INNOSPEC INC.
In the published model solve dated 2026-Q2, anchored at $85.40, INNOSPEC INC. (IOSP) is priced for +9.2% 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
Is IOSP overvalued? See what's priced in →
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: 2026-06-04 (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); 2025-11-05 (items 2.02, 7.01, 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
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.