Seaport Res Ptn Has Pessimistic View of Innospec Q2 Earnings

Innospec Inc. (NASDAQ:IOSP) – Equities researchers at Seaport Res Ptn cut their Q2 2025 earnings per share (EPS) estimates for shares of Innospec in a report issued on Monday, February 24th. Seaport Res Ptn analyst M. Harrison now anticipates that the specialty chemicals company will post earnings of $1.35 per share for the quarter, down from their previous forecast of $1.39. The consensus estimate for Innospec’s current full-year earnings is $6.18 per share. Seaport Res Ptn also issued estimates for Innospec’s Q3 2025 earnings at $1.39 EPS, Q4 2025 earnings at $1.60 EPS, FY2025 earnings at $5.72 EPS, Q1 2026 earnings at $1.63 EPS, Q2 2026 earnings at $1.57 EPS, Q3 2026 earnings at $1.59 EPS, Q4 2026 earnings at $1.79 EPS and FY2026 earnings at $6.58 EPS.

Separately, StockNews.com downgraded Innospec from a “strong-buy” rating to a “buy” rating in a research report on Saturday, January 11th.

Innospec Price Performance

NASDAQ IOSP opened at $104.38 on Wednesday. The company’s fifty day moving average is $110.41 and its two-hundred day moving average is $112.37. Innospec has a 52-week low of $99.49 and a 52-week high of $133.71. The firm has a market capitalization of $2.61 billion, a price-to-earnings ratio of 73.51 and a beta of 1.09.

Innospec (NASDAQ:IOSP) last announced its earnings results on Tuesday, February 18th. The specialty chemicals company reported $1.41 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.36 by $0.05. The business had revenue of $466.80 million for the quarter, compared to analyst estimates of $447.43 million. Innospec had a net margin of 1.93% and a return on equity of 12.27%.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in the business. Wasatch Advisors LP boosted its holdings in Innospec by 0.6% during the third quarter. Wasatch Advisors LP now owns 1,805,546 shares of the specialty chemicals company’s stock valued at $204,189,000 after purchasing an additional 11,231 shares in the last quarter. State Street Corp boosted its stake in Innospec by 2.1% in the 3rd quarter. State Street Corp now owns 996,281 shares of the specialty chemicals company’s stock valued at $112,669,000 after buying an additional 20,744 shares in the last quarter. Victory Capital Management Inc. boosted its stake in Innospec by 1.6% in the 4th quarter. Victory Capital Management Inc. now owns 922,220 shares of the specialty chemicals company’s stock valued at $101,500,000 after buying an additional 14,188 shares in the last quarter. Royce & Associates LP grew its position in Innospec by 9.3% in the third quarter. Royce & Associates LP now owns 835,333 shares of the specialty chemicals company’s stock valued at $94,468,000 after acquiring an additional 70,902 shares during the period. Finally, Geode Capital Management LLC raised its stake in Innospec by 2.2% during the fourth quarter. Geode Capital Management LLC now owns 692,071 shares of the specialty chemicals company’s stock worth $76,184,000 after acquiring an additional 14,788 shares in the last quarter. Institutional investors and hedge funds own 96.64% of the company’s stock.

Insider Transactions at Innospec

In other news, SVP Corbin Barnes sold 2,692 shares of the stock in a transaction on Friday, February 21st. The shares were sold at an average price of $103.30, for a total value of $278,083.60. Following the completion of the transaction, the senior vice president now owns 8,051 shares in the company, valued at approximately $831,668.30. This represents a 25.06 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Milton C. Blackmore sold 652 shares of Innospec stock in a transaction dated Friday, February 21st. The shares were sold at an average price of $103.30, for a total transaction of $67,351.60. Following the sale, the director now owns 8,376 shares in the company, valued at approximately $865,240.80. This trade represents a 7.22 % decrease in their ownership of the stock. The disclosure for this sale can be found here. In the last quarter, insiders have sold 7,098 shares of company stock valued at $733,223. 1.52% of the stock is owned by corporate insiders.

Innospec Company Profile

Innospec Inc develops, manufactures, blends, markets, and supplies specialty chemicals in the United States, rest of North America, the United Kingdom, rest of Europe, and internationally. The company's Fuel Specialties segment offers a range of specialty chemical products that are used as additives in additives in diesel, jet, marine, fuel oil and other fuels.