Welcome to our dedicated page for INFINITY NATURAL RESOURCES SEC filings (Ticker: INR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Infinity Natural Resources, Inc. filings document an independent Appalachian Basin energy company with Class A common stock listed on the New York Stock Exchange. Its SEC record covers operating and financial results, oil, natural gas and NGL reserve information, commodity derivative disclosures, and acquisition-related reports for upstream and midstream assets in the Ohio Utica Shale.
The company’s filings also detail capital structure and governance matters, including senior notes due 2031 issued by Infinity Natural Resources, LLC, revolving credit facility disclosures, Class A and Class B common stock, Series A Convertible Preferred Stock, director elections, executive compensation and board appointments. Form 8-K reports and proxy materials provide formal records of material agreements, shareholder voting matters, risk factors and emerging growth company disclosures.
Baetz Cary D reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. reported that EVP and CFO Cary D. Baetz received equity-based compensation awards. On August 12, 2026, he was granted 31,818 Restricted Stock Units (2026), each representing one share of Class A common stock that vests in three equal annual installments beginning one year from the grant date, subject to continued service. He was also granted 31,818 Performance Stock Units (2026), each representing a contingent right to receive from zero to three shares of Class A common stock based on relative and absolute shareholder return over a performance period from January 1, 2026 to December 31, 2028, and subject to continued service through determination of the performance results.
INFINITY NATURAL RESOURCES, INC. filed an initial ownership report for executive Cary D. Baetz, who serves as Executive Vice President and Chief Financial Officer. The filing reports no equity transactions or holdings details and includes a reference to a Power of Attorney authorizing SEC-related actions.
Silvercrest Asset Management Group LLC, Silvercrest L.P., and Silvercrest Asset Management Group Inc. report beneficial ownership of Class A common stock of Infinity Natural Resources, Inc. Each reporting person is shown as beneficially owning 1,037,535 shares of Class A common stock, representing 5.53% of the class.
The three related Silvercrest entities report no sole voting or dispositive power over these shares. Instead, they disclose shared power to vote and shared power to dispose with respect to all 1,037,535 shares. Infinity Natural Resources’ principal executive office is in Morgantown, West Virginia, while the Silvercrest entities list their principal business office in New York, New York. A joint filing agreement among the reporting persons is dated August 14, 2026.
Infinity Natural Resources, Inc. is reported to have significant institutional ownership of its Class A Common Stock by American Century entities and the Stowers Institute for Medical Research as of June 30, 2026. American Century Capital Portfolios, Inc. holds 1,140,000 shares, representing 6.1% of the class, with sole voting and dispositive power over those shares. American Century Investment Management, Inc., American Century Companies, Inc., and the Stowers Institute each report beneficial ownership of 2,138,714 shares, or 11.4% of the class, with 2,038,759 shares subject to sole voting power and all 2,138,714 subject to sole dispositive power. The American Century group notes that various advisory clients have rights to dividends and sale proceeds, and that no single advised client owns more than 5% of the class.
Infinity Natural Resources, Inc. reported sharply higher scale and profitability for the six months ended June 30, 2026, driven in part by the Antero Acquisition and higher commodity prices. Total assets rose to $2,187.1 million, up from $1,240.9 million at December 31, 2025, reflecting significant growth in proved oil and gas properties and midstream assets.
Six‑month revenues increased to $325.9 million and net income to $101.7 million, compared with a net loss of $56.4 million a year earlier. Net income attributable to common shareholders was $29.9 million. Operating cash flow strengthened to $196.3 million, supporting intensive investment activity, including approximately $683.9 million for the Antero Acquisition and $241.1 million of drilling and development capital.
The company rebalanced its capital structure by issuing $550.0 million of 7.625% senior notes due 2031 and $350.0 million of Series A Convertible Preferred Stock, bringing long‑term debt to $538.2 million and Series A Preferred to $343.6 million. At June 30, 2026, there were no borrowings outstanding under the $875.0 million revolving credit facility, and Infinity remained in compliance with all covenants.
Infinity Natural Resources, Inc. reported very strong second quarter 2026 results and maintained its 2026 guidance. Net daily production rose 75% to 348.5 MMcfe/d, including a 73% increase in natural gas to 216.8 MMcf/d and a 102% increase in oil to 12.4 Mbbls/d versus the prior-year quarter.
The company generated second quarter 2026 net income of $108.0 million, or $0.88 per diluted Class A share, and grew Adjusted EBITDAX to $114.7 million, up 131%, yielding an Adjusted EBITDAX Margin of $3.62/Mcfe. Operating cash flow was $137.9 million for the quarter, while development capital expenditures were $129.1 million (total capital $137.3 million).
As of June 30, 2026, net debt was $524.1 million and total liquidity was $900.9 million, including $25.9 million of cash and an undrawn $875.0 million revolver. Infinity reaffirmed its 2026 capital budget of $450–$500 million and production guidance of 345–375 MMcfe/d, and repurchased 109,579 Class A shares at an average price of $13.72 during the quarter.
Infinity Natural Resources, Inc. appointed Cary Baetz as Executive Vice President and Chief Financial Officer, effective August 12, 2026. Baetz, who has over 30 years of financial leadership experience in energy and industrial sectors, will receive an initial annual base salary of $500,000 and is eligible for a 2026 target bonus equal to 100% of salary, prorated to his start date. He will receive one-time equity grants on or around the transition date consisting of $437,500 in performance stock units vesting on the same schedule as PSUs granted March 3, 2026, and $437,500 in restricted stock units vesting ratably over three years, plus prospective annual long‑term incentive awards from 2027 with an aggregate grant date value of about $1,750,000. Baetz is designated a Tier 1 Executive under the Executive Change in Control and Severance Plan and will enter into a participation agreement and standard officer indemnification agreement. David Sproule will resign as Executive Vice President and Chief Financial Officer effective the same date under a Severance Agreement providing Tier 1 benefits and pro rata vesting of his PSUs, subject to a release and covenant compliance. A related press release also announces Andrew Judge as Senior Vice President of Finance.
Franklin Resources, Inc. and related entities report beneficial ownership of 2,343,737 shares of Infinity Natural Resources, Inc. Class A common stock, representing 12.5% of the class. Voting and dispositive power is held primarily through investment management subsidiaries, including Franklin Advisers, Inc. and Fiduciary Trust International, LLC.
The shares are held for clients of these investment managers, not for Franklin Resources’ own account, and the reporting parties disclaim pecuniary interest and group status under Section 13. Franklin Small Cap Growth Fund has an interest in 1,551,521 shares, or 8.3% of the class. The filing is made jointly under a power of attorney granted to designated officers.
Infinity Natural Resources, Inc. reported preliminary second-quarter 2026 results from its derivative portfolio. For the quarter ended June 30, 2026, the company recorded realized losses from settled commodity derivative contracts of approximately $6.4 million and non-cash mark-to-market unrealized gains of approximately $63.9 million, resulting in a total derivative gain of about $57.5 million.
Open hedge positions after June 30, 2026 include oil swaps totaling 4,074 MBbls and oil collars totaling 532 MBbls, natural gas swaps totaling 159,547,000 MMBtu, fixed-basis gas swaps of 19,212,000 MMBtu, gas basis swaps of 91,492,250 MMBtu, and NGL swaps of 2,978,071 Mbbls. As of June 30, 2026, these contracts carried aggregate fair values, in thousands of dollars, of (4,937) for oil swaps, 3,031 for oil collars, 37,599 for natural gas swaps, 8,255 for fixed-basis gas swaps, (8,926) for gas basis swaps, and 5,061 for NGL swaps. The company states that these contracts were entered into under a board-approved hedging strategy and that all second-quarter figures are preliminary, unaudited and subject to completion of financial closing procedures.
Dugan Timothy C reported acquisition or exercise transactions in this Form 4 filing.
Infinity Natural Resources, Inc. reported that director Timothy C. Dugan received a grant of 11,398 Restricted Stock Units (RSUs) on July 13, 2026. Each RSU represents the contingent right to receive one share of Class A common stock and vests in full on March 3, 2027, subject to his continued service.