Sensient Tech SEC Filings

Sensient Technologies (SXT) reported higher Q3 2025 results. Revenue was $412.1 million versus $392.6 million a year ago, helped by higher selling prices and a ~2% foreign exchange tailwind. Gross margin improved to 34.3%. Operating income rose to $57.7 million, and net earnings were $36.956 million. Diluted EPS was $0.87.

Year to date, revenue reached $1.22 billion versus $1.18 billion, with operating income of $168.9 million and diluted EPS of $2.56. Operating cash flow was $83.3 million for the nine months; capital spending was $57.8 million. Long‑term debt increased to $711.2 million from $613.5 million at year‑end.

The company advanced its Portfolio Optimization Plan, expecting approximately $48 million in total costs, with $44 million incurred through September 30, 2025, and targeted annual savings of $8–$10 million after 2025. It acquired Biolie SAS for $4.9 million to expand natural color capabilities. Liquidity actions included a $400 million revolving credit facility extended to June 2030, raising the receivables facility to $105 million through August 31, 2026, and issuing $60 million of senior notes at 4.83% due November 2029 to repay notes maturing November 2025. A $0.41 per‑share dividend was announced, payable December 1, 2025.

Sensient Technologies (SXT) Form 4: A director reported an open‑market purchase of 1,000 shares of Common Stock on 11/03/2025 at a price of $91.2575 per share (Code P). Following this transaction, the director beneficially owns 22,414.266 shares directly. The filing also lists 22,776.623 deferred stock units, which convert to Common Stock on a one‑for‑one basis, with shares issued upon the director’s termination of service.

Sensient Technologies Corporation furnished materials related to its latest results. The company issued a press release disclosing results of operations for the quarter ended September 30, 2025, and its financial condition at that date, furnished as Exhibit 99.1. It also posted an updated investor presentation for Q3 2025, furnished as Exhibit 99.2.

The information in Items 2.02 and 7.01 is furnished, not filed, and is not incorporated by reference into Securities Act or Exchange Act filings.

The Vanguard Group filed Amendment No. 13 to Schedule 13G reporting beneficial ownership of 4,962,758 shares of Sensient Technologies (SXT) common stock, representing 11.68% of the class as of 09/30/2025.

The filing lists 0 shares with sole voting power and 287,143 shares with shared voting power. Vanguard reports 4,626,119 shares with sole dispositive power and 336,639 with shared dispositive power. Vanguard states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.

Vanguard notes its clients, including registered investment companies and other managed accounts, have rights to dividends or sale proceeds; no single other person’s interest exceeds 5%.

Dr. Joseph Carleone, a director of Sensient Technologies Corp. (SXT), reported transactions dated 09/30/2025 on Form 4. The filing shows a disposition of 21,414.266 shares of common stock and the acquisition by deferral of 389.185 deferred stock that converts one-for-one into common shares. After these entries the report lists 22,776.623 shares of common stock beneficially owned on a direct basis. The filing states the disposed shares include restricted stock and dividend reinvestment plan holdings, and the deferred shares result from deferral of director fees under the company’s directors’ deferred compensation plan. The signature was filed by an attorney-in-fact on behalf of Dr. Carleone.

Insider transaction summary for Sensient Technologies (SXT): On 09/30/2025 director Deborah McKeithan Gebhardt reported changes in her beneficial ownership. The filing records a disposition of 16,332.571 shares of common stock and the acquisition by deferral of 87.187 units of deferred stock under the directors' deferred compensation plan. Deferred stock converts one-for-one into common shares and those 87.187 shares will be issued when her director service ends. The Form 4 was signed on 10/01/2025 by an attorney-in-fact. All items reflect director fee deferrals, restricted stock, and shares held in a dividend reinvestment plan as described in the explanations.

David J. Plautz, serving as a Vice President, Treasurer and a director of Sensient Technologies Corporation (SXT), reported initial beneficial ownership on a Form 3 tied to an event dated 07/24/2025. He directly holds 849 shares of the issuer's common stock, which include restricted stock granted under the company's 2017 Stock Plan. He also has indirect beneficial ownership of 223.215 shares held in the company's Employee Stock Ownership Plan (ESOP) as of the end of the month preceding this filing. The Form 3 was executed by an attorney-in-fact, John J. Manning, with a signature date of 08/20/2025. The filing is an initial Section 16 disclosure and reports only non-derivative common stock holdings.

Janus Henderson Group plc filed an amendment to Schedule 13G reporting its holdings in Sensient Technologies Corporation (Common Stock, CUSIP 81725T100). The filing shows the parent entity with an aggregate beneficial ownership of 2,332,704 shares (5.5% of the class). A named subsidiary, JHIUS, is identified as beneficial owner of 2,163,592 shares (5.1%), with shared voting and dispositive power reported and no sole voting or dispositive power. The statement certifies the shares were acquired and are held in the ordinary course of business and not for the purpose of changing control. The filing is signed by Kristin Mariani as Head of North America Compliance, CCO, and includes a power of attorney executed December 9, 2022.