Stepan CO

Market Movers (8-K)

NYSE
Stepan Company announced a significant 102% increase in net income for Q2 2026, driven by strong performance in Surfactants and Polymers, alongside a planned workforce reduction of approximately 100 roles.
Better than expected
NYSE
Stepan Company's Annual Meeting on April 28, 2026, saw stockholders vote on director elections, executive compensation, and auditor ratification, with all proposals passing.
NYSE
Stepan Company announced a net loss of $41.4 million for the first quarter of 2026, primarily due to a $65.4 million pre-tax restructuring charge, while adjusted net income fell 47% year-over-year.
Worse than expected
NYSE
Stepan Company announces Project Catalyst, a comprehensive operational and efficiency plan targeting $100 million in pre-tax savings over two years through facility closures and asset decommissioning.
NYSE
Stepan Company reported a 49% increase in Q4 reported net income but a 119% decline in adjusted net income, while announcing a major restructuring plan, Project Catalyst, aimed at $100 million in savings.
Worse than expected
NYSE
Stepan Company's Board of Directors approved a new Key Executive Severance Benefit Plan, effective November 26, 2025, providing severance compensation and benefits for involuntary terminations.

Quarterly Earnings (10-Q)

NYSE
Stepan Company reported a net loss of $41.4 million for the first quarter of 2026, primarily due to a significant business restructuring charge, despite a slight increase in net sales.
Worse than expected
NYSE
Stepan Company reports a significant drop in Q3 net income and diluted EPS, primarily driven by lower surfactant profitability and higher interest expenses, despite overall sales growth.
Capital raise
Worse than expected
NYSE
Stepan Company reported a 19% increase in second-quarter net income to $11.3 million, with net sales growing 7% to $594.7 million, driven by higher selling prices and sales volume.
Better than expected
Capital raise
NYSE
Stepan Company's first quarter 2025 results show an increase in net sales and earnings per share compared to the same period last year, driven by higher average selling prices and sales volumes.
Better than expected
NYSE
Stepan Company's third-quarter earnings per share rose to $1.03, despite a slight decrease in net sales compared to the same period last year.
Better than expected
NYSE
Stepan Company's second-quarter earnings were impacted by lower selling prices and a social engineering scheme, despite increased sales volumes.
Worse than expected

Annual Reports (10-K)

NYSE
Stepan Company reported a 7% increase in net sales to $2.33 billion for 2025, but net income decreased by 7% to $46.9 million, with significant asset sales and a goodwill impairment charge.
Capital raise
Worse than expected
NYSE
Stepan Company's 2024 10-K filing reveals a complex financial landscape, marked by increased net income offset by decreased net sales, and ongoing challenges related to raw material costs, supply chain disruptions, and legal proceedings.
Delay expected
Worse than expected
NYSE
Stepan Company's 2023 annual report reveals a significant decrease in net income and provides insights into the company's operations, financial health, and future strategies.
Worse than expected
Delay expected

Insider Trading (Form 4)

NYSE
Robin J. Weitkamp, VP and GM of Surfactants-INT at Stepan Co, reported the vesting of 90 restricted stock units and a subsequent sale of 50 shares to cover tax obligations.
NYSE
Stepan Company executive Shawn G. Lisle filed an amendment to correct the exercise price of stock appreciation rights reported in a previous SEC filing.
NYSE
Stepan Company executive Andrea J. Barry filed an amendment to correct the exercise price of stock appreciation rights.
NYSE
Sean T. Moriarty, VP & GM of Surfactants at Stepan Co., filed an amendment to correct the exercise price of previously reported stock appreciation rights.
NYSE
Stepan Company executive Richard Finn Stepan filed an amendment to correct an administrative error regarding the exercise price of stock appreciation rights.
NYSE
Stepan Company CFO Ruben Dario Velasquez filed an amendment to correct an administrative error regarding the exercise price of stock appreciation rights.

Proxy Statements (Def-14A)

NYSE
Stepan Company's definitive proxy statement outlines proposals for its 2026 Annual Meeting, including director elections and executive compensation, alongside a review of its 2025 financial performance.
Worse than expected
NYSE
Stepan Company announces its 2025 Annual Meeting of Stockholders, featuring proposals for director elections, executive compensation approval, auditor ratification, and an equity incentive plan amendment.
NYSE
Stepan Company's proxy statement details the agenda for the 2024 Annual Meeting of Stockholders, including director elections, executive compensation approval, and auditor ratification.
Worse than expected

Schedule 13G - Passive Investments

NYSE
Vanguard Portfolio Management has reported beneficial ownership of 6.04% of Stepan Co's common stock as of March 31, 2026.
NYSE
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Stepan Co following an internal realignment.
NYSE
Dimensional Fund Advisors LP has disclosed a 5.0% beneficial ownership stake in Stepan Co's common stock as of December 31, 2025.
NYSE
State Street Corporation has filed a Schedule 13G, reporting a 4.1% passive beneficial ownership stake in Stepan Co. as of March 31, 2025.
NYSE
BlackRock, Inc. has filed an Amendment No. 4 to its Schedule 13G, reporting a 14.2% beneficial ownership stake in Stepan Co.'s common stock as of March 31, 2025.