Every 8-K that i3 Verticals, Inc. (IIIV) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow IIIV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full IIIV filings page.
i3 Verticals, Inc. reported fiscal third-quarter 2026 results for the three months ended June 30, 2026. Revenue from continuing operations was $53.1 million, up 2.2% year over year. Net income from continuing operations was $5.9 million, compared with a $1.0 million loss a year earlier; net income from continuing operations attributable to i3 Verticals, Inc. was $3.6 million, with diluted EPS from continuing operations of $0.19 versus a $0.03 loss. Results reflect continuing operations after the sales of the Merchant Services and Healthcare RCM businesses, with prior periods recast.
Adjusted EBITDA from continuing operations was $13.3 million, up 4.6%, and represented an adjusted EBITDA margin of 25.1%. Annualized Recurring Revenue from continuing operations reached $174.1 million, an 8.3% increase. Management stated the quarter came in below internal expectations due to weakness in certain non-recurring revenue streams and implementation delays but highlighted the go-live of four material statewide transportation services. The company noted it has repurchased more than 20% of outstanding shares under repurchase programs since October 2024 and revised its fiscal 2026 outlook to revenue of $216,000–$221,000 thousand, adjusted EBITDA of $57,000–$60,000 thousand, and adjusted diluted EPS of $1.08–$1.12.
i3 Verticals, Inc. furnished an investor presentation used at upcoming conferences, providing an update on its public-sector software business and recent financial performance from continuing operations for the quarter ended March 31, 2026.
Revenue from continuing operations was $57.5 million, with recurring revenue of $45.9 million and Annualized Recurring Revenue of $183.5 million, reflecting 12% year-over-year ARR growth. The company reports that recurring revenue represents 80% of year-to-date 2026 revenue and highlights a GovTech-focused model with over 5,000 contracted customers.
Non‑GAAP adjusted EBITDA from continuing operations for the quarter was $16.6 million, a 29% margin, and free cash flow was $10.9 million with a 66% free cash flow conversion rate. Adjusted diluted EPS from continuing operations was $0.32, compared with GAAP diluted EPS from continuing operations of $0.07. The presentation also describes prior sales of the merchant services and healthcare RCM businesses, which are now reported as discontinued operations.
i3 Verticals, Inc. reported that its Board of Directors approved a new share repurchase program for its Class A common stock authorizing buybacks of up to $100 million of outstanding shares. This new authorization replaces the prior program adopted on February 5, 2026, which has been fully used.
The program will end on the earlier of May 11, 2027 or when the full authorized amount is spent. Repurchases may occur in the open market, through privately negotiated transactions or otherwise, including under Rule 10b5-1 plans, and will depend on market conditions, liquidity, cash flow, legal requirements and credit facility covenants. The company is not obligated to repurchase a specific amount and may change or end the program at its discretion.
i3 Verticals reported modest growth for the quarter ended March 31, 2026. Revenue from continuing operations was $57.5 million, up 6% from a year earlier, while net income from continuing operations was $2.2 million, slightly below last year’s $2.3 million. Adjusted EBITDA from continuing operations reached $16.6 million, up 5%, with an adjusted EBITDA margin of 28.8%. Diluted EPS from continuing operations for Class A stockholders was $0.07, compared with $0.04 a year ago, and adjusted diluted EPS rose to $0.32 from $0.29. Annualized recurring revenue increased to $183.5 million, up 11.6%, highlighting the company’s focus on subscription and transaction-based public sector software. For fiscal 2026, i3 Verticals revised its outlook to revenue of $221–$229 million, adjusted EBITDA of $61–$65 million, and adjusted diluted EPS of $1.09–$1.15.
i3 Verticals, Inc. held its 2026 Annual Meeting of Stockholders on March 3, 2026, with 28,382,815 shares of Class A and Class B common stock present or represented by proxy, representing approximately 91.6% of shares outstanding as of the January 2, 2026 record date.
Stockholders elected eight directors to one-year terms, including Gregory Daily, Clay Whitson, Elizabeth Seigenthaler Courtney, John Harrison, Decosta Jenkins, Timothy McKenna, David Morgan and David Wilds. Each nominee received a substantial majority of votes cast, with broker non-votes of 2,199,920 for each director.
Stockholders also ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending September 30, 2026, with 28,236,836 votes for and 145,375 against. In addition, they approved, on a non-binding advisory basis, the compensation of the named executive officers, with 25,737,410 votes for and 442,168 against.
i3 Verticals, Inc. approved a new share repurchase program for its Class A common stock, authorizing buybacks of up to $60 million of outstanding shares. The program replaces a prior authorization that has been fully used and will end on the earlier of February 4, 2027 or when the full amount is spent.
Repurchases may occur in the open market, through privately negotiated transactions, or via Rule 10b5-1 plans, subject to market conditions, liquidity, credit facility covenants, and securities law requirements. The company also released a press release and supplemental investor presentation covering results for the three months ended December 31, 2025.
i3 Verticals, Inc. reported that it released its financial results for the three months and year ended September 30, 2025. The company announced these results through a press release that is attached as an exhibit and referenced for further details on performance and financial condition.
The company also prepared a supplemental investor presentation covering the same period, which is available as an exhibit and on its investor relations website. In addition, i3 Verticals disclosed that Burton Harvey resigned from its Board of Directors effective November 14, 2025, and stated that his resignation was not due to any disagreement with the company.