INFU InfuSystem Holdings, Inc

NEUTRAL Impact: 4/10 8-K
Horizon weeks Filed May 18, 2026 Processed 22d 9h ago SEC 0001628280-26-035967
8-K context-dependent: Items 7.01
Latest settled — T+5d
INFU ▼ -2.28% at T+5d
NEUTRAL call ✗ call lost -2.28% · α vs SPY -4.52% · entry $9.67 → $9.45
Next anchor: T+20d in 6d
Last close $9.01 (close Jun 8) · -6.83% from $9.67 entry
Entry anchored
May 18, 03:59 PM ET
via Databento tick
T+1d
+5.07%
call +5.07% · α +4.03%
$10.16
settled 22d ago
T+5d
-2.28%
call -2.28% · α -4.52%
$9.45
settled 15d ago
T+20d
call — · α —
in 6d
T+60d
call — · α —
in 2mo

Price Chart

Loading chart...

Executive Summary

InfuSystem Holdings announced a new $20 million stock repurchase program, authorizing buybacks from July 1, 2026 through June 30, 2028. This replaces the existing authorization set to expire on June 30, 2026, under which the company repurchased approximately 1.6 million shares for ~$11.9 million through March 31, 2026. The program represents ~11.3% of the current $177M market cap and signals management's confidence in cash flows and valuation, but is a routine capital allocation decision without accompanying financial results or guidance.

Actionable Insight

The buyback is a modest positive signal of management's view on intrinsic value, but no financial results or guidance were released. Monitor upcoming quarterly earnings for fundamental trends that would justify the repurchase. The two-year window reduces urgency for immediate execution.

Key Facts

  • Board approved $20 million stock repurchase program starting July 1, 2026 through June 30, 2028
  • Program supersedes existing authorization expiring June 30, 2026
  • Under current authorization, ~1.6 million shares repurchased for ~$11.9 million through March 31, 2026
  • Repurchases may be made via open market or private transactions under Rule 10b-18
  • Market cap is ~$177M; $20M program represents ~11.3% of outstanding shares

Financial Impact

$20 million buyback authorization, ~11.3% of market cap at current prices

share countcash deployment

Risk Factors

  • Buyback may not be fully executed if cash flow or market conditions deteriorate
  • No financial results or guidance provided to assess fundamental justification
  • Previous authorization saw ~$11.9M deployed over an unspecified period — execution pace is uncertain

Market Snapshot

Exchange
NYSE
Sector
Surgical & Medical Instruments & Apparatus
Analyst Consensus
91% bullish (11 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-035967
Exhibit: exhibit99105-18x2026sharer.htm0001628280-26-035967
Document: 0001628280-26-035967-index-headers.html0001628280-26-035967
Document: 0001628280-26-035967-index.html0001628280-26-035967
Document: 0001628280-26-035967.txt0001628280-26-035967
7 reports for INFU
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for INFU — sortable, filterable
Type Now
May 18, 2026
22d ago
8-K
NEUTRAL ★ 4/10
$9.67 $9.45▼ −2.28%▼ −4.52%$9.01 (−6.83%)
May 14, 2026
26d ago
8-K
NEUTRAL ★ 2/10
$8.61 $9.94▲ +15.45%▲ +16.16%$9.01 (+4.65%)
May 12, 2026
28d ago
8-K
NEUTRAL ★ 2/10
$8.21 $9.67▲ +17.78%▲ +18.94%$9.01 (+9.74%)
May 8, 2026
4w ago
Insider Cluster
BULLISH ★ 5/10
$8.41 $8.61▲ +2.38%▲ +0.91%$9.01 (+7.13%)
May 8, 2026
4w ago
Insider Cluster
BULLISH ★ 5/10
$8.41 $8.61▲ +2.38%▲ +0.91%$9.01 (+7.13%)
May 7, 2026
4w ago
8-K
MIXED ★ 5/10
$8.97 $8.21▼ −8.47%▼ −9.98%$9.01 (+0.45%)
Apr 30, 2026
5w ago
8-K
NEUTRAL ★ 2/10
$10.13 $8.97▼ −11.45%▼ −13.18%$9.01 (−11.06%)
Showing 7 of 7

US Market Status

Market Closed — Opens in 7h 15m

Subscribe to SecBot

Get Real-Time SEC Filing Intelligence

Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.

Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access