iRadimed (NASDAQ:IRMD) Updates FY 2026 Earnings Guidance

iRadimed (NASDAQ:IRMD) updated its FY 2026 earnings guidance on Tuesday. The company provided earnings per share (EPS) guidance of 2.060-2.210 for the period, compared to the consensus estimate of 2.040. The company issued revenue guidance of $91.0 million-$96.0 million, compared to the consensus revenue estimate of $91.0 million. iRadimed also updated its Q1 2026 guidance to 0.440-0.480 EPS.

iRadimed Stock Performance

IRMD stock opened at $95.97 on Tuesday. iRadimed has a 12 month low of $47.48 and a 12 month high of $104.93. The company has a market cap of $1.22 billion, a price-to-earnings ratio of 58.16 and a beta of 1.11. The firm has a 50-day moving average of $97.82 and a two-hundred day moving average of $83.09.

iRadimed (NASDAQ:IRMD) last released its quarterly earnings results on Tuesday, February 10th. The medical equipment provider reported $0.54 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.49 by $0.05. The business had revenue of $22.69 million for the quarter, compared to the consensus estimate of $21.60 million. iRadimed had a net margin of 26.31% and a return on equity of 22.93%. iRadimed has set its Q1 2026 guidance at 0.440-0.480 EPS and its FY 2026 guidance at 2.060-2.210 EPS. As a group, equities analysts forecast that iRadimed will post 1.66 earnings per share for the current year.

iRadimed Dividend Announcement

The business also recently declared a special dividend, which was paid on Tuesday, December 30th. Stockholders of record on Wednesday, December 17th were paid a dividend of $0.50 per share. The ex-dividend date was Wednesday, December 17th. iRadimed’s dividend payout ratio is 41.21%.

Analyst Ratings Changes

Several brokerages have recently weighed in on IRMD. Zacks Research raised shares of iRadimed to a “hold” rating in a report on Tuesday, November 4th. Weiss Ratings reiterated a “buy (b-)” rating on shares of iRadimed in a research report on Monday, December 29th. Lake Street Capital reissued a “buy” rating and issued a $100.00 price target on shares of iRadimed in a report on Monday, November 3rd. Wall Street Zen downgraded iRadimed from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. Finally, Roth Mkm set a $90.00 price target on shares of iRadimed in a research note on Friday, October 31st. Three investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $95.00.

Insider Transactions at iRadimed

In related news, CFO John Glenn sold 15,000 shares of the firm’s stock in a transaction dated Thursday, December 11th. The stock was sold at an average price of $97.29, for a total transaction of $1,459,350.00. Following the sale, the chief financial officer directly owned 7,362 shares in the company, valued at approximately $716,248.98. This trade represents a 67.08% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CEO Roger E. Susi sold 5,000 shares of iRadimed stock in a transaction that occurred on Monday, January 26th. The shares were sold at an average price of $100.65, for a total transaction of $503,250.00. Following the sale, the chief executive officer owned 2,262,500 shares in the company, valued at $227,720,625. This represents a 0.22% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 55,000 shares of company stock worth $5,287,900. 36.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On iRadimed

Several institutional investors and hedge funds have recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in iRadimed by 1.0% in the third quarter. Vanguard Group Inc. now owns 566,507 shares of the medical equipment provider’s stock valued at $40,313,000 after buying an additional 5,475 shares during the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of iRadimed by 1.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 169,387 shares of the medical equipment provider’s stock worth $8,889,000 after acquiring an additional 1,821 shares during the period. Qube Research & Technologies Ltd lifted its position in iRadimed by 17.1% in the 3rd quarter. Qube Research & Technologies Ltd now owns 56,826 shares of the medical equipment provider’s stock valued at $4,044,000 after purchasing an additional 8,289 shares during the last quarter. Two Sigma Investments LP grew its position in iRadimed by 33.4% in the 3rd quarter. Two Sigma Investments LP now owns 53,647 shares of the medical equipment provider’s stock worth $3,818,000 after purchasing an additional 13,417 shares during the last quarter. Finally, Algert Global LLC lifted its holdings in shares of iRadimed by 87.5% in the third quarter. Algert Global LLC now owns 50,797 shares of the medical equipment provider’s stock valued at $3,615,000 after buying an additional 23,710 shares during the period. Institutional investors and hedge funds own 92.34% of the company’s stock.

About iRadimed

iRadimed Corporation designs, develops and manufactures medical device solutions for MRI environments. The company’s core product line consists of MRI-compatible infusion systems engineered to deliver precise fluid management during magnetic resonance imaging procedures. These devices are crafted to minimize electrical noise and interference, ensuring both patient safety and image clarity in diagnostic and interventional settings.

In addition to infusion pumps, iRadimed offers a range of complementary accessories and monitoring solutions tailored to MRI suites.