IPI

Intrepid Potash, Inc.

NYSE · Mining & Quarrying of Nonmetallic Minerals (No Fuels) · Inc. DE · CIK 0001421461
$36.15 +5.21% $485.6M
High Impact Filing (7/10)7 New Institutional Positions8 Institutional Exits
Vol
Market Cap$485.6M
Cap SizeSmall Cap
Analyst ConsensusSell (0%)
Inst. Holders50 funds
Inst. Value$216.8M
Inst. Activity7 buys / 8 sells
Insider Activity0B / 1S
Insider Net $-$217.1K
SEC Reports5
Exchange NYSE·Sector Mining & Quarrying of Nonmetallic Minerals (No Fuels)·Inc. DE·CIK 0001421461·Prev Close $34.36

Recent Activity

Jun 11, 2026 SEC
A mixed institutional cluster in IPI for Q3 2025 shows three buyers (BofA, UBS, RenTech) adding $4.3M in new positions,
INST-CLUSTER — Impact 4/10
Jun 4, 2026 Insider
Crutchfield Kevin S surrendered for taxes 754 shares
Chief Executive Officer @ $37.18 ($28.0K)
Jun 4, 2026 Insider
Crutchfield Kevin S acquired via exercise 2,038 shares
Chief Executive Officer
Jun 4, 2026 Insider
Ingold Cris acquired via exercise 122 shares
Chief Accounting Officer
Jun 3, 2026 SEC
Intrepid Potash announced its Board authorized an increase in its share repurchase program from $35M to $50M, with appro
8-K — Impact 5/10
May 6, 2026 SEC
Intrepid Potash reported Q1 2026 adjusted EPS of $0.62 (29% beat vs $0.48 consensus) and revenue of $98.7M (12% beat vs
8-K — Impact 7/10
Inst.
DRIEHAUS CAPITAL MANAGEMENT LLC — NEW
313,888 shares ($13.4M)
Inst.
MORGAN STANLEY — ADD
229,915 shares ($9.8M)

Price Targets

$26.00 -28.1% upside Strong Sell
Current $36.15 Low $26.00 Median $26.00 High $26.00 1 analysts
$26.00 $26.00

Analyst Ratings

Strong Sell0% buy · 9 analysts
0Strong Buy
0Buy
2Hold
6Sell
1Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 14, 2026 UBS MAINTAIN Sell → Sell
Mar 5, 2026 UBS MAINTAIN Sell → Sell
Jan 12, 2026 UBS MAINTAIN Sell → Sell

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.38 ▲ +65.3% $0.37 — $0.39 -16% YoY 2
Next Q $0.00 ▲ +10.3% $-0.12 — $0.13 -97% YoY 2
Current FY $1.25 ▲ +31.2% $0.88 — $1.62 -13% YoY 2
Next FY $0.57 ▼ -8.7% $0.11 — $1.03 -55% YoY 2

Latest Reports

MIXED INST-CLUSTER 4/10
A mixed institutional cluster in IPI for Q3 2025 shows three buyers (BofA, UBS, RenTech) adding $4.3M in new positions,
Jun 11, 2026
BULLISH 8-K 5/10
Intrepid Potash announced its Board authorized an increase in its share repurchase program from $35M to $50M, with appro
Jun 3, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$39.3M—
DIMENSIONAL FUND ADVISORS LP$31.4M—
VANGUARD CAPITAL MANAGEMENT LLC$21.8M—
DRIEHAUS CAPITAL MANAGEMENT LLC$13.4MNEW
STATE STREET CORP$10.2M—

Recent Insider Trades

DateInsiderTypeValue
Jun 4, 2026Crutchfield KevinF$28.0K
Jun 4, 2026Crutchfield KevinM$0.00
Jun 4, 2026Ingold CrisM$0.00
Jun 4, 2026Sheehan ChristinaF$3.2K
Jun 4, 2026Ingold CrisF$1.3K
50 institutional holders with $216.8M total value (5,073,491 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net selling activity: 8 institutions trimmed/exited vs 7 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.918,145$39.3M18.1%—
2DIMENSIONAL FUND ADVISORS LP734,413$31.4M14.5%—
3VANGUARD CAPITAL MANAGEMENT LLC509,730$21.8M10.1%—
4DRIEHAUS CAPITAL MANAGEMENT LLC313,888$13.4M6.2%NEW
5STATE STREET CORP238,742$10.2M4.7%—
6MORGAN STANLEY229,915$9.8M4.5%ADD +27.1%
7D. E. Shaw & Co., Inc.196,966$8.4M3.9%—
8ROYCE & ASSOCIATES LP195,656$8.4M3.9%DOUBLED +157.4%
9VANGUARD PORTFOLIO MANAGEMENT LLC194,213$8.3M3.8%—
10RENAISSANCE TECHNOLOGIES LLC154,550$6.6M3.0%ADD +68.0%
11First Eagle Investment Management, LLC151,251$6.5M3.0%TRIM -39.3%
12Nuveen, LLC114,209$4.9M2.3%TRIM -50.8%
13FRANKLIN RESOURCES INC86,511$3.7M1.7%DOUBLED +249.4%
14GOLDMAN SACHS GROUP INC81,093$3.5M1.6%—
15CITADEL ADVISORS LLC78,524$3.4M1.5%TRIM -31.2%
16VANGUARD FIDUCIARY TRUST CO71,377$3.1M1.4%—
17SUSQUEHANNA INTERNATIONAL GROUP, LLP61,200$2.6M1.2%—
18TUDOR INVESTMENT CORP ET AL58,733$2.5M1.2%ADD +50.3%
19SUSQUEHANNA INTERNATIONAL GROUP, LLP55,911$2.4M1.1%—
20Point72 Asset Management, L.P.52,953$2.3M1.0%DOUBLED +149.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
DRIEHAUS CAPITAL MANAGEMENT LLCNEW—313,888—$13.4M2026-Q1
MORGAN STANLEYADD180,871229,915+27.1%$9.8M2026-Q1
First Eagle Investment Management, LLCTRIM249,174151,251-39.3%$6.5M2026-Q1
FRANKLIN RESOURCES INCDOUBLED24,76386,511+249.4%$3.7M2026-Q1
TUDOR INVESTMENT CORP ET ALADD39,08658,733+50.3%$2.5M2026-Q1
Point72 Asset Management, L.P.DOUBLED21,25152,953+149.2%$2.3M2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCTRIM55,19430,847-44.1%$1.3M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED13,03127,623+112.0%$1.2M2026-Q1
Russell Investments Group, Ltd.TRIM48,15922,062-54.2%$943.6K2026-Q1
HSBC HOLDINGS PLCTRIM13,4169,057-32.5%$389.0K2026-Q1
STATE OF WISCONSIN INVESTMENT BOARDTRIM13,5187,718-42.9%$330.1K2026-Q1
Brevan Howard Capital Management LPTRIM15,0337,616-49.3%$325.7K2026-Q1
GROUP ONE TRADING LLCADD1,3492,608+93.3%$111.5K2026-Q1
NISA INVESTMENT ADVISORS, LLCNEAR_EXIT29029-90.0%$1.2K2026-Q1
ASSETMARK, INCNEAR_EXIT202-90.0%$86.002026-Q1
RENAISSANCE TECHNOLOGIES LLCADD99,471167,092+68.0%$4.6M2025-Q4
TUDOR INVESTMENT CORP ET ALTRIM79,82539,086-51.0%$1.1M2025-Q4
BANK OF AMERICA CORP /DE/TRIM79,61337,677-52.7%$1.0M2025-Q4
Invesco Ltd.TRIM38,43328,398-26.1%$787.5K2025-Q4
Brevan Howard Capital Management LPADD11,60315,033+29.6%$416.9K2025-Q4
STATE OF WISCONSIN INVESTMENT BOARDADD9,51813,518+42.0%$374.9K2025-Q4
Connor, Clark & Lunn Investment Management Ltd.ADD9,67113,031+34.7%$361.4K2025-Q4
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPNEAR_EXIT100,25711,781-88.2%$326.7K2025-Q4
MARSHALL WACE, LLPTRIM29,65810,551-64.4%$292.6K2025-Q4
TWO SIGMA INVESTMENTS, LPTRIM22,7589,181-59.7%$254.6K2025-Q4
10 unique insiders with 25 transactions. Net insider value: -$217.1K ($0.00 bought, $217.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 4, 2026Crutchfield Kevin SChief Executive OfficerTAX W/H754$37.18$28.0K
Jun 4, 2026Crutchfield Kevin SChief Executive OfficerEXERCISE2,038——
Jun 4, 2026Ingold CrisChief Accounting OfficerEXERCISE122——
Jun 4, 2026Sheehan ChristinaGeneral CounselTAX W/H87$37.18$3.2K
Jun 4, 2026Ingold CrisChief Accounting OfficerTAX W/H36$37.18$1.3K
Jun 4, 2026Sheehan ChristinaGeneral CounselEXERCISE297——
May 28, 2026Elliott Chris A.DirectorAWARD2,091——
May 28, 2026Lancaster Lori ADirectorAWARD2,091——
May 28, 2026Zisch William MDirectorAWARD2,091——
May 28, 2026WHITHAM BARTH EDirectorAWARD2,091——
May 28, 2026McBride Mary EDirectorAWARD2,091——
May 28, 2026Avendano Gonzalo MDirectorAWARD2,091——
May 14, 2026Crutchfield Kevin SChief Executive OfficerEXERCISE1,864——
May 14, 2026Crutchfield Kevin SChief Executive OfficerTAX W/H690$42.63$29.4K
May 12, 2026Lancaster Lori ADirectorSELL4,800$45.24$217.1K
Apr 12, 2026Ingold CrisChief Accounting OfficerTAX W/H711$37.35$26.6K
Mar 17, 2026Sheehan ChristinaGeneral CounselTAX W/H1,354$41.94$56.8K
Mar 17, 2026Kim Richard CharlesVice President of OperationsAWARD4,611——
Mar 17, 2026Crutchfield Kevin SChief Executive OfficerAWARD22,766——
Mar 17, 2026Ingold CrisChief Accounting OfficerTAX W/H471$41.94$19.8K
Mar 17, 2026Ingold CrisChief Accounting OfficerAWARD1,897——
Mar 17, 2026Crutchfield Kevin SChief Executive OfficerTAX W/H3,297$41.94$138.3K
Mar 17, 2026Sheehan ChristinaGeneral CounselAWARD3,952——
Mar 15, 2026Sheehan ChristinaGeneral CounselTAX W/H1,707$45.26$77.3K
Mar 15, 2026Ingold CrisChief Accounting OfficerTAX W/H289$45.26$13.1K
5 SEC filing reports analyzed. Sentiment: 3 bullish, 0 bearish, 1 mixed, 1 neutral. Avg impact: 5.2/10.
MIXED INST-CLUSTER 4/10
A mixed institutional cluster in IPI for Q3 2025 shows three buyers (BofA, UBS, RenTech) adding $4.3
Jun 11, 2026
BULLISH 8-K 5/10
Intrepid Potash announced its Board authorized an increase in its share repurchase program from $35M
Jun 3, 2026
BULLISH 8-K 7/10
Intrepid Potash reported Q1 2026 adjusted EPS of $0.62 (29% beat vs $0.48 consensus) and revenue of
May 6, 2026
NEUTRAL DEFA14A 3/10
Intrepid Potash, Inc. (IPI) has filed a definitive proxy statement (DEFA14A) for its upcoming shareh
Apr 17, 2026
BULLISH 8-K 7/10
Intrepid Potash reported strong full-year 2025 financial results driven by record Trio sales volumes
Mar 4, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Sell (0% buy). Based on 9 analysts: 0 strong buy, 0 buy, 2 hold, 6 sell, 1 strong sell.

Analyst Price Targets

$26.00 mean target -28.1% upside Strong Sell (3.00)
$26.00 Low $26.00 High
MetricValue
Current Price$36.15
Target Low$26.00
Target Mean$26.00
Target Median$26.00
Target High$26.00
# Analysts1
RecommendationStrong Sell (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.38 $0.37 $0.39 -16.0% +65.3% 2↑ 0↓ $0.1B -2.5% 2
Next Q
2026-09-30
 $0.00 $-0.12 $0.13 -97.1% +10.3% — $0.0B -1.7% 2
Current FY
2026-12-31
 $1.25 $0.88 $1.62 -13.1% +31.2% 1↑ 0↓ $0.2B -3.8% 2
Next FY
2027-12-31
 $0.57 $0.11 $1.03 -54.5% -8.7% 1↑ 0↓ $0.2B -3.9% 2

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.378
7d ago$0.229+0.149
30d ago$0.229+0.149
60d ago$0.229+0.149
90d ago$0.249+0.129
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 14, 2026 UBS MAINTAIN Sell Sell
Mar 5, 2026 UBS MAINTAIN Sell Sell
Jan 12, 2026 UBS MAINTAIN Sell Sell

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026002610%
May 1, 2026002610%
Apr 1, 2026002610%
Mar 1, 2026002610%
Feb 1, 2026002610%
Jan 1, 2026002610%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 6, 2026
earnings_calendar
IPI Q1 2026 Earnings After Market Close — 2026-05-06
Mar 4, 2026
earnings_calendar
IPI Q4 2025 Earnings After Market Close — 2026-03-04