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FPA Source Capital's investment thesis on International Flavors & Fragrances Inc. ($IFF) — Q4 2025 | Buyside Digest

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$IFFInternational Flavors & Fragrances Inc.

BULL

FPA Source Capital

Fund Letter

Q4 2025

Published February 10, 2026

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$81.16USD

Current Market Price

Market Cap$21.6B

Pitch Price$83.00

Technical Chart

From the Fund Letter

Historically plagued by poor management and reckless capital allocation. However, the managers...

— Source Capital Portfolio Managers

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What other investors think about $IFF, and what else FPA Source Capital is buying.

Other pitches on $IFF

Other investors who've written on International Flavors & Fragrances Inc.

The Davenport Core Leaders FundBULL

Pitched Jul 28, 2026

The company's asset divestitures are clearing a path for a higher-margin, faster-growing core business. Proceeds from these...

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