IAC Inc.
boothcheck covers IAC Inc. (IAC) but does not put one priced-in number on it: here the defensible answer is the evidence rather than a point estimate. boothcheck publishes no house fair value, target price, or buy/sell rating. Narrative composed June 27, 2026.
• IAC is now essentially two things: People Inc., its digital-publishing business built from the former Dotdash Meredith, and a large minority stake in MGM Resorts worth about $2.6 billion as of May 1, 2026, against a stock that trades below its own book value of $59.28 per share. • The biggest near-term hit was the Search segment, which collapsed 76% to about $17 million in the first quarter of 2026 after Google chose not to renew its contract, the main reason consolidated revenue fell 25.9% to
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323 institutional managers reported holding IAC in 13F filings for the quarter ended 2026-03-31. Together they hold about 92% of the company; the top 10 hold 54%. 36 opened new positions that quarter. Held by BlackRock, Vanguard Group, State Street, among others.
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
IAC has cut its share count 10.9% over the past five years, spending $932.17M on repurchases. It pays no dividend. Cash returned over the past three years: $781.70M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
No open-market insider buys on file at IAC over the trailing three years. Absence is a fact about the company, not a signal. 16 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
IAC's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-09 | -16.8% | -13.5% |
| 2023-11-08 | +1.3% | +16.0% |
| 2024-03-01 | +1.8% | -3.3% |
| 2024-05-08 | -1.2% | -13.7% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 27, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.