SXT SENSIENT TECHNOLOGIES CORP
Last updated: May 11, 2026
Execution Consistency
Did the company actually spend money buying back stock in 3+ of the last 4 quarters?
Bought back stock in 3/4 quarters. Q3 2022: $9M, Q2 2022: $11M, Q1 2022: $12M, Q3 2021: $0M
Execution Acceleration
Is the most recent quarter's buyback spend more than 15% above the trailing average?
Latest quarter $9M vs trailing avg $8M (+19%)
Buyback vs FCF
What percentage of free cash flow is going to buybacks? Bull: 30%+. Bear: negative FCF or no buybacks.
Negative FCF ($-39M), buybacks not supported by cash flow
Buyback Intensity
How fast are they shrinking the float? Bull: 2%+ annually. Bear: under 0.5%.
Repurchased 1,730,709 shares = 4.1% of 42,568,960 outstanding (annualized)
Insider Buying
Are officers and directors buying stock with their own money on the open market?
3 open-market purchases by 3 insiders
- Plautz David J. (VP and Treasurer) bought 2,150 shares at $92.98 on 2025-11-04
- Carleone Joseph () bought 1,000 shares at $91.26 on 2025-11-03
- Manning Paul (Chairman, President & CEO) bought 20 shares at $116.94 on 2025-08-11
Insider-Buyback Convergence
Are both company buybacks and insider buying independently active? Bull when the company is buying back stock in 2+ quarters and insiders have made 2+ open-market purchases.
Company buybacks in 3 quarters and 3 insider purchases by 3 insiders (no calendar overlap, but both independently active)
Insider Net Direction
Over the last 90 days, are insiders net buyers or net sellers on the open market?
Insiders bought $0M, sold $233M in the last 90 days (net selling)
Red Flag
Active buyback + insiders net selling 3x+ more than buying. Company cash may be supporting price while insiders exit.
Company buying back stock while insiders sold 797.4x more than bought. 1 C-suite officers among sellers
- Morris Steven B (President, Color Group) sold 200 shares on 2026-04-30