IOSP · NASDAQ · Chemicals - Specialty

Innospec (IOSP)

Supplies specialty ingredients, fuel additives, and oilfield chemistries across global industrial markets.

$95.65
vs last close+3.09 (+3.34%)
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Innospec Inc.IOSP
Materials

Develops specialty chemicals across Performance Chemicals, Fuel Specialties, and Oilfield Services, earning revenue from formulated ingredients, fuel additives, and oilfield chemistries sold globally. Demand spans consumer-care products, transport and industrial fuels, and oil-and-gas drilling and production.

Develops, manufactures, blends, and supplies specialty chemicals through Performance Chemicals, Fuel Specialties, and Oilfield Services. Performance Chemicals provides surfactants, emollients, and formulations for personal care, home care, agrochemical, construction, mining, and industrial uses. Fuel Specialties sells additives for diesel, jet, marine, fuel oil, renewable fuels, and selected non-fuel applications.

Oilfield Services supplies drilling, completion, production, and drag-reducing chemistries, mainly to operators and service companies in the Americas and Middle East. Across the portfolio, technical development, application support, specialized product lines, and customer service underpin competition in global markets.

Demand is shaped by consumer-care spending, fuel-use patterns and regulation, and oil-and-gas drilling activity; manufacturing costs also depend materially on petrochemical- and vegetable-based feedstocks.

Company facts

CEOPatrick S. Williams
ListedMay 22, 1998
ExchangeNASDAQ
HeadquartersEnglewood, CO
CountryUnited States
Employees2,450
CIK0001054905
ISINUS45768S1050

Market cap$2.28B
EPS (ttm)$4.90
P/E (ttm)18.89
ROE9.2%
P/B1.70
P/S1.24
Dividend yieldDiv yield1.93%
Beta0.53vs XLB 0.73

Price target$110.00+18.8%Average of 9 analysts
ConsensusHold5 of 9 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 6, 2026Seaport GlobalReiterate
Rating: Target: $115
Rating: BuyTarget: $110
Apr 21, 2025Seaport GlobalUpgrade
Rating: NeutralTarget:
Rating: BuyTarget: $115

Next report
Nov 3, 26
in 42 days
EPS estimate
$1.28
Revenue estimate
$478.3M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.41$1.42$1.26$1.12$1.50$1.05$1.27Pending
Estimate$1.36$1.40$1.17$1.03$1.26$1.02$1.05$1.28
Surprise+3.7%+1.4%+7.7%+8.7%+19.0%+2.9%+21.0%

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$466.8M$440.8M$439.7M$441.9M$455.6M$453.2M$491.4MPending
Estimate$447.4M$467.6M$450.0M$460.9M$460.9M$432.1M$457.2M$478.3M
Surprise+4.3%−5.7%−2.3%−4.1%−1.1%+4.9%+7.5%
Estimate$1.28
ReportedDue Nov 3, 2026
Estimate$478.3M
ReportedDue Nov 3, 2026
View details

Debt to equity3.60%
Current ratio278.40%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$443.4M$466.8M$440.8M$439.7M$441.9M$455.6M$453.2M$491.4M
Net income$33.4M−$70.4M$32.8M$23.5M$12.9M$47.4M$30.4M$30.8M
Net margin7.5%0.0%7.4%5.3%2.9%10.4%6.7%6.3%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$45.6M$41.1M$42.5M$34.3M$31.1M$47.1M$31.8M$39.7M
YoY growth+8.8%−7.6%−15.8%−15.7%−31.8%+14.6%−25.2%+15.7%

Balance sheet, Jun 30, 2026Cash & short-term investments $250.2M · Total debt $47.9M · Total assets $1.85B · Shareholders' equity $1.34B

Revenue
$491.4M
Operating income
$39.7M
Net income
$30.8M
View details

Dividend yield
1.93%
Next ex-date
Nov 19, 26
estimated · in 58 days
Annual dividend
$1.79
per share
Schedule
Semi-annual
2 payments a year

HistoryDividendAnnual yield

Nov '22May '23Nov '23May '24Nov '24May '25Nov '25May '26
Dividend$0.65$0.69$0.72$0.76$0.79$0.84$0.87$0.92
Annual yield1.15%1.36%1.30%1.14%1.33%1.85%2.40%2.33%
Ex-dateNov 18May 19Nov 17May 17Nov 18May 20Nov 18May 19
Payment dateNov 28May 31Nov 27May 31Nov 26May 30Nov 26May 29
View details

Institutions≈ 101.52%25.01M shares
280 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders1.45%357.8K shares
12 holders · as of Mar 6, 2026
Adds to102.97%

24.63M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 102.97%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
17.79%4.38Mas of Jun 30, 2026
Allspring Global Investments Holdings, LLCInstitution
7.68%1.89Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
7.65%1.88Mas of Jun 30, 2026
Dimensional Fund Advisors LPInstitution
5.30%1.31Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.50%1.11Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Feb 27, 2026Ian Cleminsonofficer: EVP & CFO−4,760$76.56
Feb 27, 2026David Landlessdirector−1,188$76.55
Feb 27, 2026Claudia Pocciadirector−238$76.56
Feb 27, 2026Larry PADFIELDdirector−1,188$76.55
Feb 27, 2026Milton C. Blackmoredirector−1,188$76.55
View details

  • NewMarket

    Afton Chemical is the primary head-to-head rival in global fuel additives.

  • Stepan

    Top merchant surfactant maker; overlap in personal care, home care, and ag.

  • Ashland

    Specialty polymers and biofunctionals for personal care; same FMCG formulators.

Compare

CompanyPriceChange
Innospec$95.65+3.34%$2.28B18.916.71.2+11.8%
NewMarket$887.83+0.32%$8.14B19.13.0+7.0%
Stepan$64.19+3.85%$1.40B19.60.6+15.0%
Ashland$69.24+0.26%$3.16B61.116.51.7+7.3%
Median40.118.01.7+7.3%