Ingredion (NYSE:INGR) Updates FY 2026 Earnings Guidance

Ingredion (NYSE:INGR) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 11.000-11.8 for the period, compared to the consensus estimate of 11.370. The company issued revenue guidance of -.

Ingredion Stock Performance

NYSE INGR traded up $2.67 during trading hours on Tuesday, reaching $119.98. 122,308 shares of the company were exchanged, compared to its average volume of 526,847. The stock has a market capitalization of $7.62 billion, a P/E ratio of 11.96, a P/E/G ratio of 0.94 and a beta of 0.71. The company has a quick ratio of 1.79, a current ratio of 2.75 and a debt-to-equity ratio of 0.41. Ingredion has a 1 year low of $102.31 and a 1 year high of $141.78. The business’s 50 day simple moving average is $111.91 and its 200-day simple moving average is $118.42.

Ingredion (NYSE:INGR) last released its earnings results on Tuesday, February 3rd. The company reported $2.53 earnings per share for the quarter, missing analysts’ consensus estimates of $2.60 by ($0.07). Ingredion had a net margin of 9.07% and a return on equity of 18.14%. The company had revenue of $1.76 billion for the quarter, compared to the consensus estimate of $1.78 billion. During the same period in the prior year, the company earned $2.63 earnings per share. The firm’s revenue was down 2.4% on a year-over-year basis. Ingredion has set its FY 2026 guidance at 11.000-11.8 EPS. On average, equities research analysts expect that Ingredion will post 11.14 earnings per share for the current year.

Ingredion Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, January 20th. Shareholders of record on Friday, January 2nd were given a $0.82 dividend. This represents a $3.28 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Friday, January 2nd. Ingredion’s dividend payout ratio (DPR) is currently 32.70%.

Analyst Upgrades and Downgrades

INGR has been the topic of a number of recent research reports. Wall Street Zen cut Ingredion from a “buy” rating to a “hold” rating in a research report on Saturday. Oppenheimer set a $136.00 price objective on Ingredion in a research note on Wednesday, October 22nd. BMO Capital Markets cut their target price on shares of Ingredion from $143.00 to $123.00 and set a “market perform” rating for the company in a research report on Wednesday, November 5th. Weiss Ratings reiterated a “hold (c)” rating on shares of Ingredion in a research note on Monday, December 29th. Finally, Barclays restated an “equal weight” rating and set a $124.00 price target (down from $168.00) on shares of Ingredion in a research note on Thursday, November 6th. One analyst has rated the stock with a Buy rating and six have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Ingredion has a consensus rating of “Hold” and a consensus price target of $124.33.

Ingredion News Roundup

Here are the key news stories impacting Ingredion this week:

• Positive Sentiment: Full‑year 2025 performance and cash generation were strong — reported and adjusted FY‑2025 EPS of about $11.13–11.18, cash from operations of $944M, and $435M returned to shareholders (including $224M in share repurchases), which supports shareholder value and buyback-driven EPS support. Ingredion Incorporated Reports 2025 Fourth Quarter and Full-Year Results
• Positive Sentiment: Profitability metrics remain solid (net margin ~9.1%, ROE ~18.1%), indicating underlying business strength even as volumes and mix fluctuate — a point investors watch for sustainable returns. Press Release / Slide Deck
• Neutral Sentiment: Full‑year 2026 EPS guidance was provided as a range ($11.00–$11.80). The midpoint is close to street estimates, so guidance reduces uncertainty but is not a clear beat vs consensus. FY‑2026 Guidance
• Neutral Sentiment: Earnings writeups and breakdowns (analyst notes) are being published that will shape near‑term sentiment but add no new operational surprises yet — useful for following management commentary in the conference call/slides. Earnings Breakdown: Ingredion Q4
• Negative Sentiment: Q4 results missed consensus: reported EPS $2.53 versus ~ $2.59–$2.60 expected, and revenue $1.76B versus ~$1.78B expected — the revenue miss appears to be the primary reason for the immediate share weakness. Ingredion Misses Q4 Revenue Estimates
• Negative Sentiment: Quarterly EPS fell slightly year‑over‑year (from ~$2.63 a year ago to $2.53), reinforcing investor concern about near‑term demand/mix pressures and helping explain the downwards price reaction. Zacks: INGR Misses Q4

Institutional Investors Weigh In On Ingredion

A number of institutional investors and hedge funds have recently made changes to their positions in the business. Caitong International Asset Management Co. Ltd grew its position in Ingredion by 166.4% during the third quarter. Caitong International Asset Management Co. Ltd now owns 381 shares of the company’s stock worth $47,000 after buying an additional 238 shares in the last quarter. Johnson Financial Group Inc. grew its holdings in shares of Ingredion by 221.0% during the third quarter. Johnson Financial Group Inc. now owns 626 shares of the company’s stock worth $76,000 after purchasing an additional 431 shares in the last quarter. Virtus Advisers LLC bought a new position in shares of Ingredion in the third quarter worth approximately $151,000. EverSource Wealth Advisors LLC raised its stake in Ingredion by 180.5% in the second quarter. EverSource Wealth Advisors LLC now owns 1,268 shares of the company’s stock valued at $172,000 after purchasing an additional 816 shares in the last quarter. Finally, GeoWealth Management LLC lifted its position in Ingredion by 143.3% during the third quarter. GeoWealth Management LLC now owns 1,647 shares of the company’s stock valued at $201,000 after purchasing an additional 970 shares during the last quarter. Hedge funds and other institutional investors own 85.27% of the company’s stock.

Ingredion Company Profile

Ingredion Incorporated is a global ingredient solutions company specializing in the production and sale of starches, sweeteners, nutrition ingredients and biomaterials derived primarily from corn and other plant-based raw materials. The company serves a diverse set of industries, including food and beverage, brewing, pharmaceuticals and personal care, providing functional ingredients that enhance texture, stability, flavor and nutritional value in a wide array of end products.

The company’s product portfolio comprises native and modified starches, high-fructose corn syrup, dextrose, maltodextrins, specialty sweeteners and various texturizers.