InfuSystem Holdings, Inc. (INFU) Stock Price & Analysis
InfuSystem Holdings, Inc. (INFU) closed at USD 14.14 on Thursday, October 22, 2026, up 0.64% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 14.05; the Oct 22, 2026 session ranged USD 13.9–14.41 on volume of 116,779 shares. Market capitalization is $281.63M, with a 52-week range of USD 7.29–14.41 (ASE). Source: Nexqual, retrieved October 23, 2026 at 09:25 UTC.
Also available as compact Markdown for AI agents: nexqual.com/INFU.md
Key facts (INFU)
- Last four reported quarters (through Jun 30, 2026): revenue $143M, net income $8.5M (6.0% margin), free cash flow $22.9M (SEC filings).
- Valuation: P/E 33.0x (avg 122.8x at the last 3 fiscal year-ends), EV/EBITDA 11.4x, net debt $19.5M.
- 1 of 80 tracked superinvestors hold INFU (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Analysts: Buy (mean 2.00 on a 1–5 scale) (3 analysts), mean target USD 16.83 (range 15–18).
- Total return with dividends: 1Y +40.6% vs S&P 500 +14.9%; 5Y -1.7% vs S&P 500 +80.3%.
- Next earnings: 2026-11-03, EPS estimate USD 0.12, revenue estimate $37.3M.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (INFU)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $102M | $110M | $126M | $135M | $143M | $143M |
| Gross profit | $58.5M | $60.6M | $63.1M | $70.4M | $80.3M | — |
| Operating income | $2.8M | $1.7M | $4.1M | $6.9M | $11.9M | $13.3M |
| Net income | $1.4M | $18K | $872K | $2.3M | $6.6M | $8.5M |
| EPS (diluted) | $0.06 | $0.00 | $0.04 | $0.11 | $0.31 | — |
| Free cash flow | $17.3M | $16.5M | $10.2M | $19.4M | $23.8M | $22.9M |
| Gross margin | 57.2% | 55.1% | 50.2% | 52.2% | 56.0% | — |
| Operating margin | 2.8% | 1.5% | 3.2% | 5.1% | 8.3% | 9.3% |
| Net margin | 1.4% | 0.0% | 0.7% | 1.7% | 4.6% | 6.0% |
| Revenue growth | +5.1% | +7.4% | +14.4% | +7.2% | +6.4% | — |
| Cash + short-term investments | $186K | $165K | $231K | $527K | $3.2M | — |
| Total debt | $33.1M | $33.2M | $29.1M | $23.9M | $19.6M | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (INFU)
P/E 33.0x · P/S 2.0x · EV/EBITDA 11.4x · EV/Sales 2.1x · P/FCF 12.3x · P/B 4.8x · FCF yield 8.13% · Earnings yield 3.03% · Buyback yield (TTM) 2.78% · Net debt $19.5M · EV $301M
P/E at fiscal year-ends: Dec 2025 28.6x, Dec 2024 78.2x, Dec 2023 261.6x.
Superinvestors (SEC 13F-HR, Q2 2026) (INFU)
1 of 80 tracked investors hold INFU. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| First Eagle Investment | First Eagle Investment Management | 0.01% | $6.0M | Reduced -14.1% |
Analysts (INFU)
Consensus Buy (mean 2.00 on a 1–5 scale), 3 analysts; mean target USD 16.83 (low 15, high 18).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-05 | B. Riley Securities | Target raised | Buy | $12 → $20 |
Total return (dividends reinvested) (INFU)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +40.6% | -1.7% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +40.7% | -0.3% |
| Volatility (annualized) | 54.9% | 54.6% |
| Max drawdown | -29.5% (Oct 2025→Feb 2026) | -72.9% (Nov 2021→Apr 2025) |
INFU analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.12 | $0.00 | — | $37.3M | 1 |
| Next quarter (ends Dec 2026) | $0.14 | $0.00 | — | $37.3M | 1 |
| Current fiscal year (ends Dec 2026) | $0.46 | $0.00 | — | $145.2M | 1 |
| Next fiscal year (ends Dec 2027) | $0.52 | $0.00 | — | $154.1M | 1 |
Key Statistics (as of October 23, 2026 at 09:25 UTC)
| Price | USD 14.14 |
|---|---|
| Change | ▲ 0.64% (up) |
| Previous Close | USD 14.05 |
| Open | USD 14.11 |
| Day Range | USD 13.9 – 14.41 |
| 52-Week Range | USD 7.29 – 14.41 |
| Volume | 116,779 shares |
| Market Cap | $281.63M |
| Exchange | ASE |
Technical Analysis (INFU)
Nexqual's technical model rates INFU "STRONG BUY" based on 5 bullish and 0 bearish signals across 127 daily candles, as of October 23, 2026 at 09:25 UTC.
| Overall Signal | STRONG BUY |
|---|---|
| RSI (14) | 65.72 (neutral) |
| vs SMA50 | Above (USD 12.75) |
| MACD | 0.41 (positive) |
Analyst Ratings (INFU)
Wall Street analysts rate INFU "Buy" based on 3 analysts, with a mean price target of USD 16.83 (range USD 15–18), per Nexqual as of October 23, 2026 at 09:25 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 3 |
| Mean Target | USD 16.83 |
| High Target | USD 18 |
| Low Target | USD 15 |
| Buy / Hold / Sell | 3 / 0 / 0 |
Earnings (INFU)
| Next Earnings Date | 2026-11-03 |
|---|---|
| EPS Estimate | USD 0.12 |
| Revenue Estimate | $37.28M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.15 vs est 0.11 ▲ beat |
| 2026-03-31 | USD 0.05 vs est 0.03 ▲ beat |
| 2025-12-31 | USD 0.1 vs est 0.07 ▲ beat |
| 2025-09-30 | USD 0.15 vs est 0.05 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financials & Fundamentals (INFU)
| Total Revenue | $143.34M |
|---|---|
| Revenue Growth (latest quarter, YoY) | +2.60% |
| Gross Margin | +57.45% |
| Operating Margin | +11.24% |
| Profit Margin | +5.96% |
| ROE | +15.03% |
| Debt / Equity | 0.41 |
| Current Ratio | 2.5 |
| Total Cash | $964,000 |
| Total Debt | $24.53M |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $22.91M (16.0% of revenue) |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Financial Health Score (INFU)
Nexqual rates InfuSystem Holdings, Inc.'s overall financial health "Solid" across five dimensions, as of October 23, 2026 at 09:25 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Strong — Gross margin 57%, operating 11% (last 12 months) |
| Balance Sheet | Strong — $964K cash and investments vs $20M debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $23M (last 4 quarters to Jun 2026, SEC), 16% margin |
| Efficiency | Solid — ROE 15%, ROA 7.1% |
Ownership (INFU)
| Insider Ownership | +7.27% |
|---|---|
| Institutional Ownership | +84.96% |
| Shares Outstanding | 19.92M |
| Float | 18.74M |
| Short % of Float | +4.54% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Leadership (INFU)
InfuSystem Holdings, Inc. is led by Carrie A. Lachance B.S.N., M.B.A., R.N., President, CEO & Director, per Nexqual as of October 23, 2026 at 09:25 UTC.
| President, CEO & Director | Carrie A. Lachance B.S.N., M.B.A., R.N. |
|---|---|
| Executive VP & CFO | Barry G. Steele |
Major Backers & Investors (INFU)
Notable institutional backers of InfuSystem Holdings, Inc. include Minerva Advisors LLC, Punch & Associates Investment Management, Inc., Acadian Asset Management. LLC, according to Nexqual as of October 23, 2026 at 09:25 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Minerva Advisors LLC | 6.68% |
| Punch & Associates Investment Management, Inc. | 4.14% |
| Acadian Asset Management. LLC | 3.68% |
| Heartland Advisors Inc. | 3.47% |
| HEARTLAND GROUP INC.-Heartland Value Fund | 3.47% |
| American Century Companies Inc | 3.34% |
| First Eagle Investment Management, LLC | 3.07% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 7.86% |
| Vanguard Group | 3.92% |
| Dimensional Fund Advisors | 2.97% |
Source: Nexqual, October 23, 2026 at 09:25 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| NVCR | NovoCure Limited | USD 15.1 | ▼ 3.14% |
| BFLY | Butterfly Network, Inc. | USD 6.81 | ▼ 4.08% |
| ESTA | Establishment Labs Holdings Inc | USD 63.52 | ▲ 1.99% |
| ALMR | Alamar Biosciences, Inc. | USD 29.72 | ▼ 5.5% |
| INSP | Inspire Medical Systems, Inc. | USD 72.66 | ▲ 2.24% |
| AXGN | AxoGen, Inc. | USD 36.68 | ▲ 0.55% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:25 UTC. This page is informational and not investment advice.
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