FTAI InfrastructureFIP
About: FTAI Infrastructure Inc is engaged in five segments; Railroad segment includes five freight railroads and one switching company that provide rail service to certain manufacturing and production facilities, the Jefferson Terminal segment consists of a multi-modal crude oil and refined products terminal and other related assets. Repauno segment consists of a 1,630-acre deep-water port located along the Delaware River with an underground storage cavern, a new multipurpose dock, a rail-to-ship transloading system, and multiple industrial development opportunities. Power and Gas segment is comprised of an equity method investment in Long Ridge, and Sustainability and Energy Transition segment is comprised of Aleon/Gladieux, Clean Planet, and CarbonFree.
Employees: 670
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
173% more call options, than puts
Call options by funds: $3.87M | Put options by funds: $1.42M
6.53% more ownership
Funds ownership: 78.28% [Q4 2024] → 84.81% (+6.53%) [Q1 2025]
6% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 31
0% more funds holding
Funds holding: 174 [Q4 2024] → 174 (+0) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 8 [Q4 2024] → 8 (+0) [Q1 2025]
13% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 56
32% less capital invested
Capital invested by funds: $646M [Q4 2024] → $438M (-$208M) [Q1 2025]
Research analyst outlook
1 Wall Street Analyst provided 1 year price targets over the past 3 months
1 analyst rating
JMP Securities Brian McKenna | 87%upside $12 | Market Outperform Reiterated | 22 Apr 2025 |
Financial journalist opinion
