IOSP Innospec Inc.

XNAS 98.67 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

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.

IOSP $98.67 —
Key stats
$98.67
52-Week Range
$65.51 – $100.48
YTD
+29.35%
IV Rank (30D)
55.28
Straddle Price
$6.47
P/C Vol Ratio
0.60
Market Cap
$2.5B
Open
$99.10
Day Range
$98.45 – $100.07
Volume
501,940
Prev Close
$99.64
Fair Value
MODEL: LONG

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)5.15%
Beta vs SPY0.88
Cost of Equity (CAPM)9.56% (VRP-adj)
WACC9.58%
Volatility Risk Premium+21.5pp (IV − HV30)
Effective Tax Rate14.7%
Rev. Growth (YoY, DCF input)+11.2%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.10 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$0.1B
Return on Equity (TTM)9.0%
Book / Price54.5% — banking bias active (P/B is primary)
Gross Margin (TTM)27.5%
FCF Margin (TTM)3.8%
Debt / Equity0.00
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+16.2% (reverse-DCF on current price)
SMA 50$95.17 (Market Anchor value)
SMA 20 / Bollinger Mid$97.27
Bollinger Width / SMA205.1% (drives anchor stability)
Net Debt$-0.3B
Market Cap$2B
Peers used for multiples: BCPC, CE, EMN, ESI, FUL, HCC, SXT (filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
72%
20-Day Fair Value
≈ by Nov 20, 2026
$99.70
α +1.0% rank 21%
conviction
62%
40-Day Fair Value
≈ by Dec 21, 2026
$100.36
α +1.7% rank 34%
conviction
54%
60-Day Fair Value
≈ by Jan 19, 2027
$100.93
α +2.3% rank 36%
conviction
72%
MethodImplied PriceWeightDetail
DCF $77.45 21%
DDM (Gordon) $41.25 0%
Peer P/E $144.26 6% median 26.8× · 6 peers
Peer EV/EBITDA $185.60 6% median 19.0× · 7 peers
Peer P/B $105.41 6% median 1.9× · 7 peers
Peer P/S $215.16 6% median 2.6× · 7 peers
Market Anchor (SMA50) $95.17 43% stability 100% (BB-width)
Options Expected (B-L 30d) $98.24 11% 10 strikes · skew -1.70
As of 2026-10-22 · updated
About
Industry (SIC)
CHEMICALS & ALLIED PRODUCTS (2800) · industry map
Exchange
XNAS
Market Cap
$2.5B
Employees
2,450
List Date
1998-05-13
CIK
0001054905
Next Earnings
2026-11-03 (After-Close)
EPS Forecast
$1.26 (2 est.)
Headquarters
Englewood, CO
Homepage
https://www.innospec.com

Innospec Inc manufactures and sells a variety of chemicals and fuel additives. The firm organizes itself into three segments based on product type. The Performance Chemicals segment that derives maximum revenue, provides technology-based solutions for its customers' processes or products in personal care, home care, agrochemical, construction, mining and other industrial markets. The Fuel Specialties segment develops, manufactures, blends, markets and supplies a range of specialty chemical products used as additives in diesel, jet, marine, fuel oil and other fuels. The Oilfield Services segmen…

Summary
—
composite
—
No summary data available for this symbol yet.

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.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan-1.98%-0.72%9.16%-4.96%5.30%7.13%2.32%
Feb11.15%2.17%-4.23%5.54%-7.20%-8.29%-0.14%
Mar1.17%1.00%-5.71%2.85%-4.68%-5.22%-1.76%
Apr-7.52%1.15%-1.36%-5.03%-5.35%3.61%-2.42%
May2.80%6.58%-8.48%8.60%-5.49%7.95%1.99%
Jun-11.99%-6.58%7.15%-3.84%-1.23%-0.66%-2.86%
Jul-2.71%6.38%5.50%8.00%-8.23%5.05%2.33%
Aug5.86%-9.29%-0.43%-8.12%11.51%9.80%1.56%
Sep-9.12%-5.37%-6.34%1.15%-11.40%2.93%-4.69%
Oct5.50%14.60%-2.47%-3.95%-4.23%3.68%*2.19%
Nov-10.67%12.08%7.42%9.43%1.51%--3.95%
Dec10.24%-7.73%15.10%-8.59%3.42%--2.49%
Total-10.32%11.66%13.12%-1.33%-24.98%27.36%2.59%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • 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.
Momentum Oscillators
  • 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.

Volume & Volatility
  • 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

SMA 20: $97.36
SMA 50: $95.28
SMA 200: $83.78
Current: $98.67
EMA 12: $97.78
EMA 26: $96.68
MACD: 1.0941 | Signal: 0.0772
BULLISH
ADX (14): 31.54
TREND
+DI: 27.39
−DI: 12.38

Momentum Oscillators

RSI (14): 59.23
NEUTRAL
Stoch %K: 85.31
Stoch %D: 82.31
Williams %R: -27.61

Volume & Volatility

BB Upper: $99.83
BB Lower: $94.90
NEUTRAL
OBV: -3,391,726
Vol SMA 20: 251,440
Vol ROC: 176.96%
ATR: $1.99
True Range: $1.62
HV 20: 19.2%
HV 30: 19.8%
HV 60: 20.5%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-24T00:00:00 – 2026-10-22T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers and Primary Risks: Technical indicators suggest a neutral trend, while recent news headlines have been mostly neutral. The options market is pricing in a relatively low volatility environment.

Investment Thesis: Innospec's stock price may consolidate within its current trading range, awaiting catalysts such as earnings or sector performance changes. Risk-reward analysis suggests a possible long opportunity with a stop-loss at the lower Bollinger Band.

Recent News Sentiment Impact: Neutral news headlines have had no significant impact on the stock price, indicating that market expectations are not driven by recent events.

Technical Analysis

Trend Direction: Neutral (Short-term: Consolidation; Medium-term: Uptrend; Long-term: Downtrend)

Support/Resistance Levels: Lower Bollinger Band ($92.28); Upper Bollinger Band ($95.55); SMA 20 ($93.91); EMA 12 ($93.71)

Momentum Signals:

  • RSI Interpretation: Neutral (58.73)
  • MACD Signal: Bullish
  • Bollinger Bands Position: Squeeze

Volume Analysis: Low volume flow and open interest suggest a lack of institutional interest.

News & Sentiment Analysis

Recent Headlines Summary: Mostly neutral headlines, with no significant market-moving events reported.

Sentiment Assessment: Neutral (6/10)

Catalyst Identification: Upcoming earnings release may provide a catalyst for the stock price.

Market Narrative: The technical analysis suggests a consolidating trend, while news sentiment is mostly neutral. This lack of direction may lead to volatility and trading opportunities.

Risk & Volatility Assessment

Beta Interpretation: Low risk (0.52 vs SPY)

Volatility Regime: Historical volatility is low, indicating less market movement.

Options Market Signals:

  • IV Rank: 4.5% (Low - shows if volatility is historically high/low)
  • Current IV: 43.1%
  • Expected Move: $5.60 (42 DTE), 7-DTE: $4.88

Market Context & Positioning

Sector Performance: Neutral performance within the specialty fuel additives sector.

Institutional Activity: Low institutional interest and volume flow suggest a lack of momentum.

Correlation Analysis: The stock price is less volatile than the market, with an R-squared value indicating moderate correlation.

Relative Valuation: The stock is trading near its historical mean, indicating no significant undervaluation or overvaluation.

Key Levels & Action Items

Critical Price Levels: Lower Bollinger Band ($92.28); Upper Bollinger Band ($95.55)

Breakout/Breakdown Levels: SMA 20 ($93.91) and EMA 12 ($93.71) may serve as support or resistance levels.

Time-Sensitive Catalysts: Upcoming earnings release

Risk Management: Stop-loss at the lower Bollinger Band, considering a position size adjustment based on market conditions.

Please note that this is just an example analysis report, and actual results may vary depending on the specific stock and market conditions.

Generated
News
All IOSP news →
Showing 1–10 of 50
Page 1 of 5
Earnings History
12 of 14 under expected move
Avg Expected Move
5.96%
Avg Actual Move
3.00%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2023-05-03 After-Close 7.69% 1.41% 0.18x Within
2023-08-08 After-Close 5.62% 3.09% 0.55x Within
2023-11-08 After-Close 4.93% 0.50% 0.10x Within
2024-02-14 After-Close 4.24% 4.50% 1.06x Exceeded
2024-05-10 After-Close 3.64% 1.73% 0.48x Within
2024-08-07 After-Close 5.82% 3.13% 0.54x Within
2024-11-06 Pre-Market 6.30% 12.39% 1.97x Exceeded
2025-02-19 After-Close 5.31% 0.93% 0.18x Within
2025-05-09 After-Close 5.39% 0.21% 0.04x Within
2025-08-06 After-Close 6.29% 1.99% 0.32x Within
2025-11-05 After-Close 7.97% 0.70% 0.09x Within
2026-02-18 Pre-Market 6.07% 0.26% 0.04x Within
2026-05-07 After-Close 7.11% 5.10% 0.72x Within
2026-08-04 After-Close 7.01% 6.07% 0.87x Within

Earnings calendar: this week’s reports with expected vs actual moves →

IOSP Options Activity & IV Rank

IOSP IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 27.6%
7-DTE IV: —
Expected Move: $6.47
7-DTE Move: $6.47
Days to Exp: 29 (2026-11-20)

Options Flow

Call Volume: 5
Put Volume: 3
P/C Volume: 0.6
BULLISH
Call OI: 7
Put OI: 1
P/C OI: 0.143
Total OI: 8

ATM Options Pricing

ATM Call: $2.50
ATM Put: $3.98
Call %: 2.5%
Put %: 4.0%

Chain Summary

Chain Volume: 37
Chain OI: 38
Last Updated: 10/22/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

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.

Stage 2 — Skew Adjustment (±25% cap)

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.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • 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.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How 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.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which 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.
Reading them together

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.
14 DTE / 10d —
— pts EXTREME
No data
30 DTE / 10d —
— pts EXTREME
ATM 28.3% / Wing —

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.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)55.3MediumOct 22
Straddle Price (30 DTE)$6.47Oct 22
Beta Analysis

Risk Metrics

Beta: 0.4900
Alpha: 22.07%
Correlation: 0.2666
R-Squared: 7.1%
Stock Volatility: 23.4%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own IOSP
4 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Renaissance Technologies Hedge fund
Jim Simons
$15.1M
0.02%
#841 of 3138+55.6%13F
Citadel Hedge fund
Ken Griffin
$8.0M
0.00%
#1752 of 6285-55.4%13F
Point72 Hedge fund
Steve Cohen
$3.5M
0.01%
#1102 of 1945-74.4%13F
Rockefeller Capital Management Family office
Rockefeller family
$16K
0.00%
#3820 of 4729-34.3%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

IOSP Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 24,863,250 (as of 2026-06-30)

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.

295 filers28,426,807 shares$2.31B value114.33% of float
# Filer Shares Value % of Total % of Float Period
1 BlackRock, Inc. Custodian 4,381,323 $356.60M 15.44% 17.62% 2026-06-30
2 Vanguard Group Inc Custodian 3,121,151 $238.89M 10.34% 12.55% 2025-12-31
3 Allspring Global Investments Holdings, LLC 1,892,471 $154.75M 6.70% 7.61% 2026-06-30
4 Vanguard Portfolio Management LLC 1,884,244 $153.36M 6.64% 7.58% 2026-06-30
5 Dimensional Fund Advisors LP Custodian 1,305,038 $106.22M 4.60% 5.25% 2026-06-30
6 Vanguard Capital Management LLC 1,108,107 $90.19M 3.91% 4.46% 2026-06-30
7 State Street Corp 996,027 $81.07M 3.51% 4.01% 2026-06-30
8 Nuveen, LLC Custodian 755,723 $61.51M 2.66% 3.04% 2026-06-30
9 Geode Capital Management, LLC Custodian 666,589 $54.26M 2.35% 2.68% 2026-06-30
10 Goldman Sachs Group Inc Custodian 662,210 $53.90M 2.33% 2.66% 2026-06-30
11 Victory Capital Management Inc. 660,110 $53.73M 2.33% 2.65% 2026-06-30
12 Two Sigma Investments, LP Custodian 568,709 $46.29M 2.00% 2.29% 2026-06-30
13 AQR Capital Management, LLC Custodian 482,545 $39.27M 1.70% 1.94% 2026-06-30
14 BROWN ADVISORY INC 408,468 $33.25M 1.44% 1.64% 2026-06-30
15 WASATCH ADVISORS LP 335,398 $31.97M 1.38% 1.35% 2026-09-30
16 Assenagon Asset Management S.A. 319,633 $30.47M 1.32% 1.29% 2026-09-30
17 JPMorgan Chase & Co Custodian 370,574 $30.00M 1.30% 1.49% 2026-06-30
18 Charles Schwab Investment Management, Inc. 355,658 $28.95M 1.25% 1.43% 2026-06-30
19 GENDELL JEFFREY L 324,504 $26.41M 1.14% 1.31% 2026-06-30
20 ROYCE & ASSOCIATES LP 308,726 $25.13M 1.09% 1.24% 2026-06-30
21 Northern Trust Corp Custodian 303,044 $24.66M 1.07% 1.22% 2026-06-30
22 Qube Research & Technologies Ltd 285,849 $23.27M 1.01% 1.15% 2026-06-30
23 ACADIAN ASSET MANAGEMENT LLC 273,999 $22.29M 0.97% 1.10% 2026-06-30
24 Western Standard LLC 236,833 $19.28M 0.83% 0.95% 2026-06-30
25 Bank of America Corp Custodian 235,742 $19.19M 0.83% 0.95% 2026-06-30
# Filer Notional Value % of Total Period
# Filer Notional Value % of Total Period

IOSP Insider Trading (Form 4)

Latest: 2026-10-05
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-10-05 Corbin Barnes SVP, Corporate Dev and IR Grant (A) +2,642 RSU — EDGAR
2026-10-05 Ian Cleminson EVP & CFO Grant (A) +4,792 RSU — EDGAR
2026-10-05 Ian Malcolm McRobbie Senior VP R&T Grant (A) +3,164 RSU — EDGAR
2026-10-05 Hardy Louis Griffin III SVP, HUMAN RESOURCES Grant (A) +2,685 RSU — EDGAR
2026-10-05 David B. Jones SVP, GC & CCO Grant (A) +3,188 RSU — EDGAR
2026-10-05 Patrick Williams PRESIDENT & CEO Grant (A) +22,203 RSU — EDGAR
2026-03-06 David Landless Director Sell (S) −594 $76.55 -$45.5K EDGAR
2026-03-06 Larry PADFIELD Director Sell (S) −594 $76.55 -$45.5K EDGAR
2026-03-06 Milton C Blackmore Director Sell (S) −594 $76.55 -$45.5K EDGAR
2026-03-06 Claudia Poccia Director Sell (S) −119 $76.56 -$9.1K EDGAR
2026-03-06 Ian Cleminson EVP & CFO Sell (S) −2,380 $76.55 -$182.2K EDGAR
2026-03-03 Patrick Williams PRESIDENT & CEO Tax (F) −7,966 $78.34 -$624.1K EDGAR
2026-03-03 Hardy Louis Griffin III SVP, HUMAN RESOURCES Tax (F) −401 $78.34 -$31.4K EDGAR
2026-03-03 Milton C Blackmore Director Sell (S) −594 $76.56 -$45.5K EDGAR
2026-03-03 Larry PADFIELD Director Sell (S) −594 $76.56 -$45.5K EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

IOSP Insider Holdings

13 insiders · @ $98.67
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Patrick Williams PRESIDENT & CEO 231,535 $22.85M -$27.13M 88 2026-10-05
2 Ian Malcolm McRobbie Senior VP R&T 36,679 $3.62M -$4.27M 46 2026-10-05
3 Philip John Boon Executive VP Business Ops 23,833 $2.35M -$5.98M 52 2025-02-24
4 Ian Cleminson EVP & CFO 21,588 $2.13M -$7.69M 67 2026-10-05
5 David B. Jones SVP, GC & CCO 15,721 $1.55M -$580.3K 26 2026-10-05
6 Corbin Barnes SVP, Corporate Dev and IR 13,079 $1.29M -$203.4K 16 2026-10-05
7 Milton C Blackmore Director 11,530 $1.14M -$760.5K 38 2026-03-06
8 Hardy Louis Griffin III SVP, HUMAN RESOURCES 10,161 $1.00M -$315.9K 14 2026-10-05
9 Larry PADFIELD Director 9,453 $932.7K -$294.7K 26 2026-03-06
10 David Landless Director 7,939 $783.3K -$124.6K 21 2026-03-06
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

IOSP Board & Officers

As of SEC filings through Oct 5, 2026

Directors 7

Officers 7

Changes in the last 10 years (11)
Jul 1, 2026Shelley J Bausch became a director
Mar 4, 2025Ian Cleminson listed as EVP & CFO (previously VP & CFO) in SEC filings
May 8, 2023The company announced the departure of Robert I PALLER from the board in an SEC filing
Jan 3, 2022Leslie J Parrette became a director
May 24, 2021David B. Jones listed as SVP, GC & Cco (previously VP, GC & Cco) in SEC filings
May 1, 2021Hardy Louis Griffin III became SVP, Human Resources
May 1, 2021Corbin Barnes became SVP, Corporate Dev and IR
Nov 1, 2020Elizabeth K Arnold became a director
Mar 1, 2020Graeme Blair became Head of Group Finance
Jul 1, 2019Claudia Poccia became a director
Feb 6, 2018David B. Jones became VP, GC & Cco
Not reported recently (7)
  • Philip John Boon · Last reported as Executive VP Business Ops in an SEC filing dated Feb 24, 2025
  • Catherine Hessner · Last reported as Senior VP - Human Resources in an SEC filing dated May 13, 2021
  • Brian Watt · Last reported as VP, Strat Plan & Regulatory in an SEC filing dated May 13, 2021
  • Philip Curran · Last reported as Group Financial Controller in an SEC filing dated Feb 28, 2020
  • Hugh Aldous · Last reported as a director in an SEC filing dated Feb 26, 2020
  • Joachim ROESER · Last reported as a director in an SEC filing dated Feb 26, 2020
  • David Earl Williams · Last reported as GC & Chief Compliance Officer in an SEC filing dated May 25, 2018
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
ETF Holders
95 ETFs hold IOSP
25 shown · $681.00M total exposure · 0.13% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 IJR iShares Core S&P Small-Cap ETF iShares (BlackRock) 0.14% $145.5M $103.1B 2026-10-20
2 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.00% $75.2M — 2026-09-30
3 IWM iShares Russell 2000 ETF iShares (BlackRock) 0.08% $62.6M $75.1B 2026-10-20
4 VB Vanguard Morningstar Small-Cap ETF Vanguard 0.03% $52.9M — 2026-09-30
5 DFAT Dimensional US Targeted Value ETF Dimensional 0.12% $36.0M — 2026-10-20
6 DFSV Dimensional US Small Cap Value ETF Dimensional 0.13% $35.6M — 2026-10-20
7 VBR Vanguard Morningstar Small-Cap Value ETF Vanguard 0.05% $34.4M — 2026-09-30
8 VXF Vanguard Extended Market ETF Vanguard 0.03% $26.4M — 2026-09-30
9 IWN iShares Russell 2000 Value ETF iShares (BlackRock) 0.17% $22.8M $13.7B 2026-10-20
10 SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF SPDR (State Street) 0.14% $22.2M $15.7B 2026-10-20
11 IJS iShares S&P Small-Cap 600 Value ETF iShares (BlackRock) 0.27% $20.3M $7.6B 2026-10-20
12 DFAS Dimensional US Small Cap ETF Dimensional 0.06% $18.8M — 2026-10-20
13 VTWO Vanguard Russell 2000 ETF Vanguard 0.08% $13.8M — 2026-09-30
14 VIG Vanguard Dividend Appreciation ETF Vanguard 0.01% $13.3M — 2026-09-30
15 SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF SPDR (State Street) 0.27% $12.7M $4.7B 2026-10-20
16 SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF ProShares 1.75% $11.4M — 2026-10-21
17 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.01% $9.9M — 2026-10-20
18 SCHA Schwab U.S. Small-Cap ETF Nport 0.04% $9.9M — 2026-05-31
19 VYM Vanguard High Dividend Yield ETF Vanguard 0.01% $9.6M — 2026-09-30
20 DFMC Dimensional US Micro Cap ETF Dimensional 0.12% $8.9M — 2026-10-20
21 FNDA Schwab Fundamental U.S. Small Company ETF Nport 0.10% $8.7M — 2026-05-31
22 VIOO Vanguard S&P Small-Cap 600 ETF Vanguard 0.14% $8.3M — 2026-09-30
23 FESM Fidelity Enhanced Small Cap Core ETF Fidelity 0.12% $7.8M $6.6B 2026-10-20
24 VAW Vanguard Materials ETF Vanguard 0.16% $7.4M — 2026-09-30
25 JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF JPMorgan 0.23% $6.7M $2.9B 2026-10-21
Fundamentals

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.

Metrics
  • 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.
How to read the bars
  • 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.

Trailing P/E
20.14
TTM Diluted EPS
$4.90
TTM Revenue
$1.84B
TTM Net Income
$121.50M
TTM Op. Cash Flow
$125.50M
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$491.40M$30.80M$1.25$7.20M
Q1 '262026-03-31$453.20M$30.40M$1.22$17.60M
Q4 '252025-12-31$455.60M$47.40M$1.91$61.40M
Q3 '252025-09-30$441.90M$12.90M$0.52$39.30M
Q2 '252025-06-30$439.70M$23.50M$0.94$10.50M
Q1 '252025-03-31$440.80M$32.80M$1.31$28.30M
Q4 '242024-12-31$466.80M$-70.40M$-2.80$25.70M
Q3 '242024-09-30$443.40M$33.40M$1.33$73.50M
Q2 '242024-06-30$435.00M$31.20M$1.24$4.70M
Q1 '242024-03-31$500.20M$41.40M$1.65$80.60M
Q4 '232023-12-31$494.70M$37.80M$1.51$72.40M
Q3 '232023-09-30$464.10M$39.20M$1.57$58.10M
Q2 2026 • period ending 2026-06-30 • filed 2026-08-05
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
20.14
P/B
1.82
P/S
1.33
EV/EBITDA
10.56
EV/Sales
1.20
ROE
9.0%
ROA
6.6%
Div Yield
1.81%
FCF Yield
5.12%
Debt/Equity
0.00
Current Ratio
—
Market Cap
$2.45B
as of 2026-10-22
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
492.11K
SI % of Float
2.02%
Days to Cover
1.87
Short Vol Ratio
44.2%
Free Float
24.36M
Float %
98.9%
Short interest 2026-09-30 • Short volume 2026-10-22 • Float 2026-05-15