Infinity Natural Resources (INR) Releases Q1 2026 Earnings: Revenue Beats but EPS Miss, Net Loss

Infinity Natural Resources Inc. (INR) reported first-quarter 2026 results with revenue surging 81.9% year-over-year to $154.9 million, beating the consensus revenue estimate of $144.1 million.

Gross profit increased 88.2% year-over-year to $122.4 million.

Operating profit was $65.3 million, down 174.3% year-over-year.

Net income attributable to common shareholders was a loss of -$1.9 million, down 94.6% year-over-year.

Diluted earnings per share came in at -$0.28, an 87.7% decline from the prior year.

Balance sheet and cash-flow highlights:

Cash from operating activities totaled $58.4 million, down 21.3% year-over-year.

Capital spending (purchases of property, plant and equipment) was $76.4 million, down 29.6% year-over-year.

Cash and cash equivalents rose to $73.0 million, up 1,402.0% year-over-year.

Total liabilities increased to $759.8 million, up 342.1% year-over-year.

Compared with expectations, Infinity Natural Resources delivered a revenue beat but missed on per-share profit: actual diluted EPS was -$0.28 versus an estimate of $0.93.

Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.

Infinity Natural Resources Inc. Insider Trading Activity

Infinity Natural Resources Inc. insiders have traded $INR stock on the open market 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.

Here’s a breakdown of recent trading of $INR stock by insiders over the last 6 months:

DAVID SPROULE (See remarks) sold 275,000 shares for an estimated $4,793,250
DAVID P POOLE purchased 8,646 shares for an estimated $111,879

To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.

Infinity Natural Resources Inc. Hedge Fund Activity

We have seen 71 institutional investors add shares of Infinity Natural Resources Inc. stock to their portfolio, and 41 decrease their positions in their most recent quarter.

Here are some of the largest recent moves:

ENCOMPASS CAPITAL ADVISORS LLC removed 849,113 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,507,434
TIMESSQUARE CAPITAL MANAGEMENT, LLC removed 824,936 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $12,151,307
WEBS CREEK CAPITAL MANAGEMENT LP removed 815,165 shares (-72.2%) from their portfolio in Q4 2025, for an estimated $12,007,380
AMERICAN CENTURY COMPANIES INC added 508,212 shares (+38.3%) to their portfolio in Q4 2025, for an estimated $7,485,962
AMERIPRISE FINANCIAL INC added 359,235 shares (+328.4%) to their portfolio in Q4 2025, for an estimated $5,291,531
HITE HEDGE ASSET MANAGEMENT LLC removed 337,448 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $4,970,609
CIBC PRIVATE WEALTH GROUP LLC added 333,972 shares (+87.5%) to their portfolio in Q4 2025, for an estimated $4,919,407

To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.

Infinity Natural Resources Inc. Price Targets

Multiple analysts have issued price targets for $INR recently. We have seen 3 analysts offer price targets for $INR in the last 6 months, with a median target of $24.0.

Here are some recent targets:

Tim Rezvan from Keybanc set a target price of $24.0 on 04/02/2026
Paul Diamond from Citigroup set a target price of $25.0 on 03/31/2026
Nick Pope from Roth Capital set a target price of $18.0 on 12/09/2025