IAC

IAC Inc.

Nasdaq · Services-Computer Programming, Data Processing, Etc. · Inc. DE · CIK 0001800227
$43.53 +3.05%
High Impact Filing (7/10)
Vol
Analyst ConsensusBuy (69%)
Inst. Holders7 funds
Inst. Value$503.8M
Inst. Activity1 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$278.8K
SEC Reports6
Exchange Nasdaq·Sector Services-Computer Programming, Data Processing, Etc.·Inc. DE·CIK 0001800227·Prev Close $42.24

Recent Activity

Jun 4, 2026 SEC
People Inc. (formerly IAC Inc.) filed a DEFA14A supplement to its 2026 proxy statement, notifying shareholders of a name
DEFA14A — Impact 2/10
Jun 3, 2026 short_volume
Short Volume: IAC — 83.3% short (0.4M / 0.5M)
Short: 446,860 | Exempt: 4 | TRF Vol: 536,264 | Short Ratio: 83.3% | Off-exchange volume (dark pool
Jun 1, 2026 SEC
IAC (being renamed People Incorporated) disclosed a non-binding proposal to acquire all outstanding MGM shares it does n
8-K — Impact 7/10
May 12, 2026 Insider
Schwerdtman Michael H sold 6,878 shares
SVP and CAO @ $40.54 ($278.8K)
Apr 28, 2026 SEC
IAC announced it will change its name to People Incorporated, consolidating corporate functions with its People Inc. bus
8-K — Impact 6/10
Mar 31, 2026 Insider
Lourd Bryan sold 406 shares
Director @ $40.03 ($16.3K)
Mar 31, 2026 Insider
EISNER MICHAEL D sold 359 shares
Director @ $40.03 ($14.4K)
Inst.
BANK OF AMERICA CORP — ADD
836,777 shares ($32.7M)

Price Targets

$52.18 +23.5% upside Strong Buy
Current $42.24 Low $44.00 Median $50.00 High $66.00 11 analysts
$44.00 $66.00

Analyst Ratings

Buy69% buy · 16 analysts
2Strong Buy
9Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 7, 2026 Barclays MAINTAIN Overweight → Overweight
May 6, 2026 UBS MAINTAIN Neutral → Neutral
May 6, 2026 Citigroup MAINTAIN Buy → Buy
May 6, 2026 Jefferies DOWNGRADE Buy → Hold
May 6, 2026 Piper Sandler REITERATE Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $-0.33 ▼ -113.0% $-0.55 — $0.32 -113% YoY 8
Next Q $-0.17 ▼ -2031.2% $-0.38 — $0.40 38% YoY 8
Current FY $-0.54 ▼ -217.1% $-1.26 — $1.36 59% YoY 8
Next FY $1.17 ▲ +2.2% $0.10 — $2.82 318% YoY 8

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$270.6M
Corvex Management LP$131.2MADD
MORGAN STANLEY$35.5MADD
BANK OF AMERICA CORP$32.7MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$30.5MNEW

Recent Insider Trades

DateInsiderTypeValue
May 12, 2026Schwerdtman MichaelSELL$278.8K
Mar 31, 2026Lourd BryanA$16.3K
Mar 31, 2026EISNER MICHAELA$14.4K
Mar 31, 2026Clinton ChelseaA$6.2K
Mar 31, 2026Seferian MariaA$12.5K
7 institutional holders with $503.8M total value (12,885,644 shares) as of 2025-Q4. Top holders: VANGUARD, Corvex, MORGAN.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC6,921,604$270.6M53.7%
2Corvex Management LP3,355,075$131.2M26.0%ADD +39.4%
3MORGAN STANLEY907,984$35.5M7.0%ADD +25.1%
4BANK OF AMERICA CORP /DE/836,777$32.7M6.5%ADD +51.6%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC779,372$30.5M6.0%NEW
6FMR LLC55,971$2.2M0.4%NEAR_EXIT -81.4%
7WELLS FARGO & COMPANY/MN28,861$1.1M0.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/ADD552,139836,777+51.6%$32.7M2025-Q4
FMR LLCNEAR_EXIT300,54055,971-81.4%$2.2M2025-Q4
Corvex Management LPADD2,000,9202,788,379+39.4%$95.0M2025-Q3
UBS Group AGTRIM1,249,628701,440-43.9%$23.9M2025-Q3
FMR LLCTRIM778,795300,540-61.4%$10.2M2025-Q3
RENAISSANCE TECHNOLOGIES LLCEXIT42,1270-100.0%$0.002025-Q3
NORGES BANKEXIT830,8830-100.0%$0.002025-Q3
UBS Group AGDOUBLED393,7971,249,628+217.3%$46.7M2025-Q2
NORGES BANKNEW830,883$31.0M2025-Q2
BANK OF AMERICA CORP /DE/ADD408,843601,586+47.1%$22.5M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW42,127$1.6M2025-Q2
MORGAN STANLEYADD772,923967,164+25.1%$44.4M2025-Q1
CITADEL ADVISORS LLCADD531,157941,558+77.3%$43.3M2025-Q1
RENAISSANCE TECHNOLOGIES LLCEXIT98,6270-100.0%$0.002025-Q1
TWO SIGMA INVESTMENTS, LPEXIT89,7540-100.0%$0.002025-Q1
NORGES BANKEXIT899,7830-100.0%$0.002025-Q1
Corvex Management LPADD1,489,4952,410,370+61.8%$104.0M2024-Q4
UBS Group AGDOUBLED65,368391,419+498.8%$16.9M2024-Q4
RENAISSANCE TECHNOLOGIES LLCADD54,12798,627+82.2%$4.3M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW948,112$51.0M2024-Q3
8 unique insiders with 1 transactions. Net insider value: -$278.8K ($0.00 bought, $278.8K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 12, 2026Schwerdtman Michael HSVP and CAOSELL6,878$40.54$278.8K
Mar 31, 2026Lourd BryanDirectorA406$40.03$16.3K
Mar 31, 2026EISNER MICHAEL DDirectorA359$40.03$14.4K
Mar 31, 2026Clinton ChelseaDirectorA156$40.03$6.2K
Mar 31, 2026Seferian MariaDirectorA312$40.03$12.5K
Feb 10, 2026KAUFMAN VICTORVice ChairmanM2,445$0.00$0.00
Feb 10, 2026KAUFMAN VICTORVice ChairmanF1,007$36.47$36.7K
Feb 10, 2026KAUFMAN VICTORVice ChairmanM2,445$0.00$0.00
Feb 9, 2026Halpin ChristopherEVP, CFO & COOA219,058$0.00$0.00
Feb 9, 2026Handler KendallEVP & CLOA123,220$0.00$0.00
Feb 9, 2026KAUFMAN VICTORVice ChairmanA6,845$0.00$0.00
Feb 8, 2026Halpin ChristopherEVP, CFO & COOM22,855$0.00$0.00
Feb 8, 2026Halpin ChristopherEVP, CFO & COOF11,668$35.65$416.0K
Feb 8, 2026Halpin ChristopherEVP, CFO & COOM22,855$0.00$0.00
Feb 8, 2026Handler KendallEVP & CLOM28,568$0.00$0.00
Feb 8, 2026Handler KendallEVP & CLOF14,584$35.65$519.9K
Feb 8, 2026Handler KendallEVP & CLOM28,568$0.00$0.00
Feb 6, 2026Halpin ChristopherEVP, CFO & COOM40,716$0.00$0.00
Feb 6, 2026Halpin ChristopherEVP, CFO & COOF20,931$35.65$746.2K
Feb 6, 2026Halpin ChristopherEVP, CFO & COOM40,716$0.00$0.00
Feb 6, 2026Handler KendallEVP & CLOM19,388$0.00$0.00
Feb 6, 2026Handler KendallEVP & CLOF9,898$35.65$352.9K
Feb 6, 2026Handler KendallEVP & CLOM19,388$0.00$0.00

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (69% buy). Based on 16 analysts: 2 strong buy, 9 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$52.18 mean target +23.5% upside Strong Buy (1.83)
$44.00 Low $66.00 High
MetricValue
Current Price$42.24
Target Low$44.00
Target Mean$52.18
Target Median$50.00
Target High$66.00
# Analysts11
RecommendationStrong Buy (1.83)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$-0.33 $-0.55 $0.32 -112.8% -113.0% 0↑ 6↓ $0.4B -26.1% 8
Next Q
2026-09-30
$-0.17 $-0.38 $0.40 38.3% -2031.2% 0↑ 6↓ $0.4B -24.2% 8
Current FY
2026-12-31
$-0.54 $-1.26 $1.36 58.6% -217.1% 0↑ 6↓ $1.8B -23.1% 8
Next FY
2027-12-31
$1.17 $0.10 $2.82 318.0% +2.2% 2↑ 4↓ $1.8B 0.5% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$-0.328
7d ago$0.000-0.328
30d ago$-0.154-0.174
60d ago$-0.154-0.174
90d ago$-0.153-0.175
11 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 7, 2026 Barclays MAINTAIN Overweight Overweight
May 6, 2026 UBS MAINTAIN Neutral Neutral
May 6, 2026 Citigroup MAINTAIN Buy Buy
May 6, 2026 Jefferies DOWNGRADE Buy Hold
May 6, 2026 Piper Sandler REITERATE Neutral Neutral
May 6, 2026 Barclays MAINTAIN Overweight Overweight
May 4, 2026 JP Morgan MAINTAIN Overweight Overweight
May 4, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 Benchmark MAINTAIN Buy Buy
Apr 28, 2026 Goldman Sachs MAINTAIN Buy Buy
Apr 23, 2026 Keybanc MAINTAIN Overweight Overweight
Feb 10, 2026 Citigroup MAINTAIN Buy Buy
Dec 15, 2025 Oppenheimer DOWNGRADE Outperform Perform
Dec 12, 2025 JP Morgan MAINTAIN Overweight Overweight
Dec 11, 2025 Jefferies MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262950069%
May 1, 202631040076%
Apr 1, 202631040076%
Mar 1, 202631040076%
Feb 1, 202631040076%
Jan 1, 202631040076%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 3, 2026
short_volume
Short Volume: IAC — 83.3% short (0.4M / 0.5M)
Short: 446,860 | Exempt: 4 | TRF Vol: 536,264 | Short Ratio: 83.3% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: IAC — 70.5% short (0.4M / 0.6M)
Short: 409,841 | Exempt: 197 | TRF Vol: 580,970 | Short Ratio: 70.5% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: IAC — 66.4% short (0.4M / 0.6M)
Short: 399,666 | Exempt: 640 | TRF Vol: 601,467 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: IAC — 78.1% short (0.5M / 0.6M)
Short: 460,105 | Exempt: 0 | TRF Vol: 589,134 | Short Ratio: 78.1% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: IAC — 2.1M shares, 46,356 trades
Week starting 2026-05-11. Total ATS volume: 2,071,649 shares across 46,356 trades.
May 8, 2026
short_volume
Short Volume: IAC — 58.1% short (0.4M / 0.7M)
Short: 379,418 | Exempt: 0 | TRF Vol: 653,226 | Short Ratio: 58.1% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: IAC — 67.1% short (0.5M / 0.7M)
Short: 495,892 | Exempt: 0 | TRF Vol: 738,627 | Short Ratio: 67.1% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: IAC — 64.7% short (0.5M / 0.8M)
Short: 540,530 | Exempt: 272 | TRF Vol: 835,528 | Short Ratio: 64.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: IAC — 74.1% short (1.3M / 1.7M)
Short: 1,284,965 | Exempt: 90 | TRF Vol: 1,733,282 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
May 4, 2026
earnings_calendar
IAC Q1 2026 Earnings Scheduled — 2026-05-04
May 4, 2026
dark_pool
Dark Pool: IAC — 3.9M shares, 63,834 trades
Week starting 2026-05-04. Total ATS volume: 3,902,076 shares across 63,834 trades.
Apr 27, 2026
dark_pool
Dark Pool: IAC — 1.8M shares, 43,899 trades
Week starting 2026-04-27. Total ATS volume: 1,818,373 shares across 43,899 trades.
Apr 20, 2026
dark_pool
Dark Pool: IAC — 1.5M shares, 33,671 trades
Week starting 2026-04-20. Total ATS volume: 1,544,284 shares across 33,671 trades.
Apr 17, 2026
short_volume
Short Volume: IAC — 60.3% short (0.3M / 0.5M)
Short: 309,856 | Exempt: 200 | TRF Vol: 513,967 | Short Ratio: 60.3% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: IAC — 1.4M shares, 34,917 trades
Week starting 2026-04-13. Total ATS volume: 1,448,401 shares across 34,917 trades.