INR Class A Infinity Natural Resources, Inc. Class A Common Stock
NYSE · Energy · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Aug 10, 2026
$12.91
· of 52w range
· above low
· to high
$11.1352w low
$19.5952w high
P/E (TTM)
5.0
EPS (TTM)
$2.58
Revenue (TTM)
$523M
your badges
52W Range
$11–$20
Analyst Rating
BUY
Price Target
$22
P/E
5.0
ROE
29.5%
Net Profit Margin
11.5%
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INR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$12.91
P/E (TTM)
5.0
EPS (TTM)
$2.58
Revenue (TTM)
$523M
ROE (TTM)
29.5%
52W Range
$11–$20
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue$356M2023-12-31 → 2025-12-31
EPS$0.892023-12-31 → 2025-12-31
Net margin11.5%2025-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | INR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 5.0 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | INR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Operating Margin (TTM) | 40.9% | · | 29.5% | Top tier | |
| EBITDA Margin (TTM) | 67.5% | · | 32.1% | Top tier | |
| Pretax Margin (TTM) | 42.6% | · | 36.2% | Top tier | |
| Net Profit Margin (TTM) | 11.5% | · | 25.4% | Weak | |
| ROA (TTM) | 3.8% | · | 0.94% | Top tier | |
| ROE (TTM) | 29.5% | · | 3.9% | Top tier | |
| ROIC | 4.2% | · | 2.9% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | INR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Current Ratio (MRQ) | 0.9 | · | 1.0 | In line | |
| Quick Ratio | 0.6 | · | 0.7 | Low liquidity |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | INR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 37.6% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | INR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.3 | · | 0.3 | In line | |
| Receivables Turnover | 7.6 | · | 8.2 | Weak | |
| Revenue / Employee | ≈$3.5M | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-32.8%
Next Report
Nov 09, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 17, 2026 | $-0.72 | $0.98 | -173.7% |
| March 31, 2026 | May 12, 2026 | $3.43 | $0.92 | 273.7% |
| Dec. 31, 2025 | $1.00 | $0.68 | 46.5% | |
| Sept. 30, 2025 | $0.25 | $0.38 | -34.8% | |
| June 30, 2025 | $-1.89 | $0.43 | -537.1% | |
| March 31, 2025 | $2.16 | $0.66 | 228.4% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue | $356M | $259M | |
| SG&A Expense | $153M | $13M | |
| Operating Expenses | $345M | $165M | |
| Operating Income | $12M | $94M | |
| Other Non-op | $-2M | $-874.0K | |
| Pretax Income | $59M | $49M | |
| Income Tax | $-5M | $0 | |
| Net Income | $14M | $0 | |
| EPS (Basic) | $0.90 | $0.00 | |
| EPS (Diluted) | $0.89 | $0.00 | |
| Shares (Basic) | 15,382,681 | 0 | |
| Shares (Diluted) | 60,954,639 | 0 | |
| EBITDA | $116M | · |
Balance Sheet
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Cash & Equivalents | $3M | $2M | |
| Receivables | $55M | $39M | |
| Prepaid Expense | $4M | $12M | |
| Current Assets | $161M | $86M | |
| Other Non-current Assets | $7M | $8M | |
| Total Assets | $1.24B | $915M | |
| Accounts Payable | $39M | $51M | |
| Accrued Liabilities | $23M | $46M | |
| Short-term Debt | · | $101.0K | |
| Current Liabilities | $103M | $133M | |
| Capital Leases | $966.0K | $1M | |
| Deferred Tax | $2M | $0 | |
| Total Liabilities | $263M | $407M | |
| Long-term Debt | $55.0K | $260M | |
| Paid-in Capital | $311M | $0 | |
| Retained Earnings | $-4M | $0 | |
| Stockholders' Equity | $307M | $0 | |
| Liabilities + Equity | $1.24B | $915M |
Cash Flow
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| D&A | $104M | $74M | |
| Stock-based Comp | $133M | $0 | |
| Deferred Tax | $-5M | $0 | |
| Other Non-cash | $16M | · | |
| Operating Cash Flow | $262M | $178M | |
| Investing Cash Flow | $-430M | $-256M | |
| Financing Cash Flow | $169M | $79M | |
| Net Change in Cash | $646.0K | $699.0K |
Profitability
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Operating Margin | 3.3% | · | |
| Net Margin | 3.9% | · | |
| Pretax Margin | 16.6% | · | |
| EBITDA Margin | 32.5% | · | |
| ROA | 1.3% | · | |
| ROE | 8.7% | · | |
| ROIC | 4.2% | · |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Current Ratio | 1.6 | · | |
| Quick Ratio | 0.6 | · |
Efficiency
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Asset Turnover | 0.3 | · | |
| Receivables Turnover | 7.6 | · |
Per Share
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue / Share | $5.85 | · | |
| Cash Flow / Share | $4.29 | · | |
| EPS (TTM) | $0.89 | $0.00 |
Growth Rates
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue YoY | 37.6% | 60.2% |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 |
|---|---|---|---|
| Revenue TTM | $356M | $259M | |
| Net Income TTM | $14M | $0 | |
| P/E | 16.6 | · | |
| Earnings Yield | 6.0% | · |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $171M | $155M | $117M | $80M | $74M | $85M | $69M | $69M | $70M | $50M | |
| SG&A Expense | $12M | $21M | $8M | $8M | $5M | $132M | $5M | $3M | $3M | $2M | |
| Operating Expenses | $101M | $90M | $63M | $56M | $53M | $173M | $41M | $46M | $42M | $36M | |
| Operating Income | $71M | $65M | $54M | $24M | $22M | $-88M | $28M | $23M | $28M | $14M | |
| Other Non-op | $144.0K | $-1M | $-165.0K | $-232.0K | $-1M | $-63.0K | $-77.0K | $-321.0K | $-9.0K | $-467.0K | |
| Pretax Income | $113M | $-7M | $79M | $37M | $71M | $-128M | $-6M | $45M | $24M | $-14M | |
| Income Tax | $5M | $-348.0K | $-922.0K | $-3M | $-588.0K | $35.0K | $0 | $0 | $0 | $0 | |
| Net Income | $32M | $-2M | $20M | $10M | $18M | $-35M | · | · | · | · | |
| EPS (Basic) | $1.35 | $-0.28 | $1.32 | $0.67 | $1.18 | $-2.27 | $0.00 | $0.00 | $0.00 | · | |
| EPS (Diluted) | $0.88 | $-0.28 | $1.33 | $0.65 | $1.18 | $-2.27 | $0.00 | $0.00 | $0.00 | · | |
| Shares (Basic) | 18,711,659 | 17,662,870 | · | 15,433,443 | 15,237,500 | 15,237,500 | · | 0 | 0 | · | |
| Shares (Diluted) | 36,207,325 | 17,662,870 | · | 15,895,944 | 15,237,500 | 15,237,500 | · | 0 | 0 | · | |
| EBITDA | $71M | $101M | · | $24M | $22M | $-67M | · | · | · | · |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $26M | $73M | $3M | $5M | $6M | $5M | $2M | · | · | · | |
| Receivables | $70M | $72M | $55M | $37M | $26M | $34M | $39M | · | · | · | |
| Prepaid Expense | $7M | $8M | $4M | $2M | $1M | $3M | $12M | · | · | · | |
| Current Assets | $163M | $178M | $161M | $67M | $50M | $59M | $86M | · | · | · | |
| Other Non-current Assets | $17M | $19M | $7M | $7M | $8M | $8M | $8M | · | · | · | |
| Total Assets | $2.19B | $2.10B | $1.24B | $1.11B | $1.02B | $954M | $915M | · | · | · | |
| Accounts Payable | $30M | $48M | $39M | $68M | $58M | $47M | $51M | · | · | · | |
| Accrued Liabilities | $76M | $65M | $23M | $29M | $31M | $26M | $46M | · | · | · | |
| Short-term Debt | · | · | · | · | $63.0K | · | · | · | · | · | |
| Current Liabilities | $187M | $204M | $103M | $129M | $120M | $138M | $133M | · | · | · | |
| Capital Leases | $1M | $1M | $966.0K | $1M | $1M | $1M | $1M | · | · | · | |
| Deferred Tax | $4M | $4M | $2M | $2M | $35.0K | $35.0K | $0 | · | · | · | |
| Total Liabilities | $738M | $760M | $263M | $216M | $167M | $172M | $407M | · | · | · | |
| Long-term Debt | · | · | $55.0K | · | · | $123.0K | · | · | · | · | |
| Total Debt | · | · | · | · | $63.0K | $11M | · | · | · | · | |
| Paid-in Capital | $383M | $189M | $311M | $312M | $44M | $0 | $0 | · | · | · | |
| Retained Earnings | $16M | $-9M | $-4M | $-24M | $-35M | $-53M | $0 | · | · | · | |
| Stockholders' Equity | $399M | $180M | $307M | $289M | $10M | $-52M | $0 | · | · | · | |
| Liabilities + Equity | $2.19B | $2.10B | $1.24B | $1.11B | $1.02B | $954M | $915M | · | · | · |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $44M | $36M | $31M | $28M | $24M | $21M | $17M | $21M | $20M | $16M | |
| Stock-based Comp | $3M | $2M | $2M | $2M | $2M | $127M | $0 | $0 | $0 | $0 | |
| Deferred Tax | $5M | $-353.0K | $-680.0K | $-4M | $-604.0K | $35.0K | $0 | $0 | $0 | $0 | |
| Other Non-cash | · | $23M | · | · | · | $-39M | · | · | · | · | |
| Operating Cash Flow | $138M | $58M | $75M | $42M | $70M | $74M | $30M | $51M | $67M | $30M | |
| Investing Cash Flow | $-179M | $-699M | $-151M | $-85M | $-86M | $-108M | $-61M | $-86M | $-70M | $-38M | |
| Financing Cash Flow | $-6M | $711M | $74M | $41M | $17M | $37M | $32M | $30M | $7M | $10M | |
| Net Change in Cash | $-47M | $70M | $-2M | $-2M | $1M | $3M | $638.0K | $-5M | $3M | $2M |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating Margin | 41.2% | 42.2% | · | 30.0% | 29.1% | -103.3% | · | · | · | · | |
| Net Margin | 18.6% | -1.2% | · | 13.1% | 24.1% | -40.6% | · | · | · | · | |
| Pretax Margin | 66.3% | -4.3% | · | 46.0% | 95.8% | -150.7% | · | · | · | · | |
| EBITDA Margin | 41.2% | 65.2% | · | 30.0% | 29.1% | -78.3% | · | · | · | · | |
| ROA | 2.0% | -0.12% | · | 1.9% | 3.5% | -7.2% | · | · | · | · | |
| ROE | 15.5% | -2.9% | · | 7.2% | 354.7% | 132.3% | · | · | · | · | |
| ROIC | 16.8% | 34.3% | · | 9.0% | 214.2% | 215.9% | · | · | · | · |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current Ratio | 0.9 | 0.9 | · | 0.5 | 0.4 | 0.4 | · | · | · | · | |
| Quick Ratio | 0.5 | 0.7 | · | 0.3 | 0.3 | 0.3 | · | · | · | · | |
| Debt / Equity | · | · | · | · | 0.0 | -0.2 | · | · | · | · | |
| LT Debt / Equity | · | · | · | · | · | -0.2 | · | · | · | · |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.1 | 0.1 | · | 0.1 | 0.1 | 0.2 | · | · | · | · | |
| Receivables Turnover | 3.6 | 2.9 | · | 4.3 | 5.7 | 5.0 | · | · | · | · |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $4.72 | $8.77 | · | $5.02 | $4.89 | $5.59 | · | · | · | · | |
| Cash Flow / Share | · | $3.31 | · | · | · | $4.87 | · | · | · | · | |
| EPS (TTM) | $2.58 | $2.88 | · | $-0.44 | $-1.09 | $-2.27 | · | · | · | · |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $523M | $426M | · | $308M | $298M | $294M | · | · | · | · | |
| Net Income TTM | $60M | $47M | · | · | · | · | · | · | · | · | |
| P/E | 4.9 | 6.1 | · | -29.8 | -16.8 | -8.3 | · | · | · | · | |
| Earnings Yield | 20.3% | 16.4% | · | -3.4% | -5.9% | -12.1% | · | · | · | · |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Revenue | $356M | $259M | $162M |
| Operating Margin % | 3.3% | · | · |
| Net Income | $14M | $0 | · |
| Diluted EPS | $0.89 | $0.00 | $0.00 |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 |
|---|---|---|---|
| Current Ratio | 1.6 | · | · |
| Quick Ratio | 0.6 | · | · |
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 133 filers · $265.2M total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
133
Value held
$265.2M
New positions
25
Exited positions
27
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 25 (-9 vs prior Q) | 27 (+15 vs prior Q) | 60 (+10 vs prior Q) | 27 (-1 vs prior Q) | +3.2M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| FRANKLIN RESOURCES INC | $29,765,459 | 2,343,737 | 11.22% | Shares |
| WESTWOOD HOLDINGS GROUP INC | $27,331,136 | 2,152,058 | 10.31% | Shares |
| AMERICAN CENTURY COMPANIES INC | $27,161,668 | 2,138,714 | 10.24% | Shares |
| BlackRock, Inc. | $17,029,672 | 1,340,919 | 6.42% | Shares |
| Hancock Prospecting Pty Ltd | $13,296,900 | 1,047,000 | 5.01% | Shares |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | $13,176,694 | 1,037,535 | 4.97% | Shares |
| VANGUARD GROUP INC | $12,761,218 | 866,342 | 4.81% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $9,622,790 | 757,700 | 3.63% | Shares |
| AMERIPRISE FINANCIAL INC | $9,527,197 | 750,173 | 3.59% | Shares |
| Yaupon Capital Management LP | $8,309,039 | 654,255 | 3.13% | Shares |
| CIBC Bancorp USA Inc. | $7,705,357 | 606,721 | 2.91% | Shares |
| UBS Group AG | $7,703,097 | 606,543 | 2.90% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $5,632,817 | 443,414 | 2.12% | Shares |
| CIBC Private Wealth Group LLC | $5,002,645 | 381,590 | 1.89% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $4,980,940 | 392,200 | 1.88% | Shares |
| STATE STREET CORP | $4,748,276 | 373,880 | 1.79% | Shares |
| MARSHALL WACE, LLP | $4,665,891 | 367,393 | 1.76% | Shares |
| RAYMOND JAMES FINANCIAL INC | $4,208,184 | 331,353 | 1.59% | Shares |
| Russell Investments Group, Ltd. | $4,110,783 | 323,684 | 1.55% | Shares |
| MORGAN STANLEY | $3,498,674 | 275,486 | 1.32% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $3,235,756 | 254,784 | 1.22% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $2,539,035 | 199,924 | 0.96% | Shares |
| D. E. Shaw & Co., Inc. | $2,158,187 | 169,936 | 0.81% | Shares |
| RR Advisors, LLC | $2,108,022 | 165,986 | 0.79% | Shares |
| MILLENNIUM MANAGEMENT LLC | $2,056,930 | 161,963 | 0.78% | Shares |
| 1492 Capital Management LLC | $1,969,440 | 155,074 | 0.74% | Shares |
| NORTHERN TRUST CORP | $1,776,578 | 139,888 | 0.67% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $1,649,959 | 129,918 | 0.62% | Shares |
| SEI INVESTMENTS CO | $1,597,154 | 125,760 | 0.60% | Shares |
| BANK OF AMERICA CORP /DE/ | $1,442,173 | 113,557 | 0.54% | Shares |
| LAZARD ASSET MANAGEMENT LLC | $1,412,862 | 111,249 | 0.53% | Shares |
| XTX Topco Ltd | $1,228,598 | 96,740 | 0.46% | Shares |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1,115,695 | 87,850 | 0.42% | Shares |
| Amova Asset Management Americas, Inc. | $1,107,136 | 87,039 | 0.42% | Shares |
| Sumitomo Mitsui Trust Group, Inc. | $1,105,395 | 87,039 | 0.42% | Shares |
| ROYAL BANK OF CANADA | $1,092,000 | 86,024 | 0.41% | Shares |
| Boston Partners | $1,003,800 | 79,039 | 0.38% | Shares |
| Quantinno Capital Management LP | $953,656 | 75,091 | 0.36% | Shares |
| Bank of New York Mellon Corp | $892,224 | 70,254 | 0.34% | Shares |
| Susquehanna Portfolio Strategies, LLC | $851,713 | 67,064 | 0.32% | Shares |
| Jump Financial, LLC | $840,029 | 66,144 | 0.32% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $760,057 | 59,847 | 0.29% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $744,868 | 58,651 | 0.28% | Shares |
| Mariner, LLC | $740,582 | 58,312 | 0.28% | Shares |
| FIRST TRUST ADVISORS LP | $669,467 | 52,714 | 0.25% | Shares |
| ArrowMark Colorado Holdings LLC | $647,954 | 51,020 | 0.24% | Shares |
| GOLDMAN SACHS GROUP INC | $542,811 | 42,741 | 0.20% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $532,702 | 41,945 | 0.20% | Shares |
| STRS OHIO | $485,140 | 38,200 | 0.18% | Shares |
| Penn Capital Management Company, LLC | $481,203 | 37,890 | 0.18% | Shares |
Activists & 5%+ owners 2 positions
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| INR (II) Investments, LLC, Quantum Capital Solutions II GP, LLC, S. Wil VanLoh, Jr. | March 18, 2026 | 41.44% | Initial filing | Passive investment | SEC |
| Etineles Holdings V, LLC, CEC Selenite III Holdings, LLC, Carnelian Energy Capital V, L.P., Carnelian Energy Capital GP V, L.P., Carnelian Energy Capital Holdings, LLC, Daniel Goodman, Tomas Ackerman | March 2, 2026 | 16.19% | Initial filing | Passive investment | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 13 insiders · 5 officers · 10 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Zack David Arnold | President and Chief Executive Officer | March 3, 2026 A | 5,500 | 0 | 0 | $0 |
| Cary D Baetz | EVP and CFO | Sept. 25, 2026 P | 22,316 | 2 | 0 | $299,971 |
| David Sproule | Executive Vice President and Chief Financial Officer | March 18, 2026 S | 0 | 0 | 1 | $-4,793,250 |
| Raleigh Wolfe | General Counsel and Secretary | March 17, 2026 M | 55,332 | 0 | 0 | $0 |
| Brian P. Pietrandrea | Chief Accounting Officer | March 17, 2026 M | 2,428 | 0 | 0 | $0 |
| Scott Gieselman | Director | Sept. 22, 2026 P | 123,467 | 7 | 0 | $976,255 |
| Timothy C Dugan | Director | July 13, 2026 A | · | 0 | 0 | $0 |
| Steven D Gray | Director | June 12, 2026 P | 40,000 | 1 | 0 | $320,250 |
| William J. Quinn | Director | June 11, 2026 P | 66,000 | 3 | 0 | $870,760 |
| David P Poole | Director | June 11, 2026 P | 27,646 | 3 | 0 | $270,879 |
| Scott K. Mcneill | Director | April 13, 2026 A | · | 0 | 0 | $0 |
| Katherine May Gallagher | Director | March 17, 2026 M | 13,059 | 0 | 0 | $0 |
| Sarah James | Director | June 25, 2025 S | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 51 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| INDY · iShares Trust | 2.05% | -73,072,201 SH | Sept. 11, 2026 | Daily |
| SMIN · iShares Trust | 0.38% | 251,867,032 SH | Sept. 11, 2026 | Daily |
| VFMF · VANGUARD WELLINGTON FUND | 0.13% | 69,927 SH | Aug. 19, 2026 | Daily |
| INDA · iShares Trust | 0.05% | 298,484,648 SH | Sept. 11, 2026 | Daily |
| IWO · iShares Trust | 0.02% | 157,882 SH | Sept. 11, 2026 | Daily |
| BKF · iShares, Inc. | 0.02% | 1,173,177 SH | Sept. 11, 2026 | Daily |
| DVYE · iShares, Inc. | 0.02% | 18,461,765 SH | Sept. 11, 2026 | Daily |
| HEEM · iShares, Inc. | 0.01% | -821,986,250 SH | Sept. 11, 2026 | Daily |
| EMGF · iShares, Inc. | 0.01% | 24,861,841 SH | Sept. 11, 2026 | Daily |
| VSS · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.01% | 8,679,399 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.01% | 96,692 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.01% | 18,118 SH | Aug. 19, 2026 | Daily |
| IXUS · iShares Trust | 0.01% | 168,779,519 SH | Sept. 11, 2026 | Daily |
| IEMG · iShares, Inc. | 0.01% | 1,277,587,268 SH | Sept. 11, 2026 | Daily |
| EEMA · iShares, Inc. | 0.01% | 7,458,162 SH | Sept. 11, 2026 | Daily |
| IWM · iShares Trust | 0.01% | 403,088 SH | Sept. 11, 2026 | Daily |
| EMXC · iShares, Inc. | 0.01% | 180,891,983 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.01% | 8,063 NS | July 31, 2026 | N-PORT |
| AAXJ · iShares Trust | 0.01% | 24,844,778 SH | Sept. 11, 2026 | Daily |
| GLOF · iShares Trust | 0.01% | 1,193,679 SH | Sept. 11, 2026 | Daily |
| EEM · iShares, Inc. | 0.01% | 177,647,843 SH | Sept. 11, 2026 | Daily |
| EEMV · iShares, Inc. | 0.00% | 15,020,077 SH | Sept. 11, 2026 | Daily |
| HAWX · iShares Trust | 0.00% | -317,533,500 SH | Sept. 11, 2026 | Daily |
| EQLT · iShares Trust | 0.00% | 49,953 SH | Sept. 11, 2026 | Daily |
| EMXF · iShares Trust | 0.00% | 637,923 SH | Sept. 11, 2026 | Daily |
| ACWX · iShares Trust | 0.00% | 27,916,484 SH | Sept. 11, 2026 | Daily |
| ACWV · iShares, Inc. | 0.00% | 7,186,280 SH | Sept. 11, 2026 | Daily |
| EFRA · iShares Trust | 0.00% | 8,607 SH | Sept. 11, 2026 | Daily |
| VEGI · iShares, Inc. | 0.00% | 163,179 SH | Sept. 11, 2026 | Daily |
| ACWI · iShares Trust | 0.00% | 33,009,518 SH | Sept. 11, 2026 | Daily |
| REET · iShares Trust | 0.00% | 3,997,938 SH | Sept. 8, 2026 | Daily |
| AQLT · iShares Trust | 0.00% | 240,924 SH | Sept. 11, 2026 | Daily |
| CRBN · iShares Trust | 0.00% | 670,048 SH | Sept. 11, 2026 | Daily |
| IWV · iShares Trust | 0.00% | 3,489 SH | Sept. 3, 2026 | Daily |
| ESGE · iShares, Inc. | 0.00% | 1,034,742 SH | Sept. 10, 2026 | Daily |
| IGRO · iShares Trust | 0.00% | 177,797 SH | Sept. 10, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 218,576 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 523,851 SH | Aug. 19, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 33,279,056 SH | Aug. 19, 2026 | Daily |
| VPL · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 2,417,577 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 1,046,875 SH | Aug. 19, 2026 | Daily |
| VEA · VANGUARD TAX-MANAGED FUNDS | 0.00% | 23,350,962 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 1,073 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 535,740 SH | Aug. 19, 2026 | Daily |
| XT · iShares Trust | 0.00% | 1 SH | Aug. 19, 2026 | Daily |
| PICK · iShares, Inc. | 0.00% | 5,282,738 SH | Sept. 11, 2026 | Daily |
| LDEM · iShares Trust | -0.01% | 32,588 SH | Sept. 11, 2026 | Daily |
| EVLU · iShares Trust | -0.01% | 206,746 SH | Sept. 11, 2026 | Daily |
| ICLN · iShares Trust | -0.04% | -39,109,812 SH | Sept. 11, 2026 | Daily |
| EEMS · iShares, Inc. | -0.81% | -304,577,028 SH | Sept. 11, 2026 | Daily |
| SVAL · iShares Trust | · | 37,357 SH | Sept. 3, 2026 | Daily |
INR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 13 analysts
BUY
Median target
$22.50
+74.3%
5 38.5%
Strong Buy
7 53.8%
Buy
1 7.7%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
8 analysts · 2026-10-03Mean target $22.12 +71.4%
← Below all targets
Current price $12.91
Low$18.00
Mean$22.12
High$26.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
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Source: SEC 10-Q filed Aug 10, 2026