Infinity Natural Resources, Inc. (INR) Stock Price & Analysis

Infinity Natural Resources, Inc. (INR) closed at USD 14.34 on Friday, October 23, 2026, up 3.84% on the day. The US market is currently closed; this is not a live price.

The prior close was USD 13.81; the Oct 23, 2026 session ranged USD 13.84–14.5 on volume of 164,574 shares. Market capitalization is $267.33M, with a 52-week range of USD 11.13–19.59 (NYQ). Source: Nexqual, retrieved October 24, 2026 at 12:40 UTC.

Also available as compact Markdown for AI agents: nexqual.com/INR.md

Key facts (INR)

Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (INR)

USDFY2023FY2024FY2025TTM
Revenue$162M$259M$356M$523M
Operating income$52.7M$93.7M$11.9M$214M
Net income$86.7M$0K$13.8M$61.0M
EPS (diluted)$0.00$0.00$0.89—
Operating margin32.6%36.2%3.3%40.9%
Net margin53.6%0.0%3.9%11.7%
Revenue growth—+60.2%+37.6%—
Cash + short-term investments$1.5M$2.2M$2.8M—
Total debt—$260M$55K—

Fiscal years end Dec. EPS is split-adjusted.

Valuation (price ÷ last four quarters, through Jun 30, 2026) (INR)

P/E 4.4x · P/S 0.5x · P/B 0.7x · Earnings yield 22.80%

P/E at fiscal year-ends: Dec 2025 64.9x.

Insider purchases (SEC Form 4, open-market, last ~7 months) (INR)

10 purchases, $2.6M. Private placements, offerings, dividend reinvestment and employee stock purchase plan buys are excluded.

Trade dateInsiderRoleSharesValueAvg priceInsider type
2026-09-24…2026-09-25Baetz Cary DEVP and CFO22,316$300K13.44Too little history (no open-market trades in 2023–2025)
2026-09-21…2026-09-22Gieselman ScottDirector28,467$364K12.78Too little history (no open-market trades in 2023 or 2024)
2026-06-17Gieselman ScottDirector10,000$129K12.94Too little history (no open-market trades in 2023 or 2024)
2026-06-12Gray Steven DDirector25,000$320K12.81Too little history (no open-market trades in 2023 or 2024)
2026-06-11Quinn William JDirector11,497$152K13.2Too little history (no open-market trades in 2023–2025)
2026-06-10…2026-06-11Poole David PDirector11,500$159K13.82Too little history (no open-market trades in 2023 or 2024)
2026-06-05Quinn William JDirector44,000$580K13.19Too little history (no open-market trades in 2023–2025)
2026-06-03Quinn William JDirector10,503$139K13.2Too little history (no open-market trades in 2023–2025)
2026-06-02…2026-06-03Gieselman ScottDirector14,100$188K13.36Too little history (no open-market trades in 2023 or 2024)
2026-05-22…2026-05-26Gieselman ScottDirector20,900$295K14.11Too little history (no open-market trades in 2023 or 2024)

Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.

Analysts (INR)

Consensus Buy (mean 1.78 on a 1–5 scale), 9 analysts; mean target USD 21.44 (low 17, high 26).

Rating changes, last 120 days:

DateFirmActionRatingPrice target
2026-10-15ScotiabankInitiatedSector Outperform$17
2026-10-14RBC CapitalTarget loweredOutperform$22 → $21
2026-07-08Stephens & Co.Target loweredOverweight$24 → $23
2026-07-08Raymond JamesTarget loweredStrong Buy$30 → $26
2026-07-07RBC CapitalReiteratedOutperform$27

Total return (dividends reinvested) (INR)

1Y (from 2025-10-24)5Y (from 2025-01-27)
Total return+22.4%-31.9%
S&P 500 (SPY)+13.4%+76.9%
Per year+22.4%-19.9%
Volatility (annualized)46.1%44.9%
Max drawdown-36.4% (Mar 2026→Jul 2026)-46.1% (Feb 2025→Oct 2025)

INR revenue by product line (quarter ended Jun 30, 2026)

LineRevenueShare of totalYoY
Oil, natural gas, and natural gas liquids sales$170.4M100.0%+135.1%
— Oil revenues (part of Oil, natural gas, and natural gas liquids sales)$96.6M56.7%+206.1%
— Natural gas revenues (part of Oil, natural gas, and natural gas liquids sales)$46.1M27.1%+51.4%
— NGL revenues (part of Oil, natural gas, and natural gas liquids sales)$27.7M16.2%+165.2%
Midstream and other revenues$609,0000.4%-69.6%
Total revenue$170.4M100%—

As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).

INR suppliers, customers and competitors (named in its 10-K)

RelationshipCompanySentence in the filing
PartnerWright & Company“Our internal staff of petroleum engineers works closely with Wright to ensure the integrity, accuracy and timeliness of data furnished to Wright.”
PartnerNorthern Oil and Gas“We and Northern jointly own the Antero Ohio Assets pursuant to an undivided interest acquisition structure and are subject to a cooperation agreement, infrastructure joint ownership agreement and joint operating agreement with Northern.”

Quoted from the company's 10-K filed Mar 10, 2026.

INR customer concentration

In the period ended Dec 31, 2025, 4 direct customers each accounted for at least 10% (35%, 33%, 16%, 0%) of revenue, per the company's 10-K filed Mar 10, 2026. The company does not name them.

INR analyst estimates and revisions

PeriodEPS estimate90 days agoChangeRevenue estimateAnalysts
Current quarter (ends Sep 2026)$0.83$0.88-5.5%$181.2M6
Next quarter (ends Dec 2026)$0.76$0.95-19.8%$184.4M5
Current fiscal year (ends Dec 2026)$3.21$3.38-4.9%$682.6M6
Next fiscal year (ends Dec 2027)$3.29$3.93-16.3%$774.6M6

Key Statistics (as of October 24, 2026 at 12:40 UTC)

PriceUSD 14.34
Change▲ 3.84% (up)
Previous CloseUSD 13.81
OpenUSD 13.76
Day RangeUSD 13.84 – 14.5
52-Week RangeUSD 11.13 – 19.59
Volume164,574 shares
Market Cap$267.33M
ExchangeNYQ

Technical Analysis (INR)

Nexqual's technical model rates INR "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 24, 2026 at 12:40 UTC.

Overall SignalBUY
RSI (14)55.5 (neutral)
vs SMA50Above (USD 13.99)
MACD0.05 (positive)

Analyst Ratings (INR)

Wall Street analysts rate INR "Buy" based on 9 analysts, with a mean price target of USD 21.44 (range USD 17–26), per Nexqual as of October 24, 2026 at 12:40 UTC.

Consensus RatingBuy
Analyst Count9
Mean TargetUSD 21.44
High TargetUSD 26
Low TargetUSD 17
Buy / Hold / Sell9 / 0 / 0

Earnings (INR)

Next Earnings Date2026-11-09
EPS EstimateUSD 0.83
Revenue Estimate$181.16M

Recent Earnings History

QuarterActual vs Estimate
2026-06-30USD -0.65 vs est 0.83 ▼ miss
2025-12-31USD 0.02 vs est 0.63 ▼ miss
2025-09-30USD 0.25 vs est 0.46 ▼ miss

Source: Nexqual, October 24, 2026 at 12:40 UTC.

Financials & Fundamentals (INR)

Total Revenue$522.68M
Revenue Growth (latest quarter, YoY)+129.60%
Gross Margin+78.37%
Operating Margin+74.87%
Profit Margin+11.54%
ROE+19.26%
Debt / Equity0.37
Current Ratio0.87
Total Cash$25.88M
Total Debt$540.02M

Source: Nexqual, October 24, 2026 at 12:40 UTC.

Financial Health Score (INR)

Nexqual rates Infinity Natural Resources, Inc.'s overall financial health "Solid" across five dimensions, as of October 24, 2026 at 12:40 UTC.

GrowthStrong — Revenue +38% YoY (annual)
ProfitabilityStrong — Gross margin 78%, operating 75% (last 12 months)
Balance SheetMixed — $3M cash and investments, no debt (Dec 2025, SEC)
Cash FlowSolid — Operating cash flow $262M (FY ended Dec 2025, 10-K)
EfficiencySolid — ROE 19%, ROA 10.3%

Ownership (INR)

Insider Ownership+18.19%
Institutional Ownership+106.06%
Shares Outstanding18.64M
Float15.08M
Short % of Float+19.64%

Source: Nexqual, October 24, 2026 at 12:40 UTC.

Leadership (INR)

Infinity Natural Resources, Inc. is led by Zack Arnold, President, CEO & Director, per Nexqual as of October 24, 2026 at 12:40 UTC.

President, CEO & DirectorZack Arnold
Executive VP & CFOCary D. Baetz
Senior Vice President of OperationsIan Costello
Vice President of Investor RelationsThomas Michael Marchetti
Senior Vice President of Commercial and ProductionRyan Warner P.E.

Major Backers & Investors (INR)

Notable institutional backers of Infinity Natural Resources, Inc. include Franklin Resources, Inc., Westwood Holdings Group Inc., American Century Companies Inc, according to Nexqual as of October 24, 2026 at 12:40 UTC.

Active Investors

InvestorStake
Franklin Resources, Inc.12.57%
Westwood Holdings Group Inc.11.54%
American Century Companies Inc11.47%
Franklin Strategic Series-FRANKLIN SMALL CAP GROWTH FUND10.02%
Hancock Prospecting Pty Ltd5.62%
Silvercrest Asset Management Group, LLC5.57%
Ameriprise Financial, Inc.4.02%
Yaupon Capital Management, LP3.51%

Index Funds (Passive)

FundStake
BlackRock7.19%
Vanguard Group4.06%

Source: Nexqual, October 24, 2026 at 12:40 UTC.

From Infinity Natural Resources, Inc.'s Latest SEC 10-K Filing (filed 2026-03-10)

Key Strengths & Strategy (as disclosed to the SEC)

Partnerships

Legal & Regulatory Risks (Item 1A, quoted)

Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.

Peers & Related Stocks

SymbolNamePriceChange
BSMBlack Stone Minerals, L.P.USD 14.97▲ 1.77%
BTEBaytex Energy CorpUSD 5.5▲ 3.38%
CRKComstock Resources, Inc.USD 14.13▲ 1.15%
CRCCalifornia Resources CorporatioUSD 54.53▲ 2.96%
CNXCNX Resources CorporationUSD 36.54▲ 2.27%
CRGYCrescent Energy CompanyUSD 13.83▲ 3.75%

Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 24, 2026 at 12:40 UTC. This page is informational and not investment advice.

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