IOSP

INNOSPEC INC.

Nasdaq · Chemicals & Allied Products · Inc. DE · CIK 0001054905
$86.59 +0.85% $2.1B
Insider Selling Cluster (6 insiders)20 New Institutional Positions3 Institutional Exits
Vol
Market Cap$2.1B
Cap SizeMid Cap
Inst. Holders50 funds
Inst. Value$1.3B
Inst. Activity20 buys / 3 sells
Insider Activity0B / 11S
Insider Net $-$563.2K
SEC Reports6
Exchange Nasdaq·Sector Chemicals & Allied Products·Inc. DE·CIK 0001054905·Prev Close $85.86

Recent Activity

May 8, 2026 SEC
Innospec reported Q1 2026 revenue of $453.2M (+3% YoY) and GAAP EPS of $1.22, but adjusted non-GAAP EPS of $1.05 missed
8-K — Impact 5/10
May 7, 2026 SEC
Innospec reported Q1 2026 GAAP EPS of $1.22 on revenue of $453.2M, with revenue up 3% YoY but GAAP net income down 7% Yo
PRESS-RELEASE — Impact 6/10
Apr 7, 2026 SEC
Innospec Inc. announced a future earnings release date for Q1 2026, but did not report actual financial results in this
PRESS-RELEASE — Impact 3/10
Mar 3, 2026 Insider
Jones David B. sold 1,028 shares
SVP, GC & CCO @ $75.64 ($77.8K)
Feb 27, 2026 Insider
Blackmore Milton C sold 594 shares
Director @ $76.56 ($45.5K)
Feb 27, 2026 Insider
Williams Patrick surrendered for taxes 7,966 shares
PRESIDENT & CEO @ $78.34 ($624.1K)
Inst.
Nuveen, LLC — ADD
643,248 shares ($47.0M)
Inst.
Assenagon Asset Management S.A. — DOUBLED
490,884 shares ($35.8M)

Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$99.33 (Nov 2025)
Current $86.59 Low $93.00 Median $100.00 High $105.00 3 analysts
$93.00 $105.00

Analyst Ratings

Historical distribution89% buy · 9 analysts · last covering-analyst action Nov 2025
2Strong Buy
6Buy
1Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Nov 18, 2025 Freedom Capital Markets INITIATE Buy
Apr 21, 2025 Seaport Global UPGRADE Neutral → Buy
Mar 30, 2022 Seaport Global INITIATE Neutral
Sep 4, 2019 CL King INITIATE Buy
Apr 12, 2019 Keybanc DOWNGRADE Overweight → Sector Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.05 $1.04 — $1.06 -17% YoY 2
Next Q $1.24 $1.21 — $1.26 10% YoY 2
Current FY $4.83 $4.74 — $4.90 -8% YoY 3
Next FY $6.11 $6.05 — $6.17 27% YoY 2

Top Institutional Holders

FundValueMove
BlackRock, Inc.$283.2M
Allspring Global Investments Holdings,$170.5M
VANGUARD PORTFOLIO MANAGEMENT LLC$135.8M
DIMENSIONAL FUND ADVISORS LP$90.7M
VANGUARD CAPITAL MANAGEMENT LLC$81.4M

Recent Insider Trades

DateInsiderTypeValue
Mar 3, 2026Jones DavidSELL$77.8K
Feb 27, 2026Blackmore MiltonSELL$45.5K
Feb 27, 2026Williams PatrickF$624.1K
Feb 27, 2026BARNES CORBINF$13.0K
Feb 27, 2026Cleminson IanSELL$182.2K
50 institutional holders with $1.3B total value (18,424,184 shares) as of 2026-Q1. Top holders: BlackRock,, Allspring, VANGUARD. Net buying activity: 20 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.3,878,975$283.2M21.0%
2Allspring Global Investments Holdings, LLC2,315,942$170.5M12.7%
3VANGUARD PORTFOLIO MANAGEMENT LLC1,860,091$135.8M10.1%
4DIMENSIONAL FUND ADVISORS LP1,242,089$90.7M6.7%
5VANGUARD CAPITAL MANAGEMENT LLC1,114,598$81.4M6.0%
6STATE STREET CORP964,335$70.4M5.2%
7VICTORY CAPITAL MANAGEMENT INC864,994$63.2M4.7%
8Nuveen, LLC643,248$47.0M3.5%ADD +28.0%
9TWO SIGMA INVESTMENTS, LP593,039$43.3M3.2%
10GOLDMAN SACHS GROUP INC492,011$35.9M2.7%
11Assenagon Asset Management S.A.490,884$35.8M2.7%DOUBLED +175.5%
12CHARLES SCHWAB INVESTMENT MANAGEMENT INC365,874$26.7M2.0%
13BANK OF AMERICA CORP /DE/290,766$21.2M1.6%
14D. E. Shaw & Co., Inc.286,794$20.9M1.6%
15ROYCE & ASSOCIATES LP261,336$19.1M1.4%TRIM -38.0%
16MORGAN STANLEY235,571$17.2M1.3%
17CITADEL ADVISORS LLC220,883$16.1M1.2%
18SEI INVESTMENTS CO174,121$12.7M0.9%ADD +67.9%
19Point72 Asset Management, L.P.166,794$12.2M0.9%ADD +74.2%
20VANGUARD FIDUCIARY TRUST CO160,752$11.7M0.9%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
Nuveen, LLCADD502,603643,248+28.0%$47.0M2026-Q1
Assenagon Asset Management S.A.DOUBLED178,204490,884+175.5%$35.8M2026-Q1
SEI INVESTMENTS COADD103,702174,121+67.9%$12.7M2026-Q1
Point72 Asset Management, L.P.ADD95,775166,794+74.2%$12.2M2026-Q1
PANAGORA ASSET MANAGEMENT INCADD82,098119,675+45.8%$8.7M2026-Q1
Trexquant Investment LPADD46,07378,370+70.1%$5.7M2026-Q1
Russell Investments Group, Ltd.DOUBLED11,62871,607+515.8%$5.2M2026-Q1
FMR LLCADD36,92151,805+40.3%$3.8M2026-Q1
MARSHALL WACE, LLPDOUBLED9,22833,526+263.3%$2.4M2026-Q1
Holocene Advisors, LPADD19,04526,473+39.0%$1.9M2026-Q1
HSBC HOLDINGS PLCADD14,84725,351+70.7%$1.9M2026-Q1
Brevan Howard Capital Management LPADD13,46224,436+81.5%$1.8M2026-Q1
Mariner, LLCADD15,68319,710+25.7%$1.4M2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPDOUBLED6,23818,497+196.5%$1.4M2026-Q1
CAPSTONE INVESTMENT ADVISORS, LLCADD11,35215,757+38.8%$1.2M2026-Q1
CWM, LLCADD10,45214,328+37.1%$1.0M2026-Q1
State of Tennessee, Department of TreasuryADD10,16312,867+26.6%$939.5K2026-Q1
FIFTH THIRD BANCORPDOUBLED23112,482+5303.5%$911.5K2026-Q1
AmundiADD5,1898,875+71.0%$648.1K2026-Q1
PNC FINANCIAL SERVICES GROUP, INC.TRIM2,3611,079-54.3%$78.8K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD457616+34.8%$45.0K2026-Q1
Rockefeller Capital Management L.P.TRIM728297-59.2%$21.7K2026-Q1
NORGES BANKEXIT139,2000-100.0%$0.002026-Q1
ROYCE & ASSOCIATES LPTRIM492,614305,226-38.0%$23.4M2025-Q4
Assenagon Asset Management S.A.ADD129,397178,204+37.7%$13.6M2025-Q4
13 unique insiders with 30 transactions. Net insider value: -$563.2K ($0.00 bought, $563.2K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Mar 3, 2026Jones David B.SVP, GC & CCOSELL1,028$75.64$77.8K
Feb 27, 2026Blackmore Milton CDirectorSELL594$76.56$45.5K
Feb 27, 2026Williams PatrickPRESIDENT & CEOTAX W/H7,966$78.34$624.1K
Feb 27, 2026BARNES CORBINSVP, Corporate Dev and IRTAX W/H166$78.34$13.0K
Feb 27, 2026Cleminson IanEVP & CFOSELL2,380$76.56$182.2K
Feb 27, 2026Jones David B.SVP, GC & CCOTAX W/H875$78.34$68.5K
Feb 27, 2026LANDLESS DAVIDDirectorSELL594$76.56$45.5K
Feb 27, 2026Poccia ClaudiaDirectorSELL119$76.56$9.1K
Feb 27, 2026PADFIELD LarryDirectorSELL594$76.56$45.5K
Feb 27, 2026Blackmore Milton CDirectorSELL287$76.30$21.9K
Feb 27, 2026Cleminson IanEVP & CFOSELL1,149$76.30$87.7K
Feb 27, 2026GRIFFIN HARDY LOUIS IIISVP, HUMAN RESOURCESTAX W/H401$78.34$31.4K
Feb 27, 2026PADFIELD LarryDirectorSELL287$76.30$21.9K
Feb 27, 2026Poccia ClaudiaDirectorSELL57$76.30$4.3K
Feb 27, 2026LANDLESS DAVIDDirectorSELL287$76.30$21.9K
Feb 23, 2026Blackmore Milton CDirectorAWARD1,539
Feb 23, 2026PARRETTE LESLIE JDirectorAWARD1,539
Feb 23, 2026LANDLESS DAVIDDirectorAWARD1,539
Feb 23, 2026Poccia ClaudiaDirectorAWARD1,539
Feb 23, 2026Arnold Elizabeth KDirectorAWARD1,539
Feb 23, 2026Jones David B.SVP, GC & CCOAWARD2,993
Feb 23, 2026Williams PatrickPRESIDENT & CEOAWARD20,846
Feb 23, 2026Cleminson IanEVP & CFOAWARD4,499
Feb 23, 2026GRIFFIN HARDY LOUIS IIISVP, HUMAN RESOURCESAWARD2,521
Feb 23, 2026MCROBBIE IAN MALCOLMSenior VP R&TAWARD2,228
Feb 23, 2026PADFIELD LarryDirectorAWARD1,539
Feb 23, 2026BARNES CORBINSVP, Corporate Dev and IRAWARD2,481
Feb 23, 2026Blair GraemeHead of Group FinanceAWARD520
Feb 20, 2026PADFIELD LarryDirectorEXERCISE1,030$44.18$45.5K
Feb 20, 2026Blackmore Milton CDirectorEXERCISE1,030$44.18$45.5K

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

Historical analyst distribution (last covering-analyst action Nov 2025): 89% buy across 9 analysts — 2 strong buy, 6 buy, 1 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Nov 2025. No current recommendation available.
$99.33 mean target (Nov 2025)
$93.00 Low $105.00 High
MetricValue
Current Price$86.59
Target Low$93.00
Target Mean$99.33
Target Median$100.00
Target High$105.00
# Analysts3
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.05 $1.04 $1.06 -16.7% +0.0% 0↑ 2↓ $0.5B 5.0% 2
Next Q
2026-09-30
$1.24 $1.21 $1.26 10.3% +0.0% 0↑ 2↓ $0.5B 8.3% 2
Current FY
2026-12-31
$4.83 $4.74 $4.90 -8.4% +0.0% 0↑ 2↓ $1.9B 5.3% 3
Next FY
2027-12-31
$6.11 $6.05 $6.17 26.5% +0.0% 0↑ 2↓ $2.0B 8.2% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.050
7d ago$1.050
30d ago$1.050
60d ago$1.165-0.115
90d ago$1.165-0.115
8 analyst firms have rated this stock: 5 upgrades, 6 downgrades, 5 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Nov 18, 2025 Freedom Capital Markets INITIATE Buy
Apr 21, 2025 Seaport Global UPGRADE Neutral Buy
Mar 30, 2022 Seaport Global INITIATE Neutral
Sep 4, 2019 CL King INITIATE Buy
Apr 12, 2019 Keybanc DOWNGRADE Overweight Sector Weight
Nov 16, 2018 Keybanc MAINTAIN Overweight Overweight
Jul 13, 2018 Keybanc MAINTAIN Overweight Overweight
Apr 24, 2018 Johnson Rice UPGRADE Accumulate Buy
Nov 14, 2017 Johnson Rice UPGRADE Hold Accumulate
Nov 9, 2017 Monness, Crespi, Hardt DOWNGRADE Buy Neutral
Nov 9, 2017 Keybanc MAINTAIN Overweight
Aug 22, 2017 Monness, Crespi, Hardt UPGRADE Neutral Buy
Dec 19, 2016 Monness, Crespi, Hardt DOWNGRADE Buy Neutral
Apr 5, 2016 Keybanc UPGRADE Sector Weight Overweight
Oct 12, 2015 Monness, Crespi, Hardt DOWNGRADE Neutral
May 1, 2015 Singular Research INITIATE Buy
Feb 14, 2014 CJS Securities DOWNGRADE Market Outperform Market Perform
Feb 14, 2014 Monness, Crespi, Hardt MAINTAIN Buy
Nov 12, 2013 Keybanc DOWNGRADE Buy Hold
Feb 14, 2013 Monness, Crespi, Hardt MAINTAIN Buy
Nov 16, 2012 Keybanc INITIATE Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262610089%
May 1, 20262610089%
Apr 1, 20262610089%
Mar 1, 20262610089%
Feb 1, 20262610089%
Jan 1, 20262610089%
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.

May 7, 2026
earnings
Innospec Reports First Quarter 2026 Financial Results
<p align="center"><strong><em>Continued strength in Fuel Specialties offset negative US winter storm impacts in other businesses</em></strong></p>
May 7, 2026
earnings_calendar
IOSP Q1 2026 Earnings Scheduled — 2026-05-07
Apr 7, 2026
earnings
Innospec Schedules First Quarter 2026 Earnings Release and Conference Call
<p align="justify">ENGLEWOOD, Colo., April 07, 2026 (GLOBE NEWSWIRE) -- Innospec Inc. (NASDAQ: IOSP) today announced that it will release first quar