Sensient Tech SEC Filings

Sensient Technologies VP, HR and Senior Counsel Amy Schmidt Jones reported equity award activity in company stock. On February 12, 2026, she converted 3,388 performance stock units into the same number of common shares at an exercise price of $0, raising her direct common stock holdings to 27,358 shares.

On the same date, 1,694 common shares were disposed of at $97.93 per share to satisfy tax withholding tied to the vesting, leaving her with 25,664 directly held shares. The vested units reflected 85.4% of the target award based on multi‑year adjusted EBITDA and return on invested capital performance. Jones also has indirect ownership of 312.687 common shares through the company ESOP and continues to hold multiple tranches of unvested performance stock units that may vest between 2026 and 2028 depending on EBITDA, revenue, and return on invested capital goals.

Sensient Technologies senior vice president, general counsel and secretary John J. Manning reported equity compensation activity involving performance stock units and common shares on February 12, 2026. A block of 4,016 performance stock units vested at 85.4% of the target award and was converted into the same number of shares of common stock at $0 per share. To cover tax withholding related to this vesting, 2,008 common shares were disposed of at $97.93 per share, leaving him with 35,200.467 directly held common shares. He also has indirect beneficial ownership of additional common shares through his children, the company ESOP, and a supplemental benefit plan, and continues to hold several grants of performance stock units that may vest over future three‑year performance periods based on EBITDA growth, revenue and return on invested capital.

Sensient Technologies’ Chairman, President & CEO Paul Manning reported equity award activity on February 12, 2026. A block of 30,027 performance stock units vested at 85.4% of the target award and converted into an equal number of common shares at an exercise price of $0.

To cover tax withholding on this vesting, 15,013 common shares were withheld at $97.93 per share. After these transactions, Manning directly owned 275,954 common shares, plus indirect holdings of common stock through his children, the company’s ESOP, and a supplemental benefit plan.

He also continued to hold performance stock units that are eligible to vest after separate three-year performance periods, covering 42,442, 34,492, and 29,516 target shares. Vesting of these units depends on future achievement of performance criteria tied to adjusted EBITDA or revenue growth and return on invested capital.

Sensient Technologies’ VP and Chief Financial Officer, Tobin Tornehl, reported equity compensation activity involving performance stock units and common shares. On February 12, 2026, 1,502 performance stock units vested at 85.4% of the target award and converted into 1,502 shares of common stock at an exercise price of $0.

To cover taxes on this vesting, 751 common shares were withheld at $97.93 per share as a tax-withholding disposition, leaving 15,504 common shares held directly. Tornehl also has 959.278 common shares held indirectly through the company ESOP and continues to hold multiple tranches of performance stock units, with target amounts of 3,341, 3,833, and 4,350 units tied to multi-year performance goals based on EBITDA growth, revenue, and return on invested capital, each capable of paying out between 0% and 200% of target depending on results.

Sensient Technologies Corporation filed its annual report describing 2025 operations across three main segments: Flavors & Extracts, Color, and Asia Pacific, supported by a Corporate & Other category. The company positions itself as a leading global supplier of colors, flavors, and specialty ingredients to food, beverage, pharmaceutical, nutraceutical, and personal care customers.

In 2025 Sensient acquired Biolie SAS, a natural color extraction business in France, for $4.9 million in cash, allocating $4.6 million to goodwill within the Color segment. The company emphasizes its long-term investment in natural color capabilities as regulatory and customer trends accelerate the shift away from synthetic food colors.

The report details extensive risk factors, including macroeconomic volatility, tariffs and trade disputes, raw material and energy cost inflation, supply-chain disruptions, regulatory changes on synthetic colors and ultra-processed foods, ESG-related pressures, and cybersecurity threats. Sensient reports a global workforce of 4,070 employees as of December 31, 2025 and outlines comprehensive human capital, safety, food safety, and cybersecurity programs.

The company highlights use of non-GAAP measures such as adjusted operating income, adjusted net earnings, adjusted diluted EPS, and adjusted EBITDA to evaluate performance. As of June 30, 2025, the aggregate market value of voting common stock held by non‑affiliates was $4,117,864,471. There were 42,506,700 shares of common stock outstanding as of February 3, 2026.

Sensient has paid uninterrupted quarterly dividends since 1962. In 2025 it paid total cash dividends of $1.64 per share and most recently declared a $0.41 per share dividend payable on March 2, 2026 to shareholders of record on February 3, 2026. The company also discloses a share repurchase authorization from 2017 covering up to three million shares; 1,267,019 shares had been repurchased as of December 31, 2025, with 1,732,981 shares remaining authorized and no repurchases during 2025.

Sensient Technologies reported modest top-line growth for 2025 and issued upbeat 2026 guidance. Full-year revenue rose 3.5% while operating income increased 8.1%. GAAP diluted EPS grew 7.5% to $3.16 and adjusted diluted EPS rose 16.0% to $3.48, reflecting benefits from its Portfolio Optimization Plan.

Fourth-quarter results were mixed: revenue grew 4.5%, but operating income fell 9.1% and GAAP diluted EPS declined 15.5% to $0.60. Adjusted diluted EPS, however, improved 10.8% to $0.72. Color delivered double-digit revenue and operating income growth, while Flavors & Extracts faced lower volumes and a roughly $3 million one-time inventory charge tied to severe rains in California.

Cash flow from operations decreased to $127,826 from $157,151, largely due to working capital, while capital expenditures rose to $89,409 and total debt increased to $709.6 million, keeping net debt to credit adjusted EBITDA at 2.3x. For 2026, Sensient targets mid-single to double-digit local currency growth in revenue and adjusted EBITDA, GAAP EPS of $3.60–$3.80, and mid- to high single-digit growth in local currency adjusted EPS.

Sensient Technologies executive President, Flavors & Extracts, reported his initial ownership of the company’s stock. He directly holds 1,808.751 shares of common stock, including restricted shares under the 2017 Stock Plan and shares in a dividend reinvestment plan.

He also holds performance stock units that each represent a contingent right to receive one share of common stock. One award covers 1,864 target shares tied to revenue and return on invested capital over a performance period from January 1, 2026 through December 31, 2028. Another award covers 575 target shares granted under the 2017 Stock Plan, with a three-year performance period from January 1, 2025 through December 31, 2027, based 70% on EBITDA growth and 30% on return on invested capital. Actual shares earned can range from 0% to 150% of the target amounts, subject to performance and continued employment conditions.

Sensient Technologies Corp. director Form 4 shows a routine fee deferral into stock-based compensation. On 12/31/2025, the director elected to defer fees under the company’s Directors’ Deferred Compensation Plan, receiving 388.771 units of deferred stock that convert into common shares on a one-for-one basis.

After this transaction, the director beneficially owns 22,484.448 shares of common stock directly and 23,263.025 derivative securities classified as deferred stock. The filing explains that common shares from the deferred stock will be issued when the director’s board service ends, and current holdings also include restricted stock under the 2017 Stock Plan and shares held through a dividend reinvestment plan.

Sensient Technologies Corp. director Dr. Ferruzzi reported equity holdings and a new deferred stock award. On 12/31/2025, the director acquired 58.861 shares of deferred stock, which convert to common stock on a one-for-one basis under the company’s Directors’ Deferred Compensation Plan. Following the reported transactions, the director beneficially owns 8,043.478 shares of common stock directly and 227.421 shares indirectly through a spouse’s ESOP account. Some of the directly held shares are restricted stock under the 2017 Stock Plan and shares in a dividend reinvestment plan. The deferred stock will result in common shares being issued when the director’s service with the company ends.