IE at a glance
Ivanhoe Electric Inc. (IE, SEC CIK 1879016) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 23, 2026 and Form 4 insider filings as recently as June 26, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Ivanhoe Electric Inc. (IE) reported revenue of $3.2 million (up 11.8% from FY2024) and a net loss of $105.9 million. Diluted EPS was $0.79.
- As of June 30, 2026, 31 institutional investment managers tracked by SignalX reported holding Ivanhoe Electric Inc. (IE) shares worth $608.9 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Neeser Jordan on March 6, 2026 of 17,123 shares at $13.20 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $3.2M
- +11.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 31 funds
- $608.9M · +0 vs prior quarter
- Latest 8-K
- Sep 23, 2026
- Item 7.01 · Item 8.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: US-focused copper and critical metals exploration & development using proprietary Typhoon™ geophysical survey technology
- New collaboration with SQM in Chile for copper exploration beneath caliche cover, funded initially with $9 million by SQM
- Strategic shift: Established $15 million funded 3-year Exploration Alliance with BHP in US Southwest for 50/50 joint ventures
- Quantitative highlight: Santa Cruz Copper Project PFS shows 1.4 million tonnes copper cathode over 23 years, after-tax NPV $1.4B, IRR 20%
- Noteworthy: First mineral discovery at Saudi JVCo in Saudi Arabia announced Jan 2025, with active drilling planned into 2026
Risk Factors
- Credit risk $10.3M provision for expected credit loss on $Red Sun payment related to VRB China sale, due June 30, 2025, not received due to cross-border collection issues
- Geopolitical exposure via 50/50 JV with Saudi Arabian Mining Company on 50,000 km2 Arabian Shield exploration licenses expanded by 1,345 km2
- Supply chain and operational risk from reliance on proprietary Typhoon™ geophysical surveying system and its subsidiary Computational Geosciences Inc. providing 100% of data processing revenue
- Competitive risk from alliance with BHP Mineral Resources Inc. to explore US critical minerals, potentially disrupting Ivanhoe’s market position
- Liquidity risk despite $173.3M cash and $200M undrawn bridge facility, expects need for additional financing beyond 12 months to advance projects
Management Discussion & Analysis
- Forward-looking statements highlight risks, uncertainties, and assumptions may affect actual results and timing
- No management outlook, guidance, or key emerging risks detailed in provided excerpt
AI summary of the IE 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- New geopolitical risk: Middle East military action threatens Saudi Arabia exploration, including personnel access and shipping through Strait of Hormuz and Bab el-Mandeb
- Most material operational update: Crossover XRE TBM delivery or performance failures could delay or halt Santa Cruz underground development
- Regulatory risk: Sanctions, export controls, or government restrictions could disrupt fuel and energy supplies
- Market risk: Geopolitical tensions may increase energy, transportation, insurance, and shipping costs
- Financial risk: Disruptions could materially increase operating costs and adversely affect financial condition and results કામગીરી
AI summary of the IE 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- 2026 PFS released for Santa Cruz Copper Project, establishing updated technical and economic parameters
- Investor call scheduled September 23, 2026, with slideshow presentation detailing PFS results
Item EX-99.1: Item EX-99.1
- Preliminary feasibility study and S-K 1300 technical summary establishes a formal development case for the Santa Cruz Copper Project, Arizona
- Economic analysis, reserves, production, capital costs and operating costs are central valuation inputs, with detailed figures contained in Tables 1-7 through 1-12
Item 8.01: Other Events
- Updated PFS supersedes June 2025 study, providing the current S-K 1300 technical basis for Santa Cruz’s development case
- Mineral resources total 6,844 Mlbs indicated and 7,346 Mlbs inferred copper across three deposits
Item 7.01: Regulation FD Disclosure
- Regulation FD disclosure furnished under Item 7.01, not deemed filed under Exchange Act Section 18
- Exhibit 99.1 included in the disclosure but not incorporated into other filings unless expressly referenced
Item EX-99.1: Item EX-99.1
- Michelle Lammers appointed COO and Daniel Worthy SVP Operations effective September 1, 2026
- More than 40 years of combined mining leadership strengthens execution capabilities for Santa Cruz development
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Michelle Lammers appointed COO effective September 1, 2026, succeeding Glen Kuntz
- 25-year Asarco veteran with copper mining operations, engineering, safety, and investment experience
Item 1.01: Entry into a Material Definitive Agreement
- 50/50 Saudi joint venture extended through July 6, 2033, supporting a longer exploration runway
- Joint venture can now directly acquire exploration and mining licenses, expanding potential Saudi land access beyond Maaden-held licenses
AI summaries of IE 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IE
Don't miss the next IE filing
- Alerts as it files. A push when IE files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IE, by share count.
- Ask anything. An AI agent that reads every IE filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| FRIEDLAND ROBERT M | M | Jun 25, 2026 | 916,666 | - |
| FRIEDLAND ROBERT M | M | Jun 25, 2026 | 916,666 | $2.49 |
| Katase Hirofumi | A | Mar 6, 2026 | 9,901 | - |
| de Margerie Victoire | A | Mar 6, 2026 | 9,901 | - |
| Ball Russell David | A | Mar 6, 2026 | 9,901 | - |
| Loftus-Hills Patrick | A | Mar 6, 2026 | 9,901 | - |
| Bianchi Sofia | A | Mar 6, 2026 | 9,901 | - |
| Vance Ronald J | A | Mar 6, 2026 | 9,901 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $2.9M | $3.2M |
| Gross Profit | - | $1.9M | $2.1M |
| Operating Income | - | -$177.0M | -$113.6M |
| Net Income | - | -$128.6M | -$105.9M |
| Gross Margin | - | 64.9% | 65.3% |
| Op. Margin | - | -6099.7% | -3501.0% |
| Net Margin | - | -4433.7% | -3263.7% |
| Balance Sheet | |||
| Total Assets | $487.2M | $374.9M | $483.3M |
| Equity | $374.3M | $268.6M | $416.1M |
| ROE | - | -47.9% | -25.4% |
| Per Share | |||
| EPS | - | $1.07 | $0.79 |
| Cash Flow | |||
| Operating CF | - | -$162.1M | -$89.2M |
| CapEx | - | $2.9M | $1.2M |
Source: XBRL data in Ivanhoe Electric Inc. (IE)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IE share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 31 | $608.9M |
| Q1 2026 | 31 | $738.5M |
| Q4 2025 | 23 | $916.2M |
| Q3 2025 | 27 | $600.8M |
| Q2 2025 | 22 | $438.8M |
| Q1 2025 | 21 | $151.1M |
| Q4 2024 | 15 | $159.4M |
| Q3 2024 | 11 | $70.5M |
- BlackRock+1.47M (+11%)
- State Street Corp+1.41M (+15%)
- Millennium Management+543.9K (+386%)
- BNY Mellon+530.5K (+183%)
- Vanguard Capital Management LLC+409.6K (+8%)
- FMR LLC (Fidelity)−1.90M (-17%)
- Goldman Sachs Group−1.16M (-56%)
- T. Rowe Price Group−983.3K (-8%)
- Bank of America Corp−498.4K (-40%)
- Franklin Resources−400.3K (-36%)
- Two Sigma Investments+27.5K
- Marex Group plc−22.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 181 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IE filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 23, 2026 | - | Analysis | - |
| 10-Q | Aug 7, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 8-K | Jul 8, 2026 | - | Analysis | - |
| 4 | Jun 26, 2026 | - | - | - |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | May 29, 2026 | - | Analysis | |
| SC 13G | May 12, 2026 | - | - | |
| 8-K | May 11, 2026 | - | Analysis | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
| 4 | Mar 9, 2026 | - | - | - |
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IE SEC filings: frequently asked questions
Which institutions hold IE stock?
As of June 30, 2026, the largest Ivanhoe Electric Inc. (IE) holders among the 13F filers tracked by SignalX were BlackRock ($146.3 million), T. Rowe Price Group ($106.5 million), State Street Corp ($103.3 million), FMR LLC (Fidelity) ($86.7 million), Vanguard Capital Management LLC ($52.9 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IE's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Ivanhoe Electric Inc. (IE) reported revenue of $3.2 million (up 11.8% from FY2024) and a net loss of $105.9 million. Diluted EPS was $0.79. The figures come from the XBRL data in the 10-K.
What are the main risks in IE's latest 10-K?
In the 10-K filed February 23, 2026, Ivanhoe Electric Inc. (IE) flagged: Credit risk $10.3M provision for expected credit loss on $Red Sun payment related to VRB China sale, due June 30, 2025, not received due to cross-border collection issues. Geopolitical exposure via 50/50 JV with Saudi Arabian Mining Company on 50,000 km2 Arabian Shield exploration licenses expanded by 1,345 km2. (AI summary of the Risk Factors section.)
What did IE report in its latest 8-K?
Ivanhoe Electric Inc. (IE) filed an 8-K on September 23, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 8.01 (Other Events). 2026 PFS released for Santa Cruz Copper Project, establishing updated technical and economic parameters.
What are the latest IE SEC filings?
Ivanhoe Electric Inc. (IE) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on August 7, 2026, an 8-K current report on September 23, 2026 and a Form 4 insider filing on June 26, 2026.
What is IE's SEC CIK number?
Ivanhoe Electric Inc. (IE)'s SEC Central Index Key (CIK) is 1879016. EDGAR lists every IE filing under that number.
Ask anything about IE
The research agent reads IE's filings, financials, insider trades and 13F holders, then answers with sources.