SCLNYSESoap, Detergents, Cleang Preparations, Perfumes, CosmeticsFiscal year ends December 31
STEPAN CO
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$62.41+0.38 (+0.61%)
Close on Oct 19, 2026
- Market cap
- $1.43B
- P/E (TTM)
- –
- Dividend yield
- 2.48%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
87.6%
20M of 23M shares
Institutional holders
230
33 new, 24 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 3,207,948 | 14.20% | 13G (passive) amendment | Mar 31, 2025 |
| Vanguard Portfolio Management | 1,372,514 | 6.04% | 13G (passive) | Mar 31, 2026 |
| Dimensional Fund Advisors LP | 1,192,015 | 5.20% | 13G (passive) | Sep 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of SCL | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,458,328 | 15.21% | $192.70M | +147,288 | 0.00% |
| HighTower Advisors, LLC | 1,589,877 | 6.99% | $88.59M | −188 | 0.09% |
| Vanguard Portfolio Management LLC | 1,381,590 | 6.08% | $76.98M | +22,737 | 0.00% |
| Dimensional Fund Advisors LP | 1,125,025 | 4.95% | $62.68M | +7,995 | 0.01% |
| Vanguard Capital Management LLC | 949,949 | 4.18% | $52.93M | +7,958 | 0.00% |
| American Century Companies Inc | 948,532 | 4.17% | $52.85M | +216,411 | 0.02% |
| Deprince Race & Zollo Inc | 936,608 | 4.12% | $52.19M | −10,844 | 0.88% |
| State Street Corp | 888,716 | 3.91% | $49.52M | −13,948 | 0.00% |
| Geode Capital Management, LLC | 565,294 | 2.49% | $31.50M | +35,734 | 0.00% |
| Ameriprise Financial Inc | 433,582 | 1.91% | $24.16M | +40,313 | 0.00% |
| Charles Schwab Investment Management Inc | 406,851 | 1.79% | $22.67M | −57,604 | 0.00% |
| Two Sigma Investments, LP | 387,268 | 1.70% | $21.58M | +59,446 | 0.02% |
| Russell Investments Group, Ltd. | 308,835 | 1.36% | $17.20M | −1,124 | 0.02% |
| Aqr Capital Management LLC | 291,597 | 1.28% | $16.25M | +56,935 | 0.01% |
| Morgan Stanley | 279,408 | 1.23% | $15.57M | −25,008 | 0.00% |
| Northern Trust Corp | 272,862 | 1.20% | $15.20M | +30,342 | 0.00% |
| Cresset Asset Management, LLC | 223,081 | 0.98% | $12.43M | −22 | 0.04% |
| Nuveen, LLC | 205,903 | 0.91% | $11.47M | +336 | 0.00% |
| Goldman Sachs Group Inc | 205,494 | 0.90% | $11.45M | −46,676 | 0.00% |
| Algert Global LLC | 182,741 | 0.80% | $10.18M | −8,054 | 0.12% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 230 | 20M | 87.6% | 33 / 91 | 68 / 24 | 2M | 1M |
| Q1 2026 | 224 | 20M | 86.5% | 41 / 92 | 59 / 22 | 5M | 2M |
| Q4 2025 | 209 | 19M | 84.8% | 30 / 78 | 76 / 22 | 2M | 2M |
| Q3 2025 | 204 | 19M | 85.7% | 27 / 68 | 73 / 26 | 1M | 1M |
| Q2 2025 | 204 | 19M | 84.4% | 36 / 74 | 68 / 31 | 1M | 1M |
| Q1 2025 | 200 | 19M | 82.9% | 25 / 78 | 69 / 30 | 1M | 1M |
| Q4 2024 | 208 | 19M | 83.5% | 19 / 77 | 76 / 41 | 1M | 1M |
| Q3 2024 | 231 | 19M | 82.4% | 39 / 70 | 83 / 22 | 5M | 2M |
| Q2 2024 | 215 | 19M | 81.4% | 33 / 73 | 70 / 16 | 1M | 2M |
| Q1 2024 | 200 | 20M | 86.1% | 21 / 61 | 74 / 16 | 1M | 1M |
| Q4 2023 | 195 | 19M | 84.3% | 32 / 63 | 69 / 34 | 2M | 1M |
| Q3 2023 | 199 | 18M | 79.4% | 29 / 66 | 70 / 24 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of SCL | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,300,272 | 5.72% | $72.45M | 0.07% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 732,585 | 3.22% | $38.72M | 0.14% | May 31, 2026 |
| Vanguard Total Stock Market Index Fund | 681,056 | 3.00% | $37.95M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 573,284 | 2.52% | $31.94M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 494,867 | 2.18% | $27.57M | 0.01% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 313,475 | 1.38% | $17.47M | 0.03% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 248,548 | 1.09% | $15.94M | 0.08% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 246,761 | 1.09% | $13.75M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 241,139 | 1.06% | $15.47M | 0.05% | Jul 31, 2026 |
| American Beacon Small Cap Value Fund | 214,071 | 0.94% | $13.73M | 0.37% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 203,629 | 0.90% | $11.35M | 0.08% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 203,070 | 0.89% | $13.02M | 0.52% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 198,035 | 0.87% | $11.03M | 0.07% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 185,561 | 0.82% | $10.34M | 0.13% | Jun 30, 2026 |
| Schwab Fundamental U.S. Small Company ETF | 179,544 | 0.79% | $9.49M | 0.11% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Luis Rojo | President & CEO, Director | 16,210 | 0.07% | May 12, 2026 |
| Shawn G. Lisle | VP GC & Secretary | 1,180 | 0.01% | Aug 28, 2026 |
| Ruben Dario Velasquez | SVP & Chief Financial Officer | 996 | 0.00% | Aug 12, 2026 |
| Matthew John Eaken | VP, Controller & PAO | 12,421 | 0.05% | Aug 4, 2026 |
| Robin Joseph Weitkamp | VP and GM Surfactants-INT | 187 | 0.00% | May 12, 2026 |
| Andrea Jean Barry | VP & CHRO | 16 | 0.00% | May 12, 2026 |
| Sean Thomas Moriarty | VP & GM Surfactants | 18,684 | 0.08% | May 12, 2026 |
| Richard Finn Stepan | V.P. and Gen'l. Mgr., Polymers | 430,102 | 1.89% | May 12, 2026 |
| Robert Joseph Haire | EVP, Supply Chain | 2,629 | 0.01% | May 12, 2026 |
| Afonso Adriano Jose Galimberti | VP and GM Surfactants NA | 3,510 | 0.02% | Apr 15, 2026 |
| Samuel S. Hinrichsen | VP & Interim CFO | 784 | 0.00% | Mar 21, 2025 |
| Sharon Purnell | VP & CHRO | 272 | 0.00% | Mar 21, 2025 |
| Jason Scott Keiper | VP & Chief Tech & Sust Officer | 8,218 | 0.04% | Mar 21, 2025 |
| David Kabbes | VP GC & Secretary | 12,242 | 0.05% | Mar 17, 2025 |
| Corning F. Painter | Director | 4,999 | 0.02% | May 12, 2026 |
| Susan Lewis | Director | 6,962 | 0.03% | May 12, 2026 |
| Lorinda Burgess | Director | 5,900 | 0.03% | May 12, 2026 |
| Jan Stern Reed | Director | 16,477 | 0.07% | May 12, 2026 |
| Randall S. Dearth | Director | 16,672 | 0.07% | May 12, 2026 |
| F. Quinn Stepan Jr | Director | 480,938 | 2.12% | May 12, 2026 |
| Joaquin Delgado | Director | 18,637 | 0.08% | May 12, 2026 |
| Edward J. Wehmer | Director | 11,902 | 0.05% | Apr 15, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Shawn G. Lisle VP GC & Secretary | Aug 26, 2026 | Option exercise | +1,154 | $62.35 | $71.95K | 1,180 |
| Shawn G. Lisle VP GC & Secretary | Aug 26, 2026 | Tax withholding | −339 | $62.35 | $21.14K | 841 |
| Ruben Dario Velasquez SVP & Chief Financial Officer | Aug 10, 2026 | Tax withholding | −398 | $64.68 | $25.74K | 996 |
| Ruben Dario Velasquez SVP & Chief Financial Officer | Aug 10, 2026 | Option exercise | +1,358 | $64.68 | $87.84K | 1,394 |
| Robin Joseph Weitkamp VP and GM Surfactants-INT | May 11, 2026 | Option exercise | +90 | $52.58 | $4.73K | 90 |
| Robin Joseph Weitkamp VP and GM Surfactants-INT | May 11, 2026 | Tax withholding | −50 | $52.58 | $2.63K | 40 |
| Jan Stern Reed Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 16,477 |
| Susan Lewis Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 6,962 |
| Lorinda Burgess Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 5,900 |
| Joaquin Delgado Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 18,637 |
| Corning F. Painter Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 4,999 |
| F. Quinn Stepan Jr Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 143,007 |
| Randall S. Dearth Director | May 8, 2026 | Award | +2,566 | $52.61 | $135.00K | 16,672 |
| Robert Joseph Haire EVP, Supply Chain | May 1, 2026 | Tax withholding | −162 | $50.33 | $8.15K | 3,960 |
| Robert Joseph Haire EVP, Supply Chain | May 1, 2026 | Option exercise | +550 | $50.33 | $27.68K | 4,510 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 4, 2026 | Option exercise | +571 | $49.62 | $28.33K | 15,876 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 4, 2026 | Tax withholding | −166 | $49.62 | $8.24K | 15,710 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 4, 2026 | Option exercise | +429 | $49.62 | $21.29K | 242,644 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 4, 2026 | Tax withholding | −149 | $49.62 | $7.39K | 242,495 |
| Luis Rojo President & CEO, Director | Mar 4, 2026 | Option exercise | +857 | $49.62 | $42.52K | 19,704 |
| Luis Rojo President & CEO, Director | Mar 4, 2026 | Tax withholding | −252 | $49.62 | $12.50K | 19,452 |
| Robert Joseph Haire EVP, Supply Chain | Mar 4, 2026 | Tax withholding | −168 | $49.62 | $8.34K | 4,122 |
| Robert Joseph Haire EVP, Supply Chain | Mar 4, 2026 | Option exercise | +571 | $49.62 | $28.33K | 4,290 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 3, 2026 | Tax withholding | −570 | $48.99 | $27.92K | 15,305 |
| Sean Thomas Moriarty VP & GM Surfactants | Mar 3, 2026 | Option exercise | +1,670 | $48.99 | $81.81K | 15,875 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 3, 2026 | Tax withholding | −434 | $48.99 | $21.26K | 242,215 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Mar 3, 2026 | Option exercise | +1,253 | $48.99 | $61.38K | 242,649 |
| Luis Rojo President & CEO, Director | Mar 3, 2026 | Tax withholding | −1,306 | $48.99 | $63.98K | 18,847 |
| Luis Rojo President & CEO, Director | Mar 3, 2026 | Option exercise | +4,455 | $48.99 | $218.25K | 20,153 |
| Robert Joseph Haire EVP, Supply Chain | Mar 3, 2026 | Tax withholding | −490 | $48.99 | $24.01K | 3,719 |
| Robert Joseph Haire EVP, Supply Chain | Mar 3, 2026 | Option exercise | +1,670 | $48.99 | $81.81K | 4,209 |
| Andrea Jean Barry VP & CHRO | Feb 27, 2026 | Award | +16.46 | $52.51 | $864 | 16 |
| Luis Rojo President & CEO, Director | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 15,698 |
| Shawn G. Lisle VP GC & Secretary | Feb 27, 2026 | Award | +25.54 | $52.51 | $1.34K | 26 |
| Ruben Dario Velasquez VP and Chief Financial Officer | Feb 27, 2026 | Award | +35.6 | $52.51 | $1.87K | 36 |
| Robert Joseph Haire EVP, Supply Chain | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 2,539 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 14,205 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 241,396 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 14,205 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 241,396 |
| Andrea Jean Barry VP & CHRO | Feb 27, 2026 | Award | +16.46 | $52.51 | $864 | 16 |
| Ruben Dario Velasquez VP and Chief Financial Officer | Feb 27, 2026 | Award | +35.6 | $52.51 | $1.87K | 36 |
| Luis Rojo President & CEO, Director | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 15,698 |
| Shawn G. Lisle VP GC & Secretary | Feb 27, 2026 | Award | +25.54 | $52.51 | $1.34K | 26 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 14,205 |
| Robert Joseph Haire EVP, Supply Chain | Feb 27, 2026 | Award | +56.77 | $52.51 | $2.98K | 2,539 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 17, 2026 | Option exercise | +455 | $66.39 | $30.21K | 14,303 |
| Sean Thomas Moriarty VP & GM Surfactants | Feb 17, 2026 | Tax withholding | −158 | $66.39 | $10.49K | 14,145 |
| Luis Rojo President & CEO, Director | Feb 17, 2026 | Option exercise | +683 | $66.39 | $45.34K | 15,878 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 17, 2026 | Option exercise | +341 | $66.39 | $22.64K | 241,457 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Feb 17, 2026 | Tax withholding | −118 | $66.39 | $7.83K | 241,339 |
| Luis Rojo President & CEO, Director | Feb 17, 2026 | Option exercise | +683 | $66.39 | $45.34K | 15,878 |
| Luis Rojo President & CEO, Director | Feb 17, 2026 | Tax withholding | −237 | $66.39 | $15.73K | 15,641 |
| F. Quinn Stepan Jr Director | Jan 13, 2026 | Option exercise | +34,741 | $43.85 | $1.52M | 160,960 |
| Luis Rojo President & CEO, Director | Dec 31, 2025 | Option exercise | +4,202 | $47.21 | $198.38K | 15,195 |
| Robert Joseph Haire EVP, Supply Chain | Dec 31, 2025 | Option exercise | +1,891 | $47.21 | $89.27K | 2,482 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Dec 23, 2025 | Gift | +95.86 | – | – | 241,116 |
| F. Quinn Stepan Jr Director | Dec 23, 2025 | Gift | +95.86 | – | – | 126,219 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Aug 12, 2025 | Inheritance | +2,449 | – | – | 95,416 |
| Richard Finn Stepan V.P. and Gen'l. Mgr., Polymers | Aug 12, 2025 | Inheritance | +20,675 | – | – | 241,020 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| F. Quinn Stepan Jr Director | Aug 4, 2025 | 10,000 | $499.60K | Aug 4, 2025 | Stock Option |
| Scott R. Behrens Former Officer | Nov 25, 2024 | 1,266 | $98.09K | Nov 25, 2024 | Restricted Stock Vesting |
| Scott R. Behrens Former Director | Nov 13, 2024 | 1,250 | $95.37K | Nov 13, 2024 | Restricted Stock Vesting |
| Scott R. Behrens Former Officer and Director | Nov 12, 2024 | 250 | $19.42K | Nov 12, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 7, 2024 | 2,000 | $174.86K | Mar 7, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 6, 2024 | 1,000 | $86.93K | Mar 6, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 6, 2024 | 1,000 | $86.22K | Mar 6, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Mar 5, 2024 | 1,000 | $87.49K | Mar 5, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Feb 27, 2024 | 6,363 | $570.03K | Feb 27, 2024 | Option Granted - 02/17/2015 |
| F. Quinn Stepan Jr Director | Feb 26, 2024 | 3,637 | $327.72K | Feb 26, 2024 | Option Granted 02/17/2015 |
| Scott R. Behrens Officer, Director | Feb 26, 2024 | 950 | $85.29K | Feb 26, 2024 | Restricted Stock Vesting |
| F. Quinn Stepan Jr Director | Feb 23, 2024 | 5,000 | $455.35K | Feb 23, 2024 | Option Granted - 02/17/2015 |
| F. Quinn Stepan Jr Director | Feb 23, 2024 | 5,000 | $455.35K | Feb 22, 2024 | Option Granted - 02/17/2015 |
| Scott R. Behrens Officer, Director | Feb 23, 2024 | 700 | $63.65K | Feb 23, 2024 | Restricted Stock Vesting |
| Luis Rojo Officer | Feb 23, 2024 | 600 | $54.77K | Feb 23, 2024 | Restricted Stock Vesting |