Analysts Issue Forecasts for Balchem Co.’s Q1 2026 Earnings (NASDAQ:BCPC)

Balchem Co. (NASDAQ:BCPC) – Research analysts at Sidoti Csr decreased their Q1 2026 EPS estimates for shares of Balchem in a research note issued on Wednesday, October 9th. Sidoti Csr analyst K. May now expects that the basic materials company will post earnings of $1.26 per share for the quarter, down from their prior estimate of $1.28. The consensus estimate for Balchem’s current full-year earnings is $3.96 per share. Sidoti Csr also issued estimates for Balchem’s Q2 2026 earnings at $1.29 EPS, Q3 2026 earnings at $1.31 EPS and FY2026 earnings at $5.15 EPS.

Balchem (NASDAQ:BCPC) last announced its quarterly earnings results on Friday, July 26th. The basic materials company reported $0.98 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.95 by $0.03. Balchem had a net margin of 12.52% and a return on equity of 10.94%. The company had revenue of $234.08 million for the quarter, compared to the consensus estimate of $241.26 million.

BCPC has been the subject of several other reports. StockNews.com cut shares of Balchem from a “buy” rating to a “hold” rating in a research report on Monday, July 29th. HC Wainwright boosted their price objective on shares of Balchem from $170.00 to $185.00 and gave the company a “buy” rating in a research report on Wednesday, July 31st.

Balchem Price Performance

BCPC stock opened at $170.18 on Thursday. Balchem has a 12 month low of $110.74 and a 12 month high of $186.03. The company has a current ratio of 2.83, a quick ratio of 1.79 and a debt-to-equity ratio of 0.26. The company has a 50-day moving average price of $170.65 and a 200 day moving average price of $160.91. The stock has a market cap of $5.52 billion, a PE ratio of 48.07, a P/E/G ratio of 5.54 and a beta of 0.65.

Institutional Trading of Balchem

A number of hedge funds have recently added to or reduced their stakes in BCPC. Vanguard Group Inc. lifted its holdings in Balchem by 3.8% during the first quarter. Vanguard Group Inc. now owns 3,935,935 shares of the basic materials company’s stock valued at $609,873,000 after purchasing an additional 144,423 shares in the last quarter. Conestoga Capital Advisors LLC lifted its holdings in Balchem by 2.7% during the second quarter. Conestoga Capital Advisors LLC now owns 1,155,209 shares of the basic materials company’s stock valued at $177,844,000 after purchasing an additional 29,825 shares in the last quarter. Dimensional Fund Advisors LP raised its position in shares of Balchem by 0.9% in the second quarter. Dimensional Fund Advisors LP now owns 697,461 shares of the basic materials company’s stock valued at $107,372,000 after buying an additional 5,977 shares during the last quarter. Bank of New York Mellon Corp raised its position in shares of Balchem by 1.2% in the second quarter. Bank of New York Mellon Corp now owns 277,475 shares of the basic materials company’s stock valued at $42,717,000 after buying an additional 3,279 shares during the last quarter. Finally, Congress Asset Management Co. MA raised its position in shares of Balchem by 7.7% in the first quarter. Congress Asset Management Co. MA now owns 258,116 shares of the basic materials company’s stock valued at $39,995,000 after buying an additional 18,459 shares during the last quarter. 87.91% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Balchem

In other Balchem news, SVP Gunsteren Job Leonard Van sold 7,750 shares of the company’s stock in a transaction that occurred on Wednesday, July 31st. The shares were sold at an average price of $180.05, for a total transaction of $1,395,387.50. Following the transaction, the senior vice president now owns 8,540 shares in the company, valued at approximately $1,537,627. This represents a 0.00 % decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.25% of the stock is currently owned by company insiders.

About Balchem

Balchem Corporation develops, manufactures, and markets specialty performance ingredients and products for the nutritional, food, pharmaceutical, animal health, medical device sterilization, plant nutrition, and industrial markets worldwide. It operates through three segments: Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products.