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Balchem VP & chief accounting officer sells over $859k in stock

Published 01/08/2024, 23:14
BCPC
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William A. Backus, the Vice President and Chief Accounting Officer of Balchem Corp (NASDAQ:BCPC), has sold a significant portion of his company shares, according to recent filings. On July 30, Backus executed sales transactions totaling over $859,000.

The transactions involved multiple sales of Balchem's common stock, with prices ranging from $177.0955 to $180.4656 per share. Specifically, 3,570 shares were sold at a weighted average price of $179.247, and another 330 shares were sold at an average of $180.4656. Additionally, a sale of 904 shares was made at $177.0955 per share, which was part of an intra-plan transfer within the Balchem Corporation 401(k) plan.

In contrast to the sales, Backus also engaged in an acquisition of shares through the exercise of stock options. He exercised options to acquire 3,900 shares of common stock at a set price of $84.09 per share, which amounted to a total transaction value of $327,951. These options were fully vested non-qualified stock options, as noted in the footnotes of the filing.

Following these transactions, Backus's ownership in Balchem has changed, with the filings indicating a new balance of 4,988 shares held directly, and an additional 132 shares held indirectly through the company's 401(k) plan.

Investors and market watchers often keep a close eye on insider transactions such as these, as they can provide insights into executives' perspectives on the company's stock value and future performance. Balchem Corp, headquartered in Montvale, New Jersey, operates in the chemicals and allied products industry and provides a variety of products and services under its Industrial Applications and Services organization.

In other recent news, Balchem Corporation has demonstrated strong financial performance with record earnings from operations and adjusted EBITDA. The company posted a second-quarter revenue of $234.1 million, a slight increase from the previous year. H.C. Wainwright, maintaining a positive stance on Balchem, has revised its revenue forecast for 2024 to $974.8 million and for 2025 to $1.09 billion. Balchem's growth is expected to be driven by its Human Nutrition and Health segment, contributing to future revenue increases. The company's second-quarter GAAP net earnings exceeded expectations, with earnings of $0.98 per diluted share surpassing the forecasted $0.90. For 2024, H.C. Wainwright anticipates GAAP earnings of $3.81 per share, an increase from the previous estimate. The firm's forecast for 2025 has also been revised upward to earnings of $4.40 per share. Despite challenges in the Animal Nutrition & Health segment, Balchem remains confident about its long-term growth. These are recent developments for the company.

InvestingPro Insights

Amid the recent insider transactions at Balchem Corp (NASDAQ:BCPC), market participants may be evaluating the company's financial metrics to better understand the context of these sales. According to real-time data from InvestingPro, Balchem Corp's market capitalization stands at approximately $5.71 billion, reflecting the size and scale of the company within the chemicals and allied products industry.

The company's current P/E ratio is 48.07, which suggests that investors are willing to pay a premium for Balchem's earnings compared to the broader market. This is further underscored by an adjusted P/E ratio of 52.3 over the last twelve months as of Q2 2024. The PEG ratio during the same period is 2.91, indicating that the company's earnings growth might not fully justify the high earnings multiple in the near term. This aligns with one of the InvestingPro Tips, which notes that Balchem is trading at a high P/E ratio relative to near-term earnings growth.

Despite a slight revenue decline of 0.87% over the last twelve months as of Q2 2024, Balchem has demonstrated price resilience in the market. The stock is trading near its 52-week high, with the price at 94.6% of this peak. This is consistent with another InvestingPro Tip highlighting that the stock generally trades with low price volatility. Balchem's recent price performance has been strong, with a one-month price total return of 14.21% and a three-month return of 22.37%, potentially offering investors a sense of confidence in the stock's momentum.

For investors seeking further insights and analysis, InvestingPro offers additional tips on Balchem Corp's performance and valuation metrics. With 16 more InvestingPro Tips available, including the company's dividend history and liquidity position, investors can access a comprehensive view at https://www.investing.com/pro/BCPC.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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