Seaport Res Ptn Weighs in on Stepan’s Q1 Earnings (NYSE:SCL)

Stepan (NYSE:SCL) – Equities researchers at Seaport Res Ptn dropped their Q1 2025 EPS estimates for shares of Stepan in a note issued to investors on Monday, November 11th. Seaport Res Ptn analyst M. Harrison now forecasts that the basic materials company will earn $1.15 per share for the quarter, down from their prior forecast of $1.18. The consensus estimate for Stepan’s current full-year earnings is $2.09 per share. Seaport Res Ptn also issued estimates for Stepan’s Q2 2025 earnings at $1.23 EPS, FY2025 earnings at $4.25 EPS and FY2026 earnings at $5.41 EPS.

Separately, StockNews.com cut shares of Stepan from a “buy” rating to a “hold” rating in a research note on Saturday, November 9th.

Stepan Stock Performance

Shares of Stepan stock opened at $75.85 on Wednesday. The stock has a market cap of $1.71 billion, a price-to-earnings ratio of 37.74 and a beta of 0.81. The firm’s 50-day moving average is $75.21 and its 200 day moving average is $80.33. Stepan has a 1 year low of $69.78 and a 1 year high of $96.68. The company has a debt-to-equity ratio of 0.29, a current ratio of 1.27 and a quick ratio of 0.86.

Stepan (NYSE:SCL) last announced its quarterly earnings results on Wednesday, October 30th. The basic materials company reported $1.03 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.65 by $0.38. The company had revenue of $546.84 million for the quarter, compared to analysts’ expectations of $577.23 million. Stepan had a net margin of 2.10% and a return on equity of 4.56%. Stepan’s revenue was down 2.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $0.64 EPS.

Hedge Funds Weigh In On Stepan

Institutional investors have recently made changes to their positions in the business. Swedbank AB purchased a new stake in Stepan in the 1st quarter worth approximately $648,000. First Eagle Investment Management LLC grew its holdings in Stepan by 36.3% during the 1st quarter. First Eagle Investment Management LLC now owns 70,376 shares of the basic materials company’s stock valued at $6,337,000 after buying an additional 18,733 shares in the last quarter. Assenagon Asset Management S.A. purchased a new stake in Stepan during the 2nd quarter valued at approximately $679,000. Semanteon Capital Management LP purchased a new stake in Stepan during the 3rd quarter valued at approximately $1,195,000. Finally, Price T Rowe Associates Inc. MD grew its holdings in Stepan by 5.9% during the 1st quarter. Price T Rowe Associates Inc. MD now owns 13,878 shares of the basic materials company’s stock valued at $1,250,000 after buying an additional 775 shares in the last quarter. Institutional investors own 82.70% of the company’s stock.

Stepan Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 13th. Stockholders of record on Friday, November 29th will be paid a $0.385 dividend. This represents a $1.54 annualized dividend and a dividend yield of 2.03%. The ex-dividend date of this dividend is Friday, November 29th. This is a boost from Stepan’s previous quarterly dividend of $0.38. Stepan’s dividend payout ratio is 74.63%.

Stepan Company Profile

Stepan Company, together with its subsidiaries, produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products worldwide. It operates through three segments: Surfactants, Polymers, and Specialty Products. The Surfactants segment offers surfactants that are used in consumer and industrial cleaning and disinfection products, including detergents for washing clothes, dishes, carpets, and floors and walls, as well as shampoos and body washes; and other applications, such as fabric softeners, germicidal quaternary compounds, disinfectants, and lubricating ingredients.