View Financial HealthInfinity Natural Resources 配当と自社株買い配当金 基準チェック /06Infinity Natural Resources配当金を支払った記録がありません。主要情報n/a配当利回り0.3%バイバック利回り総株主利回り0.3%将来の配当利回り0%配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向n/a最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesRecent Insider Transactions • Jun 08Independent Director recently bought US$139k worth of stockOn the 3rd of June, William Quinn bought around 11k shares on-market at roughly US$13.20 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.1m more in shares than they have sold in the last 12 months.Major Estimate Revision • May 19Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$638.4m to US$648.7m. EPS estimate fell from US$3.40 to US$2.92 per share. Net income forecast to grow 386% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.38. Share price was steady at US$15.91 over the past week.ライブニュース • May 16Infinity Natural Resources Grows Appalachian Presence With Ohio Acquisition and Surging ProductionInfinity Natural Resources is expanding its Appalachian Basin footprint through the acquisition of Antero’s Ohio Utica assets, adding scale in both upstream and midstream operations. The company also acquired additional working interests in Pennsylvania, further integrating production and transportation across its asset base. In the first quarter, average net production rose 88% year over year, with oil up 16% and natural gas up 169%, while the company increased its hedge book to manage commodity price risk around these volumes. The combination of expanded acreage, integrated midstream infrastructure and a larger hedge position indicates a business that is emphasizing operational scale while seeking to reduce some of the volatility tied to oil and gas prices. Investors may want to monitor how efficiently the company develops its new Ohio and Pennsylvania positions and how its hedge strategy affects cash flow sensitivity if commodity prices move sharply.お知らせ • May 14Infinity Natural Resources, Inc. Reaffirms Production Guidance for the Year 2026Infinity Natural Resources, Inc. reaffirmed production guidance for the year 2026. For the year, net production is expected to be between 345 and 375 MMcfe/d for 2026, with natural gas expected to be between 235 and 255 MMcfe/d and oil and liquids expected to be between 18 and 20 Mbbls/d.Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.11 loss per share (improved from US$2.27 loss in 1Q 2025). Revenue: US$154.9m (up 82% from 1Q 2025). Net loss: US$1.87m (loss narrowed 95% from 1Q 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 63% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (63% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$4.8m sold).お知らせ • Apr 30Infinity Natural Resources, Inc. to Report Q1, 2026 Results on May 12, 2026Infinity Natural Resources, Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026Major Estimate Revision • Apr 26Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$649.1m to US$638.2m. EPS estimate also fell from US$3.87 per share to US$3.40 per share. Net income forecast to grow 1,459% next year vs 34% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.00. Share price was steady at US$15.99 over the past week.お知らせ • Apr 16Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026.お知らせ • Apr 14Infinity Natural Resources, Inc. Appoints Scott Mcneill to Board of Directors, Effective April 13, 2026Infinity Natural Resources, Inc. announced the appointment of Scott McNeill to its Board of Directors, effective immediately. Mr. McNeill brings more than two decades of experience across energy investment banking, capital markets and operating leadership roles within both public and private energy companies. Over the course of his career, he has served as a CEO, CFO and board member while helping build, finance and scale energy businesses through strategic transactions and capital markets execution. Mr. McNeill is currently the Chief Executive Officer of Peak Rentals, LLC, an equipment rental company serving the energy industry. He is also the Managing Member of Headwall Capital, an investment company pursuing opportunities in the energy sector. Mr. McNeill spent 15 years at Raymond James, where he served as a Managing Director in the firm’s Energy Investment Banking group and advised energy companies on capital markets and M&A transactions. He later joined RSP Permian as Chief Financial Officer and a member of the Board of Directors, where he led the company’s $449 million IPO and served through its $9.5 billion merger with Concho Resources in late 2018. Scott joined RSP Permian as a private company helping build the organization through its early growth phase while positioning for its IPO. During his tenure, RSP Permian became one of the best-performing public E&P companies from its IPO through its sale. Mr. McNeill subsequently co-founded and served as CEO of Switchback and Switchback II, energy-focused special purpose acquisition companies backed by NGP Energy Capital through the completion of their business combinations. Mr. McNeill also held senior leadership roles at Black Mountain Sand, including Executive Chairman, Chief Executive Officer and Chief Financial Officer, helping reposition and scale the business prior to its merger with Covia Energy to form Iron Oak Energy Solutions, the largest private proppant supplier in North America. Mr. McNeill currently serves on the board of directors of Iron Oak.Price Target Changed • Mar 31Price target increased by 7.1% to US$23.44Up from US$21.89, the current price target is an average from 9 analysts. New target price is 33% above last closing price of US$17.61. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$0.90 last year.Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$1.54. Revenue: US$356.4m (up 38% from FY 2024). Net income: US$23.8m (down 52% from FY 2024). Profit margin: 6.7% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 96%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Oil and Gas industry in the US.お知らせ • Mar 11Infinity Natural Resources, Inc. Provides Production Guidance for the Year 2026Infinity Natural Resources, Inc. provided production guidance for the year 2026. For the year, total net daily production expected to be between 345 and 375 MMcfe/d, representing year-over-year growth of approximately 70% at the midpoint of the range. Total natural gas net production expected to be between 235 and 255 MMcfe/d. Total oil and liquids net production expected to be between 18 and 20 Mbbls/d.お知らせ • Feb 27Infinity Natural Resources, Inc. to Report Q4, 2025 Results on Mar 10, 2026Infinity Natural Resources, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026お知らせ • Feb 24+ 1 more updateInfinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The purchase price is subject to customary closing adjustments. Northern Oil and Gas, Inc. funded the acquisition with cash on hand, operating free cash flow and borrowings from NOG’s revolving credit facility. The transactions were unanimously approved by the Antero Midstream Corporation's Board of Directors. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. As on February 11, 2026, the transaction is expected to close by the end of February 2026 RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation. Ryan Maierson and Nick Dhesi of Latham & Watkins LLP acted as legal advisor to Antero Midstream Corporation. Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million on February 23, 2026. Under the terms of the transaction, the closing payment was $464.5 million in cash, which includes a $58.8 million deposit paid at signing. The closing payment is net of preliminary and customary purchase price adjustments and remains subject to post-closing settlements.お知らせ • Feb 20Infinity Natural Resources, Inc. announced that it expects to receive $350 million in funding from Quantum Capital Group Ltd, Carnelian Energy CapitalInfinity Natural Resources, Inc. announces a private placement with Quantum Capital Group and Carnelian Energy Capital Management to issue Series A Convertible Preferred Shares for gross proceeds of $350 million on February 19, 2026. The Preferred Stock carries an 8% dividend per annum, paid quarterly, for the first five years, and 12% thereafter, with an option to pay in cash or in kind as an increase to the liquidation preference available for the first two years. The Preferred Stock is convertible at the option of the holders into shares of Infinity’s Class A common stock at a conversion price of $21.39 per share分析記事 • Feb 08Infinity Natural Resources, Inc. (NYSE:INR) Stock Rockets 26% But Many Are Still Ignoring The CompanyInfinity Natural Resources, Inc. ( NYSE:INR ) shares have continued their recent momentum with a 26% gain in the last...Recent Insider Transactions Derivative • Feb 07General Counsel & Secretary exercised options and sold US$264k worth of stockOn the 3rd of February, Raleigh Wolfe exercised options to acquire 16k shares at no cost and sold these for an average price of US$16.52 per share. This trade did not impact their existing holding. As of today, Raleigh currently holds no shares directly. Company insiders have collectively bought US$669k more than they sold, via options and on-market transactions, in the last 12 months.お知らせ • Jan 21Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million.Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million on January 1, 2026. The consideration would be paid in stock. Infinity Natural Resources, Inc. (NYSE:INR) completed the acquisition of Working Interest in Chase Oil Corporation for $36 million on January 1, 2026.Recent Insider Transactions • Dec 19Independent Director recently bought US$112k worth of stockOn the 16th of December, David Poole bought around 9k shares on-market at roughly US$12.94 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$933k more in shares than they have sold in the last 12 months.お知らせ • Dec 09Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation.分析記事 • Dec 05Investors Still Aren't Entirely Convinced By Infinity Natural Resources, Inc.'s (NYSE:INR) Revenues Despite 26% Price JumpInfinity Natural Resources, Inc. ( NYSE:INR ) shareholders would be excited to see that the share price has had a great...分析記事 • Nov 12Infinity Natural Resources (NYSE:INR) Is Making Moderate Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Reported Earnings • Nov 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.67. Revenue: US$79.7m (up 15% from 3Q 2024). Net income: US$10.4m (down 77% from 3Q 2024). Profit margin: 13% (down from 65% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 41%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.お知らせ • Nov 11+ 1 more updateInfinity Natural Resources, Inc. Narrows Production Guidance for the Year 2025Infinity Natural Resources, Inc. narrowed production guidance for the year 2025. For the year, the company has narrowed its net production guidance to the high end of the previous range of 32 to 35 Mboe d to 33.5 to 35 Mboe d for 2025.お知らせ • Nov 04Infinity Natural Resources, Inc. to Report Q3, 2025 Results on Nov 10, 2025Infinity Natural Resources, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025ナラティブの更新 • Oct 07Fair Value Estimate: ~$30$INR - Fair value price correction from $39 -> $30.Major Estimate Revision • Oct 02Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.20 to US$0.17 per share. Revenue forecast steady at US$360.9m. Net income forecast to grow 253% next year vs 17% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$23.38. Share price fell 3.4% to US$13.50 over the past week.Major Estimate Revision • Sep 11Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.113 to US$0.10 per share. Revenue forecast steady at US$363.4m. Net income forecast to grow 245% next year vs 24% growth forecast for Oil and Gas industry in the US. Consensus price target of US$24.50 unchanged from last update. Share price fell 5.1% to US$13.85 over the past week.Major Estimate Revision • Aug 26Consensus EPS estimates increase by 656%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$364.7m to US$370.1m. EPS estimate increased from US$0.015 to US$0.113 per share. Net income forecast to grow 247% next year vs 16% growth forecast for Oil and Gas industry in the US. Consensus price target down from US$25.38 to US$24.75. Share price rose 5.4% to US$14.15 over the past week.Recent Insider Transactions • Aug 24Independent Chairman of the Board recently bought US$690k worth of stockOn the 22nd of August, Steven Gray bought around 50k shares on-market at roughly US$13.79 per share. This transaction increased Steven's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.Major Estimate Revision • Aug 19Consensus EPS estimates fall by 99%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$375.4m to US$364.7m. EPS estimate also fell from US$1.92 per share to US$0.015 per share. Net income forecast to grow 285% next year vs 18% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.25. Share price fell 6.3% to US$13.43 over the past week.Reported Earnings • Aug 13Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$1.18. Revenue: US$74.5m (up 5.7% from 2Q 2024). Net income: US$18.0m (down 25% from 2Q 2024). Profit margin: 24% (down from 34% in 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US.お知らせ • Aug 12Infinity Natural Resources, Inc. Maintains Production Guidance for the Year 2025Infinity Natural Resources, Inc. maintained production guidance for the year 2025. For the year, the company still expects net production to remain unchanged and is expected to be between 32 Mboe/d and 35 Mboe/d.Seeking Alpha • Aug 12Infinity Natural Resources: An Interesting New Player In AppalachiaSummary Infinity Natural Resources stock has declined since its IPO, reflecting a common post-IPO trend for oil and gas stocks. Insiders typically sell at favorable prices, suggesting caution for new investors buying soon after an IPO. Historical research shows most IPOs trade at half their offering price within 18 months, a pattern INR appears to be following. Current political and economic uncertainty could push INR's price lower, potentially creating a future value opportunity for contrarian investors. This is a buy with the idea that some investors may want the political uncertainty and potential recession to clear up first. Others may want to start an initial position. Read the full article on Seeking Alphaお知らせ • Aug 01Infinity Natural Resources, Inc. to Report Q2, 2025 Results on Aug 11, 2025Infinity Natural Resources, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025Major Estimate Revision • Jul 23Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.70 to US$1.92 per share. Revenue forecast steady at US$375.4m. Net income forecast to grow 539% next year vs 8.4% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.75. Share price fell 5.6% to US$14.09 over the past week.お知らせ • Jul 17Infinity Natural Resources, Inc. Appoints Brian Pietrandrea as Chief Accounting Officer, Effective July 16, 2025Infinity Natural Resources, Inc. announced the addition of Brian Pietrandrea as Chief Accounting Officer. Mr. Pietrandrea starts July 16, 2025. Mr. Pietrandrea and Mr. Fantini were most recently with Equitrans Midstream Corporation, bringing extensive experience in their respective fields and in the oil and gas industry. Pietrandrea, a seasoned accounting executive with over 20 years of experience, brings significant expertise in SEC reporting, financial operations, and regulatory compliance. Mr. Pietrandrea, age 50, most recently served as Vice President and Chief Accounting Officer at Equitrans Midstream Corporation (“Equitrans”), a midstream company with operations focused in the Appalachian Basin, from August 2019 to July 2024. Prior to his employment at Equitrans, Mr. Pietrandrea served as Accounting Controller at EQM Midstream Partners LP (“EQM”), a midstream company operating in the Appalachian Basin and wholly owned subsidiary of EQT Corporation (NYSE: EQT). He joined EQM in February 2013 as the Director of Partnership Accounting and Reporting. Prior to his employment at EQM, Mr. Pietrandrea served in the roles of Tax Specialist, Financial Specialist and Assistant Controller at EQT. Mr. Pietrandrea began his accounting career at Grossberg Company LLP and later worked at Deloitte & Touche LLP. Mr. Pietrandrea holds a Bachelor of Science degree in Business Administration from PennWest University – Clarion, as well as a Master of Business Administration and Master of Science in Taxation from Duquesne University. He is a Certified Public Accountant and holds multiple professional certifications, including Certified Fraud Examiner, Certified in Strategy and Competitive Analysis, and Certified Information Technology Professional. He also serves as a Commander in the U.S. Navy Reserve.Major Estimate Revision • Jul 14Consensus EPS estimates fall by 54%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$6.56 to US$3.04 per share. Revenue forecast steady at US$382.4m. Net income forecast to shrink 27% next year vs 6.9% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$25.75. Share price rose 2.2% to US$15.30 over the past week.Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.97, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 12x in the Oil and Gas industry in the US.Major Estimate Revision • Jul 03Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$4.52 to US$2.76 per share. Revenue forecast steady at US$383.8m. Net income forecast to shrink 13% next year vs 6.2% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$26.13. Share price fell 13% to US$16.08 over the past week.Major Estimate Revision • May 20Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.45 to US$2.98. Revenue forecast steady at US$379.3m. Net income forecast to grow 503% next year vs 5.6% growth forecast for Oil and Gas industry in the US. Consensus price target of US$25.43 unchanged from last update. Share price fell 2.1% to US$18.02 over the past week.Reported Earnings • May 13First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$1.62 loss per share. Revenue: US$85.2m (up 41% from 1Q 2024). Net loss: US$24.7m (down US$29.7m from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.お知らせ • May 07Infinity Natural Resources, Inc. to Report Q1, 2025 Results on May 12, 2025Infinity Natural Resources, Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.74, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Oil and Gas industry in the US.Reported Earnings • Mar 28Full year 2024 earnings releasedFull year 2024 results: Revenue: US$259.0m (up 60% from FY 2023). Net income: US$49.3m (down 43% from FY 2023). Profit margin: 19% (down from 54% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 37 MMbbls Gas reserves Proven reserves: 617 Bcf LNG reserves Proven reserves: 30 MMbbls Combined production Oil equivalent production: 8.818 MMboe (6.901 MMboe in FY 2023) Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in the US.お知らせ • Mar 28Infinity Natural Resources, Inc. Provides Earnings Guidance for the Full Year of 2025Infinity Natural Resources, Inc. provided earnings guidance for the full year of 2025. For the year, the company's total net daily production expected to be between 32 MBoe/d and 35 MBoe/d, representing year-over-year growth of approximately 40% at the midpoint of the range.お知らせ • Mar 25Infinity Natural Resources, Inc. to Report Q4, 2024 Results on Mar 27, 2025Infinity Natural Resources, Inc. announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Mar 27, 2025Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$15.29, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Oil and Gas industry in the US.お知らせ • Jan 31Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million.Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,250,000 Price\Range: $20 Transaction Features: Reserved Share Offering; Sponsor Backed Offering決済の安定と成長配当データの取得安定した配当: INRの 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: INRの配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場Infinity Natural Resources 配当利回り対市場INR 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (INR)n/a市場下位25% (US)1.4%市場トップ25% (US)4.1%業界平均 (Oil and Gas)3.3%アナリスト予想 (INR) (最長3年)0%注目すべき配当: INRは最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: INRは最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: INRの 配当性向 を計算して配当金の支払いが利益で賄われているかどうかを判断するにはデータが不十分です。株主配当金キャッシュフローカバレッジ: INRが配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YUS 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/15 14:26終値2026/06/12 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Infinity Natural Resources, Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。12 アナリスト機関Kaleinoheaokealaula AkamineBofA Global ResearchBrian VelieCapital One Securities, Inc.John Phillips JohnstonCapital One Securities, Inc.9 その他のアナリストを表示
Recent Insider Transactions • Jun 08Independent Director recently bought US$139k worth of stockOn the 3rd of June, William Quinn bought around 11k shares on-market at roughly US$13.20 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$1.1m more in shares than they have sold in the last 12 months.
Major Estimate Revision • May 19Consensus EPS estimates fall by 14%, revenue upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast increased from US$638.4m to US$648.7m. EPS estimate fell from US$3.40 to US$2.92 per share. Net income forecast to grow 386% next year vs 46% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.38. Share price was steady at US$15.91 over the past week.
ライブニュース • May 16Infinity Natural Resources Grows Appalachian Presence With Ohio Acquisition and Surging ProductionInfinity Natural Resources is expanding its Appalachian Basin footprint through the acquisition of Antero’s Ohio Utica assets, adding scale in both upstream and midstream operations. The company also acquired additional working interests in Pennsylvania, further integrating production and transportation across its asset base. In the first quarter, average net production rose 88% year over year, with oil up 16% and natural gas up 169%, while the company increased its hedge book to manage commodity price risk around these volumes. The combination of expanded acreage, integrated midstream infrastructure and a larger hedge position indicates a business that is emphasizing operational scale while seeking to reduce some of the volatility tied to oil and gas prices. Investors may want to monitor how efficiently the company develops its new Ohio and Pennsylvania positions and how its hedge strategy affects cash flow sensitivity if commodity prices move sharply.
お知らせ • May 14Infinity Natural Resources, Inc. Reaffirms Production Guidance for the Year 2026Infinity Natural Resources, Inc. reaffirmed production guidance for the year 2026. For the year, net production is expected to be between 345 and 375 MMcfe/d for 2026, with natural gas expected to be between 235 and 255 MMcfe/d and oil and liquids expected to be between 18 and 20 Mbbls/d.
Reported Earnings • May 13First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2026 results: US$0.11 loss per share (improved from US$2.27 loss in 1Q 2025). Revenue: US$154.9m (up 82% from 1Q 2025). Net loss: US$1.87m (loss narrowed 95% from 1Q 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.
New Risk • May 13New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 63% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (63% accrual ratio). Minor Risk Significant insider selling over the past 3 months (US$4.8m sold).
お知らせ • Apr 30Infinity Natural Resources, Inc. to Report Q1, 2026 Results on May 12, 2026Infinity Natural Resources, Inc. announced that they will report Q1, 2026 results After-Market on May 12, 2026
Major Estimate Revision • Apr 26Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from US$649.1m to US$638.2m. EPS estimate also fell from US$3.87 per share to US$3.40 per share. Net income forecast to grow 1,459% next year vs 34% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$24.00. Share price was steady at US$15.99 over the past week.
お知らせ • Apr 16Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026Infinity Natural Resources, Inc., Annual General Meeting, Jun 09, 2026.
お知らせ • Apr 14Infinity Natural Resources, Inc. Appoints Scott Mcneill to Board of Directors, Effective April 13, 2026Infinity Natural Resources, Inc. announced the appointment of Scott McNeill to its Board of Directors, effective immediately. Mr. McNeill brings more than two decades of experience across energy investment banking, capital markets and operating leadership roles within both public and private energy companies. Over the course of his career, he has served as a CEO, CFO and board member while helping build, finance and scale energy businesses through strategic transactions and capital markets execution. Mr. McNeill is currently the Chief Executive Officer of Peak Rentals, LLC, an equipment rental company serving the energy industry. He is also the Managing Member of Headwall Capital, an investment company pursuing opportunities in the energy sector. Mr. McNeill spent 15 years at Raymond James, where he served as a Managing Director in the firm’s Energy Investment Banking group and advised energy companies on capital markets and M&A transactions. He later joined RSP Permian as Chief Financial Officer and a member of the Board of Directors, where he led the company’s $449 million IPO and served through its $9.5 billion merger with Concho Resources in late 2018. Scott joined RSP Permian as a private company helping build the organization through its early growth phase while positioning for its IPO. During his tenure, RSP Permian became one of the best-performing public E&P companies from its IPO through its sale. Mr. McNeill subsequently co-founded and served as CEO of Switchback and Switchback II, energy-focused special purpose acquisition companies backed by NGP Energy Capital through the completion of their business combinations. Mr. McNeill also held senior leadership roles at Black Mountain Sand, including Executive Chairman, Chief Executive Officer and Chief Financial Officer, helping reposition and scale the business prior to its merger with Covia Energy to form Iron Oak Energy Solutions, the largest private proppant supplier in North America. Mr. McNeill currently serves on the board of directors of Iron Oak.
Price Target Changed • Mar 31Price target increased by 7.1% to US$23.44Up from US$21.89, the current price target is an average from 9 analysts. New target price is 33% above last closing price of US$17.61. Stock is down 4.8% over the past year. The company is forecast to post earnings per share of US$3.72 for next year compared to US$0.90 last year.
Reported Earnings • Mar 11Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: US$1.54. Revenue: US$356.4m (up 38% from FY 2024). Net income: US$23.8m (down 52% from FY 2024). Profit margin: 6.7% (down from 19% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 96%. Revenue is forecast to grow 26% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Oil and Gas industry in the US.
お知らせ • Mar 11Infinity Natural Resources, Inc. Provides Production Guidance for the Year 2026Infinity Natural Resources, Inc. provided production guidance for the year 2026. For the year, total net daily production expected to be between 345 and 375 MMcfe/d, representing year-over-year growth of approximately 70% at the midpoint of the range. Total natural gas net production expected to be between 235 and 255 MMcfe/d. Total oil and liquids net production expected to be between 18 and 20 Mbbls/d.
お知らせ • Feb 27Infinity Natural Resources, Inc. to Report Q4, 2025 Results on Mar 10, 2026Infinity Natural Resources, Inc. announced that they will report Q4, 2025 results After-Market on Mar 10, 2026
お知らせ • Feb 24+ 1 more updateInfinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The purchase price is subject to customary closing adjustments. Northern Oil and Gas, Inc. funded the acquisition with cash on hand, operating free cash flow and borrowings from NOG’s revolving credit facility. The transactions were unanimously approved by the Antero Midstream Corporation's Board of Directors. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. As on February 11, 2026, the transaction is expected to close by the end of February 2026 RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation. Ryan Maierson and Nick Dhesi of Latham & Watkins LLP acted as legal advisor to Antero Midstream Corporation. Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) completed the acquisition of Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for approximately $470 million on February 23, 2026. Under the terms of the transaction, the closing payment was $464.5 million in cash, which includes a $58.8 million deposit paid at signing. The closing payment is net of preliminary and customary purchase price adjustments and remains subject to post-closing settlements.
お知らせ • Feb 20Infinity Natural Resources, Inc. announced that it expects to receive $350 million in funding from Quantum Capital Group Ltd, Carnelian Energy CapitalInfinity Natural Resources, Inc. announces a private placement with Quantum Capital Group and Carnelian Energy Capital Management to issue Series A Convertible Preferred Shares for gross proceeds of $350 million on February 19, 2026. The Preferred Stock carries an 8% dividend per annum, paid quarterly, for the first five years, and 12% thereafter, with an option to pay in cash or in kind as an increase to the liquidation preference available for the first two years. The Preferred Stock is convertible at the option of the holders into shares of Infinity’s Class A common stock at a conversion price of $21.39 per share
分析記事 • Feb 08Infinity Natural Resources, Inc. (NYSE:INR) Stock Rockets 26% But Many Are Still Ignoring The CompanyInfinity Natural Resources, Inc. ( NYSE:INR ) shares have continued their recent momentum with a 26% gain in the last...
Recent Insider Transactions Derivative • Feb 07General Counsel & Secretary exercised options and sold US$264k worth of stockOn the 3rd of February, Raleigh Wolfe exercised options to acquire 16k shares at no cost and sold these for an average price of US$16.52 per share. This trade did not impact their existing holding. As of today, Raleigh currently holds no shares directly. Company insiders have collectively bought US$669k more than they sold, via options and on-market transactions, in the last 12 months.
お知らせ • Jan 21Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million.Infinity Natural Resources, Inc. (NYSE:INR) acquired Working Interest in Chase Oil Corporation for $36 million on January 1, 2026. The consideration would be paid in stock. Infinity Natural Resources, Inc. (NYSE:INR) completed the acquisition of Working Interest in Chase Oil Corporation for $36 million on January 1, 2026.
Recent Insider Transactions • Dec 19Independent Director recently bought US$112k worth of stockOn the 16th of December, David Poole bought around 9k shares on-market at roughly US$12.94 per share. This transaction amounted to 43% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$933k more in shares than they have sold in the last 12 months.
お知らせ • Dec 09Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million.Infinity Natural Resources, Inc. (NYSE:INR) and Northern Oil and Gas, Inc. (NYSE:NOG) entered into a definitive agreement to acquire Utica Shale midstream assets from Antero Midstream Corporation (NYSE:AM) for $400 million on December 5, 2025. The transaction is subject to the satisfaction of certain customary closing conditions, the expiration or termination of all waiting periods imposed under the Hart-Scott-Rodino Antitrust Improvements Act of 1976 and is expected to close in the first quarter of 2026. RBC Capital Markets, LLC acted as financial advisor for Antero Midstream Corporation.
分析記事 • Dec 05Investors Still Aren't Entirely Convinced By Infinity Natural Resources, Inc.'s (NYSE:INR) Revenues Despite 26% Price JumpInfinity Natural Resources, Inc. ( NYSE:INR ) shareholders would be excited to see that the share price has had a great...
分析記事 • Nov 12Infinity Natural Resources (NYSE:INR) Is Making Moderate Use Of DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: US$0.67. Revenue: US$79.7m (up 15% from 3Q 2024). Net income: US$10.4m (down 77% from 3Q 2024). Profit margin: 13% (down from 65% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) exceeded analyst estimates by 41%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Oil and Gas industry in the US.
お知らせ • Nov 11+ 1 more updateInfinity Natural Resources, Inc. Narrows Production Guidance for the Year 2025Infinity Natural Resources, Inc. narrowed production guidance for the year 2025. For the year, the company has narrowed its net production guidance to the high end of the previous range of 32 to 35 Mboe d to 33.5 to 35 Mboe d for 2025.
お知らせ • Nov 04Infinity Natural Resources, Inc. to Report Q3, 2025 Results on Nov 10, 2025Infinity Natural Resources, Inc. announced that they will report Q3, 2025 results After-Market on Nov 10, 2025
Major Estimate Revision • Oct 02Consensus EPS estimates fall by 15%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.20 to US$0.17 per share. Revenue forecast steady at US$360.9m. Net income forecast to grow 253% next year vs 17% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$23.38. Share price fell 3.4% to US$13.50 over the past week.
Major Estimate Revision • Sep 11Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$0.113 to US$0.10 per share. Revenue forecast steady at US$363.4m. Net income forecast to grow 245% next year vs 24% growth forecast for Oil and Gas industry in the US. Consensus price target of US$24.50 unchanged from last update. Share price fell 5.1% to US$13.85 over the past week.
Major Estimate Revision • Aug 26Consensus EPS estimates increase by 656%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$364.7m to US$370.1m. EPS estimate increased from US$0.015 to US$0.113 per share. Net income forecast to grow 247% next year vs 16% growth forecast for Oil and Gas industry in the US. Consensus price target down from US$25.38 to US$24.75. Share price rose 5.4% to US$14.15 over the past week.
Recent Insider Transactions • Aug 24Independent Chairman of the Board recently bought US$690k worth of stockOn the 22nd of August, Steven Gray bought around 50k shares on-market at roughly US$13.79 per share. This transaction increased Steven's direct individual holding by 3x at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Steven's only on-market trade for the last 12 months.
Major Estimate Revision • Aug 19Consensus EPS estimates fall by 99%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from US$375.4m to US$364.7m. EPS estimate also fell from US$1.92 per share to US$0.015 per share. Net income forecast to grow 285% next year vs 18% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.25. Share price fell 6.3% to US$13.43 over the past week.
Reported Earnings • Aug 13Second quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2025 results: EPS: US$1.18. Revenue: US$74.5m (up 5.7% from 2Q 2024). Net income: US$18.0m (down 25% from 2Q 2024). Profit margin: 24% (down from 34% in 2Q 2024). Revenue missed analyst estimates by 11%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Oil and Gas industry in the US.
お知らせ • Aug 12Infinity Natural Resources, Inc. Maintains Production Guidance for the Year 2025Infinity Natural Resources, Inc. maintained production guidance for the year 2025. For the year, the company still expects net production to remain unchanged and is expected to be between 32 Mboe/d and 35 Mboe/d.
Seeking Alpha • Aug 12Infinity Natural Resources: An Interesting New Player In AppalachiaSummary Infinity Natural Resources stock has declined since its IPO, reflecting a common post-IPO trend for oil and gas stocks. Insiders typically sell at favorable prices, suggesting caution for new investors buying soon after an IPO. Historical research shows most IPOs trade at half their offering price within 18 months, a pattern INR appears to be following. Current political and economic uncertainty could push INR's price lower, potentially creating a future value opportunity for contrarian investors. This is a buy with the idea that some investors may want the political uncertainty and potential recession to clear up first. Others may want to start an initial position. Read the full article on Seeking Alpha
お知らせ • Aug 01Infinity Natural Resources, Inc. to Report Q2, 2025 Results on Aug 11, 2025Infinity Natural Resources, Inc. announced that they will report Q2, 2025 results After-Market on Aug 11, 2025
Major Estimate Revision • Jul 23Consensus EPS estimates fall by 29%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$2.70 to US$1.92 per share. Revenue forecast steady at US$375.4m. Net income forecast to grow 539% next year vs 8.4% growth forecast for Oil and Gas industry in the US. Consensus price target broadly unchanged at US$25.75. Share price fell 5.6% to US$14.09 over the past week.
お知らせ • Jul 17Infinity Natural Resources, Inc. Appoints Brian Pietrandrea as Chief Accounting Officer, Effective July 16, 2025Infinity Natural Resources, Inc. announced the addition of Brian Pietrandrea as Chief Accounting Officer. Mr. Pietrandrea starts July 16, 2025. Mr. Pietrandrea and Mr. Fantini were most recently with Equitrans Midstream Corporation, bringing extensive experience in their respective fields and in the oil and gas industry. Pietrandrea, a seasoned accounting executive with over 20 years of experience, brings significant expertise in SEC reporting, financial operations, and regulatory compliance. Mr. Pietrandrea, age 50, most recently served as Vice President and Chief Accounting Officer at Equitrans Midstream Corporation (“Equitrans”), a midstream company with operations focused in the Appalachian Basin, from August 2019 to July 2024. Prior to his employment at Equitrans, Mr. Pietrandrea served as Accounting Controller at EQM Midstream Partners LP (“EQM”), a midstream company operating in the Appalachian Basin and wholly owned subsidiary of EQT Corporation (NYSE: EQT). He joined EQM in February 2013 as the Director of Partnership Accounting and Reporting. Prior to his employment at EQM, Mr. Pietrandrea served in the roles of Tax Specialist, Financial Specialist and Assistant Controller at EQT. Mr. Pietrandrea began his accounting career at Grossberg Company LLP and later worked at Deloitte & Touche LLP. Mr. Pietrandrea holds a Bachelor of Science degree in Business Administration from PennWest University – Clarion, as well as a Master of Business Administration and Master of Science in Taxation from Duquesne University. He is a Certified Public Accountant and holds multiple professional certifications, including Certified Fraud Examiner, Certified in Strategy and Competitive Analysis, and Certified Information Technology Professional. He also serves as a Commander in the U.S. Navy Reserve.
Major Estimate Revision • Jul 14Consensus EPS estimates fall by 54%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$6.56 to US$3.04 per share. Revenue forecast steady at US$382.4m. Net income forecast to shrink 27% next year vs 6.9% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$25.75. Share price rose 2.2% to US$15.30 over the past week.
Valuation Update With 7 Day Price Move • Jul 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.97, the stock trades at a forward P/E ratio of 3x. Average forward P/E is 12x in the Oil and Gas industry in the US.
Major Estimate Revision • Jul 03Consensus EPS estimates fall by 39%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$4.52 to US$2.76 per share. Revenue forecast steady at US$383.8m. Net income forecast to shrink 13% next year vs 6.2% growth forecast for Oil and Gas industry in the US . Consensus price target broadly unchanged at US$26.13. Share price fell 13% to US$16.08 over the past week.
Major Estimate Revision • May 20Consensus EPS estimates increase by 22%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from US$2.45 to US$2.98. Revenue forecast steady at US$379.3m. Net income forecast to grow 503% next year vs 5.6% growth forecast for Oil and Gas industry in the US. Consensus price target of US$25.43 unchanged from last update. Share price fell 2.1% to US$18.02 over the past week.
Reported Earnings • May 13First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFirst quarter 2025 results: US$1.62 loss per share. Revenue: US$85.2m (up 41% from 1Q 2024). Net loss: US$24.7m (down US$29.7m from profit in 1Q 2024). Revenue exceeded analyst estimates by 6.7%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Oil and Gas industry in the US.
お知らせ • May 07Infinity Natural Resources, Inc. to Report Q1, 2025 Results on May 12, 2025Infinity Natural Resources, Inc. announced that they will report Q1, 2025 results After-Market on May 12, 2025
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$14.74, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 9x in the Oil and Gas industry in the US.
Reported Earnings • Mar 28Full year 2024 earnings releasedFull year 2024 results: Revenue: US$259.0m (up 60% from FY 2023). Net income: US$49.3m (down 43% from FY 2023). Profit margin: 19% (down from 54% in FY 2023). The decrease in margin was driven by higher expenses. Oil reserves Proven reserves: 37 MMbbls Gas reserves Proven reserves: 617 Bcf LNG reserves Proven reserves: 30 MMbbls Combined production Oil equivalent production: 8.818 MMboe (6.901 MMboe in FY 2023) Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Oil and Gas industry in the US.
お知らせ • Mar 28Infinity Natural Resources, Inc. Provides Earnings Guidance for the Full Year of 2025Infinity Natural Resources, Inc. provided earnings guidance for the full year of 2025. For the year, the company's total net daily production expected to be between 32 MBoe/d and 35 MBoe/d, representing year-over-year growth of approximately 40% at the midpoint of the range.
お知らせ • Mar 25Infinity Natural Resources, Inc. to Report Q4, 2024 Results on Mar 27, 2025Infinity Natural Resources, Inc. announced that they will report Q4, 2024 results at 5:00 PM, US Eastern Standard Time on Mar 27, 2025
Valuation Update With 7 Day Price Move • Mar 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to US$15.29, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 11x in the Oil and Gas industry in the US.
お知らせ • Jan 31Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million.Infinity Natural Resources, Inc. has completed an IPO in the amount of $265 million. Security Name: Class A Common Stock Security Type: Common Stock Securities Offered: 13,250,000 Price\Range: $20 Transaction Features: Reserved Share Offering; Sponsor Backed Offering
