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.
Infinity Natural Resources, Inc. (INR) posted an investor presentation on its website on October 19, 2026, in connection with a sell-side analyst field tour. The information is furnished, not deemed filed or incorporated by reference into other Securities Act or Exchange Act filings unless expressly referenced.
Infinity Natural Resources, Inc. (INR) reported approximately $64.4 million in total derivative losses for the quarter ended September 30, 2026. This comprised approximately $1.2 million of realized losses from cash settlements and approximately $63.2 million of non-cash mark-to-market unrealized losses on open positions. The company said the unrealized losses reflect revaluation using prevailing forward commodity price curves and do not represent current-period cash inflows or outflows. It said the contracts were entered into under its board-approved hedging strategy.
The open-contract tables cover positions scheduled to settle after September 30, 2026, across oil swaps and collars, natural gas swaps, and NGL swaps. As of that date, reported fair values included $(44.601) million for oil swaps, $(2.193) million for oil collars, $36.811 million for natural gas NYMEX swaps, and $(14.766) million for NGL swaps. The third-quarter financial and operating information is preliminary and unaudited, based on estimates and subject to completion of financial closing procedures; actual results may differ materially.
Infinity Natural Resources, Inc. (INR) EVP and CFO Cary D. Baetz reported purchasing 22,000 Class A shares on September 24, 2026, at a weighted average price of $13.4410 per share; the reported prices ranged from $13.31 to $13.56, inclusive. He also purchased 316 shares on September 25, 2026, at $13.5800 per share. No Rule 10b5-1 plan is reported.
Infinity Natural Resources, Inc. director Scott Gieselman reported purchases of Class A common stock by CMR Family Investments LLC: 18,467 shares on September 21, 2026, at a weighted average price of $12.6240 per share, and 10,000 shares on September 22, 2026, at $13.0650 per share. The respective transaction price ranges were $12.59 to $12.68 and $12.87 to $13.20, inclusive. A separate direct holding entry lists 13,929 Class A shares on September 21, 2026. No Rule 10b5-1 plan is reported; Gieselman disclaims beneficial ownership except to the extent of any pecuniary interest.
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.