BCPC
BALCHEM CORP
$161.20
+1.25%
$5.1B
No data for this timeframe.
Vol
Market Cap$5.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (78%)
Inst. Holders9 funds
Inst. Value$1.0B
Inst. Activity2 buys / 1 sells
SEC Reports1
Recent Activity
Apr 16, 2026
SEC
Balchem Corporation announced a Q4 2025 earnings call scheduled for April 30, 2026, with results to be released prior to
PRESS-RELEASE — Impact 5/10
Feb 12, 2026
Insider
Boned Frederic sold 203 shares
SVP/GM, Human Nutri. & Health @ $177.49 ($36.0K)
Feb 12, 2026
Insider
Bengtsson Carl Martin sold 302 shares
EVP & Chief Financial Officer @ $177.49 ($53.6K)
Feb 12, 2026
Insider
Tignor Michael Brent sold 165 shares
SVP & Chief HR Officer @ $177.49 ($29.3K)
Inst.
NORGES BANK — NEW
418,438 shares ($64.2M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
152,100 shares ($23.3M)
Apr 30, 2026
earnings
Balchem Corporation Reports First Quarter 2026 Financial Results
Balchem Corporation Reports First Quarter 2026 Financial Results
Jul 4, 2025
Event
Commission fines Alchem for participating in a pharmaceutical cartel
The European Commission has fined Alchem International Pvt. Ltd. and its subsidiary Alchem Internati
Price Targets
$200.75
+24.5% upside
Strong Buy
Current $161.20
Low $164.00
Median $202.50
High $234.00
4 analysts
$164.00
$234.00
Analyst Ratings
2Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 4, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Feb 24, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| Dec 5, 2025 | Rothschild & Co | INITIATE | Neutral |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.43 ▲ +1.4% | $1.42 — $1.43 | 12% YoY | 2 |
| Next Q | $1.50 ▲ +1.0% | $1.50 — $1.51 | 11% YoY | 2 |
| Current FY | $5.68 | $5.65 — $5.70 | 10% YoY | 3 |
| Next FY | $6.11 ▲ +0.6% | $5.85 — $6.33 | 7% YoY | 3 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $594.5M | — |
| MORGAN STANLEY | $142.0M | — |
| FMR LLC | $82.1M | — |
| NORGES BANK | $64.2M | NEW |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $56.0M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Feb 12, 2026 | Boned Frederic | F | $36.0K |
| Feb 12, 2026 | Bengtsson Carl | F | $53.6K |
| Feb 12, 2026 | Tignor Michael | F | $29.3K |
| Feb 12, 2026 | Harris Theodore | F | $149.8K |
| Feb 12, 2026 | Reid Martin | F | $20.6K |
9 institutional holders with $1.0B total value (6,721,875 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 3,876,270 | $594.5M | 57.7% | — |
| 2 | MORGAN STANLEY | 926,162 | $142.0M | 13.8% | — |
| 3 | FMR LLC | 535,391 | $82.1M | 8.0% | — |
| 4 | NORGES BANK | 418,438 | $64.2M | 6.2% | NEW |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 365,118 | $56.0M | 5.4% | NEW |
| 6 | TWO SIGMA INVESTMENTS, LP | 202,709 | $31.1M | 3.0% | ADD +39.4% |
| 7 | BANK OF AMERICA CORP /DE/ | 170,387 | $26.1M | 2.5% | — |
| 8 | RENAISSANCE TECHNOLOGIES LLC | 152,100 | $23.3M | 2.3% | TRIM -37.0% |
| 9 | WELLS FARGO & COMPANY/MN | 75,300 | $11.5M | 1.1% | ADD +39.3% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 418,438 | — | $64.2M | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 241,600 | 152,100 | -37.0% | $23.3M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 54,045 | 75,300 | +39.3% | $11.5M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 158,987 | 221,639 | +39.4% | $33.3M | 2025-Q3 |
| UBS Group AG | TRIM | 71,116 | 41,553 | -41.6% | $6.2M | 2025-Q3 |
| NORGES BANK | EXIT | 469,077 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 469,077 | — | $74.7M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 180,700 | 254,100 | +40.6% | $40.5M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 61,539 | 158,987 | +158.4% | $25.3M | 2025-Q2 |
| UBS Group AG | ADD | 36,871 | 71,116 | +92.9% | $11.3M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 2,798 | 61,539 | +2099.4% | $10.2M | 2025-Q1 |
| UBS Group AG | TRIM | 54,536 | 36,871 | -32.4% | $6.1M | 2025-Q1 |
| NORGES BANK | EXIT | 430,475 | 0 | -100.0% | $0.00 | 2025-Q1 |
| CITADEL ADVISORS LLC | DOUBLED | 26,592 | 68,450 | +157.4% | $11.2M | 2024-Q4 |
| UBS Group AG | DOUBLED | 20,846 | 54,536 | +161.6% | $8.9M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 361,970 | — | $63.7M | 2024-Q3 |
15 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Feb 12, 2026 | Boned Frederic | SVP/GM, Human Nutri. & Health | F | 203 | $177.49 | $36.0K |
| Feb 12, 2026 | Bengtsson Carl Martin | EVP & Chief Financial Officer | F | 302 | $177.49 | $53.6K |
| Feb 12, 2026 | Tignor Michael Brent | SVP & Chief HR Officer | F | 165 | $177.49 | $29.3K |
| Feb 12, 2026 | Harris Theodore L | Chairman, President & CEO | F | 844 | $177.49 | $149.8K |
| Feb 12, 2026 | Reid Martin Luther | SVP Chief Supply Chain Officer | F | 116 | $177.49 | $20.6K |
| Feb 12, 2026 | van Gunsteren Job Leonard | SVP and GM, Specialty Products | F | 58 | $177.49 | $10.3K |
| Feb 12, 2026 | Miyata Hatsuki | EVP, CLO, & Secretary | F | 181 | $177.49 | $32.1K |
| Feb 12, 2026 | Backus William A. | VP & Chief Accounting Officer | F | 70 | $177.49 | $12.4K |
| Feb 11, 2026 | Wineinger Matthew David | Director | A | 870 | $0.00 | $0.00 |
| Feb 11, 2026 | Boned Frederic | SVP/GM, Human Nutri. & Health | A | 2,870 | $0.00 | $0.00 |
| Feb 11, 2026 | Boned Frederic | SVP/GM, Human Nutri. & Health | F | 1,151 | $178.68 | $205.7K |
| Feb 11, 2026 | Boned Frederic | SVP/GM, Human Nutri. & Health | A | 10,500 | $0.00 | $0.00 |
| Feb 11, 2026 | Knutson Daniel E | Director | A | 870 | $0.00 | $0.00 |
| Feb 11, 2026 | VICENTE MONICA | Director | A | 870 | $0.00 | $0.00 |
| Feb 11, 2026 | Fischer David B | Director | A | 870 | $0.00 | $0.00 |
| Feb 11, 2026 | Graham George | SVP and Chief R&D Officer | A | 2,600 | $0.00 | $0.00 |
| Feb 11, 2026 | Bengtsson Carl Martin | EVP & Chief Financial Officer | A | 3,610 | $0.00 | $0.00 |
| Feb 11, 2026 | Fish Kathleen B | Director | A | 870 | $0.00 | $0.00 |
| Feb 11, 2026 | Rigaud Olivier | Director | A | 870 | $0.00 | $0.00 |
| Feb 11, 2026 | Graham George | SVP and Chief R&D Officer | A | 700 | $0.00 | $0.00 |
| Feb 11, 2026 | Bengtsson Carl Martin | EVP & Chief Financial Officer | F | 2,416 | $178.68 | $431.7K |
| Feb 11, 2026 | Bengtsson Carl Martin | EVP & Chief Financial Officer | A | 13,200 | $0.00 | $0.00 |
| Feb 11, 2026 | Tignor Michael Brent | SVP & Chief HR Officer | A | 1,200 | $0.00 | $0.00 |
| Feb 11, 2026 | Tignor Michael Brent | SVP & Chief HR Officer | F | 991 | $178.68 | $177.1K |
| Feb 11, 2026 | Tignor Michael Brent | SVP & Chief HR Officer | A | 4,400 | $0.00 | $0.00 |
| Feb 11, 2026 | Harris Theodore L | Chairman, President & CEO | A | 7,350 | $0.00 | $0.00 |
| Feb 11, 2026 | Harris Theodore L | Chairman, President & CEO | F | 9,358 | $178.68 | $1.7M |
| Feb 11, 2026 | Harris Theodore L | Chairman, President & CEO | A | 26,900 | $0.00 | $0.00 |
| Feb 11, 2026 | Reid Martin Luther | SVP Chief Supply Chain Officer | A | 940 | $0.00 | $0.00 |
| Feb 11, 2026 | Reid Martin Luther | SVP Chief Supply Chain Officer | F | 1,085 | $178.68 | $193.9K |
| Feb 11, 2026 | Reid Martin Luther | SVP Chief Supply Chain Officer | A | 3,400 | $0.00 | $0.00 |
| Feb 11, 2026 | van Gunsteren Job Leonard | SVP and GM, Specialty Products | A | 430 | $0.00 | $0.00 |
| Feb 11, 2026 | van Gunsteren Job Leonard | SVP and GM, Specialty Products | F | 756 | $178.68 | $135.1K |
| Feb 11, 2026 | van Gunsteren Job Leonard | SVP and GM, Specialty Products | A | 1,600 | $0.00 | $0.00 |
| Feb 11, 2026 | Miyata Hatsuki | EVP, CLO, & Secretary | A | 1,710 | $0.00 | $0.00 |
| Feb 11, 2026 | Miyata Hatsuki | EVP, CLO, & Secretary | F | 877 | $178.68 | $156.7K |
| Feb 11, 2026 | Miyata Hatsuki | EVP, CLO, & Secretary | A | 6,300 | $0.00 | $0.00 |
| Feb 11, 2026 | Backus William A. | VP & Chief Accounting Officer | A | 490 | $0.00 | $0.00 |
| Feb 11, 2026 | Backus William A. | VP & Chief Accounting Officer | F | 865 | $178.68 | $154.6K |
| Feb 11, 2026 | Backus William A. | VP & Chief Accounting Officer | A | 1,800 | $0.00 | $0.00 |
| Feb 8, 2026 | Reid Martin Luther | SVP Chief Supply Chain Officer | F | 416 | $173.16 | $72.0K |
| Feb 8, 2026 | Tignor Michael Brent | SVP & Chief HR Officer | F | 373 | $173.16 | $64.6K |
| Feb 8, 2026 | Bengtsson Carl Martin | EVP & Chief Financial Officer | F | 863 | $173.16 | $149.4K |
| Feb 8, 2026 | Harris Theodore L | Chairman, President & CEO | F | 3,225 | $173.16 | $558.4K |
| Feb 8, 2026 | van Gunsteren Job Leonard | SVP and GM, Specialty Products | F | 258 | $173.16 | $44.7K |
| Feb 8, 2026 | Miyata Hatsuki | EVP, CLO, & Secretary | F | 343 | $173.16 | $59.4K |
| Feb 8, 2026 | Backus William A. | VP & Chief Accounting Officer | F | 322 | $173.16 | $55.8K |
| Feb 8, 2026 | Boned Frederic | SVP/GM, Human Nutri. & Health | F | 430 | $173.16 | $74.5K |
| Apr 1, 2025 | Backus William A. | VP & Chief Accounting Officer | F | 383 | $167.24 | $64.1K |
1 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 0 neutral. Avg impact: 5.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (78% buy). Based on 9 analysts: 2 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$200.75 mean target
+24.5% upside
Strong Buy (2.00)
$164.00 Low
$234.00 High
| Metric | Value |
|---|---|
| Current Price | $161.20 |
| Target Low | $164.00 |
| Target Mean | $200.75 |
| Target Median | $202.50 |
| Target High | $234.00 |
| # Analysts | 4 |
| Recommendation | Strong Buy (2.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.43 | $1.42 | $1.43 | 12.2% | +1.4% | 1↑ 0↓ | $0.3B | 5.1% | 2 |
| Next Q 2026-09-30 |
$1.50 | $1.50 | $1.51 | 11.5% | +1.0% | 1↑ 0↓ | $0.3B | 5.9% | 2 |
| Current FY 2026-12-31 |
$5.68 | $5.65 | $5.70 | 10.4% | -0.0% | 1↑ 1↓ | $1.1B | 6.7% | 3 |
| Next FY 2027-12-31 |
$6.11 | $5.85 | $6.33 | 7.5% | +0.6% | 1↑ 0↓ | $1.2B | 5.3% | 3 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.425 | |
| 7d ago | $1.405 | +0.020 |
| 30d ago | $1.405 | +0.020 |
| 60d ago | $1.405 | +0.020 |
| 90d ago | $1.370 | +0.055 |
2 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 4, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Feb 24, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| Dec 5, 2025 | Rothschild & Co | INITIATE | — | Neutral |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| May 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Apr 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Mar 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Feb 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% | |
| Jan 1, 2026 | 2 | 5 | 2 | 0 | 0 | 78% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Apr 30, 2026
earnings
Balchem Corporation Reports First Quarter 2026 Financial Results
Balchem Corporation Reports First Quarter 2026 Financial Results
Apr 30, 2026
earnings_calendar
BCPC Q1 2026 Earnings Scheduled — 2026-04-30
Apr 22, 2026
other
Balchem Corporation Releases 2025 Sustainability Report
Balchem Corporation Releases 2025 Sustainability Report
Apr 22, 2026
earnings_calendar
BCPC Q1 2026 Earnings Scheduled — 2026-04-22
Apr 16, 2026
earnings
Balchem Corporation Announces Quarterly Conference Call for First Quarter 2026 Financial Results on April 30, 2026
Balchem Corporation Announces Quarterly Conference Call for First Quarter 2026 Financial Results on April 30, 2026
Mar 9, 2026
other
Balchem Launches Metalosate® T.E.A.M.™ Plant Tissue Analysis Digital Platform to Deliver Research-Driven Nutrient Recommendations for Specialty Crops
Balchem Plant Nutrition today announced the launch of its Metalosate® T.E.A.M.™ plant tissue analysis digital platform.
Feb 20, 2026
earnings_calendar
BCPC Q4 2025 Earnings Before Market Open — 2026-02-20
Feb 12, 2026
short_interest
FTD: BCPC — 7,996 shares ($1.4M) failed to deliver
Settlement: 20260212, Price: $178.68, FTD Value: $1,428,725.28, BALCHEM CORP
Jul 4, 2025
Enforcement
Commission fines Alchem for participating in a pharmaceutical cartel
The European Commission has fined Alchem International Pvt. Ltd. and its subsidiary Alchem International (H.K.) Limited (together ‘ Alchem ') €489,000
Jul 4, 2025
Enforcement
Commission fines Alchem for participating in a pharmaceutical cartel
The European Commission has fined Alchem International Pvt. Ltd. and its subsidiary Alchem International (H.K.) Limited (together ‘ Alchem ') €489,000
Jul 4, 2025
Enforcement
Commission fines Alchem for participating in a pharmaceutical cartel
The European Commission has fined Alchem International Pvt. Ltd. and its subsidiary Alchem International (H.K.) Limited (together ‘ Alchem ') €489,000
Jul 4, 2025
Enforcement
Commission fines Alchem for participating in a pharmaceutical cartel
The European Commission has fined Alchem International Pvt. Ltd. and its subsidiary Alchem International (H.K.) Limited (together ‘ Alchem ') €489,000