Latest revenue
$251.9M
as of 2026-03-31
Latest net income
$-10.8M
as of 2026-03-31
Net margin
-4.3%
as of 2026-03-31
Price · 5Y
Live market
delayed ≤15 min- Market cap
- $977.3M
- Enterprise value
- $977.3M
- P/E (trailing)
- —
- Forward P/E
- —
- P/B
- —
- Dividend yield
- 0.0%
- 52-wk high
- $10.69
- 52-wk low
- $3.13
- Beta
- —
- Shares out
- 135.7M
5-year trend
What this company does
Item 1. BUSINESS Who We Are InnovAge is the leading healthcare delivery platform by number of participants focused on providing all-inclusive, capitated care to high-cost, seniors, many of whom are dual-eligible. Our programs are designed to address two of the most pressing challenges facing the U.S. healthcare industry: rising costs and poor outcomes. The purpose of our participant-centered care delivery approach is to improve the quality of care our participants receive, while keeping them in their homes for as long as safely possible and reducing over-utilization of high-cost care settings such as hospitals and nursing homes. Through our Program of All-Inclusive Care for the Elderly…
AI summary unavailable — showing raw filing excerpt
Generated from INNV's filing dated 2025-09-09
Key risks
Table of Contents Item 1A. Risk Factors Our business, results of operations, and financial condition are subject to numerous risks and uncertainties. You should carefully consider the following risk factors before making a decision to invest in our common stock. The risks and uncertainties described below are not the only ones we face. Additional risks and uncertainties that we are unaware of, or that we currently believe are not material, may also become important factors that affect us. If any of the following risks occur, our business, financial condition, operating results and prospects could be materially and adversely affected. You should read these risk factors in conjunction with…
AI summary unavailable — showing raw filing excerpt
Generated from INNV's filing dated 2025-09-09
Profitability
Operating margin
-3.5%
14.9%Net margin
-3.6%
27.1%Return on equity
-12.9%
62.8%Return on assets
-5.8%
47.7%Leverage
Debt / equity
1.24×
20.1%Long-term debt / equity
0.24×
7.1%Debt / assets
55.4%
9.0%Earnings tracker
| Quarter | Revenue | YoY | Net income | YoY | Net margin |
|---|---|---|---|---|---|
Q1 2026 2026-03-31 | $251.9M | +15.5% | $-10.8M | +4.9% | -4.3% |
Q4 2025 2025-12-31 | $239.7M | +14.7% | $10.6M | +180.3% | 4.4% |
Q3 2025 2025-09-30 | $236.1M | +15.1% | $8.0M | +262.7% | 3.4% |
Q2 2025 2025-06-30 | $221.4M | +11.0% | $-785.0K | +53.8% | -0.4% |
Q1 2025 2025-03-31 | $218.1M | +13.0% | $-11.4M | -93.3% | -5.2% |
Q4 2024 2024-12-31 | $209.0M | +10.6% | $-13.2M | -283.6% | -6.3% |
Q3 2024 2024-09-30 | $205.1M | +12.4% | $-4.9M | +52.2% | -2.4% |
Q2 2024 2024-06-30 | $199.4M | — | $-1.7M | — | -0.9% |
Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.
Industry trend
Services-Health Services · SIC 8000
Your notes
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Insider activity
Insider buying
$173.3K
Insider selling
$161.7K
Net activity
+$11.6K
Distinct insiders
2
Open-market trades over the last 365 days.
Recent transactions
Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.
Who owns INNV
Institutional value
$36.5M
Total shares held
5.0M
Distinct holders
48
-29 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 1.2M | $10.0M | -13.8K (-1.1%) | Trimmed |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 877.1K | $7.0M | — | New |
| 3 | Hillsdale Investment Management Inc. | 530.0K | $4.3M | — | New |
| 4 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 272.5K | $2.2M | +33.7K (+14.1%) | Added |
| 5 | RITHOLTZ WEALTH MANAGEMENT | 248.1K | $2.0M | +83.0K (+50.3%) | Added |
| 6 | DIMENSIONAL FUND ADVISORS LP | 236.5K | $1.9M | +187.6K (+383.4%) | Added |
| 7 | Nuveen, LLC | 205.5K | $1.6M | +162.2K (+375.2%) | Added |
| 8 | Inspire Investing, LLC | 198.3K | $1.6M | — | New |
| 9 | VANGUARD FIDUCIARY TRUST CO | 140.5K | $1.1M | — | New |
| 10 | VANGUARD PORTFOLIO MANAGEMENT LLC | 118.6K | $951.5K | — | New |
| 11 | PRUDENTIAL FINANCIAL INC | 78.3K | $627.8K | — | New |
| 12 | Integrated Quantitative Investments LLC | 67.8K | $543.9K | — | New |
| 13 | STRS OHIO | 64.2K | $514.9K | -33.2K (-34.1%) | Trimmed |
| 14 | JANE STREET GROUP, LLC | 45.7K | $366.3K | -45.2K (-49.7%) | Trimmed |
| 15 | Bank of New York Mellon Corp | 44.1K | $353.7K | -1.1K (-2.4%) | Trimmed |
| 16 | RHUMBLINE ADVISERS | 24.2K | $193.7K | -1.5K (-5.9%) | Trimmed |
| 17 | D'Orazio & Associates, Inc. | 18.2K | $146.0K | — | New |
| 18 | Kathmere Capital Management, LLC | 15.5K | $124.6K | +2.3K (+17.0%) | Added |
| 19 | UBS Group AG | 13.0K | $104.2K | +11.0K (+537.8%) | Added |
| 20 | Baron Wealth Management LLC | 13.0K | $103.9K | — | New |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once INNV's latest filing finishes processing.