Balchem Corporation

NasdaqGS:BCPC 주식 리포트

시가총액: US$5.2b

Balchem 배당 및 자사주 매입

배당 기준 점검 0/6

Balchem 은(는) 현재 수익률이 0.59% 인 배당금 지급 회사입니다.

핵심 정보

0.6%

배당 수익률

2.0%

자사주 매입 수익률

총 주주 수익률2.6%
미래 배당 수익률0.8%
배당 성장률10.3%
다음 배당 지급일n/a
배당락일n/a
주당 배당금n/a
배당 성향20%

최근 배당 및 자사주 매입 업데이트

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
새 내러티브 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?
새 내러티브 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?
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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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새 내러티브 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

지급의 안정성과 성장

배당 데이터 가져오는 중

안정적인 배당: BCPC US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급이 안정적인지 확인할 필요가 없습니다.

배당금 증가: BCPC US 시장에서 주목할만한 배당금을 지급하지 않으므로 지급액이 증가하는지 확인할 필요가 없습니다.


배당 수익률 vs 시장

Balchem 배당 수익률 vs 시장
BCPC의 배당 수익률은 시장과 어떻게 비교되나요?
구분배당 수익률
회사 (BCPC)0.6%
시장 하위 25% (US)1.4%
시장 상위 25% (US)4.2%
업계 평균 (Chemicals)1.7%
분석가 예측 (BCPC) (최대 3년)0.8%

주목할만한 배당금: BCPC 의 배당금( 0.59% )은 US 시장에서 배당금 지급자의 하위 25%( 1.41% )와 비교해 주목할 만하지 않습니다.

고배당: BCPC 의 배당금( 0.59% )은 US 시장에서 배당금 지급자의 상위 25%( 4.24% )와 비교해 낮습니다.


주주 대상 이익 배당

수익 보장: BCPC US 시장에서 주목할만한 배당금을 지급하지 않습니다.


주주 현금 배당

현금 흐름 범위: BCPC US 시장에서 주목할만한 배당금을 지급하지 않습니다.


높은 배당을 제공하는 우량 기업 찾기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/06 00:59
종가2026/05/06 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

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분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

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분석가 소스

Balchem Corporation는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Robert LabickCJS Securities, Inc.
Timothy RameyD.A. Davidson & Co.
Raghuram SelvarajuH.C. Wainwright & Co.