Innospec (IOSP)

• Market cap: $2.12B
• 1 day: -2.76%
• 5 days: -2.57%
• 1 month: -6.28%
• 3 months: -12.43%
• 6 months: -26.83%
• Year to date: -21.25%
• 1 year: -32.47%
• 5 years: 10.52%
• 10 years: 83.76%
• Sector: Materials
• Industry: Specialty Chemicals

About: Innospec Inc manufactures and sells a variety of chemicals and fuel additives. The firm organizes itself into three segments based on product type. The Fuel Specialties segment, which generates the majority of revenue, sells products used to improve fuel efficiency, boost engine performance, and reduce emissions for automobiles, boats, and airplanes. It also sells products used by oil field service providers in the extraction of oil and gas. The Performance Chemicals segment sells products to the personal-care industry. The Oilfield Services segment develops and markets products to prevent loss of mud.

Employees: 2,450

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

100% more funds holding in top 10

Funds holding in top 10: 1 [Q4 2024] → 2 (+1) [Q1 2025]

39% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 33

4% more funds holding

Funds holding: 261 [Q4 2024] → 271 (+10) [Q1 2025]

7% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 90

0.64% more ownership

Funds ownership: 97.08% [Q4 2024] → 97.72% (+0.64%) [Q1 2025]

14% less capital invested

Capital invested by funds: $2.66B [Q4 2024] → $2.28B (-$377M) [Q1 2025]

82% less call options, than puts

Call options by funds: $19K | Put options by funds: $104K

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $155 83% upside
• Avg. target: $155 83% upside
• High target: $155 83% upside

1 analyst rating

• positive: 1 100%
• neutral: 0 0%
• negative: 0 0%

Seaport Global Michael Harrison

83% upside $155

Buy Upgraded

21 Apr 2025