Roth Capital Has Pessimistic View of InfuSystem Q4 Earnings

Key Points

• Roth Capital has lowered its Q4 2025 earnings estimate for InfuSystem to $0.05 per share, down from $0.06, while maintaining a "Strong-Buy" rating on the stock.
• The consensus estimate for InfuSystem's full-year earnings is currently $0.15 per share, with future estimates of $0.34 EPS for FY2026 and $0.50 EPS for FY2027.
• Institutional investors hold 71.13% of InfuSystem shares, indicating strong institutional interest with significant stakes recently acquired by various firms.

InfuSystem Holdings, Inc. (NYSE:INFU - Free Report) - Equities research analysts at Roth Capital lowered their Q4 2025 earnings estimates for shares of InfuSystem in a report issued on Tuesday, August 5th. Roth Capital analyst K. Bauser now anticipates that the company will earn $0.05 per share for the quarter, down from their previous estimate of $0.06. Roth Capital has a "Strong-Buy" rating on the stock. The consensus estimate for InfuSystem's current full-year earnings is $0.15 per share. Roth Capital also issued estimates for InfuSystem's Q2 2026 earnings at $0.10 EPS, Q4 2026 earnings at $0.08 EPS, FY2026 earnings at $0.34 EPS and FY2027 earnings at $0.50 EPS.

Several other research analysts have also issued reports on INFU. B. Riley raised InfuSystem to a "strong-buy" rating in a research report on Thursday, May 8th. Wall Street Zen downgraded InfuSystem from a "strong-buy" rating to a "buy" rating in a research report on Wednesday, May 14th.

InfuSystem Trading Down 2.9%

INFU traded down $0.26 during trading hours on Thursday, reaching $8.58. 542,845 shares of the company's stock traded hands, compared to its average volume of 159,465. InfuSystem has a 52-week low of $4.61 and a 52-week high of $9.97. The firm has a market capitalization of $175.15 million, a PE ratio of 142.94 and a beta of 1.81. The firm has a 50-day moving average price of $6.11 and a 200 day moving average price of $6.15. The company has a quick ratio of 1.59, a current ratio of 1.98 and a debt-to-equity ratio of 0.50.

Institutional Trading of InfuSystem

Several institutional investors and hedge funds have recently made changes to their positions in INFU. CWM LLC raised its holdings in InfuSystem by 1,160.1% in the 2nd quarter. CWM LLC now owns 4,826 shares of the company's stock valued at $30,000 after acquiring an additional 4,443 shares during the last quarter. BNP Paribas Financial Markets lifted its holdings in InfuSystem by 67.9% in the fourth quarter. BNP Paribas Financial Markets now owns 6,844 shares of the company's stock worth $58,000 after acquiring an additional 2,768 shares during the last quarter. Jump Financial LLC bought a new position in InfuSystem in the first quarter worth about $58,000. Williams & Novak LLC acquired a new position in shares of InfuSystem during the second quarter valued at approximately $77,000. Finally, Wells Fargo & Company MN grew its position in InfuSystem by 51.7% in the fourth quarter. Wells Fargo & Company MN now owns 9,286 shares of the company's stock worth $78,000 after buying an additional 3,165 shares during the last quarter. 71.13% of the stock is owned by hedge funds and other institutional investors.

InfuSystem Company Profile

InfuSystem Holdings, Inc, through its subsidiaries, provides infusion pumps, and related products and services in the United States and Canada. The company operates in two segments, Patient Services and Device Solutions. It supplies electronic ambulatory infusion pumps and associated disposable supply kits to oncology, infusion, and hospital outpatient chemotherapy clinics for the treatment of various cancers, including colorectal cancer, pain management, and other disease states.