XIFR

XPLR Infrastructure, LP

NYSE · Electric Services · CIK 0001603145

$11.70 +0.34% $1.1B

13 New Institutional Positions9 Institutional Exits

Vol

Market Cap$1.1B

Cap SizeSmall Cap

Analyst ConsensusSell (12%)

Inst. Holders50 funds

Inst. Value$339.5M

Inst. Activity13 buys / 9 sells

SEC Reports4

Exchange NYSE·Sector Electric Services·CIK 0001603145·Prev Close $11.66

Recent Activity

Apr 10, 2026 SEC

XPLR Infrastructure, LP's indirect subsidiaries borrowed $232 million under a variable rate term loan facility, with $27

8-K — Impact 4/10

Apr 8, 2026 SEC

XPLR Infrastructure, LP's shelf registration (Form S-3) has become effective, allowing the company to sell up to $300 mi

EFFECT — Impact 3/10

Apr 7, 2026 SEC

XPLR Infrastructure, LP is conducting an at-the-market (ATM) equity offering of up to $300 million in common units throu

424B5 — Impact 5/10

Feb 9, 2026 Insider

Byrne Robert J was granted 14,740 shares

Director

Feb 9, 2026 Insider

Kind Peter H was granted 14,740 shares

Director

Feb 9, 2026 Insider

Austin Susan D was granted 14,740 shares

Director

Inst.

MORGAN STANLEY — ADD

6,599,997 shares ($70.1M)

Inst.

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP — ADD

1,093,633 shares ($11.6M)

Price Targets

$12.09 +3.3% upside Hold

Current $11.70 Low $7.00 Median $12.00 High $17.00 11 analysts

$7.00 $17.00

Analyst Ratings

Strong Sell12% buy · 17 analysts

1Strong Buy

1Buy

9Hold

4Sell

2Strong Sell

Recent Analyst Actions

Date	Firm	Action	Rating
May 20, 2026	Morgan Stanley	MAINTAIN	Underweight → Underweight
Apr 20, 2026	CIBC	MAINTAIN	Neutral → Neutral
Apr 7, 2026	Morgan Stanley	MAINTAIN	Underweight → Underweight
Feb 12, 2026	Barclays	MAINTAIN	Underweight → Underweight
Jan 6, 2026	RBC Capital	INITIATE	Outperform

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$-0.50 ▼ -236.6%	$-0.50 — $-0.50	-160% YoY	1
Next Q	$-0.46 ▼ -266.1%	$-0.46 — $-0.46	-15% YoY	1
Current FY	$1.18 ▼ -61.0%	$0.71 — $1.64	-56% YoY	2
Next FY	$0.09 ▼ -87.1%	$-0.52 — $0.70	-92% YoY	2

Latest Reports

NEUTRAL 8-K 4/10

XPLR Infrastructure, LP's indirect subsidiaries borrowed $232 million under a variable rate term loan facility, with $27

Apr 10, 2026

NEUTRAL EFFECT 3/10

XPLR Infrastructure, LP's shelf registration (Form S-3) has become effective, allowing the company to sell up to $300 mi

Apr 8, 2026

Top Institutional Holders

Fund	Value	Move
MORGAN STANLEY	$70.1M	ADD
ADAGE CAPITAL PARTNERS GP,	$47.8M	DOUBLED
TWO SIGMA INVESTMENTS, LP	$27.1M	DOUBLED
SUSQUEHANNA INTERNATIONAL GROUP, LLP	$15.7M	—
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$11.6M	ADD

Recent Insider Trades

Date	Insider	Type	Value
Feb 9, 2026	Byrne Robert	A	$0.00
Feb 9, 2026	Kind Peter	A	$0.00
Feb 9, 2026	Austin Susan	A	$0.00
Feb 9, 2026	Bolster Brian	F	$28.4K
Feb 9, 2026	Liu Songyuan	F	$60.0K

50 institutional holders with $339.5M total value (32,067,464 shares) as of 2026-Q1. Top holders: MORGAN, ADAGE, TWO. Net buying activity: 13 institutions added/increased vs 9 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	MORGAN STANLEY	6,599,997	$70.1M	20.6%	ADD +69.4%
2	ADAGE CAPITAL PARTNERS GP, L.L.C.	4,500,000	$47.8M	14.1%	DOUBLED +557.1%
3	TWO SIGMA INVESTMENTS, LP	2,550,238	$27.1M	8.0%	DOUBLED +106.0%
4	SUSQUEHANNA INTERNATIONAL GROUP, LLP	1,475,200	$15.7M	4.6%	—
5	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	1,093,633	$11.6M	3.4%	ADD +63.6%
6	Parallax Volatility Advisers, L.P.	1,131,800	$11.2M	3.3%	—
7	SUSQUEHANNA INTERNATIONAL GROUP, LLP	973,800	$10.3M	3.0%	—
8	BALYASNY ASSET MANAGEMENT L.P.	960,355	$10.2M	3.0%	ADD +57.4%
9	Point72 Asset Management, L.P.	916,170	$9.7M	2.9%	DOUBLED +103.3%
10	Rockefeller Capital Management L.P.	848,764	$9.0M	2.7%	DOUBLED +324.8%
11	Connor, Clark & Lunn Investment Management Ltd.	838,414	$8.9M	2.6%	—
12	BANK OF AMERICA CORP /DE/	768,078	$8.2M	2.4%	DOUBLED +248.8%
13	VANGUARD PORTFOLIO MANAGEMENT LLC	701,938	$7.5M	2.2%	—
14	GAMCO INVESTORS, INC. ET AL	611,598	$6.5M	1.9%	ADD +25.3%
15	BlackRock, Inc.	587,547	$6.2M	1.8%	—
16	PEAK6 LLC	579,500	$6.2M	1.8%	—
17	Baird Financial Group, Inc.	565,586	$6.0M	1.8%	DOUBLED +165.1%
18	GABELLI FUNDS LLC	552,400	$5.9M	1.7%	—
19	VOLORIDGE INVESTMENT MANAGEMENT, LLC	390,654	$4.1M	1.2%	—
20	GROUP ONE TRADING LLC	385,597	$4.1M	1.2%	ADD +26.6%

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
MORGAN STANLEY	ADD	3,896,217	6,599,997	+69.4%	$70.1M	2026-Q1
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	ADD	668,459	1,093,633	+63.6%	$11.6M	2026-Q1
Point72 Asset Management, L.P.	DOUBLED	450,733	916,170	+103.3%	$9.7M	2026-Q1
Rockefeller Capital Management L.P.	DOUBLED	199,825	848,764	+324.8%	$9.0M	2026-Q1
BANK OF AMERICA CORP /DE/	DOUBLED	220,180	768,078	+248.8%	$8.2M	2026-Q1
RENAISSANCE TECHNOLOGIES LLC	TRIM	682,700	297,000	-56.5%	$3.2M	2026-Q1
TUDOR INVESTMENT CORP ET AL	TRIM	343,016	211,833	-38.2%	$2.2M	2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLC	DOUBLED	26,552	142,977	+438.5%	$1.5M	2026-Q1
Amundi	ADD	90,687	114,113	+25.8%	$1.2M	2026-Q1
Brevan Howard Capital Management LP	DOUBLED	10,815	105,618	+876.6%	$1.1M	2026-Q1
Verition Fund Management LLC	NEAR_EXIT	326,250	79,594	-75.6%	$845.3K	2026-Q1
Russell Investments Group, Ltd.	DOUBLED	12,593	53,598	+325.6%	$569.2K	2026-Q1
Invesco Ltd.	ADD	22,693	41,258	+81.8%	$438.2K	2026-Q1
Nuveen, LLC	ADD	30,521	40,651	+33.2%	$431.7K	2026-Q1
Pictet Asset Management Holding SA	TRIM	25,873	16,003	-38.1%	$170.0K	2026-Q1
Mitsubishi UFJ Trust & Banking Corp	ADD	11,796	14,833	+25.7%	$157.5K	2026-Q1
HSBC HOLDINGS PLC	TRIM	18,132	10,315	-43.1%	$108.0K	2026-Q1
AMERIPRISE FINANCIAL INC	TRIM	26,856	10,016	-62.7%	$105.8K	2026-Q1
CWM, LLC	TRIM	1,797	1,143	-36.4%	$12.1K	2026-Q1
HRT FINANCIAL LP	ADD	357,650	449,544	+25.7%	$4.8K	2026-Q1
BROWN BROTHERS HARRIMAN & CO	TRIM	280	146	-47.9%	$1.6K	2026-Q1
BROOKFIELD Corp /ON/	EXIT	2,180,320	0	-100.0%	$0.00	2026-Q1
ADAGE CAPITAL PARTNERS GP, L.L.C.	DOUBLED	700,000	4,600,000	+557.1%	$46.0M	2025-Q4
MORGAN STANLEY	DOUBLED	965,014	3,896,217	+303.7%	$39.0M	2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	ADD	354,034	668,459	+88.8%	$6.7M	2025-Q4

9 unique insiders with 12 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Feb 9, 2026	Byrne Robert J	Director	AWARD	14,740	—	—
Feb 9, 2026	Kind Peter H	Director	AWARD	14,740	—	—
Feb 9, 2026	Austin Susan D	Director	AWARD	14,740	—	—
Feb 9, 2026	Bolster Brian W	Director	TAX W/H	2,793	$10.18	$28.4K
Feb 9, 2026	Liu Songyuan Alan	President and CEO	TAX W/H	5,895	$10.18	$60.0K
Feb 9, 2026	Dunne Michael	Director	TAX W/H	2,067	$10.18	$21.0K
Feb 9, 2026	KETCHUM JOHN W	Director	TAX W/H	18,126	$10.18	$184.5K
Feb 9, 2026	Geoffroy Jessica	Chief Financial Officer	TAX W/H	710	$10.18	$7.2K
Feb 9, 2026	Hickson Mark E	Director	TAX W/H	3,887	$10.18	$39.6K
Feb 18, 2025	Dunne Michael	Director	AWARD	15,135	—	—
Feb 18, 2025	Hickson Mark E	Director	AWARD	32,232	—	—
Feb 18, 2025	Bolster Brian W	Director	AWARD	30,199	—	—

4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 0 mixed, 4 neutral. Avg impact: 3.8/10.

NEUTRAL 8-K 4/10

XPLR Infrastructure, LP's indirect subsidiaries borrowed $232 million under a variable rate term loa

Apr 10, 2026

NEUTRAL EFFECT 3/10

XPLR Infrastructure, LP's shelf registration (Form S-3) has become effective, allowing the company t

Apr 8, 2026

NEUTRAL 424B5 5/10

XPLR Infrastructure, LP is conducting an at-the-market (ATM) equity offering of up to $300 million i

Apr 7, 2026

NEUTRAL DEFA14A 3/10

XPLR Infrastructure, LP filed a definitive proxy statement (DEFA14A) for its 2026 Annual Meeting. Th

Mar 26, 2026

∅

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

Current analyst consensus: Strong Sell (12% buy). Based on 17 analysts: 1 strong buy, 1 buy, 9 hold, 4 sell, 2 strong sell.

Analyst Price Targets

$12.09 mean target +3.3% upside Hold (3.00)

$7.00 Low $17.00 High

Metric	Value
Current Price	$11.70
Target Low	$7.00
Target Mean	$12.09
Target Median	$12.00
Target High	$17.00
# Analysts	11
Recommendation	Hold (3.00)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$-0.50	$-0.50	$-0.50	-159.5%	-236.6%	0↑ 1↓	$0.4B	6.5%	1
Next Q 2026-09-30	$-0.46	$-0.46	$-0.46	-15.0%	-266.1%	0↑ 1↓	$0.3B	9.0%	1
Current FY 2026-12-31	$1.18	$0.71	$1.64	-56.4%	-61.0%	—	$1.3B	9.1%	2
Next FY 2027-12-31	$0.09	$-0.52	$0.70	-92.3%	-87.1%	—	$1.4B	6.5%	2

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$-0.500
7d ago	$0.349	-0.849
30d ago	$0.366	-0.866
60d ago	$1.016	-1.516
90d ago	$1.132	-1.632

4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
May 20, 2026	Morgan Stanley	MAINTAIN	Underweight	Underweight
Apr 20, 2026	CIBC	MAINTAIN	Neutral	Neutral
Apr 7, 2026	Morgan Stanley	MAINTAIN	Underweight	Underweight
Feb 12, 2026	Barclays	MAINTAIN	Underweight	Underweight
Jan 6, 2026	RBC Capital	INITIATE	—	Outperform

Monthly Consensus History

Period	Strong Buy	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	1	1	9	4	2	12%
May 1, 2026	1	1	10	4	2	11%
Apr 1, 2026	1	2	9	4	2	17%
Mar 1, 2026	1	2	9	4	2	17%
Feb 1, 2026	1	2	9	4	2	17%
Jan 1, 2026	1	1	10	4	2	11%

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 18, 2026

short_volume

Short Volume: XIFR — 60.6% short (0.7M / 1.1M)

Short: 687,059 | Exempt: 1,193 | TRF Vol: 1,134,561 | Short Ratio: 60.6% | Off-exchange volume (dark pool + OTC)

May 7, 2026

earnings_calendar

XIFR Q1 2026 Earnings Before Market Open — 2026-05-07

Apr 16, 2026

earnings_calendar

XIFR Q1 2026 Earnings Before Market Open — 2026-04-16

Feb 11, 2026

short_interest

FTD: XIFR — 691,082 shares ($7.7M) failed to deliver

Settlement: 20260211, Price: $11.12, FTD Value: $7,684,831.84, XPLR INFRASTRUCTURE LP COM UNI