On Feb 13, 2026 Morgan Stanley maintained Overweight on International Flavors & Fragrances Inc. (IFF). They raised the IFF price target to $93 from $88. This is the latest IFF analyst rating update after IFF reported Q4 2025 results. Morgan Stanley cited underlying organic growth and margin resilience as reasons for the change. The move coincided with a 0.47% stock lift, about $0.39 since the note, and highlights analyst confidence in IFF’s near-term outlook.
Morgan Stanley action and context for the IFF analyst rating
Morgan Stanley kept an Overweight rating on Feb 13, 2026 while boosting the price target to $93. The firm pointed to stronger flavor and fragrance volumes and margin recovery as drivers. This single firm action is the only rating change in this release and reflects continued conviction after IFF’s Q4 2025 results.
How the IFF price target change affects investors
Raising the price target to $93 nudges the analyst consensus higher and sets a clearer upside for investors. For a stock with market cap $21,258,560,421 that can influence capital allocation decisions for funds and retail holders. Investors should weigh the new target against valuation and company guidance.
Linking the IFF analyst rating to recent earnings and news
Morgan Stanley’s note followed IFF’s Q4 2025 earnings call on Feb 12, 2026, and the firm used results to justify the maintained Overweight stance. The earnings transcript and related coverage give needed detail on volume recovery and margin trends. Read the earnings call transcript at Seeking Alpha.
Historical analyst coverage and how this fits past trends
Morgan Stanley has been a consistent IFF watcher and has adjusted targets modestly over the past year. The $93 target compares with prior targets in the high $80s and reflects steady upward revisions rather than dramatic shifts. That steady pattern signals gradual confidence rather than a sudden change in outlook.
What maintained Overweight means for typical investors
A maintained Overweight rating means Morgan Stanley favors IFF relative to peers, but not guaranteed gains. Investors should treat the rating as one input among valuation, cash flow, and sector momentum. Position sizing and risk tolerance remain key when acting on the IFF analyst rating.
Where to find the analyst note and source details
The Morgan Stanley note and the price target revision were reported by TheFly on Feb 13, 2026. See the note at TheFly. Meyka AI provided real-time tracking and flagged the change as part of our coverage.
Final Thoughts
Morgan Stanley’s Feb 13, 2026 action kept the Overweight rating on International Flavors & Fragrances Inc. (IFF) and raised the IFF price target to $93 from $88. That move reinforces analyst confidence after IFF’s Q4 2025 results and produced a modest immediate stock uptick of 0.47% or $0.39. For investors the maintained Overweight is a relative endorsement versus peers, not a promise of returns. Consider the Meyka AI rates IFF with a grade of B. This grade reflects S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Use the IFF analyst rating alongside valuation, cash flow, and your risk plan before adjusting positions. Meyka AI is an AI-powered market analysis platform that tracks these updates in real time.
FAQs
What exactly changed in the Feb 13, 2026 Morgan Stanley note on IFF analyst rating?
Morgan Stanley maintained Overweight and raised the IFF price target to $93 from $88 on Feb 13, 2026. The firm cited volume improvement and margin resilience after IFF’s Q4 2025 report.
Does a maintained Overweight mean I should buy IFF now based on the IFF analyst rating?
A maintained Overweight is a positive signal, but it is not personalized advice. Use the IFF analyst rating with valuation, cash flow, and your investment horizon before deciding to buy.
Where can I read the analyst note and the earnings transcript referenced in the IFF analyst rating article?
The price target change was reported by TheFly on Feb 13, 2026. The Q4 2025 earnings transcript is available on Seeking Alpha. See both linked sources in our article.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.
