InnovAge Holding Corp. Common Stock(INNV)
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership.
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
- 52-Week Range
- $3.26 – $12.64
- YTD
- +97.11%
- IV Rank (30D)
- 65.4
- Straddle Price
- $1.62
- P/C Vol Ratio
- 1.00
- Market Cap
- $1.5B
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.65% |
| Beta vs SPY | 1.00 |
| Cost of Equity (CAPM) | 10.15% (VRP-adj) |
| WACC | 9.96% |
| Volatility Risk Premium | +117.0pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +13.8% |
| DCF Horizon | 10 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.0B |
| Return on Equity (TTM) | -5.1% |
| Book / Price | 16.7% |
| Gross Margin (TTM) | 21.8% |
| FCF Margin (TTM) | 4.5% |
| Debt / Equity | 0.26 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +17.3% (reverse-DCF on current price) |
| SMA 50 | $10.31 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $11.34 |
| Bollinger Width / SMA20 | 124.5% (drives anchor stability) |
| Net Debt | $-0.0B |
| Market Cap | $1B |
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $8.44 | 48% | |
| DDM (Gordon) | n/a | 0% | |
| Peer P/E | n/a | 0% | median 106.6× · 5 peers |
| Peer EV/EBITDA | $3.12 | 14% | median 25.8× · 6 peers |
| Peer P/B | $37.99 | 19% | median 22.2× · 6 peers |
| Peer P/S | $54.68 | 19% | median 7.1× · 8 peers |
| Market Anchor (SMA50) | $10.31 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | n/a | 0% |
- Industry (SIC)
- SERVICES-HEALTH SERVICES (8000)
- Exchange
- XNAS
- Market Cap
- $1.5B
InnovAge Holding Corp is a healthcare delivery platform comprising multiple participants focused on providing all-inclusive, capitated care to high-cost seniors, many of whom are dual-eligible. Its programs are designed to address two of the pressing challenges facing the U.S. healthcare industry: rising costs and poor outcomes. The purpose of the participant-centered care delivery approach is to improve the quality of care participants receive, while keeping them in their homes for as long as possible and reducing the overutilization of high-cost care settings, such as hospitals and nursing h…
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
| Month | Avg Return | Years of Data |
|---|---|---|
| Jan | +0.62% | 5 |
| Feb | +6.19% | 5 |
| Mar | +1.71% | 6 |
| Apr | -11.45% | 6 |
| May | +8.47% | 6 |
| Jun | +10.03% | 6 |
| Jul | -1.41% | 6 |
| Aug | -7.78% | 6 |
| Sep | +8.46% | 5 |
| Oct | -4.07% | 5 |
| Nov | +6.42% | 5 |
| Dec | -9.58% | 5 |
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
Momentum Oscillators
Volume & Volatility
Data Summary
Choose Frenzy-Fast™ for quick analysis or Frenzy-Pro™ for comprehensive analysis.
Analysis includes technical indicators, news sentiment, risk assessment, and specific price levels to watch.
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2024-09-10 | Pre-Market | 26.27% | 3.34% | 0.13x | Within |
| 2024-11-05 | Pre-Market | 17.86% | 6.98% | 0.39x | Within |
| 2025-02-04 | Pre-Market | 185.55% | 4.53% | 0.02x | Within |
| 2025-05-06 | Pre-Market | 42.88% | 0.51% | 0.01x | Within |
| 2025-09-09 | Pre-Market | 22.45% | 3.64% | 0.16x | Within |
| 2025-11-04 | Pre-Market | 17.93% | 5.49% | 0.31x | Within |
| 2026-02-03 | Pre-Market | 20.03% | 1.57% | 0.08x | Within |
| 2026-05-05 | Pre-Market | 15.29% | 2.99% | 0.20x | Within |
- IV Rank (30D)
- 65.4
- IV Rank (7D)
- 100
- Avg IV
- 167.8%
- Straddle (30D)
- $1.62
- Straddle (7D)
- $0.97
- P/C Volume
- 1.00
Each spread is ranked by a composite score built in three stages. Full documentation →
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Enter a ticker to render the implied volatility surface.
Enter a ticker to render the implied volatility smile.
- Beta (1Y vs SPY)
- 1.07
- Correlation (SPY)
- 16.9%
- R²
- 0.03
- Ann. Volatility
- 81.4%
- SPY Volatility
- 12.9%
Above average volatility - stock moves with market amplification
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | CITADEL ADVISORS LLC Custodian | $99.45K | 100.00% | 2026-03-31 |
| # | Filer | Notional Value | % of Total | Period |
|---|
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-07-27 | PATRICK T BLAIR | CHIEF EXECUTIVE OFFICER | Award (A) | +78,397 | — | EDGAR | |
| 2026-07-23 | Meredith Delk | Chief Administrative Officer | Award (A) | +42,808 | — | EDGAR | |
| 2026-07-23 | NICOLE DAMATO | CHIEF LEGAL OFFICER | Award (A) | +51,369 | — | EDGAR | |
| 2026-07-23 | Benjamin C Adams | CHIEF FINANCIAL OFFICER | Award (A) | +17,123 | — | EDGAR | |
| 2026-07-17 | NICOLE DAMATO | CHIEF LEGAL OFFICER | Tax (F) | −19,401 | $11.58 | -$224.7K | EDGAR |
| 2026-07-17 | PATRICK T BLAIR | CHIEF EXECUTIVE OFFICER | Tax (F) | −14,453 | $11.87 | -$171.6K | EDGAR |
| 2026-07-02 | MARILYN B TAVENNER | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-07-02 | JAMES G CARLSON | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-07-02 | Edward Moore Jr. Kennedy | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-07-02 | Teresa Sparks | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-07-02 | RICHARD C ZORETIC | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-07-02 | John Ellis Bush | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-07-02 | PATRICIA FONTNEAU | Director | Award (A) | +8,539 | — | EDGAR | |
| 2026-06-08 | Jennifer Browne | President and COO | Award (A) | +67,842 | — | EDGAR | |
| 2026-06-08 | NICOLE DAMATO | CHIEF LEGAL OFFICER | Tax (F) | −23,064 | $7.23 | -$166.9K | EDGAR |
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | TCO GROUP HOLDINGS, L.P. | 10%+ Owner | 112,988,070 | $1.16B | $0 | 1 | 2024-02-22 |
| 2 | Welsh, Carson, Anderson & Stowe XII Delaware, L.P. | 10%+ Owner | 112,988,070 | $1.16B | $0 | 1 | 2024-02-22 |
| 3 | Apax X GP Co. Ltd | 10%+ Owner | 112,988,070 | $1.16B | $0 | 1 | 2024-02-22 |
| 4 | PATRICK T BLAIR | CHIEF EXECUTIVE OFFICER | 751,047 | $7.68M | $0 | 22 | 2026-07-27 |
| 5 | NICOLE DAMATO | CHIEF LEGAL OFFICER | 328,711 | $3.36M | -$249.5K | 22 | 2026-07-23 |
| 6 | Richard Feifer | CHIEF MEDICAL OFFICER | 220,908 | $2.26M | $0 | 6 | 2024-08-19 |
| 7 | CHRISTINE BENT | CHIEF OPERATIONS OFFICER | 201,955 | $2.07M | $0 | 5 | 2024-06-07 |
| 8 | MICHAEL ANTHONY SCARBROUGH | President and COO | 119,617 | $1.22M | -$38.8K | 3 | 2025-11-17 |
| 9 | RICHARD C ZORETIC | Director | 102,349 | $1.05M | $197.9K | 6 | 2026-07-02 |
| 10 | Thomas Scully | Director | 100,000 | $1.02M | $509.8K | 1 | 2022-09-19 |
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. Amendments (Form 144/A) and post-cancellation refilings can inflate this if you sum naively; the rollup above excludes filings with zero stated value.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2025-11-14 | SCARBROUGH MICHAEL ANTHONY | Officer | 33,000 | $169.3K | 2025-11-14 | The Charles Schwab Corporation | — | EDGAR |
| 2024-09-16 | Nicole Damato | Affiliate | 47,574 | $285.0K | 2024-09-16 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| 2023-07-03 | Nicole Damato | Affiliate | 23,452 | $175.9K | 2023-07-03 | J.P. Morgan Securities LLC | 10b5-1 | EDGAR |
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
| P/B Ratio | 6.5 |
| P/S Ratio | 1.6 |
| EV/EBITDA | 105.8 |
| TTM Revenue | $0.9B |
| TTM Net Income | $-0.0B |
| TTM EPS | $-0.08 |
| ROE | -5.1% |
| Debt/Equity | 0.30 |