Ivanhoe Electric Inc.
boothcheck covers Ivanhoe Electric Inc. (IE) 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.
• Ivanhoe Electric is a copper developer plus an exploration-technology company, built around the Santa Cruz copper project in Arizona and its proprietary Typhoon geophysical survey system. • The decisive fact is timing and funding: Santa Cruz is years from production, with first copper cathode now anticipated around the second quarter of 2029, while the company raises capital and burns cash to build it. • Watch the financing: a preliminary feasibility study puts the project's after-tax net pres
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199 institutional managers reported holding IE in 13F filings for the quarter ended 2026-03-31. Together they hold about 73% of the company; the top 10 hold 49%. 50 opened new positions that quarter. Held by BlackRock, T. Rowe Price, FMR (Fidelity), among others. On the short side, 8.4M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (3.9 days of typical volume to cover).
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.
IE's share count grew 154.1% over the past five years. It pays no dividend.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at IE over the trailing three years: 2024: 4 buys totaling $205k; 2025: 6 buys totaling $493k. 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.
IE's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2022-11-15 | +1.6% | +9.2% |
| 2023-03-15 | -6.1% | +16.7% |
| 2023-05-16 | -0.4% | +21.8% |
| 2023-08-15 | +8.0% | -25.1% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IE's latest 8-K filings: 2026-08-05 (items 5.02, 7.01, 9.01); 2026-07-08 (items 1.01, 9.01); 2026-06-04 (items 5.07); 2026-05-29 (items 1.01, 9.01); 2026-05-21 (items 5.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. 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.