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INFINITY NATURAL RESOURCES, INC. (INR)

As-reported financials and SEC filings for INFINITY NATURAL RESOURCES, INC. The latest annual period is FY2025. The latest reported quarter is Q2 FY2026. Financial statements come straight from the company’s EDGAR filings; valuation figures such as P/E and market cap use market data.

About INFINITY NATURAL RESOURCES, INC.

Infinity Natural Resources, Inc. is an independent energy company focused on acquiring, developing, and producing oil and natural gas in the Appalachian Basin, primarily in the Utica and Marcellus Shales across Ohio and Pennsylvania. The company operates a portfolio of oil and natural gas assets, including upstream production and midstream infrastructure such as gathering pipelines and water systems. Infinity serves the energy market by producing hydrocarbons and managing related infrastructure to optimize development and operational efficiency.

Snapshot

Revenue
$350.4M
Revenue growth (YoY)
36.0%
Net income
$13.8M
Diluted EPS
$0.89
Gross margin
Operating margin
3.4%
Net margin
3.9%
FCF margin
ROE
net income / fiscal-year-end equity
P/E
5.2×
trailing when available, otherwise FY EPS
Market cap
$291.0M
Long-term debt / equity
non-current term debt only

Fundamentals are from SEC filings for FY2025, the latest annual period (ended December 31, 2025). P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.

What changed at Infinity Natural Resources

  • Revenue grew 36.0% to $350M in FY2025, slower than the 61.5% the year before.
  • Operating margin is 3.4% in FY2025, -29.6 pp against 33.0% in FY2023.
  • Most recent quarter Q2 FY2026: revenue $170M, up 135.1% from Q2 FY2025.
  • Net income turned positive at $14M in FY2025, from a $0 loss in FY2024.

Computed from the as-reported figures in the statements below. A change we cannot state from filed figures is left out rather than estimated.

Peer comparison

Where Infinity Natural Resources’s fundamentals sit among the 61 oil and gas companies. Each figure is ranked only against peers that report it, from lowest (left) to highest (right).

Operating margin3.4%
29th percentile of 50
Net margin3.9%
37th percentile of 58
Revenue growth (YoY)+36.0%
79th percentile of 59
P/E5.2×
5th percentile of 41
Short interest11.03d
95th percentile of 60

Infinity Natural Resources’s P/E of 5.2 ranks in the 5th percentile of the 41 peers with a meaningful P/E.

6 reported insider purchases (code P) totaling $1.3M in the last 90 days. For context, about 15% of companies in the universe saw any reported insider purchase (code P) in the same window. Browse insider activity →

Percentiles describe where a figure sits among industry peers reporting it (100th = highest). They are position within a peer group, not a rating, and not investment advice. Short interest ranking uses days to cover from FINRA Consolidated Short Interest data; FINRA is the owner and source of that data, included at no additional charge.

Institutional ownership

Held by 5 quant / multi-strat books among the superinvestors we track; no conviction manager currently reports a position.

Conviction investors
0
+5 quant / multi-strat
Initiated / added
4
1 new, 3 added
Reduced / exited
2
1 trimmed, 1 exited
Combined position
$12.6M
reported long value
InvestorAs ofPosition valueSharesChange
Renaissance TechnologiesquantQ2 2026$5.0M392.2KAdded
AQR Capital ManagementquantQ2 2026$3.2M254.8KAdded
D. E. ShawquantQ2 2026$2.2M169.9KNew
Millennium ManagementquantQ2 2026$2.1M162.0KAdded
Citadel AdvisorsquantQ2 2026$163,28412.9KReduced

No longer held by: Point72 Asset Management (as of Q2 2026)

From quarterly Form 13F filings, which can be up to 45 days delayed. Long US-listed positions only: excludes short positions, options, cash, bonds, and non-US holdings, so this is not a manager’s complete portfolio. Counts are of the investors we track, not all institutions. Not investment advice.

Recent insider activity

Non-derivative buys and sells (codes P/S) reported by officers, directors and 10% owners on SEC Form 4. Multiple insiders have bought recently (a cluster buy).

Buys (90d)
6
4 insiders
Bought (90d)
$1.3M
code P value
Sells (90d)
0
Reported activity
Cluster buy
≥2 insiders buying
Trade dateInsiderTypeSharesPriceValue
2026-06-17
filed 2026-06-18
Gieselman ScottDirectorBuy10.0K$12.94$129K
2026-06-12
GRAY STEVEN DDirectorBuy25.0K$12.81$320K
2026-06-11
filed 2026-06-15
Quinn William JDirectorBuy11.5K$13.20$152K
2026-06-11
Poole David PDirectorBuy4.0K$13.50$54K
2026-06-10
filed 2026-06-11
Poole David PDirectorBuy7.5K$13.99$105K
2026-06-05
filed 2026-06-08
Quinn William JDirectorBuy44.0K$13.19$580K
2026-06-03
filed 2026-06-05
Quinn William JDirectorBuy10.5K$13.20$139K
2026-06-03
Gieselman ScottDirectorBuy670$13.44$9K
2026-06-02
filed 2026-06-03
Gieselman ScottDirectorBuy13.4K$13.35$179K
2026-05-26
filed 2026-05-27
Gieselman ScottDirectorBuy20.0K$14.10$282K
2026-05-22
filed 2026-05-27
Gieselman ScottDirectorBuy900$14.34$13K

Reported non-derivative purchases and sales (codes P/S) — which may be open-market or private; excludes option exercises, grants, and shares withheld for taxes. Dates shown are the trade date; a Form 4 can be filed days to years later. A sale can be routine (e.g. a pre-set 10b5-1 plan), so read individual transactions in context. From SEC Form 4. Not investment advice.

Short interest

Total shares sold short as of each twice-monthly FINRA settlement. Rising short interest means more investors are positioned against the stock; days to cover estimates how many trading days of average volume that position represents.

Shares short
2.9M
settled 2026-08-14
Change vs prior
-2.6%
vs previous settlement
Days to cover
11.03
at avg daily volume
Avg daily volume
262.3K
FINRA reported
SettlementShares shortChangeDays to cover
2026-08-142.9M-2.6%11.03
2026-07-313.0M+1.1%9.65
2026-07-152.9M+0.7%10.34
2026-06-302.9M+19.9%6.01
2026-06-152.4M+29.3%4.92
2026-05-291.9M+13.2%4.66
2026-05-151.7M+39.9%3.28
2026-04-301.2M+4.5%4.92

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data, which is included at no additional charge for your own personal or professional use; republishing or redistributing it is not permitted. Settlement dates are shown; FINRA publishes each settlement about nine business days later, so the latest figure can be two to four weeks old. Not presented as a percentage of float. No FINRA endorsement of this product is implied. Not investment advice.

Income statement (as reported)

 FY2025FY2024FY2023
Revenue$350.4M$257.7M$159.5M
Gross profit
Operating income$11.9M$93.7M$52.7M
Net income$13.8M$0$86.7M
Diluted EPS$0.89$0.00$0.00

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Balance sheet (as reported)

 FY2025FY2024FY2023
Cash and equivalents$2.8M$2.2M$1.5M
Current assets$160.6M$85.6M
Total assets$1.24B$915.5M
Current liabilities$102.6M$133.3M
Long-term debt$55,000$259.4M
Total liabilities$262.9M$407.2M
Total equity$307.1M$0

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Cash flow (as reported)

 FY2025FY2024FY2023
Operating cash flow$261.8M$177.7M$106.5M
Capital expenditure
Free cash flow

Figures as reported to the SEC. Underlined values link to the filing they came from; dotted values are calculated by us from reported figures; “adj” means restated for a stock split (hover to see the figure as filed). Full details: where the numbers come from.

Quarterly trend (as reported)

QuarterRevenueRevenue YoYNet incomeDiluted EPS
Q2 FY2026$170.4M135.1%$31.8M$0.88
Q1 FY2026$150.7M79.0%$-1.9M
Q4 FY2025$115.5M67.8%$20.7M
Q3 FY2025$78.3M13.5%$10.4M
Q2 FY2025$72.5M3.4%$18.0M
Q1 FY2025$84.2M68.9%$-34.6M
Q4 FY2024$68.8M$0.00
Q3 FY2024$69.0M$44.8M$0.00

Latest 8 reported quarters, from company XBRL filings on SEC EDGAR.

Company facts

ExchangeNYSE
SectorEnergy
SIC industryCrude Petroleum & Natural Gas
Latest annual periodFY2025 (ended December 31, 2025)
Latest reported quarterQ2 FY2026 (ended June 30, 2026)
Oldest indexed filing2024
SEC CIK2029118

Selected SEC filings

10-Q2026-08-10
View on EDGAR →
10-Q2026-05-12
View on EDGAR →
8-K2026-08-10
View on EDGAR →
8-K2026-08-10
View on EDGAR →
8-K2026-07-17
View on EDGAR →
8-K2026-07-15
View on EDGAR →

Largest oil and gas peers

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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filing before relying on them. Informational only. Not investment advice.