INNOSPEC INC.
In the published model solve dated 2026-Q2, anchored at $93.23, INNOSPEC INC. (IOSP) is priced for +12.0% growth. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 27, 2026 from SEC EDGAR filings.
• Innospec is a specialty-chemicals company split across three segments, fuel additives, performance chemicals for personal care and home care, and oilfield services, each holding niche, defensible positions rather than competing on scale. • The near-term risk is margin: first-quarter 2026 gross margin slipped to 27.3% as a U.S. winter storm cut Performance Chemicals operating income 46%, and management flagged Middle East-related pressure on raw materials [Source: Innospec Q1 2026 earnings call
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255 institutional managers reported holding IOSP in 13F filings for the quarter ended 2026-03-31. 34 opened new positions that quarter. Held by BlackRock, Vanguard Group, Dimensional Fund Advisors, among others. On the short side, 408k shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (2.2 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.
IOSP's share count grew 0.6% over the past five years even with $38.70M spent on repurchases. It pays a dividend, and has for 13 years running, raised 12 years straight; the current rate is $1.71 a share annually. Cash returned over the past three years: $99.10M in dividends and $31.80M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at IOSP over the trailing three years: 2024: 3 buys totaling $91k; 2025: 1 buy totaling $25k. 12 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.
IOSP's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-05-05 | +0.6% | -0.5% |
| 2023-08-10 | +0.3% | -9.2% |
| 2023-11-09 | +1.3% | +14.7% |
| 2024-02-15 | +7.5% | -4.0% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
IOSP's latest 8-K filings: 2026-08-05 (items 2.02, 9.01); 2026-06-04 (items 5.02); 2026-05-13 (items 5.07); 2026-05-08 (items 2.02, 7.01, 9.01); 2026-02-18 (items 2.02, 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.