IPI at a glance
Intrepid Potash, Inc. (IPI, SEC CIK 1421461) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and Form 4 insider filings as recently as July 28, 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), Intrepid Potash, Inc. (IPI) reported revenue of $298.3 million (up 17.1% from FY2024) and net income of $11.2 million. Diluted EPS was $0.85.
- As of June 30, 2026, 25 institutional investment managers tracked by SignalX reported holding Intrepid Potash, Inc. (IPI) shares worth $134.6 million in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $298.3M
- +17.1% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 25 funds
- $134.6M · −1 vs prior quarter
- Latest 8-K
- Aug 4, 2026
- Item 2.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Potash realized price $391/ton vs $361; sales volumes declined 14% YoY amid weaker demand
- Trio® realized price $389/ton vs $368; quarterly sales volumes unchanged YoY
- Byproduct revenue $5.4M vs $6.2M, pressured by lower salt and magnesium chloride sales
- Intrepid South sold for final $68.9M; $13.2M after-tax gain recorded in discontinued operations
- Headwinds: tariffs, Middle East tensions, higher input and freight costs, supply-chain disruptions; Trio® list price raised to $430/ton July 1
Risk Factors
- Newly added geopolitical risk: Iran conflict and Strait of Hormuz closure threatening energy markets, logistics, sanctions, and customer demand
- Most materially updated market risk: sustained oil-price spikes from regional escalation increasing raw-material and energy inflation
- Regulatory risk: additional U.S. tariffs and potential retaliation increasing operating costs across markets
- Compliance risk: high-profile mining accidents potentially triggering stricter MSHA and OSHA enforcement
- Financial flexibility risk: $50 million repurchase authorization dependent on liquidity and market conditions
AI summary of the IPI 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 2.02: Results of Operations and Financial Condition
- Q2 2026 financial results and operating highlights announced by Intrepid Potash
- Press release furnished as Exhibit 99.1, containing the substantive financial details
Item EX-99.1: Item EX-99.1
- Q2 adjusted EBITDA rose to $17.5M from $13.8M, despite sales declining to $66.7M from $67.5M
- Trio® drove profitability, with gross margin increasing to $11.4M and COGS falling to $205 per ton
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Jason Tremblay appointed CFO and principal financial officer, replacing interim PFO Cris Ingold effective June 15, 2026
- Mosaic veteran brings potash operations, finance, strategy, investor relations, risk management, and capital allocation experience
Item 7.01: Regulation FD Disclosure
- Exhibit 99.1 furnished under Regulation FD, with liability and incorporation protections
- No substantive business, operational, or financial disclosure in the provided text
Item EX-99.1: Item EX-99.1
- Jason Tremblay appointed CFO effective June 15, 2026
- Senior Mosaic executive with potash finance, strategy, capital allocation, and investor-relations experience
Item 7.01: Regulation FD Disclosure
- Filing contains only Regulation FD incorporation disclaimer language
- No substantive business, financial, or market-moving disclosure included in provided text
Item 5.07: Submission of Matters to a Vote of Security Holders
- 2026 annual meeting achieved quorum with 10,505,945 shares represented, or 78.2% of outstanding shares
- Kevin S. Crutchfield and William M. Zisch elected as Class III directors through 2029
AI summaries of IPI 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IPI
Don't miss the next IPI filing
- Alerts as it files. A push when IPI files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IPI, by share count.
- Ask anything. An AI agent that reads every IPI filing and answers with sources.
Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Crutchfield Kevin S | M | Jul 25, 2026 | 2,039 | - |
| Crutchfield Kevin S | M | Jul 25, 2026 | 2,039 | - |
| Crutchfield Kevin S | F | Jul 25, 2026 | 755 | $34.22 |
| Sheehan Christina | M | Jul 25, 2026 | 299 | - |
| Ingold Cris | F | Jul 25, 2026 | 36 | $34.22 |
| Ingold Cris | M | Jul 25, 2026 | 122 | - |
| Sheehan Christina | M | Jul 25, 2026 | 299 | - |
| Ingold Cris | M | Jul 25, 2026 | 122 | - |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $254.7M | $298.3M |
| Gross Profit | - | $29.1M | $54.8M |
| Operating Income | - | -$19.9M | $10.7M |
| Net Income | - | -$212.8M | $11.2M |
| Gross Margin | - | 11.4% | 18.4% |
| Op. Margin | - | -7.8% | 3.6% |
| Net Margin | - | -83.6% | 3.7% |
| Balance Sheet | |||
| Total Assets | - | $594.5M | $632.2M |
| Equity | - | $474.4M | $491.4M |
| ROE | - | -44.9% | 2.3% |
| Per Share | |||
| EPS | $-2.80 | $-16.53 | $0.85 |
| Cash Flow | |||
| Operating CF | - | $72.5M | $55.8M |
| CapEx | $65.1M | $38.7M | $30.2M |
Source: XBRL data in Intrepid Potash, Inc. (IPI)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IPI share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 25 | $134.6M |
| Q1 2026 | 26 | $169.9M |
| Q4 2025 | 22 | $104.7M |
| Q3 2025 | 24 | $126.8M |
| Q2 2025 | 25 | $143.2M |
| Q1 2025 | 21 | $82.9M |
| Q4 2024 | 16 | $49.7M |
| Q3 2024 | 14 | $36.8M |
- BlackRock+237.4K (+26%)
- Citadel Advisors LLC+63.7K (+81%)
- Dimensional Fund Advisors+38.0K (+5%)
- Northern Trust+29.4K (+36%)
- Raymond James Financial+28.8K (+82%)
- JPMorgan Chase & Co−124.6K (-55%)
- Morgan Stanley−87.4K (-38%)
- Renaissance Technologies LLC−52.3K (-34%)
- Bank of America Corp−14.4K (-45%)
- Franklin Resources−5.0K (-6%)
- Millennium Management−36.0K
- Two Sigma Investments−8.6K
Source: 13F-HR filings on SEC EDGAR (aggregated from 173 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IPI filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 28, 2026 | - | - | - |
| 4 | Jul 9, 2026 | - | - | - |
| 8-K | Jun 15, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 8, 2026 | - | - | |
| 8-K | Jun 3, 2026 | - | Analysis | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 4 | May 18, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 10-Q | May 7, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 6, 2026 | - | Analysis | |
| 4 | Apr 13, 2026 | - | - | - |
| 8-K | Apr 2, 2026 | - | Analysis | - |
| 4 | Mar 19, 2026 | - | - | - |
| 4 | Mar 19, 2026 | - | - | - |
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IPI SEC filings: frequently asked questions
Which institutions hold IPI stock?
As of June 30, 2026, the largest Intrepid Potash, Inc. (IPI) holders among the 13F filers tracked by SignalX were BlackRock ($37.9 million), Dimensional Fund Advisors ($25.3 million), Vanguard Capital Management LLC ($16.8 million), State Street Corp ($7.9 million), Vanguard Portfolio Management LLC ($6.8 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IPI's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Intrepid Potash, Inc. (IPI) reported revenue of $298.3 million (up 17.1% from FY2024) and net income of $11.2 million. Diluted EPS was $0.85. The figures come from the XBRL data in the 10-K.
What did IPI report in its latest 8-K?
Intrepid Potash, Inc. (IPI) filed an 8-K on August 4, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Q2 2026 financial results and operating highlights announced by Intrepid Potash.
What are the latest IPI SEC filings?
Intrepid Potash, Inc. (IPI) filed its latest 10-K annual report on March 5, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 4, 2026 and a Form 4 insider filing on July 28, 2026.
What is IPI's SEC CIK number?
Intrepid Potash, Inc. (IPI)'s SEC Central Index Key (CIK) is 1421461. EDGAR lists every IPI filing under that number.
Ask anything about IPI
The research agent reads IPI's filings, financials, insider trades and 13F holders, then answers with sources.