Balchem Management
Management Kriterienprüfungen 4/4
Balchem CEO ist Ted Harris , ernannt in Apr 2015, hat eine Amtszeit von 11.08 Jahren. Die jährliche Gesamtvergütung beträgt $7.89M , bestehend aus 15.2% Gehalt und 84.8% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.23% der Aktien des Unternehmens, im Wert von $11.68M . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 3.8 Jahre bzw. 8.3 Jahre.
Wichtige Informationen
Ted Harris
Geschäftsführender
US$7.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 15.18% |
| Amtszeit als Geschäftsführer | 11.1yrs |
| Eigentum des Geschäftsführers | 0.2% |
| Durchschnittliche Amtszeit des Managements | 3.8yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 8.3yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Mar 27
Balchem: An Attractive Valuation Makes This Stock A Buy
Summary Balchem delivered strong Q4 results, with revenue up nearly 10% year-over-year and all segments posting growth. BCPC boasts a 17-year streak of double-digit dividend hikes, supported by a payout ratio consistently below 20%. The stock trades at a roughly 25% discount to its estimated fair value, with robust forward return potential exceeding 14%. I rate BCPC a 'Buy', citing resilient segment demand, disciplined capital allocation, and attractive free cash flow valuation despite raw material and tariff risks. Read the full article on Seeking Alpha
Neues Narrativ • Mar 13
Long-Term Nutrition And Health Trends Will Support Stronger Margins And Earnings Potential
Catalysts About Balchem Balchem supplies specialty nutrients and ingredients for human, animal and plant health, along with performance gases and related solutions. What are the underlying business or industry changes driving this perspective?
Neues Narrativ • Feb 26
Encapsulation Investments And International Expansion Will Shape Balanced Future For Nutrition Specialist
Catalysts About Balchem Balchem produces specialty nutrition and ingredient solutions for human, animal and plant health, along with performance gases. What are the underlying business or industry changes driving this perspective?
Narrativ-Update • Feb 17
BCPC: Dividend Increase And Buyback Program Will Support Steady Future Returns
Analysts kept their Balchem fair value estimate broadly steady at $191, pointing to only very small tweaks in assumptions such as discount rate, long term revenue growth, profit margin and future P/E as the basis for maintaining their target level. What's in the News On December 9, 2025, Balchem Corporation's Board of Directors declared an annual dividend of $0.96 per share, payable on January 20, 2026, to stockholders of record as of December 23, 2025.Analyseartikel • Feb 15
If EPS Growth Is Important To You, Balchem (NASDAQ:BCPC) Presents An Opportunity
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...Narrativ-Update • Feb 03
BCPC: Share Repurchases And Higher Dividend Will Support Attractive Future Returns
Analysts have maintained their fair value estimate for Balchem at US$191. They have made only minimal adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions, indicating that their overall view on the stock's valuation drivers remains essentially unchanged.Analyseartikel • Feb 01
Is Now An Opportune Moment To Examine Balchem Corporation (NASDAQ:BCPC)?
Balchem Corporation ( NASDAQ:BCPC ), is not the largest company out there, but it saw a decent share price growth of...Narrativ-Update • Jan 20
BCPC: Share Repurchases And Rising Dividend Will Support Attractive Future Returns
Analysts have maintained their Balchem fair value estimate at US$191, with only small tweaks to the discount rate, revenue growth, profit margin, and forward P/E assumptions. This reflects a largely unchanged view on the stock's risk and earnings profile.Narrativ-Update • Jan 05
BCPC: Share Repurchases And Dividend Increases Will Support Attractive Future Returns
Analysts kept their fair value estimate for Balchem steady at US$191, pointing to only very small model tweaks in the discount rate, revenue growth, margin and forward P/E assumptions rather than any change in their overall view of the company. What's in the News Balchem Corporation announced a share repurchase program authorizing the company to buy back up to 4,000,000 shares, with no expiration date on the program (Key Developments).Narrativ-Update • Dec 20
BCPC: Share Repurchases And Dividend Increases Will Drive Attractive Future Returns
Analysts have maintained their price target on Balchem at approximately $191.00. This reflects only marginal tweaks to underlying assumptions such as discount rate, revenue growth, and profit margin, rather than a material change in their outlook.Narrativ-Update • Dec 06
BCPC: Share Repurchases Will Support Attractive Long Term Return Potential
Analysts have lowered their price target on Balchem by approximately $9 to about $191 per share, reflecting more cautious assumptions around revenue growth and profit margins, even though long term valuation multiples are slightly higher. What's in the News Completed a long running share repurchase program, buying back a total of 3,475,622 shares, or about 12.76% of shares outstanding, for approximately $190.58 million since the authorization began in 1999 (Key Developments) During the most recent quarter from July 1, 2025 to September 30, 2025, repurchased 95,760 shares, roughly 0.3% of shares outstanding, for $15.42 million as the final tranche under the existing buyback plan (Key Developments) Valuation Changes The Fair Value Estimate has fallen modestly from about $200.33 to $191.00 per share, reflecting a slightly more conservative outlook.Analyseartikel • Dec 01
Balchem (NASDAQ:BCPC) Is Experiencing Growth In Returns On Capital
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Amongst other...Analyseartikel • Oct 10
Some Shareholders Feeling Restless Over Balchem Corporation's (NASDAQ:BCPC) P/E Ratio
Balchem Corporation's ( NASDAQ:BCPC ) price-to-earnings (or "P/E") ratio of 31.9x might make it look like a strong sell...Analyseartikel • Sep 26
Balchem (NASDAQ:BCPC) Could Easily Take On More Debt
Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Analyseartikel • Aug 26
Estimating The Fair Value Of Balchem Corporation (NASDAQ:BCPC)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Balchem fair value estimate is US$174 With US$162 share price...Analyseartikel • Jul 21
Balchem (NASDAQ:BCPC) Is Looking To Continue Growing Its Returns On Capital
Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Analyseartikel • Jun 23
These 4 Measures Indicate That Balchem (NASDAQ:BCPC) Is Using Debt Safely
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Oct 28
Balchem's Q3 Shows Record Earnings And Valuation Pressure
Summary Balchem Corporation shows strong long-term growth potential in high-margin segments and product innovation, but faces challenges in Animal Nutrition & Health and rising costs. Balchem's financial momentum in Q3 2024 includes record earnings, improved margins, and significant debt reduction, despite missing revenue estimates. BCPC stock's high P/E ratio of 39.82x suggests big market expectations, but the current valuation may be too high given existing challenges. I rate Balchem as a “Hold” due to high valuation, operational challenges, and potential seasonal slowdown, advising cautious investors to wait for a better entry point. Read the full article on Seeking Alpha
Neues Narrativ • Aug 29
Innovating In Nutrition And Health Sectors Drives Strong Financial Growth And Market Expansion
Launch of Optifolin+ in the nutrition segment and strong Human Nutrition & Health sales indicate potential for market share expansion and sustained revenue growth.Seeking Alpha • May 10
Balchem: A Tale Of Two Businesses
Summary Balchem Corporation's Q1 2024 earnings surpassed expectations, but the company's full-year bottom-line expansion could be slower than what it achieved for the first quarter. The Human Nutrition & Health segment is riding on the supplements market's growth, while the Animal Nutrition & Health segment is encountering stiff competition in the European animal feed market. It is a tale of two businesses for BCPC, which implies that the stock warrants a Neutral or Hold rating. Read the full article on Seeking AlphaSeeking Alpha • Feb 21
Balchem: Potential Turnaround Is In The Price
Summary Balchem registered a -2.5% top-line miss for the fourth quarter of 2023, which is attributable to the underperformance of its Animal Nutrition business. BCPC is well-positioned to achieve positive top line and earnings expansion in the current year, but I deem the stock's valuations to be fair. The Company continues to be rated as a Hold, as my opinion is that the expected 2024 turnaround for BCPC is priced in. Read the full article on Seeking AlphaAnalyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$158m |
| Dec 31 2025 | US$8m | US$1m | US$155m |
| Sep 30 2025 | n/a | n/a | US$149m |
| Jun 30 2025 | n/a | n/a | US$143m |
| Mar 31 2025 | n/a | n/a | US$137m |
| Dec 31 2024 | US$7m | US$1m | US$128m |
| Sep 30 2024 | n/a | n/a | US$122m |
| Jun 30 2024 | n/a | n/a | US$117m |
| Mar 31 2024 | n/a | n/a | US$115m |
| Dec 31 2023 | US$6m | US$1m | US$109m |
| Sep 30 2023 | n/a | n/a | US$103m |
| Jun 30 2023 | n/a | n/a | US$99m |
| Mar 31 2023 | n/a | n/a | US$99m |
| Dec 31 2022 | US$12m | US$1m | US$105m |
| Sep 30 2022 | n/a | n/a | US$109m |
| Jun 30 2022 | n/a | n/a | US$109m |
| Mar 31 2022 | n/a | n/a | US$102m |
| Dec 31 2021 | US$6m | US$1m | US$96m |
| Sep 30 2021 | n/a | n/a | US$93m |
| Jun 30 2021 | n/a | n/a | US$90m |
| Mar 31 2021 | n/a | n/a | US$88m |
| Dec 31 2020 | US$5m | US$1m | US$85m |
| Sep 30 2020 | n/a | n/a | US$83m |
| Jun 30 2020 | n/a | n/a | US$82m |
| Mar 31 2020 | n/a | n/a | US$81m |
| Dec 31 2019 | US$4m | US$915k | US$80m |
Vergütung im Vergleich zum Markt: TedDie Gesamtvergütung ($USD7.89M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD8.38M).
Entschädigung vs. Einkommen: TedDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Ted Harris (60 yo)
11.1yrs
Amtszeit
US$7,894,874
Vergütung
Mr. Theodore Lee Harris, also known as Ted, has been the Chief Executive Officer and President at Balchem Corporation since April 28, 2015. He serves as an Independent Director of Pentair Plc since April 3...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Chairman | 11.1yrs | US$7.89m | 0.23% $ 11.7m | |
| Executive VP | 7.3yrs | US$2.97m | 0.067% $ 3.4m | |
| Executive VP | 3.8yrs | US$2.39m | 0.016% $ 796.1k | |
| Senior VP & Chief Human Resources Officer | 4.3yrs | US$1.78m | 0.029% $ 1.4m | |
| Senior VP | 3.5yrs | US$2.25m | 0.013% $ 639.5k | |
| VP & Chief Accounting Officer | less than a year | keine Daten | 0.0077% $ 389.8k | |
| Senior VP & Chief Supply Chain Officer | 5.3yrs | US$1.49m | 0.025% $ 1.3m | |
| Senior VP & GM of Specialty Products | 3.7yrs | keine Daten | keine Daten | |
| Senior VP and Chief R&D Officer | less than a year | keine Daten | 0.010% $ 504.6k |
3.8yrs
Durchschnittliche Betriebszugehörigkeit
48.5yo
Durchschnittliches Alter
Erfahrenes Management: BCPCDas Führungsteam des Unternehmens gilt als erfahren (3.8 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO, President & Chairman | 11.1yrs | US$7.89m | 0.23% $ 11.7m | |
| Independent Director | 8.3yrs | US$251.00k | 0.017% $ 860.1k | |
| Independent Director | 15.7yrs | US$231.00k | 0.023% $ 1.2m | |
| Lead Independent Director | 10.7yrs | US$271.00k | 0.021% $ 1.0m | |
| Independent Director | 2.7yrs | US$231.00k | 0.0031% $ 153.6k | |
| Independent Director | 4.9yrs | US$246.00k | 0.0063% $ 316.2k | |
| Independent Director | 2.7yrs | US$231.00k | 0.0031% $ 153.6k |
8.3yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrener Vorstand: BCPCDie Vorstandsmitglieder gelten als erfahren (8.3 Jahre durchschnittliche Amtszeit).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/31 20:14 |
| Aktienkurs zum Tagesende | 2026/05/29 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
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Analysten-Quellen
Balchem Corporation wird von 9 Analysten beobachtet. 4 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Robert Labick | CJS Securities, Inc. |
| Timothy Ramey | D.A. Davidson & Co. |
| Raghuram Selvaraju | H.C. Wainwright & Co. |