California Public Employees Retirement System Decreases Position in Sensient Technologies Corporation $SXT

California Public Employees Retirement System reduced its position in shares of Sensient Technologies Corporation (NYSE:SXT) by 22.5% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 56,365 shares of the specialty chemicals company’s stock after selling 16,344 shares during the period. California Public Employees Retirement System’s holdings in Sensient Technologies were worth $4,872,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Salomon & Ludwin LLC increased its position in shares of Sensient Technologies by 146.2% during the fourth quarter. Salomon & Ludwin LLC now owns 293 shares of the specialty chemicals company’s stock worth $28,000 after purchasing an additional 174 shares in the last quarter. Farther Finance Advisors LLC lifted its holdings in Sensient Technologies by 313.5% in the 4th quarter. Farther Finance Advisors LLC now owns 306 shares of the specialty chemicals company’s stock valued at $29,000 after purchasing an additional 232 shares in the last quarter. Kohmann Bosshard Financial Services LLC acquired a new stake in Sensient Technologies during the 4th quarter worth $33,000. Advisors Asset Management Inc. grew its holdings in shares of Sensient Technologies by 53.1% during the fourth quarter. Advisors Asset Management Inc. now owns 401 shares of the specialty chemicals company’s stock worth $38,000 after buying an additional 139 shares in the last quarter. Finally, Kestra Advisory Services LLC acquired a new stake in Sensient Technologies in the 4th quarter valued at about $44,000. Hedge funds and other institutional investors own 90.86% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on SXT. Weiss Ratings raised shares of Sensient Technologies from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Thursday, July 2nd. UBS Group reiterated a “buy” rating on shares of Sensient Technologies in a report on Monday, June 22nd. Zacks Research lowered shares of Sensient Technologies from a “strong-buy” rating to a “hold” rating in a report on Friday, June 26th. Finally, Rothschild & Co Redburn assumed coverage on Sensient Technologies in a research note on Wednesday, July 8th. They issued a “neutral” rating and a $125.00 price objective on the stock. Two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $134.00.

Sensient Technologies Stock Down 0.0%

SXT stock opened at $126.78 on Monday. The company’s 50 day moving average price is $116.74 and its 200 day moving average price is $104.31. The company has a debt-to-equity ratio of 0.61, a quick ratio of 1.72 and a current ratio of 4.39. Sensient Technologies Corporation has a fifty-two week low of $82.60 and a fifty-two week high of $129.35. The firm has a market capitalization of $5.40 billion, a price-to-earnings ratio of 34.17 and a beta of 0.78.

Sensient Technologies (NYSE:SXT) last issued its earnings results on Friday, July 24th. The specialty chemicals company reported $1.20 earnings per share for the quarter, beating the consensus estimate of $1.03 by $0.17. Sensient Technologies had a net margin of 9.27% and a return on equity of 13.77%. The firm had revenue of $462.08 million for the quarter, compared to analysts’ expectations of $448.84 million. During the same quarter last year, the company earned $0.88 earnings per share. The firm’s revenue was up 11.6% compared to the same quarter last year. Sensient Technologies has set its FY 2026 guidance at 4.100-4.200 EPS. On average, equities research analysts anticipate that Sensient Technologies Corporation will post 4.15 EPS for the current fiscal year.

Sensient Technologies Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, September 1st. Stockholders of record on Monday, August 3rd will be issued a $0.41 dividend. This represents a $1.64 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date is Monday, August 3rd. Sensient Technologies’s dividend payout ratio (DPR) is presently 48.38%.

Sensient Technologies News Roundup

Here are the key news stories impacting Sensient Technologies this week:

• Positive Sentiment: Sensient beat Q2 estimates, reporting EPS of $1.20 versus $1.03 expected and revenue of $462.1 million versus $448.8 million anticipated, signaling stronger-than-expected business momentum. Sensient Technologies Corporation Reports Results for the Quarter Ended June 30, 2026
• Positive Sentiment: The company raised FY 2026 EPS guidance to $4.10-$4.20 from a prior $3.70-$3.90 range, suggesting management sees continued strength in the second half of the year. Sensient Technologies Corporation Reports Results for the Quarter Ended June 30, 2026
• Positive Sentiment: Growth was especially strong in the Color segment, where revenue rose 20.6% and operating income increased 40.1%, reinforcing the view that core operations are accelerating. Sensient Technologies Corporation Reports Results for the Quarter Ended June 30, 2026
• Positive Sentiment: The board declared a quarterly dividend of $0.41 per share, which may support investor confidence in the company’s cash generation and shareholder returns. Sensient Declares Dividend
• Neutral Sentiment: Recent commentary and the earnings call transcript are consistent with the same upbeat earnings narrative, but do not add materially new catalysts beyond the reported results. Sensient Technologies Corporation (SXT) Q2 2026 Earnings Call Transcript

Insider Activity

In other news, VP Thierry Hoang sold 400 shares of Sensient Technologies stock in a transaction on Monday, May 18th. The shares were sold at an average price of $115.19, for a total transaction of $46,076.00. Following the completion of the sale, the vice president directly owned 13,909 shares of the company’s stock, valued at approximately $1,602,177.71. The trade was a 2.80% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 1.30% of the company’s stock.

Sensient Technologies Company Profile

Sensient Technologies Corporation is a global leader in the manufacture and supply of colors, flavors and fragrances for a broad range of end-markets. The company develops and produces ingredients that enhance the appearance, taste and scent of products in the food, beverage, nutraceutical, pharmaceutical, personal care and household sectors. Its portfolio includes natural and synthetic colorants, botanical and artificial flavor systems, fragrance compounds and specialty chemical offerings tailored to customer specifications.

Within its flavor and fragrance division, Sensient provides custom formulations for sweet, savory and umami taste profiles along with fragrance blends for personal care and cosmetic applications.