STOCK TITAN

Infinity Natural Resources (INR) revises credit agreement to adjust restricted payments

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Infinity Natural Resources, Inc. reported that its subsidiary, Infinity Natural Resources, LLC, entered into a Fifth Amendment to its existing Credit Agreement with Citibank, N.A. and a syndicate of lenders. This amendment modifies the requirements for making certain restricted payments and adds new permissions for additional restricted payments under the Credit Agreement.

The change affects how and when the company’s subsidiary can distribute cash or other value to stakeholders under its lending arrangements, but no specific financial amounts or new borrowing levels are disclosed in this excerpt.

Positive

  • None.

Negative

  • None.
Item 1.01 Entry into a Material Definitive Agreement Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement Financial
The company incurred a new significant debt or off-balance-sheet obligation.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Credit Agreement financial
"amends that certain Credit Agreement, dated as of September 25, 2024"
A credit agreement is a written loan contract between a borrower and a bank or other lender that lays out how much money can be borrowed, the interest rate, repayment schedule, fees, and the rules the borrower must follow. For investors, it matters because those terms affect a company’s cash costs, borrowing flexibility and risk of default — similar to how a mortgage’s rules determine a homeowner’s monthly budget and freedom to make changes.
restricted payments financial
"amends the requirements to make certain restricted payments and adds additional permissions"
Restricted payments are cash or asset transfers that a company is contractually barred or limited from making, such as dividends, stock buybacks, certain investments or returns of capital, typically under loan agreements or bond covenants. Investors care because these limits protect creditors by keeping cash in the business, and they directly affect shareholder returns and a company’s flexibility to reward owners or pursue opportunities — like rules on withdrawals from a shared bank account.
Emerging growth company regulatory
"Emerging growth company x"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
Material Definitive Agreement regulatory
"The information set forth under “Item 1.01. Entry into a Material Definitive Agreement”"
A material definitive agreement is a legally binding contract that creates major, long‑term obligations or rights for a company, such as loans, asset sales, mergers, or supplier deals. Think of it like a mortgage or lease for a business: it can change future cash flow, risk and control, so investors watch these agreements closely because they can materially affect a company’s value, financial health and stock price.
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FALSE000202911800020291182026-06-222026-06-22

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
__________________________
FORM 8-K
__________________________
CURRENT REPORT
Pursuant to Section 13 or 15(d)
of the Securities Exchange Act of 1934
Date of Report (Date of earliest event reported): June 22, 2026
__________________________
INFINITY NATURAL RESOURCES, INC.
(Exact name of registrant as specified in its charter)
__________________________
Delaware001-4249999-3407012
(State or other jurisdiction
of incorporation)
(Commission
File Number)
(I.R.S. Employer
Identification No.)
2605 Cranberry Square
Morgantown, WV 26508
(Address of principal executive offices, including zip code)
(304) 212-2350
(Registrant’s telephone number, including area code)
__________________________
Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
oWritten communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
oSoliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
oPre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
oPre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each classTrading
Symbol(s)
Name of each exchange
on which registered
Class A common stock, par value $0.01 per shareINRThe New York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).
Emerging growth company x
If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o



Item 1.01.Entry into a Material Definitive Agreement.
On June 22, 2026, Infinity Natural Resources, LLC, a Delaware limited liability company (“INR Holdings”), a subsidiary of Infinity Natural Resources, Inc. (the “Company”), entered into that certain Fifth Amendment to Credit Agreement (the “Amendment”), which amends that certain Credit Agreement, dated as of September 25, 2024, by and among INR Holdings, the lenders from time to time party thereto and Citibank, N.A., as the administrative agent, collateral agent and an issuing bank (as previously amended, the “Existing Agreement” and, as amended by the Amendment, the “Credit Agreement”).
The Amendment, among other things, amends the requirements to make certain restricted payments and adds additional permissions to make certain restricted payments under the Credit Agreement.
The description of the Amendment does not purport to be complete and is subject to, and qualified in its entirety by reference to, the Amendment, a copy of which is attached hereto as Exhibit 10.1 and is incorporated herein by reference.
Item 2.03.
Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement of a Registrant.
The information set forth under “Item 1.01. Entry into a Material Definitive Agreement” is incorporated herein by reference.
Item 9.01.
Financial Statements and Exhibits.
(d)Exhibits.
Exhibit
Number
Description
10.1
Fifth Amendment to Credit Agreement, dated as of June 22, 2026, by and among, Infinity Natural Resources, LLC, the lenders party thereto and Citibank, N.A., as the administrative agent, collateral agent and an issuing bank.
104Cover Page Interactive Data File (embedded within the Inline XBRL document).



SIGNATURES
Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
INFINITY NATURAL RESOURCES, INC.
By:/s/ Zack Arnold
Zack Arnold
President and Chief Executive Officer
Dated: June 22, 2026

FAQ

What did Infinity Natural Resources (INR) announce in this 8-K?

Infinity Natural Resources disclosed that its subsidiary signed a Fifth Amendment to its Credit Agreement. The amendment revises conditions for certain restricted payments and adds new permissions for making them under the existing lending arrangement with Citibank and other lenders.

Which Infinity Natural Resources entity is party to the amended Credit Agreement?

The party to the Fifth Amendment is Infinity Natural Resources, LLC, a Delaware limited liability company. It is a subsidiary of Infinity Natural Resources, Inc., and is the borrower under the Credit Agreement with Citibank and a group of lenders.

What is the main effect of the Fifth Amendment to the Credit Agreement?

The Fifth Amendment changes the requirements for making certain restricted payments and introduces additional permissions for such payments. This alters the flexibility the company’s subsidiary has in distributing cash or other value while still complying with its loan covenants.

Who serves as administrative agent under Infinity Natural Resources’ Credit Agreement?

Citibank, N.A. acts as administrative agent, collateral agent, and an issuing bank under the Credit Agreement. It fulfills these roles for Infinity Natural Resources, LLC and the lenders that are party to the credit facility dated September 25, 2024.

When was the Fifth Amendment to Infinity Natural Resources’ Credit Agreement executed?

The Fifth Amendment was executed on June 22, 2026. This date reflects when Infinity Natural Resources, LLC and the participating lenders agreed to modify the existing Credit Agreement’s restricted payment provisions and related permissions under the facility.

Where can investors find the full text of the Fifth Amendment for Infinity Natural Resources?

The complete Fifth Amendment is filed as Exhibit 10.1 to this report. It is incorporated by reference, allowing readers to review the detailed contractual changes to the Credit Agreement between the subsidiary, lenders, and Citibank.

Filing Exhibits & Attachments

4 documents