IAC Inc. (NASDAQ:IAC) Receives Average Rating of “Moderate Buy” from Analysts

Shares of IAC Inc. (NASDAQ:IAC) have been given a consensus rating of “Moderate Buy” by the fourteen ratings firms that are presently covering the company, Marketbeat reports. One investment analyst has rated the stock with a sell recommendation, three have issued a hold recommendation and ten have issued a buy recommendation on the company. The average 12-month price target among brokerages that have issued a report on the stock in the last year is $46.6667.

A number of research firms have commented on IAC. KeyCorp reduced their price target on shares of IAC from $45.00 to $41.00 and set an “overweight” rating on the stock in a research report on Monday, November 3rd. Benchmark reduced their target price on IAC from $60.00 to $57.00 and set a “buy” rating on the stock in a report on Wednesday, November 5th. JPMorgan Chase & Co. increased their price target on IAC from $43.00 to $46.00 and gave the stock an “overweight” rating in a research report on Friday, December 12th. UBS Group cut their price objective on IAC from $41.00 to $39.00 and set a “neutral” rating for the company in a research report on Wednesday, November 5th. Finally, Wall Street Zen upgraded IAC from a “sell” rating to a “hold” rating in a report on Saturday, January 24th.

IAC News Roundup

Here are the key news stories impacting IAC this week:

• Positive Sentiment: IAC set a concrete EBITDA target of $310M–$340M for its People Inc. segment in 2026, signaling management is prioritizing margin recovery and operational discipline — a potential upside if execution stays on track. IAC outlines $310M–$340M EBITDA target for People Inc. in 2026 amid AI disruption and strategic pivots
• Positive Sentiment: People Inc. showed commercial momentum in Q4 — a publisher partner reported a ~14% rise in digital revenue, suggesting pockets of demand recovery in core ad-related businesses. People Inc. Scores: Publisher Saw A 14% Rise In Digital In Q4
• Positive Sentiment: Coverage highlights People Inc.’s push to develop ad and search alternatives that reduce reliance on big platforms — a strategic shift that could improve monetization and unit economics over time. People Inc. Says Who Needs Google?
• Neutral Sentiment: Several recaps note IAC beat Q4 revenue estimates modestly, showing digital revenue resilience, but also flagged margin pressures and strategic pivots—mixed signals for near-term cash flow. IAC Q4 Deep Dive: Digital Revenue Resilience Amid Margin Pressures and Strategic Shifts
• Neutral Sentiment: General earnings snapshots and analyst write-ups summarize results and call materials; useful for modeling but not new catalysts by themselves. IAC: Q4 Earnings Snapshot
• Negative Sentiment: IAC reported a large EPS miss (reported negative EPS vs. consensus) and revenue declined significantly year‑over‑year — the EPS shortfall is the primary near‑term negative driver weighing on the stock. IAC Inc. (IAC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Analyst notes and Zacks coverage emphasize YoY revenue declines and key metric deterioration, underlining execution and macro risks that could keep valuation muted until trends stabilize. IAC (IAC) Reports Q4 Earnings: What Key Metrics Have to Say

Institutional Trading of IAC

Several hedge funds have recently modified their holdings of IAC. Helikon Investments Ltd raised its position in IAC by 40.8% in the 4th quarter. Helikon Investments Ltd now owns 1,866,442 shares of the company’s stock worth $72,978,000 after purchasing an additional 540,643 shares during the last quarter. ACR Alpine Capital Research LLC increased its stake in shares of IAC by 137.2% in the 4th quarter. ACR Alpine Capital Research LLC now owns 430,987 shares of the company’s stock valued at $16,852,000 after buying an additional 249,268 shares during the period. Crossmark Global Holdings Inc. bought a new stake in shares of IAC during the fourth quarter worth $205,000. Highlander Partners L.P. acquired a new position in shares of IAC during the fourth quarter valued at $126,000. Finally, QRG Capital Management Inc. lifted its stake in shares of IAC by 3.3% during the fourth quarter. QRG Capital Management Inc. now owns 46,561 shares of the company’s stock valued at $1,821,000 after acquiring an additional 1,472 shares during the period. 88.90% of the stock is owned by institutional investors.

IAC Price Performance

Shares of IAC stock opened at $35.10 on Friday. The stock’s fifty day simple moving average is $38.52 and its 200 day simple moving average is $36.31. IAC has a one year low of $29.56 and a one year high of $50.49. The firm has a market cap of $2.51 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 2.75 and a quick ratio of 2.56.

IAC (NASDAQ:IAC) last issued its quarterly earnings data on Tuesday, February 3rd. The company reported ($0.99) earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.67 by ($1.66). IAC had a negative net margin of 4.35% and a negative return on equity of 2.43%. The company had revenue of $645.98 million for the quarter, compared to the consensus estimate of $641.01 million. During the same period in the previous year, the business posted ($2.39) earnings per share. The firm’s revenue was down 34.7% compared to the same quarter last year. On average, analysts expect that IAC will post 0.43 earnings per share for the current fiscal year.

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.