# Innospec Inc. (IOSP)

> Source: Nexqual · https://nexqual.com/IOSP · data as of 2026-10-29 20:00 UTC · cite as "Nexqual, Innospec Inc. (IOSP), nexqual.com/IOSP" · informational, not investment advice.

**Price:** USD 101.41 (+0.71% on the day) · last close of Oct 29, 2026; US market closed, not a live price. Prev close 100.7 · day 100.07–101.8 · 52w 65.51–101.8 · market cap $2.50B · NMS

## Key facts
- Valuation: P/E 20.4x (avg 38.8x at the last 3 fiscal year-ends).
- Analysts: Buy (mean 1.67 on a 1–5 scale) (3 analysts), mean target USD 101 (range 93–110).
- Total return with dividends: 1Y +41.1% vs S&P 500 +14.8%; 5Y +21.0% vs S&P 500 +79.1%.
- Next earnings: 2026-11-03, EPS estimate USD 1.26, revenue estimate $479M. All companies reporting that day: https://nexqual.com/earnings/2026-11-03
- Dividend: USD 1.79 a year (yield 1.78%), paid semiannual; latest ex-dividend date 2026-05-19; annual dividends grew 10.1% a year 2022–2025.
- Short interest: 2.72% of float (as of 2026-10-15), 2.0 days to cover.

## Valuation (price ÷ last four quarters, through Jun 30, 2026)
P/E 20.4x · P/S 1.4x · P/FCF 36.1x · P/B 1.9x · FCF yield 2.77% · Earnings yield 4.90% · Buyback yield (TTM) 0.97%
P/E at fiscal year-ends: Dec 2025 16.4x, Dec 2024 77.7x, Dec 2023 22.2x.

## Analysts
Consensus Buy (mean 1.67 on a 1–5 scale), 3 analysts; mean target USD 101 (low 93, high 110).

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-30) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +41.1% | +21.0% |
| S&P 500 (SPY) | +14.8% | +79.1% |
| Per year | +41.4% | +3.9% |
| Volatility (annualized) | 23.0% | 27.0% |
| Max drawdown | -25.5% (Feb 2026→Mar 2026) | -48.2% (May 2024→Mar 2026) |

## Dividends
Annual dividend rate USD 1.79 per share, yield 1.78% at the current price. Paid over the last 12 months: USD 1.79 in 2 payments (semiannual).
Most recent ex-dividend date: May 19, 2026; payment date: May 29, 2026. To receive a dividend, shares must be owned before the ex-dividend date.
Latest change: raised 5.7% to USD 0.92 per payment from USD 0.87, starting with the May 19, 2026 ex-dividend date.
Payout ratio 37% of earnings · 5-year average yield 1.43% · annual dividends grew 10.1% a year from 2022 to 2025.
| Ex-dividend date | Amount per share |
|---|---|
| 2026-05-19 | USD 0.92 |
| 2025-11-18 | USD 0.87 |
| 2025-05-20 | USD 0.84 |
| 2024-11-18 | USD 0.79 |
| 2024-05-17 | USD 0.76 |
| 2023-11-17 | USD 0.72 |
| 2023-05-19 | USD 0.69 |
| 2022-11-18 | USD 0.65 |
Total by calendar year: 2022 USD 1.28 · 2023 USD 1.41 · 2024 USD 1.55 · 2025 USD 1.71.

## Short interest
483,179 shares sold short, 2.72% of the float, as of Oct 15, 2026 (exchange short-interest report, published about twice a month). Prior report (Sep 15, 2026): 511,052 shares (-5.5%). Days to cover: 2.0 (short shares ÷ average daily volume).

## Peers (Specialty Chemicals)
BCPC (Balchem Corporation) USD 170.4 +2.47% · SXT (Sensient Technologies Corporati) USD 131.53 -0.05% · AXTA (Axalta Coating Systems Ltd.) USD 33.61 -2.97% · NEU (NewMarket Corp) USD 803.07 -8.04% · EMN (Eastman Chemical Company) USD 67.93 +1.89% · WLK (Westlake Corporation) USD 66.01 +0.27%

## More
Full page: https://nexqual.com/IOSP · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $1.26 | $1.26 | +0.3% | $479.2M | 3 |
| Next quarter (ends 2026-12-31) | $1.41 | $1.45 | -2.8% | $496.4M | 3 |
| Current fiscal year (ends 2026-12-31) | $4.92 | $4.81 | +2.4% | $1.91B | 3 |
| Next fiscal year (ends 2027-12-31) | $6.17 | $6.08 | +1.4% | $2.02B | 3 |

## Options: expected move (Cboe, 15-min delayed)

Expected move by 2026-11-20 (includes earnings 2026-11-03): ±5.9%.

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 22 | 28.4% | ±5.9% |
| 2026-12-18 | 50 | 24.0% | ±7.1% |
| 2027-03-19 | 141 | 25.2% | ±12.3% |
| 2027-06-17 | 231 | 24.9% | ±15.5% |

## Earnings history and stock reaction
| Results filed | Quarter | EPS | Consensus | Surprise | Stock reaction |
|---|---|---|---|---|---|
| — | Quarter ended Jun 30, 2026 | $1.27 | $1.05 | Beat +21.0% | — |
| — | Quarter ended Mar 31, 2026 | $1.05 | $1.01 | Beat +4.0% | — |
| — | Quarter ended Dec 31, 2025 | $1.50 | $1.24 | Beat +21.0% | — |
| — | Quarter ended Sep 30, 2025 | $1.12 | $1.06 | Beat +5.7% | — |
EPS as reported against the analyst consensus before the release; surprise uses the cent-rounded figures shown (in dollars when EPS and consensus have opposite signs). Stock reaction = close before the results to close after (the first close following a release after the bell or before the open).