Balchem Corp (BCPC)

Balchem Corp.'s stock price has experienced fluctuations, with an 11.52% decline between December 16, 2024, and December 12, 2025, but a 2.03% increase in the past month and a 3.92% increase over the last 12 months as of the latest close at $160.27. In Q2 2025, Balchem reported record net sales of $255.5 million and adjusted EBITDA of $69.2 million, with sales and earnings growth across all segments, and announced plans for a new $36 million micro-encapsulation manufacturing facility. The European Commission imposed anti-dumping duties on imports of choline chloride from China in June 2025. In Q3 2025, the company reported record net sales of $267.6 million and adjusted EBITDA of $71.4 million.

While explicit details on demand seasonality for all of Balchem's products and services are not extensively detailed, there is a mention of a potential seasonal slowdown in the Animal Nutrition & Health segment. This suggests that some of Balchem's offerings, particularly those related to animal agriculture, may experience seasonal variations in demand. However, the overall business model, with its diverse product portfolio across various markets, aims to provide consistent value.

Balchem Corp. is a specialty performance ingredients and products company operating in the nutritional, food, pharmaceutical, animal health, medical device sterilization, plant nutrition, and industrial markets. The company operates through three segments: Human Nutrition and Health, Animal Nutrition and Health, and Specialty Products. The Human Nutrition and Health segment offers human-grade choline nutrients, mineral amino acid chelated products, specialty vitamin K2, MSM, customized food and beverage ingredient systems, and microencapsulation technologies. The Animal Nutrition and Health segment provides nutritional products derived from microencapsulation and chelation technologies to improve animal wellness, productivity, and feed efficiency. The Specialty Products segment includes performance gases and Plant Nutrition, which provides foliar-applied chelated minerals.

Balchem has a global presence with operations across the United States and other international countries. The company's headquarters are in Montvale, New Jersey, US. Balchem maintains 22 global manufacturing locations, 8 global R&D technology centers, and regional offices in various countries, including Belgium, Germany, Italy, and Norway.

Balchem's brands and trademarks have a reputation for quality and value. The company is committed to strong ESG practices and publishes an annual Sustainability Report. No specific negative events significantly impacting Balchem's brand reputation in the past year were found. The company's consistent delivery of strong financial results and product innovation also contributes positively to its overall standing.

Balchem Corp.'s ownership is a mix of institutional, retail, and individual investors, with institutional investors holding approximately 54.06% to 80.03% of the stock. Major institutional owners include BlackRock, Inc., Vanguard Group Inc, iShares Core S&P Small-Cap ETF, Conestoga Capital Advisors, LLC, State Street Corp, Wasatch Advisors Inc, Vanguard Total Stock Market Index Fund Investor Shares, Geode Capital Management, Llc, Geneva Capital Management Llc and Morgan Stanley.