International Flavors & Fragrances Inc. (IFF) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$93.02 +2.43% NYSE β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $93.25

International Flavors & Fragrances Inc. (IFF) carries a Roarable Rating of D+ (Sell) with 52/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D+ β€’ SELL / AVOID Cap $23.17B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
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πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is IFF stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-02, International Flavors & Fragrances Inc. (NYSE: IFF) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $93.02 (+2.43% 1D, market cap $23.17B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 9/20. Across 270 tracked Materials issuers, IFF ranks #90 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does IFF compare to DOW and LYB in the Materials sector?
β–Ό

Within the Materials sector (Major Chemicals), IFF carries a Roarable D+ (52/100 RQD), trailing P/E of N/A, gross margin of 36.2%, and ROIC of -1.6%. By comparison, DOW (Dow Inc.) holds a D grade (44/100 RQD, P/E 36.2x, ROIC 2.8%, cap $24.34B) and LYB (LyondellBasell Industries NV Class A (Netherlands)) posts a D+ grade (57/100 RQD, P/E N/A, ROIC -2.5%, cap $21.12B). Among the 5-stock peer group, DOW leads on earnings multiple (36.2x) while DOW leads on capital efficiency (2.8% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for IFF?
β–Ό

Per IFF's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000051253), International Flavors & Fragrances Inc. generated $10.89B in revenue (-5.2% YoY), $0 in net income, and $256.0M in free cash flow against $25.54B in total assets and $4.74B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

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πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $93.25 (+0.25%)🧬 Disciplined Float (+0.80% YoY Shares)βš™οΈ Cash Engine: 7/20 (D-) β€’ 2.4% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record: Scores of 52/100 (D+) historically posted market-perform odds over rolling 90-day windows (-1.1% avg 90D alpha vs SPY β€’ 50.1% hit rate β€” wait for RQD β‰₯ 70 breakout).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERSELL / AVOID β€’ D+
025507510052
2-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D+ Β· Rk D
Cash (7)Whales (17)SEC (8)Macro (11)CEO (9)
Each axis scored 0–20
12M PRICE TARGET CONE-2.7% Base Target
$107 Bull$91 Base$71 Bear
πŸ“¬ FREE IFF RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for IFF)Realized 20D OHLCV Swing Band: Β±4.1%
Deterministic 5-Pillar Attribution (52/100 Composite)
πŸ” WHY IFF SCORES 52/100 (D+) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: Whale & Options Positioning+17/20 pts (33% of score)

20D Institutional Volume Accumulation (Β±4.1% realized swing band)

β–² #2 Bullish Driver: Macro Regime Fit+11/20 pts (21% of score)

FRED Regime Γ— Technicals: 95% of 52W Range β€’ RSI-14 at 55.7 (BULLISH MOMENTUM)

β–Ό #1 Drag / Risk Factor: Cash Engine Quality7/20 pts (-13 pt drag)

Capital intensity & 0% operating margin leave 13 pts on the table

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
44
Grade D$88.20+3.4% Next Q
Q2 (-2Q)
47
Grade D$91.21+2.2% Next Q
Q3 (-1Q)
49
Grade D$93.21-0.2% Next Q
Current
52
Grade D+$93.02-1.1% Hist 90D Ξ±
Trajectory: D (44) β†’ D+ (52)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a IFF Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While IFF currently carries a cautious 52/100 (D+) rating due to Cash Engine Quality (7/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Big institutional funds and options desks are actively positioning on the bullish side.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($87.07) and Max Pain ($97.67) forces dealer call-delta covering toward $106.80.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Disciplined Float (+0.80% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $IFFβ€’ $2.4M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œIFF Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

IFF Smart-Money Thermometer: BALANCED INSTITUTIONAL POSITIONING

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (IFF)

No recent open-market Form 4 cluster sales or emergency dumps flagged on IFF. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring IFF)

  • βœ“Walkthrough of IFF's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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IFF // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +32.72%πŸ“ HORIZONTAL RANGE
2026-11-02O $90.66H $93.02L $90.66C $93.02VOL 3.00M
RES: $95.55SUP: $82.04SMA50: $87.07SMA200: $78.73
$96.46$88.96$81.46$73.96$66.46RES $95.55SUP $82.04$93.022026-05-042026-06-172026-08-042026-09-182026-11-02
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

IFF Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

Share Count & Dilution Monitor (#25)

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle (#30)
21.4%/yr Implied 5Y Growth

vs. -5.2% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger (#33)

No active Ellis Vennor swing setup published on IFF today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’

No direct multi-tier Butterfly edges indexed yet for IFF. Explore sector supply chains on /butterfly.

AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IFF today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IFF)

1. Head-to-Head Materials Peer Comparison (IFF vs. DOW, LYB, DD, ALB)

Industry: Major Chemicals (67 Tracked Issuers)

Across 270 tracked Materials securities in the Roarable RQD universe, International Flavors & Fragrances Inc. (IFF) ranks #90 by composite RQD confidence (52/100, grade D+) and #26 by equity capitalization ($23.17B). Within this direct 5-issuer industry benchmark cohort, DOW leads on earnings valuation at 36.2x trailing P/E, while DOW leads on capital efficiency and profitability with 2.8% ROIC and 6.3% gross margin. LYB currently holds the highest overall quantitative score in the immediate peer group at 57/100 (D+) compared with IFF at 52/100 (D+).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
IFF ACTIVE
International Flavors & Fragrances Inc.
D+ 52/100 β€” 36.2% -1.6% +2.43% $23.17B Benchmark Subject
DOW
Dow Inc.
D 44/100 36.2x 6.3% 2.8% +3.21% $24.34B /dow-vs-iff β†’
LYB
LyondellBasell Industries NV Class A (Netherlands)
D+ 57/100 β€” 8.5% -2.5% +5.00% $21.12B /lyb-vs-iff β†’
DD
DuPont de Nemours Inc.
D- 41/100 β€” 34.5% 0.5% -0.38% $18.98B /dd-vs-iff β†’
ALB
Albemarle Corporation
D 45/100 β€” 13.0% -2.6% -2.43% $11.01B /alb-vs-iff β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0000051253

In its most recent audited fiscal period (FY2025, filed 2025-12-31), International Flavors & Fragrances Inc. (IFF) reported GAAP revenue of $10.89B (-5.2% vs. FY2024 revenue of $11.48B , and -5.1% cumulative change since FY2023) , GAAP net income of $0, operating cash flow of $850.0M, and free cash flow of $256.0M (-57.8% YoY). On the balance sheet, IFF closed FY2025 with $25.54B in total assets against $4.74B in total debt (Altman Z-Score: 1.40, Piotroski F-Score: 6/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $10.89B $0 $850.0M $256.0M $25.54B $4.74B
FY2024 (FY) 2024-12-31 $11.48B $0 $1.07B $607.0M $28.72B $7.56B
FY2023 (FY) 2023-12-31 $11.48B $0 $1.46B $938.4M $13.77B $3.22B

3. IFF Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is IFF stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-02, International Flavors & Fragrances Inc. (NYSE: IFF) is rated D+ (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 52/100 at a spot price of $93.02 (+2.43% 1D, market cap $23.17B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 17/20, Executive Insider Alignment 8/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 9/20. Across 270 tracked Materials issuers, IFF ranks #90 in composite RQD confidence.

How does IFF compare to DOW and LYB in the Materials sector?

Within the Materials sector (Major Chemicals), IFF carries a Roarable D+ (52/100 RQD), trailing P/E of N/A, gross margin of 36.2%, and ROIC of -1.6%. By comparison, DOW (Dow Inc.) holds a D grade (44/100 RQD, P/E 36.2x, ROIC 2.8%, cap $24.34B) and LYB (LyondellBasell Industries NV Class A (Netherlands)) posts a D+ grade (57/100 RQD, P/E N/A, ROIC -2.5%, cap $21.12B). Among the 5-stock peer group, DOW leads on earnings multiple (36.2x) while DOW leads on capital efficiency (2.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for IFF?

Per IFF's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000051253), International Flavors & Fragrances Inc. generated $10.89B in revenue (-5.2% YoY), $0 in net income, and $256.0M in free cash flow against $25.54B in total assets and $4.74B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately.. Institutional options positioning shows a 50% call / 50% put premium split.

Where is IFF trading relative to its 50-day, 200-day, and 52-week technical levels?

IFF last traded at $93.02 (+2.43% on volume of 2,717,520 shares), positioning the stock +6.83% above its 50-day simple moving average ($87.07) and +18.15% above its 200-day simple moving average ($78.73). Across its 52-week range of $61.30 to $94.65, IFF sits at the 95.1% percentile with a 14-day RSI of 55.7 (BULLISH MOMENTUM) and an implied next-earnings move of Β±4.1% ($89.21 to $96.83).

IFF Investor FAQ & Complete 8-Part Research Index

100% OPEN ACCESS β€’ SEC EDGAR Γ— CBOE Γ— FRED

Are IFF insiders and hedge funds buying or selling?

Roarable's SEC Form 4 and 13F Whale Thermometer currently classifies IFF leadership and institutional positioning as: BALANCED INSTITUTIONAL POSITIONING.

ROARABLE RATING BRIEF β€’ RQD 52/100 (D+) βœ“ STAGE-C NUMBER FIREWALL VERIFIED

IFF β€” International Flavors & Fragrances Inc.: What the Facts Mean to a Prospective Investor

Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:13:12Z

Roarable Rating Brief: What This Means to a Prospective Investor

Per the Roarable RQD rating, IFF scores 52 out of 100, a letter grade of D+, with the verdict "Roarable Sell β€” Weak Fundamentals / Trim." The fundamental cash engine pillar scores 7 of 20, reflecting ROIC of -1.6% and an FCF yield of 1.1%; for a prospective investor, this is the weakest signal, indicating that the business is not currently generating returns above its cost of capital and that cash yield relative to price is thin. The whale 13F flow pillar scores 17 of 20, indicating institutional accumulation and options positioning that is comparatively supportive and represents the main upside-driver in the rating. The insider conviction pillar scores 9 of 20, based on SEC Form 4 and Congressional PTR cluster flow, signaling limited insider-side confidence. The macro regime fit pillar scores 11 of 20, with a beta of 1.11, implying above-market sensitivity to broad market swings. The forensic balance sheet pillar scores 8 of 20, reflecting an Altman Z of 1.4, a Piotroski F of 6/9, and a debt-to-equity of 0.33. Taken together, the rating suggests that while positioning data is constructive, the underlying cash generation and reported profitability are weak, and the valuation tradeoff is that the forward P/E of 28 is not supported by current earnings power in the reported figures. Valuation, flow, and fundamentals therefore point in different directions, and the rating's verdict reflects the fundamentals carrying more weight.

Financial Trend

PeriodRevenueOperating IncomeNet IncomeEPSFCFCashDebt
FY 2025$10890.0M$-382.0M$0.0MN/A$256.0M$590.0M$4738.0M
FY 2024$11484.0M$766.0M$0.0MN/A$607.0M$469.0M$7564.0M
FY 2023$11479.0M$-2110.0M$0.0MN/A$938.4MN/A$3223.3M

Per the SEC financials, operating income moved from $766.0M in FY 2024 to $-382.0M in FY 2025, and reported net income is $0.0M across all three periods. Per the market data, gross margin is 36.2%, operating margin -3.5%, and net margin -2.7%, with ROIC at -1.6%. Per the Roarable RQD rating, the Altman Z-Score is 1.4, the Piotroski F-Score is 6/9, and debt-to-equity is 0.33. Debt was reported at $4738.0M in FY 2025 versus $7564.0M in FY 2024, while cash was $590.0M in FY 2025.

Recent Catalysts & News Wire Analysis

Per the recent news wire, six headlines reference IFF, each flagged YELLOW on the MARKET WIRE impact label. Items cover a Jefferies price target adjustment from $105 to $110, a same-day move described as a 4% gain in one headline and a 3.1% gain in another, a report of underperformance against competitors on Wednesday, and a preview of Q3 earnings. The per-item summaries are generic market-report boilerplate and do not disclose underlying causes. Per the Butterfly Supply-Chain Graph, no supply-chain links or proprietary signals are recorded for IFF.

Open Questions

  • What drove the operating loss swing from $766.0M in FY 2024 to $-382.0M in FY 2025, and is it recurring?
  • Why is reported net income $0.0M across all periods while EPS is shown as N/A, and how does this reconcile with the EPS (TTM) of -1.17?
  • What is the trailing P/E and EV/EBITDA, which the source data does not provide?
  • What are the supply-chain dependencies and sector correlations, given that the Butterfly graph lists none?
  • Who holds the stock and how are the 13F and insider positions trending, given the holders section is empty?

IFF Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for International Flavors & Fragrances Inc. (IFF) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to IFF Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

IFF Bull vs. Bear Conversation Board β€” What's Your Call at $93.02?

πŸ‚ 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IFF 🐻 50% BEARISH CONVICTION
1. Pick Your Side on IFF:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
RO RoarDesk_Moderator Roarable Research Desk βš–οΈ DEBATE HOST 🎯 Target: $98.07 (+8.0%)
πŸ“Œ Pinned Debate

πŸ”₯ Official Bull vs. Bear Debate: Is IFF (D+ β€’ RQD 52/100) a Buy at $90.81?

Welcome to the IFF (International Flavors & Fragrances Inc.) Roar Pit. Current RQD Composite is 52/100 (Roarable Sell β€” Weak Fundamentals / Trim) in Major Chemicals. Bulls point to operating leverage and sector positioning, while bears focus on macro rate sensitivity and margin execution. Pick your side (πŸ‚ Bull or 🐻 Bear) and drop your price target below.

SH ShortSeller_Dan Forensic Accounting Watch 🐻 BEARISH 🎯 Target: $76.28 (-16.0%)
Spot @ $90.81

Pump the brakes on IFF β€” check the valuation vs. margin headwinds

Everyone in here is repeating the bull case on IFF, but look at what you are paying: current EV/EBITDA multiples with 36.2% gross margins. Unless International Flavors & Fragrances Inc. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.

MA MacroHawk_NYC Verified K Arena Trader πŸ‚ BULLISH 🎯 Target: $108.06 (+19.0%)
Spot @ $90.81

IFF cash flow & RQD setup is being underpriced by the Street here

Looking at the 5-pillar RQD breakdown on IFF, the market is fixating on short-term headline noise in Major Chemicals and ignoring the balance sheet and cash flow trajectory. At $90.81 (52-wk range $61.30 - $94.65), any beat on forward guidance forces shorts and underweight funds to chase.

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