iRadimed (NASDAQ:IRMD) Hits New 12-Month High After Better-Than-Expected Earnings

iRadimed Corporation (NASDAQ:IRMD)’s share price hit a new 52-week high on Tuesday after the company announced better than expected quarterly earnings. The company traded as high as $107.90 and last traded at $105.3820, with a volume of 17681 shares trading hands. The stock had previously closed at $95.97.

The medical equipment provider reported $0.50 earnings per share for the quarter, beating the consensus estimate of $0.49 by $0.01. iRadimed had a net margin of 26.31% and a return on equity of 22.93%. The firm had revenue of $22.69 million for the quarter, compared to analysts’ expectations of $21.60 million. iRadimed has set its Q1 2026 guidance at 0.440-0.480 EPS and its FY 2026 guidance at 2.060-2.210 EPS.

iRadimed Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 6th. Stockholders of record on Monday, February 23rd will be issued a $0.20 dividend. This represents a $0.80 dividend on an annualized basis and a dividend yield of 0.8%. The ex-dividend date is Monday, February 23rd. This is an increase from iRadimed’s previous quarterly dividend of $0.17. iRadimed’s dividend payout ratio (DPR) is currently 41.21%.

iRadimed News Roundup

Here are the key news stories impacting iRadimed this week:

• Positive Sentiment: Q4 results beat expectations — GAAP EPS $0.54 vs. $0.49 consensus and revenue $22.69M vs. $21.6M consensus, showing solid margins and profitability. MarketBeat Earnings Summary
• Positive Sentiment: Management raised FY2026 EPS guidance to $2.060–$2.210 (vs. ~ $2.04 consensus) and set Q1 2026 EPS guidance of $0.440–$0.480 (in line to slightly above consensus), with revenue guidance for FY2026 of $91.0M–$96.0M and Q1 revenue $21.0M–$22.0M (above the ~$20.8M consensus). The guidance raise supports upside to near-term and full-year expectations. GlobeNewswire Press Release
• Positive Sentiment: Dividend raised 17.6% to $0.20 per share (annualized yield ~0.8%); ex-dividend date Feb 23 and payable March 6 — a shareholder-return action that can attract income-focused investors. Dividend & Results Release
• Neutral Sentiment: Earnings call transcript is available for investors who want more color on drivers (MRI-compatible infusion pumps and monitoring systems), margin performance and use of cash. Earnings Call Transcript

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on IRMD. Zacks Research upgraded iRadimed to a “hold” rating in a research report on Tuesday, November 4th. Roth Mkm reissued a “buy” rating and set a $120.00 price target on shares of iRadimed in a research note on Tuesday. Weiss Ratings reaffirmed a “buy (b-)” rating on shares of iRadimed in a research note on Monday, December 29th. Wall Street Zen lowered shares of iRadimed from a “strong-buy” rating to a “buy” rating in a report on Sunday, October 26th. Finally, Lake Street Capital reiterated a “buy” rating and issued a $100.00 target price on shares of iRadimed in a research report on Monday, November 3rd. Three research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $110.00.

Insider Buying and Selling at iRadimed

In related news, CEO Roger E. Susi sold 5,000 shares of the company’s stock in a transaction 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 completion of the sale, the chief executive officer directly owned 2,262,500 shares in the company, valued at $227,720,625. This represents a 0.22% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO John Glenn sold 15,000 shares of the firm’s stock in a transaction on 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 completion of 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 disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 55,000 shares of company stock worth $5,287,900. 36.80% of the stock is owned by insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently bought and sold shares of IRMD. CWM LLC lifted its holdings in iRadimed by 62.2% in the 3rd quarter. CWM LLC now owns 550 shares of the medical equipment provider’s stock worth $39,000 after buying an additional 211 shares during the period. Quarry LP purchased a new position in shares of iRadimed during the third quarter valued at approximately $40,000. Farther Finance Advisors LLC raised its holdings in shares of iRadimed by 827.1% during the fourth quarter. Farther Finance Advisors LLC now owns 445 shares of the medical equipment provider’s stock valued at $43,000 after acquiring an additional 397 shares in the last quarter. Tower Research Capital LLC TRC lifted its stake in iRadimed by 191.1% in the second quarter. Tower Research Capital LLC TRC now owns 754 shares of the medical equipment provider’s stock worth $45,000 after acquiring an additional 495 shares during the period. Finally, State of Alaska Department of Revenue purchased a new stake in iRadimed in the third quarter worth $47,000. Hedge funds and other institutional investors own 92.34% of the company’s stock.

iRadimed Stock Up 9.6%

The firm’s fifty day moving average is $98.08 and its two-hundred day moving average is $83.43. The firm has a market cap of $1.34 billion, a P/E ratio of 63.73 and a beta of 1.11.

iRadimed Company Profile

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.