IHS Holding Limited (ticker: IHS) reported Q4 2025 revenue of $397.8 million, down 9.1% year‑over‑year and about $39.1 million below the consensus estimate of $436.9 million. Diluted earnings per share came in at -0.23 versus an estimate of 0.08.
On the cash‑flow and balance‑sheet side, operating cash flow was $246.8 million, a decline of 28.3% year‑over‑year, while capital expenditures totaled $76.7 million (up 1.3% YoY). The company held $825.7 million in cash and equivalents, up 42.9% from a year earlier, and reported total liabilities of $4.58 billion, essentially flat (+0.14% YoY).
Notable contrast in the quarter: operating profit expanded sharply year‑over‑year while net income swung into a loss, and top‑line results missed expectations, leaving mixed signals for the quarter for IHS Holding Limited (IHS).
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
IHS Holding Limited Hedge Fund Activity
We have seen 62 institutional investors add shares of IHS Holding Limited stock to their portfolio, and 69 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- HELIKON INVESTMENTS LTD added 3,934,727 shares (+81.2%) to their portfolio in Q4 2025, for an estimated $29,353,063
- BANK OF AMERICA CORP /DE/ added 1,215,264 shares (+588.0%) to their portfolio in Q4 2025, for an estimated $9,065,869
- MARSHALL WACE, LLP removed 440,312 shares (-29.5%) from their portfolio in Q4 2025, for an estimated $3,284,727
- QUAKER CAPITAL INVESTMENTS, LLC added 314,501 shares (+7.2%) to their portfolio in Q4 2025, for an estimated $2,346,177
- EMPOWERED FUNDS, LLC added 313,279 shares (+inf%) to their portfolio in Q4 2025, for an estimated $2,337,061
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC added 307,090 shares (+29.8%) to their portfolio in Q4 2025, for an estimated $2,290,891
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added 260,595 shares (+16.7%) to their portfolio in Q4 2025, for an estimated $1,944,038
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
IHS Holding Limited Analyst Ratings
Wall Street analysts have issued reports on $IHS in the last several months. We have seen 2 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Citigroup issued a "Buy" rating on 11/24/2025
- Tigress Financial issued a "Buy" rating on 11/19/2025
- JP Morgan issued a "Underweight" rating on 11/14/2025
To track analyst ratings and price targets for IHS Holding Limited, check out Quiver Quantitative's $IHS forecast page.
IHS Holding Limited Price Targets
Multiple analysts have issued price targets for $IHS recently. We have seen 4 analysts offer price targets for $IHS in the last 6 months, with a median target of $8.75.
Here are some recent targets:
- Michael Elias from TD Cowen set a target price of $8.5 on 02/18/2026
- Michael Rollins from Citigroup set a target price of $9.0 on 11/24/2025
- Ivan Feinseth from Tigress Financial set a target price of $12.0 on 11/19/2025
- Philip Cusick from JP Morgan set a target price of $6.0 on 11/14/2025
