Crude Petroleum & Natural Gas · SIC 1311

INFINITY NATURAL RESOURCES, INC.

INR

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Latest revenue

$154.9M

as of 2026-03-31

Latest net income

$-1.9M

as of 2026-03-31

Net margin

-1.2%

as of 2026-03-31

Price · 5Y

-24.9% / yr 38.7 pts / yr vs S&P 500 31.1% total
Compare:

Live market

delayed ≤15 min
$14.51
0.90%
Market cap
Enterprise value
P/E (trailing)
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$19.90
52-wk low
$11.13
Beta
Shares out

5-year trend

dashed bar = fiscal Q4 derived from 10-K annual − Q1 − Q2 − Q3 (SEC requires only three 10-Qs per year).

What this company does

AI

ITEM 1. BUSINESS Overview We are a growth oriented independent energy company focused on the acquisition, development, and production of hydrocarbons in the Appalachian Basin. We are focused on creating shareholder value through the identification and disciplined development of low-risk, highly economic oil and natural gas assets while maintaining a strong and flexible balance sheet. Our operations are focused on the Utica Shale in eastern Ohio as well as our dry gas assets in both the Marcellus and Utica Shales in southwestern Pennsylvania, providing highly economic stacked development inventory that leverages shared infrastructure and operational efficiencies. Our portfolio is balanced…

AI summary unavailable — showing raw filing excerpt

Generated from INR's filing dated 2026-03-10

Key risks

AI

ITEM 1A. RISK FACTORS Investing in our Class A common stock involves risks. You should carefully consider the following risks and uncertainties, as well as the other information contained in this Annual Report, including those described in “Cautionary Statement Regarding Forward-Looking Statements.” The risks and uncertainties described below are not the only ones we face. Additional risks not presently known to us or that we currently deem immaterial may also materially affect our business. The occurrence of any of the following risks or additional risks and uncertainties that are currently immaterial or unknown could materially and adversely affect our business, financial condition,…

AI summary unavailable — showing raw filing excerpt

Generated from INR's filing dated 2026-03-10

Profitability

Operating margin

3.3%

90.8%

Net margin

11.3%

Return on equity

13.1%

Return on assets

3.2%

Leverage

Debt / equity

3.04×

Long-term debt / equity

0.49×

Debt / assets

75.2%

24.8%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$154.9M+81.8%$-1.9M+94.6%-1.2%

Q4 2025

2025-12-31

$117.1M+69.4%$98.2M83.9%

Q3 2025

2025-09-30

$79.7M+15.1%$-6.8M-8.6%

Q2 2025

2025-06-30

$74.5M+5.7%$-16.6M-22.3%

Q1 2025

2025-03-31

$85.2M+69.6%$-34.6M-40.6%

Q4 2024

2024-12-31

$69.1M

Q3 2024

2024-09-30

$69.2M

Q2 2024

2024-06-30

$70.4M

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

Crude Petroleum & Natural Gas · SIC 1311

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Insider activity

Insider buying

$979.1K

Insider selling

$4.8M

Net activity

−$3.9M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-03-18

David Sproule

Executive Vice President and Chief Financial Officer

Sale275,000$17.43$4.8M
2025-12-16

David P Poole

Director

Purchase8,646$12.94$111.9K
2025-08-22

Zack David Arnold

President and Chief Executive Officer

Purchase5,500$13.88$76.4K
2025-08-22

Steven D Gray

Director

Purchase16,846$13.96$235.1K
2025-08-21

Steven D Gray

Director

Purchase20,252$13.75$278.4K
2025-08-20

Steven D Gray

Director

Purchase12,902$13.64$176.0K
2025-08-14

David P Poole

Director

Purchase7,500$13.51$101.3K
2025-06-25

Sarah James

Director

Sale2,500$18.40$46.0K

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 INR

Institutional value

$129.7M

Total shares held

7.4M

Distinct holders

72

-43 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

#ManagerSharesValueQoQ changeAction
1FRANKLIN RESOURCES INC1.7M$29.3M+363.3K (+28.0%)Added
2BlackRock, Inc.1.3M$22.1M+52.9K (+4.4%)Added
3VANGUARD CAPITAL MANAGEMENT LLC675.9K$11.9MNew
4CIBC Bancorp USA Inc.634.8K$11.2MNew
5UBS Group AG322.0K$5.7M+85.4K (+36.1%)Added
6Walleye Capital LLC293.1K$5.2M+208.9K (+248.1%)Added
7Russell Investments Group, Ltd.282.4K$5.0M+34.3K (+13.8%)Added
8SEI INVESTMENTS CO275.4K$4.9M+166.8K (+153.6%)Added
9CI INVESTMENTS INC.275.1K$4.8M+8.7K (+3.3%)Added
10BNP PARIBAS FINANCIAL MARKETS249.4K$4.4M+19.9K (+8.7%)Added
111492 Capital Management LLC173.3K$3.1M-85.8K (-33.1%)Trimmed
12RR Advisors, LLC166.0K$2.9M+0 (+0.0%)No change
13VANGUARD PORTFOLIO MANAGEMENT LLC114.9K$2.0MNew
14VANGUARD FIDUCIARY TRUST CO100.3K$1.8MNew
15Nuveen, LLC97.5K$1.7M-84.6K (-46.4%)Trimmed
16Sumitomo Mitsui Trust Group, Inc.65.7K$1.2M+12.6K (+23.7%)Added
17Nikko Asset Management Americas, Inc.65.7K$1.2M+12.6K (+23.7%)Added
18Bank of New York Mellon Corp64.5K$1.1M+1.4K (+2.3%)Added
19JANE STREET GROUP, LLC59.7K$1.1M+9.7K (+19.5%)Added
20MARTINGALE ASSET MANAGEMENT L P57.6K$1.0MNew

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 INR's latest filing finishes processing.