Market Cap
$326.2M
FIP
FTAI Infrastructure Inc.
$2.68 ▲ +3.27%
Prev close $2.60Market cap$326.2M
ConsensusStrong Buy
12-mo target$9.94 (+270.1%)
▲ Bullish
Analyst conviction 9/10
High Impact Filing (7/10)13 New Institutional Positions10 Institutional Exits Industrials & Manufacturing
Snapshot
The big-picture read on FIP right now — valuation, ownership and activity at a glance.
Cap Size
Small Cap
Analyst Consensus
Strong Buy (88%)
Inst. Holders
50 funds
Inst. Value
$309.9M
Inst. Activity
13 buys / 10 sells
Insider Activity
$45.8K buy / $0.00 sell
Insider Net $
$45.8K
Social Sentiment
57° Neutral
SEC Reports
5
Press Releases
2
Congressional
1 trades
Price chart 30d -20.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 Insider
LIF AIV 1, L.P. acquired 0 shares
Director
Sep 28, 2026 m_and_a
Jul 3, 2026 SEC Affiliate of Jefferson Energy Companies Agrees to Acquire Crude Oil Logistics Assets from USD Group
NEW YORK, Sept. 28, 2026 (GLOBE NEWSWIRE) -- FTAI Energy Partners LLC (“Jefferson” or the “Company”)
FTAI Infrastructure's subsidiary, Jefferson 2020 Bond Borrower LLC, entered into a $230M secured bridge loan credit agre
8-K — Impact 6/10
Jun 30, 2026 Insider
LIF AIV 1, L.P. acquired 0 shares
Director
Jun 30, 2026 Inst.
UBS Group AG — ADD
1,055,149 shares ($4.9M)
Jun 30, 2026 Inst.
Jun 29, 2026 Press CITADEL ADVISORS LLC — ADD
940,471 shares ($4.4M)
FIP completed the acquisition of Tidewater Logistics for ~$45 million in cash, funded via an upsized term loan. The deal
Impact 4/10
Jun 29, 2026 Insider
ROBINSON RAY M was granted 15,152 shares
Director
Analyst ratings buy % +2.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
88% rate it Buy or better · 8 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 28, 2026 | Jones Trading | MAINTAIN | Buy | 51% |
| Jul 15, 2026 | Citizens | MAINTAIN | Market Outperform | 38% |
| Jul 1, 2026 | Jones Trading | INITIATE | Buy | 51% |
| May 8, 2026 | BTIG | MAINTAIN | Buy | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Aug 1, 2026 | 3 | 4 | 1 | 0 | 0 | 88% | |
| Jul 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Jun 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| May 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Apr 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Mar 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% | |
| Feb 1, 2026 | 3 | 3 | 1 | 0 | 0 | 86% |
Price targets
Where 4 covering analysts think FIP trades over the next 12 months.
$9.94 +270.1% upside Strong Buy
Current$2.69 Low$8.75 Median$9.50 High$12.00 4 analysts
$8.75$12.00
Analyst rating Strong Buy· 1.3/5 as of Oct 2, 2026
Social media sentiment mood +16.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
57°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
5 SEC filing reports analyzed · 1 bullish, 2 bearish, 1 mixed, 1 neutral · avg impact 6.0/10.Plus 2 press releases.
BEARISH8-K6/10
FTAI Infrastructure's subsidiary, Jefferson 2020 Bond Borrower LLC, entered into a $230M secured bri
Jul 3, 2026
MIXED8-K7/10
FTAI Infrastructure reported Q1 2026 revenue of $188.4M, up 95.9% YoY, but a GAAP net loss of $1.32
May 7, 2026
BULLISH8-K7/10
FTAI Infrastructure Inc. (FIP) entered into a definitive agreement to sell its wholly-owned subsidia
Apr 30, 2026
NEUTRAL8-K3/10
FTAI Infrastructure Inc. (FIP) dismissed its auditor Ernst & Young LLP (EY) and appointed KPMG LLP a
Apr 17, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 28, 2026
m_and_a
Affiliate of Jefferson Energy Companies Agrees to Acquire Crude Oil Logistics Assets from USD Group
NEW YORK, Sept. 28, 2026 (GLOBE NEWSWIRE) -- FTAI Energy Partners LLC (“Jefferson” or the “Company”), a subsidiary of FTAI Infrastructure Inc. (NASDAQ
Sep 17, 2026
short_volume
Short Volume: FIP — 59.8% short (0.3M / 0.6M)
Short: 345,526 | Exempt: 429 | TRF Vol: 578,069 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Sep 16, 2026
short_volume
Short Volume: FIP — 59.8% short (0.3M / 0.6M)
Short: 333,018 | Exempt: 1,387 | TRF Vol: 556,496 | Short Ratio: 59.8% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: FIP — 59.0% short (0.5M / 0.8M)
Short: 472,144 | Exempt: 106 | TRF Vol: 800,719 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Sep 14, 2026
short_volume
Short Volume: FIP — 64.0% short (0.5M / 0.8M)
Short: 520,527 | Exempt: 277 | TRF Vol: 813,128 | Short Ratio: 64.0% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.50 | $-0.63–$-0.38 | 63.6% | -19.6% | 1↑ 2↓ | $0.2B | 4 |
| Next Q | $-0.43 | $-0.48–$-0.34 | 59.2% | -24.8% | 0↑ 2↓ | $0.2B | 4 |
| Current FY | $-3.80 | $-4.07–$-3.55 | -69.5% | -3.9% | 0↑ 2↓ | $0.7B | 3 |
| Next FY | $-1.35 | $-1.59–$-1.18 | 64.5% | -6.5% | 0↑ 2↓ | $0.8B | 3 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.502 | — |
| 7d ago | $-0.420 | -0.082 |
| 30d ago | $-0.420 | -0.082 |
| 60d ago | $-0.463 | -0.040 |
| 90d ago | $-0.383 | -0.119 |
Institutional ownership
Which big funds own FIP (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $309.9M total value (66,509,877 shares) as of 2026-Q2. Top holders: WELLINGTON, BlackRock,, FRONTIER. Net buying activity: 13 institutions added/increased vs 10 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 13,490,351 | $62.6M | 20.2% | ADD +73.5% |
| BlackRock, Inc. | 8,950,618 | $41.5M | 13.4% | — |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 8,257,704 | $38.3M | 12.4% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 4,847,955 | $22.5M | 7.3% | — |
| ALLIANCEBERNSTEIN L.P. | 4,253,292 | $21.0M | 6.8% | — |
| ROYCE & ASSOCIATES LP | 3,307,338 | $15.3M | 5.0% | — |
| STATE STREET CORP | 3,001,777 | $13.9M | 4.5% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 2,946,803 | $13.7M | 4.4% | — |
| First Eagle Investment Management, LLC | 2,747,562 | $12.7M | 4.1% | — |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 1,851,613 | $8.6M | 2.8% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| UBS Group AG | ADD | 545,959 | 1,055,149 | +93.3% | $4.9M |
| CITADEL ADVISORS LLC | ADD | 598,417 | 940,471 | +57.2% | $4.4M |
| FIFTH THIRD BANCORP | ADD | 372,353 | 546,511 | +46.8% | $2.5M |
| WELLS FARGO & COMPANY/MN | ADD | 360,852 | 470,147 | +30.3% | $2.2M |
| DIMENSIONAL FUND ADVISORS LP | TRIM | 702,803 | 434,779 | -38.1% | $2.0M |
| LAZARD ASSET MANAGEMENT LLC | TRIM | 467,149 | 332,994 | -28.7% | $1.5M |
| Quantinno Capital Management LP | ADD | 86,840 | 110,613 | +27.4% | $513.2K |
| LOS ANGELES CAPITAL MANAGEMENT LLC | DOUBLED | 259 | 101,176 | +38964.1% | $469.5K |
| ROYAL BANK OF CANADA | ADD | 69,236 | 87,307 | +26.1% | $405.0K |
| STATE OF WISCONSIN INVESTMENT BOARD | DOUBLED | 30,410 | 66,352 | +118.2% | $307.9K |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
5 insiders, 7 transactions. Net $45.8K — $45.8K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 30, 2026 | LIF AIV 1, L.P. | Director | J | 0 | — | — |
| Jun 30, 2026 | LIF AIV 1, L.P. | Director | J | 0 | — | — |
| Jun 29, 2026 | ROBINSON RAY M | Director | AWARD | 15,152 | — | — |
| Jun 29, 2026 | Hamilton James L. | Director | AWARD | 1,010 | — | — |
| Jun 29, 2026 | HANNAWAY JUDITH A | Director | AWARD | 2,020 | — | — |
| May 28, 2026 | Fletcher Carl Russell IV | CFO and CAO | BUY | 10,000 | $4.58 | $45.8K |
| Mar 31, 2026 | LIF AIV 1, L.P. | Director | J | 0 | — | — |
Congressional trades
FIP trades disclosed by members of Congress, with disclosure delay.
1 members · 0 buys / 1 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| May 5, 2026 | Brian Babin | R | HOUSE | SELL | $1,001 - $15,000 | FTAI INFRASTRUCTURE INC | May 19, 2026(15d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for FIP.
Shares short
19,287,180
Settlement Sep 15, 2026
Change vs prior
+0.1%
Semi-monthly cycle
Days to cover
14.4
At avg daily volume
Of shares outstanding
≈16.3%
Estimate — not % of float
All FIP filing & press-release reports (7)
- 8-K reportJul 3, 2026
- PRESS-RELEASE reportJun 29, 2026
- 8-K reportMay 7, 2026
- 8-K reportApr 30, 2026
- PRESS-RELEASE reportApr 30, 2026
- 8-K reportApr 17, 2026
- PRESS-RELEASE reportApr 16, 2026