portion of its Performance Chemicals Industrial Specialties product line for $110 million and plans to divest other businesses to focus on its core activated carbon Performance Materials segment and Paving Tech platform. BMO Capital has raised its price target to $70, maintaining an Outperform rating, and executive leadership changes, including a new CFO, are set for 2026.
Ingevity stock hits 52-week high at 69.82 USD By Investing.com
Ingevity Corporation's stock reached a 52-week high of $69.82, demonstrating a 54.67% increase over the past year and reflecting strong market performance and investor confidence. This comes after the company completed the sale of refinery assets for $110 million and plans to divest other businesses to focus on core competencies. BMO Capital also raised its price target for Ingevity to $70, maintaining an Outperform rating.
Ingevity stock hits 52-week high at 69.82 USD By Investing.com
Ingevity Corporation's stock has reached a new 52-week high of $69.82, showing a significant 54.67% increase over the past year. This milestone follows strategic financial moves, including the sale of certain refinery assets and product lines while focusing on core competencies like activated carbon and paving technology. The company also announced executive leadership changes and received an updated price target from BMO Capital.
New York State Common Retirement Fund Buys 14,751 Shares of Ingevity Corporation $NGVT
The New York State Common Retirement Fund increased its stake in Ingevity Corporation (NYSE:NGVT) by 8.4% in the third quarter, acquiring an additional 14,751 shares. This brings their total holdings to 190,998 shares, valued at approximately $10.54 million. The article notes that Ingevity beat Q3 EPS expectations but missed revenue estimates, and institutional investors collectively own 91.59% of the stock.
4 Analysts Assess Ingevity: What You Need To Know
Four analysts recently evaluated Ingevity (NYSE: NGVT), resulting in a range of "somewhat bullish" to "indifferent" ratings, with no bullish or bearish assessments. The average 12-month price target for Ingevity has increased by 8.23% to $62.5, with a high estimate of $70.00 and a low of $55.00. The article also details Ingevity's financial performance, noting a decline in revenue but strong net margin, ROE, and ROA compared to industry averages, alongside a high debt-to-equity ratio.
Ingevity (NGVT) Receives Updated Analyst Rating from Wells Fargo
Wells Fargo has maintained an "Equal-Weight" rating for Ingevity (NGVT) and increased its price target from $60.00 to $65.00, an 8.33% rise. This update reflects continued confidence in the company's performance, with other analysts like BMO Capital also showing optimism in recent evaluations. Ingevity, a chemical manufacturer, generates most of its revenue from its Performance Chemicals segment.
Ingevity price target raised to $65 from $60 at Wells Fargo
Wells Fargo has increased its price target for Ingevity (NGVT) to $65 from $60, maintaining an Equal Weight rating on the shares. This adjustment reflects the sale of the majority of Ingevity's Industrial Specialties business, which closed on January 5. The firm remains cautious due to ongoing uncertainty as Ingevity evaluates alternatives for its other business units.
Strs Ohio Takes $878,000 Position in Ingevity Corporation $NGVT
Strs Ohio has acquired a significant new stake of 15,900 shares, valued at approximately $878,000, in Ingevity Corporation (NYSE:NGVT) during the third quarter, increasing institutional ownership to 91.59%. Ingevity recently surpassed EPS estimates but fell short on revenue, reporting a negative net margin despite a high return on equity. Analyst opinions are varied, with a consensus "Hold" rating and an average price target of $67.50 for the specialty chemicals company.
Ingevity lands on Newsweek’s 2026 responsibility list for 4th year
Ingevity Corporation has been recognized on Newsweek’s America’s Most Responsible Companies list for the fourth consecutive year in 2026. This award honors the top 600 publicly traded U.S. companies demonstrating strong performance in corporate responsibility. Ingevity's inclusion highlights its commitment to stakeholders and responsible growth, as evaluated through 30+ performance indicators and a nationwide reputation survey.
Ingevity Corp stock hits 52-week high at 67.89 USD By Investing.com
Ingevity Corp's stock has reached a new 52-week high of $67.89, marking a 41.47% increase over the past year and reflecting strong investor confidence. This comes as the company is strategically divesting non-core assets, including the sale of its North Charleston Crude Tall Oil refinery and Performance Chemicals Industrial Specialties product line for $110 million, and exploring further sales in Advanced Polymer Technologies and Road Markings. BMO Capital has raised its price target for Ingevity to $70 with an Outperform rating, as the company refocuses on its core Performance Materials and Paving Tech platforms.
Ingevity Corp stock hits 52-week high at 67.89 USD
Ingevity Corp's stock has reached a new 52-week high of $67.89 USD, reflecting a 41.47% increase over the past year and strong investor confidence. The company recently sold its North Charleston CTO refinery assets and parts of its Performance Chemicals segment for $110 million, with potential for more, as it streamlines operations to focus on core platforms like activated carbon Performance Materials and Paving Tech. BMO Capital has raised its price target to $70, maintaining an Outperform rating, and new executive leadership changes, including a new CFO, are also planned for 2026.
Ingevity named to 2026 America's Most Responsible Companies list by Newsweek
Ingevity Corporation has been named to Newsweek's America's Most Responsible Companies list for the fourth consecutive year. The 2026 recognition highlights Ingevity's strong performance across corporate responsibility standards, evaluated using over 30 performance indicators and a nationwide reputation survey by U.S. residents. The company credits this honor to the integrity of its teams and its commitment to responsible growth and community strengthening, which builds a resilient foundation for long-term success.
Ingevity named to 2026 America’s Most Responsible Companies list by Newsweek
Ingevity Corporation has been named to Newsweek's America’s Most Responsible Companies list for the fourth consecutive year, recognizing its strong performance in corporate responsibility. The 2026 award evaluated 600 top publicly traded U.S. companies based on over 30 performance indicators and a nationwide reputation survey. This honor reflects Ingevity's commitment to stakeholders, customers, employees, and communities through its purpose-driven approach to sustainability.
Ingevity named to 2026 America’s Most Responsible Companies list by Newsweek
Ingevity Corporation has been recognized on Newsweek’s America’s Most Responsible Companies list for the fourth consecutive year. The 2026 award highlights the company's strong performance across corporate responsibility standards and its commitment to stakeholders, customers, employees, and communities. Ingevity's President and CEO, Dave Li, stated that this honor reflects the company's integrity and focus on responsible growth.
Crude Tall Oil Market In-depth Insights, Business
The global Crude Tall Oil Market is projected to reach USD 3.04 Bn by 2032, growing at a CAGR of 6.7% from USD 1.93 Bn in 2025. This growth is driven by increasing industry demand and technological advancements, with key players like Citec Group Oy Ab and Ingevity Corporation leading the market. The report provides a comprehensive analysis of market drivers, restraints, opportunities, and competitive landscape.
Assessing Ingevity (NGVT) Valuation After Strong Recent Share Price Performance
Ingevity (NGVT) has seen strong share price performance recently, with double-digit returns over the past year and three months. While a narrative fair value suggests it is 4.8% undervalued at $69.50, driven by portfolio reshaping and higher margin potential, a discounted cash flow (DCF) model indicates a much larger undervaluation, around 60% below an estimated fair value of $167. Investors are encouraged to research further and consider various valuation metrics.
Ingevity (NYSE:NGVT) Hits New 1-Year High - What's Next?
Ingevity (NYSE:NGVT) recently hit a new 52-week high, trading at $65.0050. Analyst sentiment for the specialty chemicals company is mixed, with a consensus "Hold" rating and an average price target of $65.00, though some firms have upgraded their ratings or increased price targets. Institutional ownership is high at approximately 91.6%, and the company reported $0.78 EPS on $336 million in revenue for its last quarter.
Ingevity Corp stock hits 52-week high at 64.76 USD By Investing.com
Ingevity Corp (NGVT) stock has reached a new 52-week high of $64.76, marking a 62.5% increase over the past year. This achievement follows strategic moves by the company, including the sale of its North Charleston Crude Tall Oil refinery and Industrial Specialties product line for $110 million, and plans to explore further divestitures of its Advanced Polymer Technologies segment and Road Markings business. Executive leadership changes, including a new CFO, are also part of Ingevity's focus on its core activated carbon and Paving Tech platforms.
Ingevity Corp stock hits 52-week high at 64.76 USD
Ingevity Corp (NGVT) stock has reached a new 52-week high of $64.76, demonstrating a robust 62.5% increase over the past year, reflecting strong investor confidence. The company recently sold its North Charleston Crude Tall Oil refinery and most of its Performance Chemicals Industrial Specialties product line for $110 million, with potential for an additional $0-19 million, and is exploring further divestitures of its Advanced Polymer Technologies and Road Markings businesses as part of a strategic portfolio review. BMO Capital raised its price target for Ingevity to $70 with an Outperform rating, while the company also announced executive leadership changes to focus on core segments.
Ingevity Corp stock hits 52-week high at 64.76 USD By Investing.com
Ingevity Corp stock reached a new 52-week high of $64.76, marking a 62.5% increase over the past year and reflecting strong investor confidence. The company recently sold its North Charleston Crude Tall Oil refinery assets and most of its Performance Chemicals Industrial Specialties product line for $110 million, with potential for an additional $0 to $19 million. Ingevity is also exploring the sale of its Advanced Polymer Technologies segment and Performance Chemicals Road Markings business, while BMO Capital raised its price target to $70 with an Outperform rating.
KLP Kapitalforvaltning AS Decreases Stock Position in Ingevity Corporation $NGVT
KLP Kapitalforvaltning AS reduced its stake in Ingevity Corporation (NYSE:NGVT) by 34.2% in Q3 2025, selling 43,200 shares and now holding 83,300 shares valued at approximately $4.60 million. Institutional investors collectively own about 91.6% of the stock. Analyst sentiment is mixed, with some firms raising price targets and a consensus "Hold" rating with an average target of $65.00.
Ingevity (NGVT) Is Up 7.8% After Divesting Crude Tall Oil Assets To Refocus On Higher-Margin Core
Ingevity Corporation (NGVT) has completed the sale of its crude tall oil refinery assets and Performance Chemicals Industrial Specialties product line to Mainstream Pine Products, LLC. This strategic divestiture aims to shift the company's focus towards higher-margin activated carbon and pavement technologies, reducing earnings volatility and aligning with a refocused portfolio strategy. The move addresses previous concerns about portfolio volatility and is expected to reshape Ingevity's investment narrative towards innovation and margin recovery in its Performance Materials and Advanced Polymer Technologies segments.
Ingevity (NGVT) Is Up 7.8% After Divesting Crude Tall Oil Assets To Refocus On Higher-Margin Core
Ingevity Corporation has completed the sale of its North Charleston crude tall oil refinery and most of its Performance Chemicals Industrial Specialties product line. This divestiture is part of a strategy to shift towards higher-margin activated carbon and pavement technologies, aiming to simplify operations and reduce earnings volatility. The move aligns with a broader portfolio reshaping plan driven by an agreement with activist investor Vision One.
Ingevity Completes Sale of North Charleston Crude Tall Oil Refinery and Industrial Specialties Business
Ingevity has finalized the $110 million sale of its North Charleston crude tall oil (CTO) refinery and Industrial Specialties business to Mainstream Pine Products, along with potential additional contingent consideration up to $19 million. This strategic divestment is part of Ingevity's corporate transformation, aiming to simplify its operating model and focus on higher-margin specialty applications like activated carbon and pavement technologies. The sale allows Ingevity to streamline its portfolio, improve financial performance, and enhance its competitive position in core markets.
Ingevity completes $110 million sale of North Charleston refinery and specialty line to Mainstream Pine Products
Ingevity Corporation has completed the sale of its North Charleston Crude Tall Oil (CTO) refinery assets and most of its Performance Chemicals Industrial Specialties product line to Mainstream Pine Products for $110 million, with potential additional contingent consideration. This transaction aims to reduce portfolio volatility, enhance Ingevity's margin and cash flow, and sharpen its focus on higher-margin specialty applications like activated carbon and pavement technologies. The sale is a key step in streamlining Ingevity's business as a specialty materials company.
Ingevity Completes Divestiture of CTO Refinery Assets to Mainstream
Ingevity Corporation has completed the sale of its North Charleston Crude Tall Oil (CTO) refinery assets and most of its Performance Chemicals Industrial Specialties product line to Mainstream Pine Products, LLC for $110 million, with potential for an additional $0-19 million. This divestiture is part of Ingevity's strategy to streamline its business, focus on higher-margin specialty applications, and optimize its portfolio. The company aims to become a best-in-class specialty materials company by exiting remaining CTO-based product lines and retaining its Pavement Technologies and lignin-based dispersant businesses.
Ingevity Completes Divestiture of CTO Refinery Assets to Mainstream
Ingevity Corporation has completed the divestiture of its North Charleston Crude Tall Oil (CTO) refinery assets and most of its Performance Chemicals Industrial Specialties product line to Mainstream Pine Products, LLC for $110 million upfront, with potential for an additional $0-$19 million. This strategic move aims to simplify Ingevity's business, allowing it to focus on higher-margin, specialty applications and optimize its portfolio. The company's shares have gained 57.9% over the past year, and it currently holds a Zacks Rank #3 (Hold).
Ingevity completes divestiture of CTO refinery assets to Mainstream
Ingevity Corporation has completed the sale of its crude tall oil (CTO) refinery assets located in Andalusia, Alabama, to Mainstream Chemical. This divestiture includes the customer relationships associated with the tall oil rosin and tall oil fatty acid portions of its industrial specialties business.
A Look At Ingevity (NGVT) Valuation After Refinery And Industrial Specialties Sale Completion
Ingevity (NGVT) recently completed the sale of its crude tall oil refinery assets and most of its Industrial Specialties line, shifting focus to higher-margin specialty materials. The stock has seen strong returns over the past three months, with analysts suggesting it is undervalued despite a P/S ratio higher than industry averages. Investors are encouraged to consider both the widely followed narrative valuing Ingevity at $69.50 and a more cautious SWS fair value analysis.
Ingevity Corp stock hits 52-week high at 61.82 USD By Investing.com
Ingevity Corp (NGVT) reached a 52-week high of $61.82 and is currently trading at $62.4, representing a 50.75% increase over the past year. This growth is supported by positive investor sentiment, a share buyback program, and strategic shifts including asset sales and a focus on core segments. Analysts maintain a "Buy" rating with BMO Capital raising its price target to $70.
Ingevity Corp stock hits 52-week high at 61.82 USD
Ingevity Corp's stock has reached a 52-week high of $61.82, reflecting a 50.75% increase over the past year, driven by positive investor sentiment and a share buyback program. The company is actively transforming its operations, including divesting its crude tall oil refinery assets and exploring sales of other businesses to focus on core platforms. Analysts maintain a "Buy" consensus, with BMO Capital raising its price target to $70.
A Look At Ingevity (NGVT) Valuation After Refinery And Industrial Specialties Sale Completion
Ingevity (NGVT) has completed the sale of its North Charleston Crude Tall Oil refinery assets and most of its Performance Chemicals Industrial Specialties line, shifting towards higher-margin specialty materials. The stock has seen strong momentum over the past year, with a 51.70% shareholder return. While analysts suggest the stock is undervalued with an intrinsic discount and a fair value around US$69.50, there are still risks from tariff pressures and competitive pricing.
Ingevity Corp stock hits 52-week high at 61.82 USD
Ingevity Corp stock reached a 52-week high of $61.82 and is currently trading at $62.40, marking a 50.75% increase over the past year. This performance is driven by positive investor sentiment and an aggressive share buyback program, despite the RSI suggesting the stock is in overbought territory. The company has also strategically sold crude tall oil refinery assets and is exploring further divestitures to focus on core segments.
Ingevity Signs First Amendment to Asset Purchase Agreement With Mainstream Pine Products
Ingevity entered into a First Amendment to an Asset Purchase Agreement with Mainstream Pine Products on January 1, 2026. This amendment specifically excludes certain non-lignin dispersant products sold for agricultural chemical applications from the assets to be transferred. All other terms of the original agreement remain unchanged, clarifying the asset scope as the transaction proceeds.
South Carolina refinery sale helps Ingevity refocus on specialty materials
Ingevity Corporation has completed the sale of its North Charleston Crude Tall Oil (CTO) refinery assets and most of its Industrial Specialties product line to Mainstream Pine Products, LLC for an all-cash transaction of $110 million, with potential contingent consideration up to an additional $19 million. This move is a key step in Ingevity’s strategy to streamline its business and focus on higher-margin specialty materials, including activated carbon and pavement technologies. The transaction reduces portfolio volatility and is expected to strengthen Ingevity's margin and cash flow profile.
Short Interest in Ingevity Corporation (NYSE:NGVT) Rises By 27.2%
Short interest in Ingevity Corporation (NYSE:NGVT) increased by 27.2% in December, reaching 1,476,017 shares as of December 15th, representing approximately 4.1% of the company's stock. The short-interest ratio is 4.1 days based on average daily trading volume. Ingevity currently has a market capitalization of $2.13 billion, a negative trailing PE, and a consensus analyst rating of "Hold" with an average price target of $65.00.
What's Behind Ingevity's 27% Rally in the Past 6 Months?
Ingevity Corporation (NGVT) shares have rallied 26.6% in the last six months, significantly outperforming its industry and the S&P 500, driven by strategic acquisitions and long-term growth initiatives. The company has boosted its portfolio with the acquisition of Georgia-Pacific’s pine chemicals business, Capa caprolactone, and Ozark Materials, while also repositioning its Performance Chemicals business for higher margins. Additionally, expansions in biofuels, caprolactone production, and the Pavement Technology business are expected to fuel future growth.
What's Behind Ingevity's 27% Rally in the Past 6 Months?
Ingevity Corporation (NGVT) shares have rallied 26.6% over the past six months, outperforming its industry and the S&P 500. This growth is attributed to strategic acquisitions like Georgia-Pacific’s pine chemicals business, Capa caprolactone, and Ozark Materials, which have enhanced efficiency and expanded market access. Additionally, the company's long-term initiatives, including the repositioning of its Performance Chemicals business and capacity expansions, are contributing to sustainable revenue streams and higher margins.
