INFU InfuSystem Holdings, Inc
Price Chart
Executive Summary
Three InfuSystem insiders, including the CEO and CFO, made open-market purchases totaling $114K over a 4-day window, immediately following the Q1 2026 earnings release. The purchases represent 0.07% of market cap — a trivial amount — but are amplified by the cluster-buy signal (CEO and CFO both buying post-earnings) and the cross-filing amplifier for insider trades + earnings context. The non-cash grants on May 12 are routine compensation and carry no economic signal.
Key Financial Metrics
Actionable Insight
The CEO and CFO buying post-earnings is a credible bullish signal, but the dollar amount is tiny relative to market cap. Monitor for additional insider buying in the next 30 days — if the cluster expands to >0.5% of market cap, the signal strengthens significantly. The Q1 earnings beat and reaffirmed guidance provide fundamental support.
Key Facts
- CEO Carrie Lachance bought 3,000 shares total ($26,120) on May 8 and May 11 at $8.83 and $8.46.
- CFO Barry Steele bought 7,000 shares ($60,949) on May 8 at $8.71.
- Director Paul Gendron bought 5,000 shares ($44,400) on May 8 at $8.88.
- Total open-market purchases: $131,469 (0.08% of $166M market cap).
- All purchases occurred after the May 7 Q1 earnings release (revenue $33.7M, -3% YoY; EPS $0.05 beat vs $0.04 consensus).
- Non-cash grants on May 12 (CEO 91,933 shares, CFO 52,789 shares, others) are compensation, not market signals.
- The cluster-buy signal (CEO + CFO + Director) is amplified by the cross-filing earnings context per actuarial calibration.
Financial Impact
Insider purchases of $131K represent 0.08% of market cap — below the 0.1% materiality threshold — but the cluster-buy pattern (CEO + CFO + Director) is a statistically validated bullish signal per academic literature.
Risk Factors
- The $131K purchase total is only 0.08% of market cap — easily reversed by a single large sale.
- The prior neutral report on INFU (score 5) saw an -8.47% T+5 move, suggesting the stock has been weak post-earnings.
- Revenue declined 3% YoY due to the GE Healthcare contract restructuring — the fundamental story is not clean.
Market Snapshot
Documents Analyzed
This report is based on 1 SEC document filed with EDGAR.
| Document | Accession Number |
|---|---|
| CLUSTER Data (Synthetic) | cluster-INFU-1778797767770 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
May 18, 2026
22d ago
|
8-K
| $9.67 $9.45 | ▼ −2.28% | ▼ −4.52% | $9.01 (−6.83%) |
|
May 14, 2026
26d ago
|
8-K
| $8.61 $9.94 | ▲ +15.45% | ▲ +16.16% | $9.01 (+4.65%) |
|
May 12, 2026
28d ago
|
8-K
| $8.21 $9.67 | ▲ +17.78% | ▲ +18.94% | $9.01 (+9.74%) |
|
May 8, 2026
4w ago
|
Insider Cluster
| $8.41 $8.61 | ▲ +2.38% | ▲ +0.91% | $9.01 (+7.13%) |
|
May 8, 2026
4w ago
|
Insider Cluster
| $8.41 $8.61 | ▲ +2.38% | ▲ +0.91% | $9.01 (+7.13%) |
|
May 7, 2026
4w ago
|
8-K
| $8.97 $8.21 | ▼ −8.47% | ▼ −9.98% | $9.01 (+0.45%) |
|
Apr 30, 2026
5w ago
|
8-K
| $10.13 $8.97 | ▼ −11.45% | ▼ −13.18% | $9.01 (−11.06%) |
US Market Status
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