IAC (NASDAQ:IAC) Posts Quarterly Earnings Results, Misses Estimates By $1.66 EPS

IAC (NASDAQ:IAC) posted its quarterly earnings data on Tuesday. The company reported ($0.99) earnings per share for the quarter, missing analysts’ consensus estimates of $0.67 by ($1.66), FiscalAI reports. The company had revenue of $645.98 million for the quarter, compared to analysts’ expectations of $641.01 million. IAC had a negative net margin of 4.35% and a negative return on equity of 2.42%. The firm’s quarterly revenue was down 34.7% on a year-over-year basis. During the same period in the previous year, the firm earned ($2.39) earnings per share.

IAC Price Performance

NASDAQ:IAC opened at $34.91 on Thursday. The business has a 50 day simple moving average of $38.51 and a 200-day simple moving average of $36.31. IAC has a 1 year low of $29.56 and a 1 year high of $50.49. The firm has a market capitalization of $2.50 billion, a price-to-earnings ratio of -26.39 and a beta of 1.12. The company has a debt-to-equity ratio of 0.29, a current ratio of 2.56 and a quick ratio of 2.56.

Analyst Ratings Changes

A number of research firms recently weighed in on IAC. Weiss Ratings restated a “sell (d-)” rating on shares of IAC in a research note on Thursday, January 22nd. Barclays lowered their price target on IAC from $52.00 to $48.00 and set an “overweight” rating on the stock in a report on Wednesday, November 5th. Wall Street Zen upgraded shares of IAC from a “sell” rating to a “hold” rating in a research report on Saturday, January 24th. Oppenheimer downgraded shares of IAC from an “outperform” rating to a “market perform” rating in a report on Monday, December 15th. Finally, Truist Financial dropped their price objective on shares of IAC from $57.00 to $52.00 and set a “buy” rating for the company in a report on Wednesday, November 5th. Ten investment analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $46.67.

Hedge Funds Weigh In On IAC

Several hedge funds have recently added to or reduced their stakes in the company. Advisory Services Network LLC bought a new stake in shares of IAC in the third quarter valued at about $38,000. Geneos Wealth Management Inc. increased its position in IAC by 96.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 3,060 shares of the company’s stock valued at $114,000 after purchasing an additional 1,500 shares during the period. iSAM Funds UK Ltd bought a new stake in shares of IAC in the 3rd quarter valued at about $113,000. United Services Automobile Association bought a new stake in shares of IAC in the 1st quarter valued at about $207,000. Finally, Focus Partners Wealth purchased a new stake in shares of IAC in the 1st quarter worth approximately $270,000. 88.90% of the stock is currently owned by institutional investors.

IAC News Roundup

Here are the key news stories impacting IAC this week:

• Positive Sentiment: IAC set a 2026 EBITDA target of $310M–$340M for its People Inc. unit, signaling a roadmap to improved profitability and potential value realization from that division. IAC outlines $310M–$340M EBITDA target for People Inc. in 2026 amid AI disruption and strategic pivots
• Positive Sentiment: People Inc. showed digital traction—one publisher reported a 14% rise in digital in Q4—supporting the case that ad and direct-monetization initiatives are working. People Inc. Scores: Publisher Saw A 14% Rise In Digital In Q4
• Positive Sentiment: Coverage suggests People Inc. is building first‑party/ad-stack capabilities that reduce reliance on Google, a strategic upside if execution continues. People Inc. Says Who Needs Google?
• Neutral Sentiment: Analysts and write‑ups note digital revenue resilience within IAC’s portfolio but warn of margin headwinds tied to investments and AI-related shifts; this is mixed for near-term EPS but may support medium-term growth. IAC Q4 Deep Dive: Digital Revenue Resilience Amid Margin Pressures and Strategic Shifts
• Neutral Sentiment: IAC’s earnings call transcript provides additional detail on strategy and cost dynamics for investors who want management’s commentary on People Inc., AI impacts, and near-term priorities. IAC Inc. (IAC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: IAC reported Q4 EPS of ($0.99) versus consensus $0.67 — a large miss — which is the main driver of downward pressure on the stock. IAC quarterly results and press materials
• Negative Sentiment: Revenue came in at $646M (slightly above estimates) but was down ~34.7% year-over-year; IAC reported negative net margin and negative ROE, underscoring weak underlying trends. IAC Q4 Earnings Report: What Investors Need to Know

IAC Company Profile

IAC (NASDAQ: IAC) is a publicly traded holding company headquartered in New York City that builds and invests in consumer-focused internet businesses. Through its portfolio of digital media brands, online marketplaces and subscription services, IAC delivers content and connections across a range of verticals, including lifestyle, finance, home services and personal care. The company’s operations span North America and parts of Europe, where its brands reach millions of visitors each month.

In the digital publishing space, IAC’s Dotdash Meredith division develops original content and data‐driven journalism across more than a dozen specialty sites.