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.
Infinity Natural Resources reported strong growth in first quarter 2026 as it scales its Appalachian footprint. Revenue rose to $154.9 million from $85.2 million a year earlier, driven by higher production and new midstream activity. Total net daily production increased 88% to 299.3 MMcfe/d, while natural gas net production grew 169% versus first quarter 2025.
The company completed a transformative $1.2 billion acquisition of upstream and midstream assets from Antero entities in Ohio and increased its working interest in Pennsylvania. It also closed a $550 million offering of 7.625% senior notes due 2031 and secured a $350 million strategic equity investment from Quantum Capital Group and Carnelian Energy Capital.
Infinity narrowed its net loss to $6.3 million, or $0.28 per Class A share, compared with a $2.27 loss per share a year earlier. Adjusted EBITDAX rose 70% to $97.3 million, with an Adjusted EBITDAX margin of $3.61 per Mcfe. Net cash from operating activities was $58.4 million, while development capital expenditures totaled $111.5 million within $122.6 million of total capital spending.
As of March 31, 2026, the company reported net debt of $477.0 million and total liquidity of $928.8 million, including $72.98 million of cash and $855.8 million of undrawn revolver capacity. Management reaffirmed 2026 development capital guidance of $450–$500 million and projected 2026 net production between 345 and 375 MMcfe/d.
Franklin Resources, Inc. and related advisors report beneficial ownership of 1,879,636 shares of Class A common stock, equal to 10.0% of the class. The filing states that Franklin Advisers, Inc. holds sole voting and dispositive power over 1,878,044 shares. The filing notes that the holdings are held on behalf of investment management clients, including Franklin Small Cap Growth Fund which holds 1,176,185 shares (6.3%).
The submission is a joint filing by Franklin Resources, Charles B. Johnson, Rupert H. Johnson, Jr., and Franklin Advisers, Inc., and includes limited powers of attorney authorizing specified FRI personnel to file Section 13/16 reports.
Etineles Holdings V, LLC and affiliated Carnelian entities report their ownership stake in Infinity Natural Resources through common and convertible preferred shares. Etineles directly holds 1,734 shares of Class A Common Stock and 75,000 shares of Series A Convertible Preferred Stock at an Initial Liquidation Preference of $1,000 per share. The Series A Preferred is convertible at the holder’s option into Class A Common Stock at a conversion price of $21.39 per share, representing 3,506,311 underlying common shares upon full conversion. The filing notes that various Carnelian-related entities and Tomas Ackerman and Daniel Goodman may be deemed beneficial owners of the shares held by Etineles but each disclaims beneficial ownership except to the extent of any pecuniary interest.
Infinity Natural Resources, Inc. reported a joint Schedule 13G/A disclosing institutional holdings by American Century entities and Stowers Institute as beneficial owners of Class A Common Stock. The filing lists specific share counts and corresponding percentages of the class for each reporting entity.
Infinity Natural Resources, Inc. is holding a virtual 2026 annual stockholder meeting on June 9, 2026, where all voting classes will act together on key items. Stockholders are asked to elect eight directors, approve executive pay on an advisory basis, recommend how often to hold future say‑on‑pay votes, and ratify Deloitte & Touche LLP as auditor for 2026.
A major item is approval, under NYSE rules, of issuing Class A common stock upon conversion of recently issued Series A Convertible Preferred Stock sold for $350 million to funds affiliated with Quantum Capital Group and Carnelian Energy Capital. The preferred carries an 8% cash or paid‑in‑kind dividend that steps up to 12% after five years and has voting rights subject to a 19.9% cap before stockholder approval.
The proxy details a board dominated by independent directors, committee structures, and significant sponsor ownership: as of April 13, 2026, Pearl affiliates held 36.1% of voting power, NGP 12.0%, Quantum 16.2% via preferred shares, and Carnelian 4.4%, together representing 68.8% of combined voting power. It also discloses 2025 executive compensation, including large equity‑based awards tied mainly to long‑term performance.
Infinity Natural Resources, Inc. reported that its hedging program generated an estimated total derivative loss of approximately $65 million for the quarter ended March 31, 2026. This reflects realized cash losses of about $18 million on settled crude oil, natural gas and NGL contracts, plus non-cash unrealized losses of about $47 million from revaluing open positions using forward commodity price curves.
The company disclosed detailed hedge positions, including multi-year oil, natural gas, NGL and basis swaps and collars extending through 2031, with a mix of positive and negative fair values as of March 31, 2026. Management highlighted that these preliminary, unaudited figures are subject to change when full quarterly results are finalized.
McNeill Scott K. reported acquisition or exercise transactions in this Form 4 filing.
INFINITY NATURAL RESOURCES, INC. director Scott K. McNeill received a grant of 13,385 Restricted Stock Units (RSUs) tied to the company’s Class A common stock. Each RSU represents the contingent right to receive one share.
The RSUs vest in full on April 13, 2027, subject to his continued service through that date. Following this grant, McNeill holds 13,385 RSUs directly.
INFINITY NATURAL RESOURCES, INC. director McNeill Scott K. filed an initial Form 3, which identifies him as a director of the company. The filing does not report any equity transactions or derivative positions, reflecting only his status as a reporting person at this time.
Infinity Natural Resources, Inc. appointed Scott McNeill to its Board of Directors, effective immediately, to fill a vacancy and serve through the 2026 Annual Meeting of Stockholders. He was also named to the Board’s Audit Committee.
McNeill brings more than two decades of experience in the energy sector, including roles as CEO, CFO and director at public and private companies, plus 15 years in energy investment banking. The Board determined he is an independent director under New York Stock Exchange standards and Exchange Act rules. He will receive the company’s standard non-employee director compensation and is covered by existing directors’ and officers’ liability insurance and a standard indemnification agreement.