Wall Street Zen Downgrades Ingevity to Hold
Wall Street Zen has downgraded Ingevity (NYSE:NGVT), a specialty chemicals company, from a 'buy' to a 'hold' rating due to concerns over its recent financial performance and uncertain growth outlook. This downgrade, announced on April 4, 2026, highlights potential challenges for the company and could impact investor sentiment, despite some other analysts maintaining positive ratings. Investors are advised to monitor Ingevity's upcoming earnings and further analyst commentary.
A Look At Ingevity (NGVT) Valuation After Its New Credit Agreement And Debt Repayment
Ingevity (NGVT) recently amended its credit agreement and repaid significant debt, extending its revolving credit facility. Despite a strong stock performance over the past year, the company's valuation is debated, with analysts setting a fair value of $79.25 and a DCF model suggesting a higher potential of $141.82 per share. The article highlights potential upsides from portfolio repositioning but also notes challenges like an impairment and margin strain.
Ingevity (NYSE:NGVT) Cut to Hold at Wall Street Zen
Wall Street Zen downgraded Ingevity (NYSE:NGVT) from a "buy" to a "hold" rating, contributing to a mixed analyst consensus of two buys, two holds, and one sell, with an average target price of $80.00. The company recently missed quarterly earnings and revenue expectations, reporting $0.58 EPS against an expected $0.74, and set FY2026 guidance of $4.80–$5.20 EPS, exceeding analyst estimates of $4.45. Institutional investors hold a significant portion of the stock, which is trading near $71.15 within a 52-week range of $28.49–$77.46.
Simcoe Capital Management, LLC's Ingevity Corp(NGVT) Holding History
This article details Simcoe Capital Management, LLC's holdings in Ingevity Corp (NGVT), showing they hold 1.02 million shares valued at $60.42 million, representing 10.81% of their portfolio. The article also lists recent news and analysis on Ingevity Corp, including earnings highlights and analyst ratings.
Ingevity (NGVT) director receives 329 deferred stock units in lieu of board fees
Ingevity Corp director Francis David Segal was granted 329 vested deferred stock units, valued at $72.28 each, as compensation for quarterly director fees. These units increase his direct holdings to 6,380 shares and will convert into common shares upon termination of his board service, as per the company's deferred compensation plans. This transaction is considered a routine equity grant for board compensation, not an open-market purchase.
Ingevity (NGVT) director granted 398 deferred stock units in lieu of fees
Ingevity director J. Kevin Willis was granted 398 deferred stock units (DSUs) as an equity award, elected in lieu of quarterly director fees, valued at an implied price of $72.28 per share. Following this transaction, Willis directly holds 9,177 shares. These DSUs will convert into common shares when his board service concludes, under the company's existing compensation plans.
The Bull Case For Ingevity (NGVT) Could Change Following Its Reshaped Credit Facility And Debt Repayment
Ingevity Corporation (NGVT) recently restructured its credit facility, extending its maturity and reducing commitments, which signals a focus on disciplined liquidity management. This move is largely seen as balance sheet housekeeping rather than a change to the near-term investment narrative, which remains tied to improving profitability in its APT segment and managing market cyclicality. The company faces challenges highlighted by a significant net loss and impairment in 2025, with analysts projecting future revenue and earnings growth that could lead to an 11% upside from its current price.
The Bull Case For Ingevity (NGVT) Could Change Following Its Reshaped Credit Facility And Debt Repayment
Ingevity Corporation (NGVT) recently restructured its credit facility, extending maturity, reducing total commitments, and repaying a significant portion of its outstanding revolving loans. This move, following a net loss in 2025 and an impairment, signals a focus on disciplined liquidity management amidst ongoing challenges in its APT segment and market cyclicality. Investors are encouraged to assess the company's operational risks against its balance sheet adjustments.
Ingevity (NYSE:NGVT) Stock Price Crosses Above 50 Day Moving Average - Should You Sell?
Ingevity (NYSE:NGVT) saw its stock price cross above its 50-day moving average, reaching $72.74 before settling at $71.3510. The company recently missed quarterly EPS estimates and reported a revenue decline, setting FY2026 guidance lower than analyst forecasts. Analysts currently hold a consensus "Hold" rating for NGVT with an average target price of $80.00.
JPMorgan Chase & Co. Has $6.96 Million Stock Holdings in Ingevity Corporation $NGVT
JPMorgan Chase & Co. significantly increased its stake in Ingevity Corporation by 66.8% in the third quarter, now holding 126,080 shares valued at $6.96 million, representing 0.35% of the company. Despite this, Ingevity recently missed quarterly earnings estimates, reporting $0.58 EPS against a $0.74 consensus, though it set a higher FY2026 guidance. The stock currently has a "Hold" consensus rating from analysts with an average price target of $80.00.
Ingevity Refinances and Extends Revolving Credit Facility
Ingevity Corporation has refinanced and extended its revolving credit facility, signing a second amended and restated credit agreement with a syndicate of banks. The maturity of the facility has been extended to five years, while total commitments were reduced from $1 billion to $750 million. This move is seen as an optimization of Ingevity's capital structure, and an analyst has given NGVT stock a "Hold" rating with a $64.00 price target.
Ingevity Corp - enters second amendment and restatement agreement on March 26, 2026 - SEC filing
Ingevity Corporation has entered into a second amendment and restatement agreement on March 26, 2026, according to an SEC filing. This agreement amends and restates a credit agreement to secure a USD 750 Million Revolving Credit Facility. The company's stock, NGVT, was trading at 69.56 USD on March 30, 2026.
Ingevity Refinances and Extends Revolving Credit Facility
Ingevity Corporation (NGVT) refinanced its revolving credit facility on March 26, 2026, extending its maturity by five years and reducing total commitments from $1 billion to $750 million. The company also repaid $512.1 million in outstanding loans, optimizing its capital structure. Spark, TipRanks' AI Analyst, rates NGVT as Neutral due to weakened profitability and elevated balance, partially offset by projected cash-flow rebound and management's focus on margin improvement and deleveraging.
Ingevity (NGVT) extends revolver maturity, cuts credit commitments to $750M
Ingevity Corporation announced it has amended and restated its primary revolving credit facility, extending its maturity by five years past March 26, 2026, and reducing the total lender commitments from $1 billion to $750 million. The company also repaid $512.1 million in outstanding revolving loans on the closing date. This move secures liquidity for a longer period while adjusting facility size and aligning borrowing costs with market rates.
Ingevity (NGVT) price target increased by 12.01% to 80.84
The article reports that the price target for Ingevity (NGVT) has been raised by 12.01% to $80.84. This indicates a positive outlook on the stock's future valuation by analysts or the market.
Ingevity (NGVT) SVP Fisher has 308 shares withheld to cover RSU taxes
Ingevity Corp's SVP, General Counsel & Secretary Ryan C. Fisher, had 308 shares of common stock withheld by the company to satisfy tax liabilities related to his 2024 vested Restricted Stock Units (RSUs). The shares were withheld at a price of $71.78 per share. This transaction, indicated by an SEC Form 4 filing, is a routine tax-withholding disposition, not an open-market sale, and Fisher now directly holds 18,194 common shares.
Vanguard disaggregates holdings; reports 0 shares of Ingevity (NGVT)
Vanguard has filed an amended Schedule 13G/A report indicating zero beneficial ownership of Ingevity Corp (NGVT) common stock. This change is a result of an internal realignment where certain Vanguard subsidiaries will now report their holdings separately, in accordance with SEC Release No. 34-39538. The filing clarifies that this is an administrative change rather than a market trade.
Ingevity Corporation (NYSE:NGVT) Receives Consensus Rating of "Hold" from Analysts
Ingevity Corporation (NYSE:NGVT) has received a consensus "Hold" rating from analysts, with an average 12-month price target of $80. The company missed EPS and revenue expectations in its latest quarter but provided FY2026 guidance exceeding current analyst forecasts. Institutional investors hold a significant portion of the stock, which has a market capitalization of $2.24 billion.
Ingevity : announces temporary extraordinary surcharge on Capa caprolactone products
Ingevity Corporation announced a temporary extraordinary surcharge of $515/MT or €440/MT on its Capa caprolactone products, effective immediately. This surcharge is a response to significant increases in raw material, energy, logistics, and risk-related costs, which are attributed to recent geopolitical developments in the Middle East. The company stated that the surcharge will remain active as long as market conditions necessitate it and that they are closely monitoring global market dynamics.
EVR Research Invests $5.92M in Ingevity | Specialty Chemicals Stake - News and Statistics
Investment firm EVR Research acquired 100,000 shares of Ingevity in Q4 2025, a stake valued at approximately $5.92 million, representing 3.19% of the firm's reported U.S. equity assets. Ingevity, a specialty chemicals company with a market capitalization of $2.5 billion, operates in engineered carbon products and chemicals for various industrial uses. The article also provides a detailed overview of a report on the activated carbon industry in the United States, covering market analysis, forecasts, and trade dynamics.
[ARS] Ingevity Corp SEC Filing
This article reports on Ingevity Corp's (NGVT) ARS SEC filing, which was accepted on March 17, 2026, at 4:30 PM. The filing's impact is rated as "Low" and its sentiment as "Neutral" by Rhea-AI. The article also provides recent news and other SEC filings related to Ingevity Corp.
Ingevity Corporation $NGVT Shares Bought by Harvey Partners LLC
Harvey Partners LLC increased its stake in Ingevity Corporation (NGVT) by 5.1%, making it their 12th largest holding. Despite missing Q3 EPS and revenue estimates and reporting a negative net margin, Ingevity issued FY2026 EPS guidance above analyst consensus. Institutional ownership is high at 91.59%, and analysts currently have a "Hold" rating on the stock with an average price target of $80.00.
Ingevity Corporation $NGVT is Simcoe Capital Management LLC's 7th Largest Position
Simcoe Capital Management LLC significantly increased its stake in Ingevity Corporation, making it their 7th largest holding. Institutional investors collectively own a substantial portion of the company, while analyst ratings are mixed with a consensus "Hold." Despite a recent earnings miss and downward guidance for FY2026, the stock saw a slight increase in trading.
Assessing Ingevity (NGVT) Valuation After Impairment Charge And 2026 Guidance Update
Ingevity Corporation (NGVT) shares are being re-evaluated after the company recorded a US$109.3 million impairment charge and released new 2026 net sales guidance. Despite recent short-term declines, longer-term performance shows momentum, and analysts see potential undervaluation. However, a high P/S ratio signals potential overvaluation compared to peers and industry averages, prompting investors to scrutinize the underlying data and assumptions.
Assessing Ingevity (NGVT) Valuation After Impairment Charge And 2026 Guidance Update
Ingevity (NGVT) recently reported a significant impairment charge and updated 2026 net sales guidance, impacting short-term sentiment with recent share price declines. Despite this, the stock shows strong longer-term momentum. Analysts view NGVT as undervalued, with a fair value of $70.75, but its P/S ratio is higher than industry averages, suggesting potential overvaluation by some metrics.
Ingevity (NYSE:NGVT) Stock Rating Lowered by Wall Street Zen
Wall Street Zen has downgraded Ingevity (NYSE:NGVT) from a "strong-buy" to a "buy" rating after the company missed quarterly earnings expectations, reporting EPS of $0.58 against an estimated $0.74, and revenue slightly below estimates at $255.1M. Despite the downgrade, other analysts have a mixed view, with the stock holding an average "Hold" rating and a target price of $80.00 from MarketBeat. Ingevity's stock was down 3.3% and institutional investors hold 91.59% of the shares.
Victory Capital Management Inc. Sells 39,766 Shares of Ingevity Corporation $NGVT
Victory Capital Management Inc. reduced its stake in Ingevity Corporation (NYSE:NGVT) by 4.7% in the 3rd quarter, selling 39,766 shares and now holding 807,752 shares valued at $44.6 million. Analyst sentiment for Ingevity is mixed, with an average "Hold" rating and an $80 price target, despite the company missing quarterly EPS and revenue estimates but providing strong FY2026 EPS guidance. Institutional investors collectively own 91.59% of Ingevity's stock.
American Century Companies Inc. Trims Stock Holdings in Ingevity Corporation $NGVT
American Century Companies Inc. has reduced its stake in Ingevity Corporation (NYSE:NGVT) by 10.1%, selling 171,940 shares and now owning 1,535,333 shares valued at $84.73 million. This comes as Ingevity missed its recent quarterly earnings expectations and issued a FY2026 EPS guidance below analyst consensus. The stock currently holds a "Hold" consensus rating from analysts, with a target price of $80.00.
NGVT SEC Filings - Ingevity Corp 10-K, 10-Q, 8-K Forms
This page provides a comprehensive resource for Ingevity Corp (NGVT) SEC filings, including 10-K, 10-Q, 8-K forms, and insider trading reports. It highlights key events such as an insider share acquisition by Director Francis David Segal and the departure of S. Edward Woodcock, President of the Performance Materials segment, detailing his severance package. The platform also offers AI-powered summaries to help interpret these regulatory documents, making them more accessible to investors.
Ingevity (NGVT) SVP granted RSUs as shares withheld for taxes
Ingevity Corp's SVP of Operations, Clarence Reid Clontz Jr., received a grant of 2,343 restricted stock units (RSUs) which will vest in three equal installments from 2027 to 2029. Simultaneously, several blocks of shares (143, 264, 49, and 270 shares) were withheld by the company at $71.64 per share to cover tax obligations for previously vested RSUs from 2023, 2024, and 2025. Following these transactions, his direct common stock holdings are now in the 8,980 to 9,706 share range.
Ingevity (NGVT) CEO David Li receives 38,179-share stock grant vesting through 2029
Ingevity Corp's CEO, David H. Li, has been granted 38,179 shares of common stock as an equity award, vesting in three equal installments through February 2029. This stock-based compensation, granted under the company's 2025 Omnibus Incentive Plan, increases his directly held shares to 156,890. The grant aims to align the CEO's long-term compensation with company performance.
Ingevity (NGVT) SVP Ruth Castillo receives 3,688-share restricted stock grant
Ingevity Corp's SVP and President of Performance Materials, Ruth Castillo, was granted 3,688 shares of restricted stock. These units were granted at no cash cost and will vest in three equal installments on February 27, 2027, 2028, and 2029. This transaction is an equity-based compensation award, not an open-market purchase, and is documented in a Form 4 SEC filing.
Ingevity (NGVT) SVP Michael Shukov granted 1,389 restricted stock units
Ingevity Corp's SVP, Michael N. Shukov, was granted 1,389 restricted stock units as part of the company's 2025 Omnibus Incentive Plan. These units, valued at $0 per share, will vest in three equal installments on February 27, 2027, 2028, and 2029, aligning his compensation with long-term company performance. This award was detailed in a recent SEC Form 4 filing.
Ingevity (NGVT) HR chief awarded 3,621 shares, 550 withheld for tax
Ingevity Corporation's Senior Vice President and Chief HR Officer, Terrance M. Dyer, received a grant of 3,621 common shares as restricted stock units, vesting in three equal installments in 2027, 2028, and 2029. Additionally, 550 shares were withheld by the company at $71.64 per share to cover tax obligations on RSUs that vested in 2025. Following these transactions, Dyer directly holds 7,698 Ingevity common shares.
[Form 4] Ingevity Corp Insider Trading Activity
Ingevity Corp SVP, General Counsel & Secretary Ryan C. Fisher reported an equity compensation activity and related tax withholding as per a Form 4 filing. On February 27, 2026, he acquired 4,442 shares of common stock as restricted stock units, which will vest in three equal installments by 2029. Additionally, 1,333 shares were disposed of on March 2, 2026, at $71.64 per share, to satisfy tax withholding obligations for previously vested RSUs, bringing his total direct ownership to 18,502 shares.
Segall Bryant & Hamill LLC Has $71.67 Million Position in Ingevity Corporation $NGVT
Segall Bryant & Hamill LLC increased its stake in Ingevity Corporation to 1,298,661 shares, valued at $71.67 million, making it their 7th largest holding. Ingevity recently missed quarterly earnings expectations but offered optimistic FY2026 guidance that exceeds analyst averages. The stock has a "Hold" consensus rating from analysts, with an average price target of $80.
BMO raises Ingevity stock price target on growth outlook
BMO Capital has raised its price target for Ingevity Corp (NYSE:NGVT) to $83, reiterating an Outperform rating due to expected outperformance in 2026 and potential catalysts like asset sales. Ingevity, a specialty chemicals company, is projected to achieve a two-year EPS CAGR of nearly 20%, with analysts predicting profitability this year and an EPS of $5.23 for 2026. The stock is currently undervalued according to InvestingPro, boasting an 11% free cash flow yield.
Ingevity (NGVT) CFO Mary Dean Hall reports mixed equity award transactions
Ingevity CFO Mary Dean Hall reported equity award transactions, acquiring 1,780 shares from vested performance-based restricted stock units and having 873 shares withheld for tax obligations on February 26, 2026. Following these transactions, her direct ownership in Ingevity common stock stands at 41,775 shares. This activity occurred after the Talent and Compensation Committee certified the achievement of performance goals.
Ingevity (NGVT) SVP Ryan Fisher awarded shares, stock withheld for taxes
Ingevity Corp SVP and General Counsel Ryan C. Fisher reported equity compensation on February 26, 2026, receiving 192 shares from performance-based restricted stock units at $0.00 per share. Concurrently, the company withheld 94 shares at $70.52 per share to cover tax obligations. Following these transactions, Fisher directly owns 15,393 shares of Ingevity common stock.
Ingevity (NGVT) SVP Richard White receives 1,634-share stock award
Ingevity Corp's SVP, Richard Allen White Jr., received a 1,634-share stock award as part of his compensation. The award included 1,204 shares at $0 and 430 shares at $70.52 per share through grant or award transactions on February 26, 2026. These shares were issued as performance-based restricted stock units which were certified and settled in common shares.
Royce & Associates LP Has $56.96 Million Stock Position in Ingevity Corporation $NGVT
Royce & Associates LP reduced its stake in Ingevity Corporation by 6.1% in Q3, now holding 1,032,099 shares valued at $56.96 million, making it its 23rd largest holding. Ingevity missed Q4 earnings and revenue estimates but provided FY2026 EPS guidance above current analyst expectations. Analyst sentiment remains mixed, with a consensus "Hold" rating and a target price of $75.67.
Ingevity (NGVT) SVP reports tax-withholding share dispositions on vested RSUs
Ingevity Corp's SVP, Richard Allen White Jr., reported tax-related dispositions of common stock on March 2, 2026. These transactions involved the withholding of shares by the company, valued at $71.64 per share, to cover tax obligations stemming from Restricted Stock Units (RSUs) that vested in 2023, 2024, and 2025. This was a tax-withholding mechanism, not an open market sale, and White Jr. retains a significant direct ownership in the company.
Ingevity (NGVT) CFO withholds 4,148 shares to cover RSU taxes
Ingevity Corp's CFO, Mary Dean Hall, reported the withholding of 4,148 shares of common stock at $71.64 per share. This action was taken to cover tax obligations arising from the vesting of RSU awards from 2023, 2024, and 2025. These were "F" transactions, meaning shares were withheld by the company for tax purposes, and Hall now directly holds 37,427 shares of Ingevity common stock.
A Look At Ingevity (NGVT) Valuation After Recent Share Price Momentum
Ingevity (NGVT) has seen significant share price momentum, with returns of 8.7% in the past month and 37.9% over three months. While a commonly followed fair value estimate suggests it's 1.8% overvalued based on a valuation of $70.75, a discounted cash flow (DCF) model indicates the shares, currently at $72.03, are trading at a 40.1% discount to an estimated future cash flow value of $120.31. This discrepancy highlights different valuation perspectives depending on whether earnings multiples or cash flow models are used.
NGVT Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Ingevity Corp (NGVT), including its income statement, balance sheet, and cash flow statement for fiscal year 2025 and previous years. It highlights key financial health signals such as profitability, growth, leverage, liquidity, and cash flow, revealing that while Ingevity Corp exhibits strong profitability and cash generation, it faces challenges with declining revenue and high leverage. The analysis also includes advanced financial scores like Altman Z-Score and Piotroski F-Score to assess overall financial risk and strength.
Ingevity (NYSE:NGVT) Stock Price Expected to Rise, Wells Fargo & Company Analyst Says
Wells Fargo & Company increased its price target for Ingevity (NYSE:NGVT) from $65 to $75, maintaining an "equal weight" rating and suggesting a 6.39% upside. This adjustment reflects mixed analyst sentiment, with a consensus "Hold" rating and an average price target of $75.67 despite the company missing its recent quarterly EPS and revenue estimates, though it provided positive FY2026 guidance.
Ingevity Corporation (NYSE:NGVT) Q4 2025 Earnings Call Transcript
Ingevity Corporation (NYSE:NGVT) reported strong Q4 and full-year 2025 results, with adjusted EBITDA growing by almost 10% and industry-leading margins over 30%. The company generated $274 million in free cash flow, exceeding commitments and reducing leverage to 2.6x, while also repurchasing over 1 million shares. Ingevity provided a positive outlook for 2026, expecting adjusted EPS between $4.08 and $5.20, and sales between $1.1 billion and $1.2 billion, driven by continued strong performance in Performance Materials and growth in Performance Chemicals.
Ingevity Corporation (NYSE:NGVT) Receives Consensus Rating of "Hold" from Brokerages
Ingevity Corporation (NYSE:NGVT) has received a consensus "Hold" rating from five brokerage firms, with an average 12-month price target of $67.50, which is below its current trading price of $70.33. The company recently reported Q4 earnings of $0.58 EPS, missing analyst expectations of $0.74, and revenue slightly below estimates, though it set a higher FY2026 EPS guidance of $4.80-$5.20. Institutional investors hold a significant 91.59% of the company's shares.
Ingevity outlines $4.08–$5.20 adjusted EPS guidance for 2026 while strengthening cash flow and share buybacks
Ingevity has provided adjusted EPS guidance for 2026, projecting a range of $4.08 to $5.20. The company is actively focused on enhancing its cash flow and increasing share buybacks as part of its financial strategy. This outlook reflects Ingevity's forward-looking financial performance and capital allocation plans.
NGVT Reports Losses in Q4, Missing Estimates, Revenues Dip Y/Y
Ingevity Corporation (NGVT) reported a significant loss of $84.6 million in Q4 2025, or $2.37 per share, missing the Zacks Consensus Estimate of 74 cents per share. Revenues declined 3% year-over-year to $255.1 million, attributed to lower sales in Advanced Polymer Technologies and Performance Materials segments. Despite the losses, the company provided an optimistic outlook for full-year 2026, projecting sales between $1.1 billion and $1.2 billion and adjusted EPS ranging from $4.80 to $5.20.
