Update shared on 10 Dec 2025
Fair value Increased 4.60%Analysts have nudged their price target on Ingevity higher from $65.25 to $68.25, citing a modestly richer future earnings multiple that more than offsets slightly softer revenue growth and margin assumptions.
What's in the News
- Ingevity announced that Executive Vice President and Chief Financial Officer Mary Dean Hall will transition from her role effective May 1, 2026, and remain in an advisory capacity for one year, as part of a planned leadership change. (Company announcement)
- Phillip J. Platt, currently Senior Vice President, Finance and Chief Accounting Officer, has been appointed to succeed Hall as CFO effective May 1, 2026, bringing extensive experience in global finance operations and technology enabled process improvements. (Company announcement)
- Ingevity signed a license agreement with CHASM Advanced Materials to manufacture CHASM's NTeC E carbon nanotube conductive additives for battery applications in North America and select European markets, reinforcing its position in the EV battery materials supply chain. (Company and CHASM announcement)
- The company completed a share repurchase tranche, buying back 445,724 shares for 25 million dollars in the third quarter of 2025, bringing total repurchases under the August 2022 authorization to 2,497,877 shares, or 6.71 percent of shares outstanding. (Company filing)
- Ingevity revised its 2025 full year net sales guidance to a range of 1.25 billion to 1.35 billion dollars, citing competitive pressure and indirect tariff impacts in the Advanced Polymer Technologies segment that are delaying an industrial demand recovery. (Company guidance update)
Valuation Changes
- Fair Value Estimate increased modestly from 65.25 dollars to 68.25 dollars, reflecting a slightly richer view of intrinsic equity value.
- Discount Rate edged up marginally from 8.57 percent to 8.57 percent, implying essentially unchanged perceived risk in the cash flow profile.
- Revenue Growth shifted meaningfully lower from 1.77 percent to a decline of roughly 1.49 percent, indicating a more cautious outlook on top line trends.
- Net Profit Margin was trimmed slightly from about 29.56 percent to 29.17 percent, suggesting modest pressure on long term profitability assumptions.
- Future P/E increased from approximately 7.28 times to 7.71 times, signaling a somewhat higher valuation multiple applied to projected earnings.
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