Infinity Natural Resources, Inc.

NYSE:INR Stock Report

Market Cap: US$777.6m

Infinity Natural Resources Management

Management criteria checks 1/4

Infinity Natural Resources' CEO is Zack Arnold, appointed in Jun 2017, has a tenure of 9.08 years. total yearly compensation is $38.88M, comprised of 1.1% salary and 98.9% bonuses, including company stock and options. directly owns 0.029% of the company’s shares, worth $228.08K. The average tenure of the management team and the board of directors is 5.6 years and 1.5 years respectively.

Key information

Zack Arnold

Chief executive officer

US$38.9m

Total compensation

CEO salary percentage1.06%
CEO tenure9.1yrs
CEO ownership0.03%
Management average tenure5.6yrs
Board average tenure1.5yrs

Recent management updates

Recent updates

Narrative Update Jun 26

INR: Higher Margin Outlook Will Support Acquisition-Led Production Expansion

Analysts have raised their price target for Infinity Natural Resources from $21.33 to $23.75 after incorporating updated assumptions for revenue growth, profit margins, the discount rate, and future P/E multiples. What’s in the News for Infinity Natural Resources Infinity Natural Resources confirmed that it is actively seeking acquisitions that fit its integrated Appalachian business, with management emphasizing a selective approach and a focus on assets that align with the existing portfolio.
Analysis Article Feb 08

Infinity Natural Resources, Inc. (NYSE:INR) Stock Rockets 26% But Many Are Still Ignoring The Company

Infinity Natural Resources, Inc. ( NYSE:INR ) shares have continued their recent momentum with a 26% gain in the last...
Analysis Article Dec 05

Investors Still Aren't Entirely Convinced By Infinity Natural Resources, Inc.'s (NYSE:INR) Revenues Despite 26% Price Jump

Infinity Natural Resources, Inc. ( NYSE:INR ) shareholders would be excited to see that the share price has had a great...
Analysis Article Nov 12

Infinity Natural Resources (NYSE:INR) Is Making Moderate Use Of Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Narrative Update Oct 07

Fair Value Estimate: ~$30

$INR - Fair value price correction from $39 -> $30.
Seeking Alpha Aug 12

Infinity Natural Resources: An Interesting New Player In Appalachia

Summary 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

CEO Compensation Analysis

How has Zack Arnold's remuneration changed compared to Infinity Natural Resources's earnings?
DateTotal CompensationSalaryCompany Earnings
Mar 31 2026n/an/a

US$43m

Dec 31 2025US$39mUS$410k

US$14m

Sep 30 2025n/an/a

-US$2m

Jun 30 2025n/an/a

US$32m

Mar 31 2025n/an/a

US$29m

Dec 31 2024US$573kUS$350k

US$49m

Sep 30 2024n/an/a

US$115m

Jun 30 2024n/an/a

US$54m

Mar 31 2024n/an/a

US$52m

Dec 31 2023US$453kUS$281k

US$87m

Compensation vs Market: Zack's total compensation ($USD38.88M) is above average for companies of similar size in the US market ($USD3.53M).

Compensation vs Earnings: Zack's compensation has increased by more than 20% in the past year.


CEO

Zack Arnold (42 yo)

9.1yrs
Tenure
US$38,880,448
Compensation

Mr. Zack Arnold is CEO, President & Director of Infinity Natural Resources, LLC since June 2017. He is President & CEO of Infinity Natural Resources, Inc since June 2017 and serves as its Director since Ma...


Leadership Team

NamePositionTenureCompensationOwnership
Zack Arnold
President9.1yrsUS$38.88m0.029%
$ 228.1k
David Sproule
Executive VP9.1yrsUS$38.87mno data
Raleigh Wolfe
General Counsel & Secretary2.1yrsUS$3.80m0.30%
$ 2.3m
Ian Costello
Senior Vice President of Operationsno datano datano data
Brian Pietrandrea
Chief Accounting Officer1yrno data0.013%
$ 100.7k
Ryan Warner
Senior Vice President of Commercial and Productionno datano datano data
Britney Crookshanks
Senior Vice President of Landno datano datano data
5.6yrs
Average Tenure
43.5yo
Average Age

Experienced Management: INR's management team is seasoned and experienced (5.6 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Zack Arnold
President2.2yrsUS$38.88m0.029%
$ 228.1k
David Sproule
Executive VP2.2yrsUS$38.87mno data
Steven Gray
Independent Chairman of the Board1.5yrsUS$300.00k0.57%
$ 4.5m
William Quinn
Independent Director1.8yrsno data0.35%
$ 2.7m
David Poole
Independent Director1.5yrsUS$235.00k0.29%
$ 2.2m
Scott Gieselman
Independent Director1.5yrsUS$240.00k0.074%
$ 577.6k
Scott McNeill
Independent Directorless than a yearno datano data
Matthew Kelly
Independent Directorless than a yearno datano data
Steven Cobb
Independent Director1.8yrsno datano data
Katherine Gallagher
Independent Director1.5yrsUS$225.00k0.070%
$ 541.5k
1.5yrs
Average Tenure
50yo
Average Age

Experienced Board: INR's board of directors are not considered experienced ( 1.5 years average tenure), which suggests a new board.


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/07 06:47
End of Day Share Price 2026/07/07 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Infinity Natural Resources, Inc. is covered by 12 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Kaleinoheaokealaula AkamineBofA Global Research
Brian VelieCapital One Securities, Inc.
John Phillips JohnstonCapital One Securities, Inc.