Ingredion Incorporated (INGR)

Over the last six months, Ingredion's stock price has decreased, but it has increased in the past month. Ingredion reported record full-year reported earnings per share for 2025, despite a decline in net sales. In the fourth quarter of 2025, Ingredion reported an EPS that missed consensus estimates, and revenue was also below consensus estimates. Operational issues at Argo reduced 2025 operating income and are expected to continue impacting the U.S./Canada Food & Industrial Ingredients segment into Q1 2026.

Ingredion's Texture & Healthful Solutions business is not significantly impacted by seasonality. However, the North American sweetener business has been affected by weakening beverage demand. Demand for certain product categories, particularly sweeteners in the beverage market, can experience fluctuations. Ingredion has been adjusting production in response to shifting consumer demands.

Ingredion, Inc. is a global ingredient solutions provider that transforms plant-based materials into value-added ingredients for various industries, including food, beverage, animal nutrition, brewing, and industrial markets. The company's product portfolio includes starches, sweeteners, texturizers, and plant-based proteins designed to enhance the texture, stability, flavor, and nutritional value of end products.

Ingredion has a significant global presence, serving customers in nearly 120 countries. The company operates 44 manufacturing facilities across 14 countries and employs approximately 12,000 people in North America, South America, Europe, the Middle East, Africa, and Asia-Pacific. Its operational segments include Texture & Healthful Solutions (T&HS), Food & Industrial Ingredients-Latin America (F&II-LATAM), Food & Industrial Ingredients-U.S./Canada (F&II-U.S./Canada), and "All Other".

Ingredion has maintained a strong brand reputation, evidenced by its consistent recognition on the FORTUNE World's Most Admired Companies list. The company was named to the list for the 15th time in January 2025, and to the 2026 list for the 16th time in January 2026. This recognition highlights Ingredion's leadership in innovation, sustainability, operational excellence, and corporate excellence.

Ingredion's ownership is predominantly held by institutional investors, who collectively manage a substantial percentage of the company's stock. Major institutional holders include Vanguard Group Inc., BlackRock Inc., and Capital World Investors. Mutual funds and ETFs hold a significant percentage of shares outstanding, while other institutional investors hold another portion. Individual ownership represents a smaller portion.