Stepan Company (SCL): A Bull Case Theory
We came across a bullish thesis on Stepan Company on Danny’s Substack’s Substack by Danny Green. In this article, we will summarize the bulls’ thesis on SCL.
Stepan Co (SCL)
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Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Invenomic Capital Management Ali Motamed | 183,264 | $8,679,383 | +2% | 0.4% |
| 2. | Gotham Asset Management Joel Greenblatt | 168,537 | $7,981,912 | +1% | 0.03% |
| 3. | AQR Capital Management Cliff Asness | 154,903 | $7,336,209 | +115% | 0% |
| 4. | Point72 Asset Management Steve Cohen | 118,418 | $5,608,276 | 0.01% | |
| 5. | Citadel Investment Group Ken Griffin | 84,873 | $4,019,585 | +792% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $63.53 | 500 | $31,765.30 | 1,896 | 2025-02-25 | Filing | |
| $71.39 | 1,056 | $75,387.84 | 1,056 | 2024-08-14 | Filing | |
| $112.45 | 500 | $56,226.50 | 4,169 | 2022-08-25 | Filing | |
| $132.04 | 2 | $215.10 | 3,146 | 2021-06-11 | Filing | |
| $129.51 | 2 | $214.59 | 3,144 | 2021-03-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $50.49 | 3,700 | $186,809.30 | 159,423 | 2025-08-05 | Filing | |
| $49.96 | 6,300 | $314,760.60 | 166,123 | 2025-08-04 | Filing | |
| $87.84 | 200 | $17,567.00 | 250,676 | 2024-03-07 | Filing | |
| $87.38 | 1,800 | $157,287.60 | 250,876 | 2024-03-07 | Filing | |
| $86.58 | 2,000 | $173,154.00 | 252,568 | 2024-03-06 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 85,021 | $4,249,336 | 1.05% | |
| 2. | 1,698 | $84,866 | 0.01% | |
| 3. | 800 | $39,976 | 0.01% | |
| 4. | 443 | $22,141 | 0% | |
| 5. | 164 | $8,197 | 0% |
News See All
Stepan (SCL) Launches Project Catalyst to Drive $100M in Cost Savings
On February 23, Stepan Company (NYSE:SCL) announced Project Catalyst, which is a restructuring and efficiency initiative aimed at generating about $100 million in pre-tax savings over the next two years...
13 Most Promising Long-Term Stocks to Buy According to Hedge Funds
A report by BNY Wealth noted that volatility has always been part of the stock market. Since 1946, the S&P 500 has experienced an average pullback of more than 13% within a single year.
Stepan Company (NYSE:SCL) Q4 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Stepan Company Fourth Quarter and Full Year 2025 Earnings Conference Call. During the presentation, we will conduct a question and answer session.
Will Stepan Company (SCL) be Able to Generate Steady Cash Flow?
SouthernSun Asset Management, LLC, an investment management firm, released its “SouthernSun Small Cap Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Stepan Company (NYSE:SCL) Q3 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Stepan Company Third Quarter 2025 Earnings Conference Call.
Stepan Company (SCL): A Steady Performer Among Dividend Champions
Stepan Company (NYSE:SCL) is based in Illinois and produces specialty and intermediate chemicals used across different industries. In its most recent update, President and CEO Luis E.
Dividend Champions List: Top 15 Stocks to Buy
Dividend champions are companies that have been increasing their dividends for the past 25 years or more.
Stepan Company (NYSE:SCL) Q2 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Stepan Company Second Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded on Wednesday, July 30, 2025.
Stepan Company (NYSE:SCL) Q1 2025 Earnings Call Transcript
Operator: Good morning, and welcome to the Stepan Company First Quarter 2025 Earnings Conference Call. During the presentation, all participants will be in a listen-only mode.
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