Sensient Technologies Corporation (NYSE:SXT) Just Released Its Annual Earnings: Here's What Analysts Think
Sensient Technologies Corporation (NYSE:SXT) recently released its annual earnings, leading to an 8.8% drop in share price despite revenues aligning with forecasts. Analysts have since revised their 2026 earnings per share (EPS) forecasts downwards, though revenue projections remain stable and show an acceleration compared to historical growth. The consensus price target of US$119 remains unchanged, suggesting that the revised earnings estimates are not expected to significantly impact the company's valuation.
Sensient Technologies Reports Mixed Q4 Results, Sees 2026 Growth
Sensient Technologies (SXT) reported mixed fourth-quarter 2025 results with revenue up 4.5% year-on-year, but operating income and reported EPS declining, despite an increase in adjusted EPS. Performance varied across segments, with strong growth in Color, while Flavors & Extracts was negatively impacted by volume and weather. The company issued 2026 guidance forecasting mid-single-digit to double-digit growth in local-currency revenue and adjusted EBITDA, indicating confidence in future momentum.
Sensient Technologies Corporation (NYSE:SXT) Q4 2025 Earnings Call Transcript
Sensient Technologies Corporation announced its Q4 and full-year 2025 earnings, reporting 3% local currency revenue growth and 15% local currency adjusted EPS growth for the year, but missing Q4 earnings expectations at $0.597 EPS against $0.78 expected. The company emphasizes its strong position in natural color conversions, a "single largest opportunity" in its history, and expects significant revenue acceleration in the latter half of 2026 due to these conversions. Despite short-term profit leverage challenges from substantial investments in R&D and production capacity, Sensient projects mid to double-digit consolidated local currency revenue growth and mid to high single-digit adjusted EPS growth for 2026, with a strong focus on long-term ROIC improvement.
Sensient: Fourth Quarter Earnings Overview
Sensient Technologies Corp. reported a net income of $25.5 million and adjusted earnings of $0.72 per share for the fourth quarter, with revenues of $393.4 million. For the full fiscal year, the company's profit was $134.5 million on $1.61 billion in revenue. Sensient projects full-year earnings between $3.60 and $3.80 per share.
Sensient Technologies Corporation Reports Results for the Quarter Ended December 31, 2025
Sensient Technologies Corporation announced its financial results for the fourth quarter ended December 31, 2025. The company reported a 4.5% increase in revenue to $393.4 million, though operating income decreased by 9.1% to $38.2 million due to Portfolio Optimization Plan costs and issues in the Flavors & Extracts Group. Despite these challenges, the Color Group showed strong growth, and the company provided an optimistic outlook for 2026, forecasting mid-single-digit to double-digit growth in local currency revenue and adjusted EBITDA.
Sensient Technologies Corporation Reports Results for the Quarter Ended December 31, 2025
Sensient Technologies Corporation announced its financial results for the fourth quarter and full year ended December 31, 2025. The company reported a 4.5% increase in fourth-quarter revenue to $393.4 million and a 3.5% increase for the full year, driven by strong new sales. Paul Manning, Chairman, President, and CEO, expressed confidence in the company's performance and future momentum, despite a decrease in reported operating income and EPS for the quarter due to Portfolio Optimization Plan costs.
Earnings call transcript: Sensient Technologies misses Q4 2025 estimates By Investing.com
Sensient Technologies reported Q4 2025 earnings where both EPS ($0.72 vs. forecast $0.77) and revenue ($393.4 million vs. anticipated $397.34 million) fell short of expectations, leading to a 13.2% stock drop in pre-market trading. Despite the miss, the company highlights a strategic focus on natural color conversions, projecting significant investments and strong revenue growth in this segment for 2026 and beyond. Executives reiterated confidence in achieving a $1 billion sales goal in natural colors, expecting revenue and profit acceleration throughout 2026, particularly in the latter half, as substantial investments in R&D and production capacity come to fruition.
Sensient: Q4 Earnings Snapshot
Sensient Technologies Corp. (SXT) reported net income of $25.5 million in its fourth quarter, with earnings of 60 cents per share, adjusted to 72 cents per share. The company, which produces colors, flavors, and fragrances, posted revenue of $393.4 million for the period and $1.61 billion for the full year. Sensient projects full-year earnings between $3.60 and $3.80 per share.
Sensient Technologies Sees EPS Growth In FY26, But Shares Tumble 8% - Update
Sensient Technologies Corp. (SXT) announced its financial results for the fourth quarter, initiating earnings and revenue growth guidance for fiscal year 2026. The company projects EPS between $3.60 and $3.80 and mid-single-digit to double-digit revenue growth in local currency. Despite the positive outlook for FY26, SXT shares were down over 8% in pre-market trading following the announcement.
Is It Time To Reassess Sensient Technologies (SXT) After Its 29% One Year Rally
Sensient Technologies (SXT) has seen a 29% rally over the last year, prompting a reassessment of its valuation. A Discounted Cash Flow (DCF) analysis suggests the stock is currently close to fair value, trading about 7.0% above its intrinsic value of $88.80 per share. However, its Price-to-Earnings (P/E) ratio of 29.0x indicates it might be overvalued when compared to the Chemicals industry average and Simply Wall St's proprietary Fair Ratio of 21.9x.
Sensient schedules Feb. 13 call on 2025 year-end earnings
Sensient Technologies Corporation (NYSE: SXT) will host an earnings call and webcast on Friday, February 13, 2026, at 8:30 a.m. CST to discuss its 2025 fourth quarter and year-end financial results. Investors can access the live webcast via the company's website or join the conference call directly. A replay and transcript will also be made available online after the call.
Sensient Announces Conference Call
Sensient Technologies Corporation (NYSE: SXT) has scheduled its earnings call and webcast to discuss 2025 fourth quarter and year-end results for Friday, February 13, 2026, at 8:30 a.m. CST. Investors can access the live webcast via the company's website or join the conference call by contacting Chorus Call Inc. A webcast replay and call transcript will also be available on the company's website following the event.
As foods go “natural,” Sensient program targets color safety
Sensient Technologies announced its Certasure™ food safety program as a critical safeguard during the U.S. transition to natural food colors. Developed in 2015, Certasure combines testing, vendor certification, traceability, and best manufacturing practices for plant-based colors, providing much-needed standards in an industry without formal definitions for natural-sourced colorants. The program emphasizes safety and quality, particularly as the food and beverage industry increasingly adopts natural colors.
Sensient's Certasure™ Program Delivers Critical Safeguard During the U.S. Transition to Natural Food Colors
Sensient Food Colors' Certasure™ program is providing a critical safeguard during the U.S. transition to natural food colors. The program, developed in 2015, addresses the lack of specific FDA standards for natural-sourced colorants by ensuring safety, quality, and authenticity. It combines stringent testing, vendor certification, raw material traceability, and best manufacturing practices to instill confidence in food and beverage manufacturers.
Sensient's Certasure Program Delivers Critical Safeguard During the U.S. Transition to Natural Food Colors
Sensient Food Colors, a division of Sensient Technologies, is prepared to meet the increasing U.S. demand for high-quality natural colors with its Certasure™ food safety program. This program, developed in 2015, provides a critical safeguard for the food and beverage industry as it transitions to natural colors, which are currently exempt from FDA certification. Certasure™ ensures the safety, quality, and authenticity of plant-sourced colors through stringent testing, vendor certification, and traceability.
Y Intercept Hong Kong Ltd Acquires Shares of 58,575 Sensient Technologies Corporation $SXT
Y Intercept Hong Kong Ltd has acquired 58,575 shares of Sensient Technologies Corporation (NYSE:SXT), establishing a new position valued at approximately $5.497 million. This acquisition makes Y Intercept Hong Kong Ltd hold 0.14% of Sensient Technologies. The article also details insider stock purchases, institutional investor activity, analyst ratings, and the company's financial performance and dividend announcement.
The Truth About Sensient Technologies: Is This ‘Boring’ Stock the Sleeper Play Everyone’s Sleeping On?
Sensient Technologies (SXT) is presented as an under-the-radar investment opportunity, focusing on its role as a behind-the-scenes supplier of colors, flavors, and specialty ingredients for food, beauty, and pharmaceutical products. The article highlights its "picks and shovels" business model and diversification across multiple industries as key strengths, contrasting it with flashier competitors like Givaudan. It suggests that SXT is more suited for long-term investors interested in steady compounding rather than short-term viral gains.
Sensient Technologies (NYSE:SXT) Has Announced A Dividend Of $0.41
Sensient Technologies (NYSE:SXT) has announced a dividend of $0.41 per share, leading to a 1.7% dividend yield. While the dividend is covered by earnings (50% payout ratio), the company is paying out 293% of free cash flows, which raises concerns about its sustainability despite projected EPS growth. The company has a solid track record of dividend growth, but the high cash payout ratio makes it less appealing as an income stock.
Sensient Technologies (NYSE:SXT) Has Announced A Dividend Of $0.41
Sensient Technologies (NYSE:SXT) has declared a dividend of $0.41 per share, resulting in a 1.7% typical dividend yield. While the dividend appears well-covered by earnings (50% payout ratio), the company pays out 293% of free cash flow, raising concerns about its long-term sustainability despite projected EPS growth. The company has a solid track record of dividend growth, but its high cash payout ratio makes it a cautious income stock investment.
Sensient Technologies Insiders Sell US$588k Of Stock, Possibly Signalling Caution
Insiders at Sensient Technologies (NYSE:SXT) have sold US$588k worth of stock over the past year, with the largest sale by Director Essie Whitelaw accounting for US$428k. While there was some insider buying, the selling activity significantly outweighed it, potentially signaling caution. Despite the company being profitable and growing, the level of insider ownership is not particularly high, leading to a cautious outlook on the stock.
Sensient Technologies Insiders Sell US$588k Of Stock, Possibly Signalling Caution
Insiders at Sensient Technologies Corporation (NYSE:SXT) have sold US$588,000 worth of stock over the last year, with the largest single transaction being US$428,000 by Director Essie Whitelaw at a price slightly below the current market value. While there was some insider buying totaling US$294,000, the overall selling activity, particularly in the last three months, suggests a potential lack of confidence in the current valuation among some insiders. Despite the insider selling and a modest 1.5% insider ownership, the company's profitability and growth temper concerns, but the analysis advises caution for potential investors.
Sensient Technologies declares quarterly dividend of $0.41 per share By Investing.com
Sensient Technologies Corporation announced a quarterly cash dividend of $0.41 per share, reflecting an annual yield of 1.69% based on its current share price. The dividend will be paid on March 2, 2026, to shareholders of record as of February 3, 2026, marking the company's 55th consecutive year of dividend payments. This news follows strong Q3 2025 earnings and recent corporate governance changes.
Sensient Technologies Keeps Quarterly Dividend at $0.41 a Share, Payable March 2 to Holders of Record Feb. 3
Sensient Technologies Corporation announced its quarterly dividend will remain at $0.41 per share. The dividend is scheduled to be paid on March 2 to shareholders of record as of February 3. This news pertains to the company's consistent dividend policy.
Investors in Sensient to receive $0.41 per share cash payout in March
Sensient Technologies Corporation (NYSE: SXT) has declared a regular quarterly cash dividend of $0.41 per share on its common stock. This dividend will be paid on March 2, 2026, to shareholders who are on record as of February 3, 2026. Sensient Technologies is a global manufacturer of colors, flavors, and other specialty ingredients for various industries.
Sensient Declares Dividend
Sensient Technologies Corporation (NYSE: SXT) has announced a regular quarterly cash dividend of $0.41 per share. This dividend will be paid on March 2, 2026, to shareholders of record as of February 3, 2026. Sensient Technologies is a global manufacturer of colors, flavors, and other specialty ingredients for various industries.
Sensient Technologies declares quarterly dividend of $0.41 per share
Sensient Technologies Corporation announced a regular quarterly cash dividend of $0.41 per share, payable on March 2, 2026, to shareholders of record as of February 3, 2026. This marks the company's 55th consecutive year of dividend payments, highlighting its consistent financial performance. The announcement follows a strong Q3 2025 earnings report where the company surpassed analyst expectations for both earnings per share and revenue.
Campbell & CO Investment Adviser LLC Acquires New Position in Sensient Technologies Corporation $SXT
Campbell & CO Investment Adviser LLC recently acquired a new position in Sensient Technologies Corporation (NYSE:SXT) by purchasing 32,994 shares valued at approximately $3.10 million. This acquisition is part of larger institutional ownership, with 90.86% of the stock owned by hedge funds and other institutional investors. Sensient Technologies reported strong Q3 earnings, beating analyst expectations, and pays a quarterly dividend of $0.41, representing a 1.7% yield.
Robeco Schweiz AG Has $12.80 Million Stock Position in Sensient Technologies Corporation $SXT
Robeco Schweiz AG reduced its stake in Sensient Technologies Corporation (NYSE: SXT) by 30.8% in Q3, now holding 136,401 shares valued at $12.8 million. Sensient Technologies recently reported strong Q3 earnings, beating analyst estimates with $0.96 EPS and $412.1 million in revenue, and it issued positive FY2025 guidance. The company also pays a $1.64 annual dividend, maintains high institutional ownership, and has seen recent insider trading activity.
Robeco Institutional Asset Management B.V. Increases Position in Sensient Technologies Corporation $SXT
Robeco Institutional Asset Management B.V. significantly increased its stake in Sensient Technologies Corporation (NYSE:SXT) by 55.8% in Q3, now holding 47,294 shares valued at $4.44 million. Sensient Technologies reported strong Q3 earnings, beating analyst estimates with $0.96 EPS and a 5% revenue increase, and provided positive FY2025 guidance. The company, which is 90.86% institutionally owned, has a consensus "Hold" rating and a target price of $110.
Assessing Sensient Technologies (SXT) Valuation After Strong 1 Year Shareholder Return
Sensient Technologies (SXT) has seen a strong 35.91% shareholder return over the past year, leading to questions about its current valuation. While a popular narrative suggests SXT is 23.2% undervalued with a fair value of $121.67 due to its natural ingredients investments, another view highlights its P/E ratio of 28.5x, which is higher than both the US Chemicals industry and peers, implying a premium price. Investors are encouraged to build their own narratives and consider the risks associated with the current earnings profile.
The Truth About Sensient Technologies (SXT): Boring Name, Wild Stock Move?
Sensient Technologies (SXT), a low-key giant in colors and flavors used in food, beauty, and industrial products, might be a quiet game-changer for long-term investors despite its "boring" image. While it's not a viral meme stock, it's a "picks-and-shovels" play benefitting from trends towards natural and clean-label ingredients. The article analyzes SXT's stock performance, product power, and competitive landscape, concluding it could be a valuable addition to a patient investor's portfolio.
Boston Trust Walden Corp Sells 111,865 Shares of Sensient Technologies Corporation $SXT
Boston Trust Walden Corp reduced its stake in Sensient Technologies Corporation (NYSE:SXT) by 22.3% in the third quarter, selling 111,865 shares and now holding 388,983 shares valued at $36.5 million. Other institutional investors also adjusted their positions in the company. Sensient Technologies recently reported strong Q3 earnings, beating analyst estimates, and announced a quarterly dividend of $0.41.
How Sensient Technologies Corporation (SXT) Affects Rotational Strategy Timing
This article analyzes Sensient Technologies Corporation (SXT) utilizing AI models to provide trading strategies. It highlights a near-term neutral sentiment with mid and long-term strength, noting that support is being tested. The analysis details a 50.0:1 risk-reward setup targeting a 14.4% gain and outlines position trading, momentum breakout, and risk hedging strategies for investors.
Why One Investor Took $20 Million in Sensient Stock Off the Table Amid a 32% Rally
Rivermont Capital Management reduced its stake in Sensient Technologies Corporation (SXT) by selling 205,939 shares, a divestment valued at $20.65 million. This move, despite SXT shares rallying 32% over the past year and the company delivering a strong third quarter, appears to be a portfolio rebalancing decision rather than a bearish outlook on the company's fundamentals. For a concentrated fund, the significant appreciation in SXT's stock likely made it an oversized position, leading to a strategic reduction.
Sensient Technologies (SXT) Valuation Check After Earnings Beat, Dividend Declaration and Rising Insider Buying
Sensient Technologies (SXT) recently reported strong earnings with a 5% revenue increase, leading to a bump in sentiment and a significant 38.35% year-to-date share price jump. Despite trading below analyst targets and scoring poorly on traditional value metrics, Simply Wall St's narrative fair value suggests the stock is 20.5% undervalued with a $121.67 fair value. The company stands to benefit from a regulatory-driven shift to natural colors in the U.S., projecting robust top-line growth starting in 2027, although this bullish outlook is tempered by current earnings multiples suggesting the stock is rich compared to peers.
Congress Asset Management Co. Buys 29,901 Shares of Sensient Technologies Corporation $SXT
Congress Asset Management Co. increased its stake in Sensient Technologies Corporation (NYSE:SXT) by 4.4% in the third quarter, acquiring an additional 29,901 shares and now owning 716,638 shares valued at $67.26 million. This move comes as Sensient Technologies outperformed Q3 earnings estimates with $0.96 EPS and $412.1 million in revenue, also providing FY2025 EPS guidance consistent with analyst expectations. Insider buying has also been noted, along with a significant institutional ownership of 90.86% and a quarterly dividend of $0.41.
Acropolis Investment Management LLC Invests $2.80 Million in Sensient Technologies Corporation $SXT
Acropolis Investment Management LLC initiated a new position in Sensient Technologies Corporation (NYSE:SXT) during Q3, purchasing 28,421 shares valued at $2.8 million. Institutional investors now hold approximately 90.86% of the company, with insiders also increasing their stakes. Sensient Technologies recently exceeded Q3 earnings expectations, reporting an EPS of $0.96 and revenue of $412.1 million, and declared a quarterly dividend of $0.41 per share.
Is the Market Bullish or Bearish on Sensient Technologies Corp?
Sensient Technologies Corporation's short interest has increased by 8.82% since its last report, indicating a rise in bearish sentiment among investors. With 1.13 million shares sold short, representing 4.81% of its float, it would take traders 3.89 days to cover their positions. The company's short interest is slightly higher than its peer group average of 4.80%.
Is the Market Bullish or Bearish on Sensient Technologies Corp?
Sensient Technologies Corp's short interest, as a percentage of float, has increased by 8.82% since its last report, indicating a rise in bearish sentiment. Currently, 1.13 million shares are sold short, representing 4.81% of its tradable shares. This level of short interest is higher than the average for the company's peers, suggesting investors are more bearish on SXT compared to similar companies.
926,516 Shares in Sensient Technologies Corporation $SXT Acquired by Westwood Holdings Group Inc.
Westwood Holdings Group Inc. recently acquired 926,516 shares of Sensient Technologies Corporation (NYSE:SXT), valued at approximately $91.28 million, increasing its stake to 2.18%. This acquisition is part of a broader trend where several institutional investors have either added to or initiated positions in Sensient Technologies, with institutional ownership now standing at 90.86%. The company recently reported strong Q2 earnings, beating analyst estimates, and provided positive FY2025 guidance, while also declaring a quarterly dividend.
First Trust Advisors LP Sells 179,601 Shares of Sensient Technologies Corporation $SXT
First Trust Advisors LP reduced its stake in Sensient Technologies Corporation by 31.2%, selling 179,601 shares and now holding 396,086 shares valued at $39.0 million. Insider activity shows Director Joseph Carleone buying 1,000 shares, while Director Essie Whitelaw sold 3,985 shares. Sensient beat quarterly EPS estimates with $0.96 (vs. $0.90) on $412.11M revenue and issued FY2025 EPS guidance of $3.13–$3.23.
Beaconlight Capital LLC Buys Shares of 142,121 Sensient Technologies Corporation $SXT
Beaconlight Capital LLC has acquired a new stake of 142,121 shares in Sensient Technologies (NYSE:SXT) valued at approximately $14 million, making it their third-largest holding. Institutional investors own a significant portion of SXT, with several increasing their positions, and recent insider buying from a director and VP further signaling confidence. The company recently exceeded quarterly earnings expectations and pays a quarterly dividend.
Sensient Technologies updates bylaws to transfer committee responsibilities
Sensient Technologies Corporation (NYSE:SXT) has amended its bylaws to remove the Finance Committee, reassigning its responsibilities to the Audit Committee and Compensation and Development Committee, effective December 4, 2025. This change was announced in an SEC filing and follows a strong Q3 2025 performance where the company exceeded analyst expectations for EPS and revenue.
Sensient Technologies (SXT): Revisiting Valuation After a Strong Year-to-Date Share Price Run
Sensient Technologies (SXT) has seen a significant share price increase of 32.5% year-to-date, leading investors to re-evaluate its valuation. Analysts project an upside to $122, supported by an anticipated revenue inflection point due to the regulatory-driven shift to natural colors in the U.S. Despite this, the market's current P/E ratio for SXT suggests a tighter margin for error compared to industry averages.
Sensient Technologies updates bylaws to transfer committee responsibilities
Sensient Technologies Corporation announced amendments to its bylaws, effective December 4, 2025, to remove references to the Finance Committee. Its responsibilities have been reassigned to the Audit Committee and the Compensation and Development Committee. This change follows the company's strong Q3 2025 earnings, which surpassed analyst expectations in both EPS and revenue.
ESSIE WHITELAW Takes Money Off The Table, Sells $428K In Sensient Technologies Stock
ESSIE WHITELAW, a Board Member at Sensient Technologies (NYSE: SXT), recently sold 4,518 shares of company stock totaling $428,382, as disclosed in an SEC filing on December 4. This insider transaction follows the company's strong revenue growth of 4.97% and prudent debt management, although its gross margin and EPS are below industry norms. The article provides an overview of Sensient Technologies' financial performance and the significance of insider transactions for investors.
Sensient Introduces The Pipeline for Beverage Creators
Sensient Flavors & Extracts has launched "The Pipeline," an innovative beverage development hub designed to increase the success rate of new beverage product launches. This initiative brings together scientists, manufacturing experts, marketing professionals, and product developers to offer strategic guidance, formulation expertise, and access to a vetted network of industry partners. The Pipeline™ provides tailored support for beverage creators, from startups to experienced developers, aiming to improve how new products are brought to market.
Sensient Technologies Corporation's (NYSE:SXT) Shareholders Might Be Looking For Exit
Sensient Technologies Corporation (NYSE:SXT) currently exhibits a high P/E ratio of 29.8x, significantly above the market average, suggesting that investors expect continued strong earnings growth. Despite an exceptional 56% gain in the last year, EPS has declined by 1.3% over the past three years. Analysts forecast 15% growth for the next year, which is similar to the broader market, raising questions about whether the current high P/E ratio is justified given the comparable growth outlook.
Sensient Technologies Raises Forecast After Topping Expectations
Sensient Technologies exceeded revenue and profit forecasts for the third quarter, reporting a 5% year-over-year revenue increase to $412.1 million and a 13% jump in earnings per share to $0.87. This strong performance, driven by its Color Group and strategic price increases, has led the company to raise its 2025 earnings per share outlook to between $3.13 and $3.23. Analysts view the stock positively, increasing the median 12-month price target to $125, driven by the company's resilient demand in food and pharmaceutical sectors and its diverse product mix.
Sensient Technologies' (NYSE:SXT) 8.3% CAGR outpaced the company's earnings growth over the same five-year period
Sensient Technologies (NYSE:SXT) shareholders have seen a 34% return over the last five years, which is below the market's 81% return. Although the share price gain is 6% over five years, the company's earnings per share (EPS) grew by 16% annually during the same period, suggesting the market is not as enthusiastic. Recent insider buying and an improved TSR of 28% in the last twelve months, which includes dividends, indicate potential for future business improvement.
