Quaker Houghton (NYSE:KWR) Announces Earnings Results

Quaker Houghton (NYSE:KWR) announced its quarterly earnings results on Thursday. The specialty chemicals company reported $2.19 earnings per share for the quarter, topping analysts’ consensus estimates of $1.66 by $0.53, FiscalAI reports. Quaker Houghton had a return on equity of 9.03% and a net margin of 0.22%.The business had revenue of $532.55 million for the quarter, compared to analysts’ expectations of $504.63 million. During the same period in the prior year, the firm earned $1.71 EPS. The business’s quarterly revenue was up 10.2% on a year-over-year basis.

Quaker Houghton Stock Performance

Quaker Houghton stock traded up $7.61 on Friday, reaching $162.53. 176,110 shares of the stock were exchanged, compared to its average volume of 162,850. The company has a current ratio of 2.45, a quick ratio of 1.72 and a debt-to-equity ratio of 0.61. Quaker Houghton has a twelve month low of $111.42 and a twelve month high of $183.01. The firm has a fifty day moving average price of $149.41 and a two-hundred day moving average price of $145.63. The stock has a market cap of $2.82 billion, a PE ratio of 579.95, a PEG ratio of 1.14 and a beta of 1.40.

Quaker Houghton Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, October 30th. Investors of record on Friday, October 16th will be paid a $0.53 dividend. This represents a $2.12 dividend on an annualized basis and a yield of 1.3%. The ex-dividend date is Friday, October 16th. This is a boost from Quaker Houghton’s previous quarterly dividend of $0.51. Quaker Houghton’s dividend payout ratio (DPR) is 725.00%.

Quaker Houghton declared that its Board of Directors has approved a stock repurchase program on Wednesday, May 13th that permits the company to repurchase $250.00 million in outstanding shares. This repurchase authorization permits the specialty chemicals company to buy up to 10.1% of its stock through open market purchases. Stock repurchase programs are often a sign that the company’s board of directors believes its stock is undervalued.

Key Stories Impacting Quaker Houghton

Here are the key news stories impacting Quaker Houghton this week:

• Positive Sentiment: Adjusted earnings and revenue surpassed expectations. Quaker Houghton reported non-GAAP earnings of $2.19 per diluted share, up 28% year over year and above the approximately $1.66–$1.68 analyst consensus. Net sales rose 10% to $532.6 million, exceeding expectations of roughly $504.6 million. Quaker Chemical Q2 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Broad-based volume growth supported the quarter. Sales volumes increased 7% year over year, driven primarily by new business wins across all segments. Revenue grew 7% in the Americas, 13% in EMEA and 12% in Asia/Pacific. Adjusted EBITDA increased 13% to $85.2 million. Quaker Houghton Announces Second Quarter 2026 Results
• Positive Sentiment: Shareholder returns were strengthened. The company raised its quarterly dividend 4.3% to $0.53 per share, repurchased $24.2 million of stock during the quarter and authorized a new $250 million share-repurchase program. These actions may support per-share earnings and signal management confidence in cash generation. Quaker Houghton Announces a 4.3% Increase in Cash Dividend
• Neutral Sentiment: Management sees relatively stable near-term demand. Quaker Houghton expects stable demand entering the third quarter and flat to slightly positive end markets for the rest of 2026, suggesting limited downside from a major demand slowdown but not signaling rapid acceleration. Quaker Chemical Q2 2026 Earnings Call Transcript
• Negative Sentiment: Leverage and valuation remain risks. Gross debt was $876.1 million versus $155.1 million in cash, while the stock’s reported price-to-earnings ratio is exceptionally high. One executive also sold 731 shares, although the isolated transaction is not necessarily material to the investment outlook.

Insider Buying and Selling

In other Quaker Houghton news, EVP Jeewat Bijlani sold 731 shares of Quaker Houghton stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $145.77, for a total transaction of $106,557.87. Following the sale, the executive vice president owned 6,748 shares in the company, valued at $983,655.96. The trade was a 9.77% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 1.00% of the stock is currently owned by company insiders.

Institutional Trading of Quaker Houghton

A number of institutional investors and hedge funds have recently added to or reduced their stakes in KWR. EverSource Wealth Advisors LLC lifted its stake in Quaker Houghton by 284.8% during the second quarter. EverSource Wealth Advisors LLC now owns 304 shares of the specialty chemicals company’s stock worth $34,000 after purchasing an additional 225 shares during the period. Global Retirement Partners LLC grew its stake in shares of Quaker Houghton by 556.9% in the 4th quarter. Global Retirement Partners LLC now owns 335 shares of the specialty chemicals company’s stock valued at $46,000 after purchasing an additional 284 shares during the period. Kestra Advisory Services LLC acquired a new position in shares of Quaker Houghton in the 4th quarter worth approximately $52,000. Danske Bank A S acquired a new position in shares of Quaker Houghton in the 3rd quarter worth approximately $66,000. Finally, State of Wyoming acquired a new stake in Quaker Houghton in the 4th quarter valued at about $66,000. Institutional investors own 77.46% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Jefferies Financial Group cut their target price on Quaker Houghton from $203.00 to $175.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. Seaport Research Partners raised Quaker Houghton from a “neutral” rating to a “buy” rating and set a $175.00 price target for the company in a research note on Friday, April 17th. Wall Street Zen downgraded Quaker Houghton from a “buy” rating to a “hold” rating in a research note on Sunday, April 12th. Weiss Ratings raised Quaker Houghton from a “sell (d)” rating to a “sell (d+)” rating in a research note on Wednesday, May 6th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $177.00 price target on shares of Quaker Houghton in a report on Friday, July 17th. Four analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $174.67.

Quaker Houghton Company Profile

Quaker Houghton is a global provider of process fluids, chemical specialties and sustainable solutions for industrial applications. The company develops and supplies metalworking fluids, coatings, and corrosion inhibitors, as well as heat transfer, lubrication and additive products designed to improve productivity and extend equipment life. Its portfolio addresses a range of end markets including automotive, aerospace, defense, energy, mining, agriculture and heavy industry.

The company traces its roots back to the founding of Quaker Chemical Corporation in 1918 and Houghton International in 1865.