Balchem Corporation
BCPC
About: Balchem Corp is engaged in the development, manufacture, and marketing of specialty performance ingredients and products for various industries. The company's reportable segments are; Human Nutrition and Health, which generates maximum revenue, and provides human-grade choline nutrients and mineral amino acid chelated products through this segment for nutrition and health applications; Animal Nutrition and Health, which provides nutritional products derived from its microencapsulation and chelation technologies in addition to the essential nutrient choline chloride; and the Specialty Products segment includes re-packaging and distributing several performance gases and chemicals. Geographically, the company derives its key revenue from the United States and the rest from foreign countries.
Employees: 1,364
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
456% more call options, than puts
Call options by funds: $5.49M | Put options by funds: $987K
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
30% more repeat investments, than reductions
Existing positions increased: 155 | Existing positions reduced: 119
3% more funds holding
Funds holding: 377 [Q1] → 390 (+13) [Q2]
0.77% more ownership
Funds ownership: 87.84% [Q1] → 88.62% (+0.77%) [Q2]
3% less capital invested
Capital invested by funds: $4.73B [Q1] → $4.6B (-$131M) [Q2]
60% less funds holding in top 10
Funds holding in top 10: 5 [Q1] → 2 (-3) [Q2]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
|
HC Wainwright & Co.
Raghuram Selvaraju
|
$189
|
Buy
Maintained
|
4 Aug 2025 |
Financial journalist opinion
