Sensient Tech SEC Filings

Sensient Technologies senior vice president, general counsel and secretary John J. Manning reported an insider equity transaction. On 12/08/2025, 1,567 shares of common stock were withheld at $90.02 per share to cover taxes on a prior restricted stock vesting, leaving 30,396.467 shares held directly. He also reports indirect holdings of 49.1 shares held by children, 559.511 shares in the company ESOP, and 507.469 shares in a Supplemental Benefit Plan.

Manning holds performance stock units (PSUs) tied to company performance: 4,791 PSUs for a period from January 1, 2025 through December 31, 2027, 5,824 PSUs for January 1, 2024 through December 31, 2026, and 4,702 PSUs for January 1, 2023 through December 31, 2025. Each PSU represents a right to receive one share, with 70% based on EBITDA growth and 30% on return on invested capital, and the actual shares earned can range from 0% to 200% of target, subject to performance and continued employment.

Sensient Technologies Corp. executive reports equity transactions and new performance awards. A company officer, listed as VP, HR and Senior Counsel, reported that 1,322 shares of common stock were disposed of on 12/08/2025 at a price of $90.02, with the explanation that shares were withheld to cover tax obligations upon vesting of a prior restricted stock grant. After this, the officer beneficially owned 21,692 shares directly and 311.366 shares indirectly through the company ESOP.

The filing also reports grants of performance stock units covering 3,966, 4,886, and 3,947 underlying shares of common stock at target levels under the 2017 Stock Plan. Each award has a three-year performance period, with 70% tied to EBITDA growth and 30% tied to return on invested capital. Actual shares earned will depend on performance and continued employment and may range from 0% to 200% of the target award amount, with no vesting below minimum performance levels.

Sensient Technologies Corp. executive equity activity: On 12/08/2025, the President of the Color Group reported equity transactions in company stock. A total of 1,921 shares of common stock were withheld at a price of $90.02 per share to cover taxes tied to the vesting of a prior restricted stock grant. After this, the executive beneficially owned 39,340.541 common shares directly, plus 412.559 shares in a Supplemental Benefit Plan and 710.457 shares in an ESOP.

The filing also reports performance stock units (PSUs) covering 6,055, 7,205 and 5,765 shares of common stock. These PSUs were granted under the company’s 2017 Stock Plan and are eligible to vest over three-year performance periods running from 2023–2025, 2024–2026 and 2025–2027. For each grant, 70% of the target award depends on EBITDA growth and 30% on return on invested capital, with potential payout ranging from 0% to 200% of the target shares, subject to continued employment and certain accelerated vesting conditions.

Sensient Technologies Corporation reported a change to its corporate governance structure. On December 4, 2025, the Board of Directors approved an amendment to the company’s Amended and Restated By-Laws, effective immediately.

The amendment removes all references to the Board’s Finance Committee and assigns the responsibilities that were previously handled by that committee to the Audit Committee and the Compensation and Development Committee. The full text of the updated by-laws is available as Exhibit 3.1 to this report.

Sensient Technologies Corporation reported insider activity by a director on a Form 4. The director sold common stock in two transactions: 533.39 shares at $93.2222 on 11/20/2025 and 3,985 shares at $95.0211 on 12/03/2025, both marked as dispositions. After these sales, the director beneficially owned 17,127.953 shares of common stock, which include restricted stock and shares held in a dividend reinvestment plan. The filing also discloses 878.305 deferred stock units that convert to common stock on a one-for-one basis, with shares issuable when the director’s board service ends.

Janus Henderson Group plc filed Amendment No. 12 to Schedule 13G reporting a passive beneficial ownership position in Sensient Technologies (SXT). The filing states beneficial ownership of 5.4% of Sensient’s common stock as of 09/30/2025, with shared voting and dispositive power and no sole power.

The certification affirms the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. Subsidiaries providing investment advisory services are identified, and a power of attorney authorizes designated compliance officers to execute ownership filings.

Sensient Technologies (SXT) reported an insider share purchase by its VP and Treasurer. On 11/04/2025, the officer acquired 2,150 shares at $92.98 per share (Transaction Code: P). Following the transaction, the officer beneficially owned 2,999 shares directly, and 224.268 shares indirectly through the ESOP, stated as of the end of the month immediately preceding the filing. Footnotes indicate the direct holdings include restricted stock under the 2017 Stock Plan, as amended and restated.

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.