Balchem Corporation

NasdaqGS:BCPC 株式レポート

時価総額:US$5.2b

Balchem 配当と自社株買い

配当金 基準チェック /06

Balchem配当を支払う会社であり、現在の利回りは0.59%です。

主要情報

0.6%

配当利回り

2.0%

バイバック利回り

総株主利回り2.6%
将来の配当利回り0.8%
配当成長10.3%
次回配当支払日n/a
配当落ち日n/a
一株当たり配当金n/a
配当性向20%

最近の配当と自社株買いの更新

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
新しいナラティブ 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?
新しいナラティブ 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?
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
分析記事 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...
ナラティブ更新 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.
ナラティブ更新 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).
ナラティブ更新 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.
ナラティブ更新 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.
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 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...
分析記事 May 26

When Should You Buy Balchem Corporation (NASDAQ:BCPC)?

Balchem Corporation ( NASDAQ:BCPC ), might not be a large cap stock, but it saw a decent share price growth of 10% on...
分析記事 May 12

Estimating The Intrinsic Value Of Balchem Corporation (NASDAQ:BCPC)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Balchem fair value estimate is US$157 With US$165 share price...
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
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新しいナラティブ 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 Alpha
Seeking 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 Alpha

決済の安定と成長

配当データの取得

安定した配当: BCPCはUS市場で注目すべき配当金を支払っていないため、支払いが安定しているかどうかを確認する必要はありません。

増加する配当: BCPCはUS市場で注目すべき配当金を支払っていないため、支払額が増加しているかどうかを確認する必要はありません。


配当利回り対市場

Balchem 配当利回り対市場
BCPC 配当利回りは市場と比べてどうか?
セグメント配当利回り
会社 (BCPC)0.6%
市場下位25% (US)1.4%
市場トップ25% (US)4.2%
業界平均 (Chemicals)1.7%
アナリスト予想 (BCPC) (最長3年)0.8%

注目すべき配当: BCPCの配当金 ( 0.59% ) はUS市場の配当金支払者の下位 25% ( 1.39% ) と比べると目立ったものではありません。

高配当: BCPCの配当金 ( 0.59% ) はUS市場の配当金支払者の上位 25% ( 4.21% ) と比較すると低いです。


株主への利益配当

収益カバレッジ: BCPC US市場において目立った配当金を支払っていません。


株主配当金

キャッシュフローカバレッジ: BCPC US市場において目立った配当金を支払っていません。


高配当企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/06 06:14
終値2026/05/06 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Balchem Corporation 4 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。9

アナリスト機関
Robert LabickCJS Securities, Inc.
Timothy RameyD.A. Davidson & Co.
Raghuram SelvarajuH.C. Wainwright & Co.