SCL News | STEPAN CO (NYSE:SCL)
This article provides news and analysis for Stepan Co. (NYSE:SCL), including its current stock price and recent earnings reports. The latest news indicates a 16% plummet after Q4 earnings missed expectations, following mixed Q3 and Q2 2025 results.
Stepan (NYSE: SCL) VP gets new equity grants and fixes option price error
Richard Finn, VP and General Manager of Polymers at Stepan (NYSE: SCL), received new equity compensation, including a stock appreciation right for 7,155 shares, 2,497 performance shares, and 4,994 restricted stock units. An amended Form 4 corrected an administrative error, changing the stock appreciation right's conversion price from $17.47 to $50.06. Following these grants, Finn directly holds 241,395.915 shares of Stepan common stock, in addition to indirect holdings.
STEPAN CO (SCL) director receives 2,566-share stock grant in Form 4 filing
STEPAN CO director Jan Stern Reed was granted 2,566 shares of Common Stock on May 8, 2026, at a value of $52.61 per share. This equity award is classified as a grant rather than an open-market purchase. Following this transaction, Reed directly holds 16,477 shares of STEPAN CO Common Stock, and the filing indicates no insider share sales.
Global Alpha Olefin Sulfonate Market Report 2026-2030 Featuring Strategic Analysis of Stepan Co., Clariant, Nouryon, Kao, Syensqo and More
The global Alpha Olefin Sulfonate (AOS) market is projected to grow from $722.3 million in 2025 to $942.6 million by 2030, driven by increased demand in industrial and institutional cleaning applications and the expansion of consumer goods with improved formulations. Liquid and paste AOS forms are expected to show the highest CAGR due to their solubility and efficiency. North America is a key region, with companies like Stepan Company, Clariant AG, and Kao Corporation leading market innovation.
Stepan (NYSE: SCL) VP reports RSU vesting and 50-share tax withholding
Stepan Company's VP and GM Surfactants-INT, Robin Joseph Weitkamp, reported the vesting of 90 Restricted Stock Units (RSUs) on May 11, 2026. To cover tax obligations, 50 shares of common stock, valued at $52.58 each, were withheld. After these transactions, Weitkamp directly holds 40 shares and indirectly holds 96.9 shares through the ESOP II Trust.
Global Alpha Olefin Sulfonate Market Report 2026-2030 Featuring Strategic Analysis of Stepan Co., Clariant, Nouryon, Kao, Syensqo and More
The Alpha Olefin Sulfonate (AOS) market is projected to grow from USD 722.3 million in 2025 to USD 942.6 million by 2030, exhibiting a CAGR of 5.47%. This growth is primarily driven by the increasing demand for effective cleaning solutions in industrial and institutional settings, as well as the rising preference for sulfate-free cleaning systems. Key players in this market include Stepan Company, Clariant AG, Nouryon, and Kao Corporation, who are adapting to industry trends such as the shift towards renewable and bio-based surfactants.
Stepan (NYSE: SCL) CFO gets equity grants, fixes SAR exercise price
Stepan Co.'s CFO, Ruben Dario Velasquez, received several equity-based awards, including Stock Appreciation Rights (SARs), performance shares, and restricted stock units. The company filed an amended Form 4 to correct an administrative error in the SAR conversion/exercise price, adjusting it from $17.47 to $50.06. These awards are part of his compensation, aligning his incentives with the company's long-term performance.
Stepan (SCL) CEO Rojo receives major equity grants as SAR price corrected
Stepan (SCL) CEO Luis Rojo received significant equity compensation, including stock appreciation rights, performance shares, restricted stock units, and common stock. An amended Form 4/A was filed to correct an administrative error regarding the conversion price of stock appreciation rights, changing it from $17.47 to $50.06. This filing details the specific grants, vesting schedules, and the correction made, but reports no stock sales.
Stepan (NYSE: SCL) VP GC granted equity awards, corrects SAR exercise price
Stepan Company's VP, General Counsel, and Secretary, Shawn G. Lisle, received new equity compensation awards including stock appreciation rights, performance shares, and restricted stock units. An amendment (Form 4/A) was filed to correct an administrative error in the previously reported exercise price for the stock appreciation rights, changing it from $17.47 to $50.06. All other terms of the awards remain unchanged, indicating these are grants rather than open-market transactions.
Stepan Co (NYSE: SCL) VP Sean Moriarty granted RSUs, performance shares and SARs
Stepan Co. VP Sean Moriarty received various equity compensation awards, including 4,495 restricted stock units, 2,247 performance shares, and 6,440 stock appreciation rights. An amended Form 4/A was filed to correct the SAR exercise price from $17.47 to $50.06, with all other terms remaining unchanged. These awards are part of his routine stock-based compensation and vest over several years based on specific conditions.
Stepan (SCL) VP & CHRO receives stock awards and corrects SAR price in Form 4/A
Stepan Co's VP & CHRO, Andrea Jean Barry, received equity-based compensation including stock appreciation rights, performance shares, and restricted stock units. An amended Form 4/A was filed to correct an administrative error regarding the conversion price of the stock appreciation rights from $17.47 to the accurate price of $50.06. All other terms and conditions of the awards remain unchanged.
How Stepan’s Swing to Q1 Loss With Steady Dividend At Stepan (SCL) Has Changed Its Investment Story
Stepan Company (SCL) reported a swing to a net loss of US$41.41 million in Q1 2026, despite a slight increase in sales to US$604.51 million. Despite this loss, the company affirmed its quarterly dividend of US$0.395 per share. This financial shift raises questions about margin resilience and cash generation for investors, who will closely monitor the sustainability of the dividend and the company's efforts to return to profitability.
STEPAN CO 1Q 2026: Revenue $604.5M, EPS $(1.81) — 10-Q Summary
STEPAN CO (SCL) reported first-quarter 2026 results with a significant increase in consolidated net sales to $604.5M, up 2% year-over-year. However, the company posted a net loss of $(41.4)M, or diluted EPS of $(1.81), primarily due to a substantial $51.2M after-tax restructuring charge related to Project Catalyst. Despite a volume decline, revenue growth was driven by surfactants and favorable foreign exchange rates, alongside strategic operational restructuring and capacity shifts.
A Look At Stepan (SCL) Valuation After Profitability Reverses In Latest Quarterly Results
Stepan (SCL) reported a net loss of US$41.41 million in Q1 2026, reversing profitability from the previous year, despite sales of US$604.51 million. The stock has seen mixed performance, with short-term declines around the earnings release but a 7.70% year-to-date gain. Analysts believe Stepan is currently undervalued with a fair value of $75, anticipating positive impacts from a new Pasadena, Texas site reaching full contribution by H2 2025.
Stepan (NYSE: SCL) EVP exercises RSUs with shares withheld for taxes
Stepan Company's EVP, Robert Joseph Haire, engaged in routine equity compensation activity, settling 550 restricted stock units (RSUs) into common shares. To cover tax liabilities, 162 common shares were withheld, a non-market disposition. Following these transactions, Haire directly holds approximately 3,959.765 shares of Stepan common stock.
A Look At Stepan (SCL) Valuation After Profitability Reverses In Latest Quarterly Results
Stepan (SCL) reported a net loss of US$41.41 million in Q1 2026, reversing its previous year's net income, despite sales of US$604.51 million. The stock has seen declines recently but a 7.70% year-to-date gain, with analysts pegging its fair value at US$75, suggesting it is undervalued at its current price of US$50.79. Future growth is anticipated from a new Pasadena, Texas site and a mixed outlook of concern and optimism.
Stepan Co (SCL) Stock Up 3.1% and Still Undervalued -- GF Score: 77/100
Stepan Co (SCL) stock rose 3.1% to $51.59, and is considered significantly undervalued with a GF Value of $79.92, offering a 35.4% upside potential. The company has a GF Score of 77/100, indicating an above-average profile, particularly in profitability and momentum, despite lower scores in growth and valuation. There have been no insider transactions in the last three months, and its current forward P/E of 18.9x is below its 5-year median, further suggesting undervaluation.
Stepan (NYSE:SCL) Stock Forecast & Analyst Predictions
Stepan (NYSE:SCL) is forecast to see significant earnings growth of 174.6% and revenue growth of 4.8% per annum. While analysts have kept the fair value estimate steady at $75.00, consensus EPS estimates have seen some reductions, and the company has announced recent dividends and faced some goodwill impairment charges.
Stepan Stockholders Back Directors, Pay and Auditor Choices
At its Annual Meeting on April 28, 2026, Stepan Company shareholders re-elected directors Joaquin Delgado, Corning F. Painter, and F. Quinn Stepan, Jr., ensuring leadership continuity. Additionally, stockholders approved executive compensation and ratified Deloitte & Touche LLP as the independent auditor for 2026, affirming strong corporate governance and oversight. TipRanks' AI Analyst, Spark, rates SCL as Neutral, citing improving financial stability but tempered by weak profitability and near-term margin pressure.
Shareholders at Stepan (NYSE: SCL) back directors, executive pay and 2026 auditor
Stepan Company (NYSE: SCL) shareholders approved all proposals at their April 28, 2026, annual meeting, including the election of three directors to terms expiring in 2029. Stockholders also gave advisory approval to executive compensation and ratified Deloitte & Touche LLP as the independent registered public accounting firm for 2026. The votes demonstrate strong shareholder support for the company's governance and management.
[SCHEDULE 13G] STEPAN CO Passive Investment Disclosure (>5%)
Vanguard Portfolio Management has reported a passive investment in Stepan Co (SCL) through a Schedule 13G filing, disclosing beneficial ownership of 1,372,514 shares, which equates to 6.04% of the company's common stock. This filing indicates that Vanguard holds significant dispositive power over these shares, but limited sole voting power, characteristic of pooled fund structures and passive investment strategies. The disclosure confirms that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing company control.
Stepan’s Swing to Quarterly Loss and Dividend Increase Might Change The Case For Investing In SCL
Stepan Company reported a swing to a net loss of US$41.41 million in Q1 2026, despite a slight increase in sales, challenging its investment narrative built on margin improvement. However, the company affirmed its quarterly dividend, extending a 58-year streak of increases, emphasizing management's commitment to shareholder payouts. This situation highlights the importance of clarifying the drivers behind the weaker profitability and the company's ability to maintain cash generation.
Stepan Company (NYSE:SCL) Q1 2026 Earnings Call Transcript
Stepan Company reported its Q1 2026 earnings, beating expectations with an EPS of $0.45 against an anticipated $0.385. The company highlighted net sales growth in a challenging macroeconomic environment, driven by double-digit volume increases in Crop Productivity, Oilfield, Industrial Cleaning, and Tier 2/3 customer segments. Despite a decrease in adjusted EBITDA due to Surfactant segment challenges, the company is optimistic about future quarters, anticipating recovery from temporary issues and significant savings from Project Catalyst.
Stepan Co (SCL) Q1 2026 Earnings Call Highlights: Record Safety Performance Amidst Challenges By GuruFocus
Stepan Co (SCL) announced record safety performance in Q1 2026, alongside a 4% organic net sales increase. Despite this, adjusted EBITDA declined by 14% due to lower surfactant results and higher interest expenses, leading to a net loss of $41.4 million primarily from restructuring charges. The company is managing challenges like raw material inflation from geopolitical events and competitive pressures in the surfactants business, while focusing on growth in Tier 2 and Tier 3 customer segments and North American polymers.
Stepan Company Plans Quarterly Dividend of $0.40 (NYSE:SCL)
Stepan Company (NYSE:SCL) has declared a quarterly dividend of $0.395 per share, payable on June 15th to shareholders of record on June 1st. This dividend represents an annualized yield of 3.2% and marks the 57th consecutive year the company has raised its dividend. Despite missing revenue estimates, Stepan reported Q1 earnings of $0.45 per share, beating analyst expectations by $0.01.
Earnings call transcript: Stepan Company Q1 2026 shows slight EPS beat, revenue miss
Stepan Company reported a mixed Q1 2026, slightly beating EPS forecasts with $0.45 against an expected $0.44, but missing revenue targets at $604.51 million compared to $612.95 million. Despite a net loss due to a significant restructuring charge for facility closures, the stock rose in premarket trading. The company highlights strong growth in Specialty Products and Surfactants segments, and anticipates substantial cost savings from its "Project Catalyst" initiative over the next two years.
Stepan Releases Q1 2026 Financial Results
Stepan Company reported adjusted earnings of $0.45 per share for Q1 2026, slightly surpassing the Wall Street estimate of $0.44. The company's revenue reached $604.5 million, marking a 2.0% increase from the previous year, driven primarily by its Surfactants segment. Despite flat organic sales volume, a constructive view is maintained by analysts, with the majority recommending a buy rating for SCL.
Earnings call transcript: Stepan Company Q1 2026 shows slight EPS beat, revenue miss
Stepan Company reported a mixed Q1 2026, with an EPS of $0.45 exceeding forecasts but revenue missing expectations at $604.51 million. The company experienced a net loss of $41.4 million due to restructuring charges but saw strong growth in Specialty Products and Surfactants segments. Project Catalyst is on track to deliver $100 million in pre-tax savings, with the majority expected in 2026, and the stock rose in premarket trading indicating investor optimism despite the revenue miss and European market softness.
Stepan Co.: Q1 Earnings Snapshot
Stepan Co. (SCL) reported a first-quarter loss of $41.4 million, translating to $1.81 per share. Adjusted earnings for the specialty chemicals company were 45 cents per share, with revenue reaching $603.5 million for the period. This financial summary was generated using data from Zacks Investment Research.
STEPAN ($SCL) Releases Q1 2026 Earnings
STEPAN ($SCL) released its Q1 2026 earnings, reporting $0.45 per share, which beat estimates by $0.01. The company's revenue for the quarter was $604,510,000, falling short of estimates by $14,569,500. The article also details recent hedge fund activity, showing significant adds and removals of SCL shares by institutional investors.
Stepan Reports First Quarter 2026 Results
Stepan Company reported a net loss of $41.4 million in Q1 2026, primarily due to a $65.4 million pre-tax restructuring charge. Adjusted net income fell 47% to $10.3 million, and Adjusted EBITDA was down 14% to $49.6 million. The company plans to optimize its asset base and aims for full-year Adjusted EBITDA growth and positive free cash flow despite ongoing market uncertainties.
Stepan (NYSE: SCL) swings to Q1 loss as restructuring hits earnings but dividend held
Stepan Company reported a net loss of $41.4 million in Q1 2026, primarily due to a $65.4 million pre-tax restructuring charge related to asset closures and decommissioning. Despite this, the company maintained its quarterly cash dividend of $0.395 per share and projects full-year adjusted EBITDA growth and positive free cash flow. Net sales increased by 2% to $604.5 million, though adjusted net income fell by 47% compared to the previous year.
Stepan Declares Quarterly Dividend
Stepan Company's Board of Directors has declared a quarterly cash dividend of $0.395 per share, payable on June 15, 2026, to stockholders of record on June 1, 2026. This marks the 58th consecutive year the company has increased its cash dividend, following a $0.010 per share increase in the fourth quarter of 2025. Stepan Company is a major manufacturer of specialty and intermediate chemicals, including surfactants and polyurethane polyols.
Stepan Co.: Q1 Earnings Snapshot
Stepan Co. (SCL) reported a loss of $41.4 million in its first quarter, amounting to $1.81 per share. Adjusted earnings were 45 cents per share, and the specialty chemicals company recorded revenue of $604.5 million. The report was generated using data from Zacks Investment Research.
Stepan faces earnings test as $100M restructuring kicks off
Stepan Company is preparing to report its first-quarter results amid a major $100 million restructuring initiative, "Project Catalyst," designed to achieve significant pre-tax savings. While analysts anticipate improved sequential earnings and revenue, the company expects to report a loss this quarter due to substantial restructuring charges. Investors will closely monitor the execution of the restructuring plan, the demand environment for surfactants, and the company's ability to demonstrate margin improvement.
Stepan announces agreement to sell Philippine assets
Stepan Company has announced an agreement to sell its manufacturing assets in the Philippines to a major local oleochemical producer. This strategic divestiture is part of Stepan's ongoing efforts to optimize its global manufacturing footprint and focus resources on core businesses and regions. The transaction is expected to close within the second quarter of 2026, subject to customary closing conditions.
Stepan announces agreement to sell Philippine assets
Stepan Company has announced an agreement to sell its assets in the Philippines to the Citra Group. This divestiture includes Stepan Philippines, Inc. and is expected to be completed in the second quarter of 2024, subject to customary closing conditions. The sale aligns with Stepan's strategy to optimize its global footprint, increase operational efficiency, and improve profitability.
Earnings Preview: Stepan Co. (SCL) Q1 Earnings Expected to Decline
Stepan Co. (SCL) is projected to experience a significant year-over-year decline of 75% in its Q1 earnings, with an expected EPS of $0.21, despite an anticipated 6.2% increase in revenues to $630.3 million. The Zacks Earnings ESP is 0% and the stock carries a Zacks Rank #5, making a positive earnings surprise unlikely. In contrast, Dow Inc. (DOW), another company in the same industry, is predicted to beat its EPS estimates due to a positive Earnings ESP and a Zacks Rank #3.
Stepan has raised its dividend 58 years in a row as March payout set
Stepan Company (NYSE: SCL) has declared a quarterly cash dividend of $0.395 per share, payable on March 13, 2026, to shareholders of record on March 2, 2026. This marks the 58th consecutive year the company has increased its dividend, following a $0.010 per share increase in Q4 2025. Despite this consistent increase, the stock experienced a significant negative market reaction, declining 20.38% on the day this news was published, resulting in a $352 million reduction in the company's valuation.
Stepan Company stock (US8585861003): Why Google Discover changes matter more now
Google's 2026 Discover Core Update is revolutionizing how investors receive financial news, particularly for companies like Stepan Company. The update prioritizes personalized, mobile-first content delivery based on user activity, making it crucial for timely insights into specialty chemicals, surfactant demand, and regional performance. This shift allows investors to proactively track Stepan's market movements, strategic developments, and exposure to various industries without active searching, enhancing engagement through visual and frequently updated content.
SCL Forecast, Price Target & Analyst Ratings | STEPAN CO (NYSE:SCL)
This article provides an in-depth analysis of STEPAN CO (SCL) stock, including analyst price targets, earnings forecasts, and historical rating changes. Analysts project a consensus price target of $76.50, suggesting a 49.27% upside, with the next earnings report expected on April 28, 2026, with an EPS estimate of $0.44. The company also features detailed yearly and quarterly analyst estimates for revenue, EPS, EBIT, and EBITDA, along with long-term growth forecasts.
Stepan (SCL) VP receives performance shares, RSUs and stock appreciation rights
Stepan Company's VP and GM Surfactants NA, Afonso Adriano Jose Galimberti, received equity-based awards on April 13, 2026, including 1,310 performance shares, 2,621 restricted stock units (RSUs), and 3,694 stock appreciation rights with a $52.46 exercise price. The performance shares are contingent on Stepan meeting performance goals by December 31, 2028, while the RSUs vest ratably over three years. This compensation package highlights an emphasis on aligning executive incentives with long-term company performance.
Stepan Co (SCL) VP receives RSUs, SARs and performance share grants
Stepan Co's VP, Robin Joseph Weitkamp, received new equity awards as part of his compensation, including 2,859 restricted stock units, 4,030 stock appreciation rights with an exercise price of $52.46, and 1,429 performance shares. These grants, made on April 13, 2026, are contingent rights rather than open-market purchases and are designed to vest over time based on continued service and company performance goals through December 31, 2028. This SEC Form 4 filing details the specifics of these compensation awards, which align executive incentives with the company's long-term success.
Deprince Race & Zollo Inc. Acquires 205,157 Shares of Stepan Company $SCL
Deprince Race & Zollo Inc. increased its stake in Stepan Company (SCL) by 29.5% in the fourth quarter, acquiring an additional 205,157 shares to hold a total of 900,377 shares valued at approximately $42.64 million. This comes as Stepan missed earnings expectations, reporting an EPS of ($0.02) against an expected $0.35, and has received "Sell" ratings from analysts at Zacks Research and Weiss Ratings. Despite institutional ownership accounting for 82.70% of the stock, the company's financials show a low net margin of 2.01% and a modest return on equity.
Stepan (NYSE:SCL) - Stock Analysis
This report provides a comprehensive stock analysis of Stepan Company (NYSE:SCL), highlighting its current market valuation, future growth prospects, and financial health. The company is trading significantly below its estimated fair value, with anticipated earnings growth of 25.51% per year. Key takeaways emphasize potential revenue and earnings increases from specialty alkoxylation, a new Texas site, and a focus on acquiring new customers.
Total debt per share of Stepan Co – LS:859510
This article displays the total debt per share for Stepan Co (LS:859510) and is hosted on TradingView. It provides financial data and indicates that the market is currently closed with no trades. The information is sourced from ICE Data Services, FactSet, American Bankers Association, and Quartr.
At US$52.43, Is It Time To Put Stepan Company (NYSE:SCL) On Your Watch List?
Stepan Company (NYSE:SCL) has seen a decent share price growth of 17% recently, but it still falls short of its yearly peak. The stock's current valuation, with a P/E ratio of 25.31x, is slightly below its industry peers, suggesting it's reasonably priced. Analysts expect Stepan's earnings to increase by 66% in the coming years, indicating a positive outlook for the company's future growth and share value.
STEPAN CO (NYSE: SCL) VP details options, SARs and stock holdings
Afonso Adriano Jose Galimberti, VP and GM Surfactants NA for STEPAN CO (NYSE: SCL), filed an initial ownership report detailing his equity holdings. The report outlines his ownership of stock options, stock appreciation rights (SARs), restricted stock units (RSUs), performance shares, and direct and indirect common stock, including shares held in an ESOP II trust. The filing provides a comprehensive overview of his equity incentives and current share ownership in the company.
Stepan (SCL) VP details RSUs, SARs and performance share awards
Stepan Company's VP and GM Surfactants-INT, Robin Joseph Weitkamp, has filed an initial ownership report detailing various equity-based awards. The filing includes restricted stock units (RSUs), stock appreciation rights (SARs), and performance shares, all representing contingent rights to Stepan common stock subject to vesting conditions and performance goals. Weitkamp also holds an indirect interest of 96.9 common shares through an ESOP II Trust.
Assessing Stepan (SCL) Valuation After Recent Share Price Momentum And Long Term Weakness
Stepan (SCL) has seen recent positive share price momentum, with a 7.44% return in the last month, despite a 5-year decline of over 55%. Analysts suggest a fair value of $75.00, implying a 63.05% discount from its current trading price of $51.55, driven by expectations of future growth from a new Pasadena site. However, the company faces headwinds such as negative free cash flow, margin pressure from raw material costs, and a P/E ratio slightly above its peer average.
