IAC Inc. (NASDAQ:IAC) Given Average Rating of “Moderate Buy” by Brokerages

Shares of IAC Inc. (NASDAQ:IAC) have received a consensus rating of “Moderate Buy” from the fourteen analysts that are covering the firm, Marketbeat Ratings reports. One research analyst has rated the stock with a sell recommendation, three have issued a hold recommendation and ten have assigned a buy recommendation to the company. The average 12-month price objective among brokers that have updated their coverage on the stock in the last year is $46.6667.

A number of equities analysts have issued reports on IAC shares. UBS Group reduced their target price on IAC from $41.00 to $39.00 and set a “neutral” rating on the stock in a report on Wednesday, November 5th. JPMorgan Chase & Co. lifted their price objective on shares of IAC from $43.00 to $46.00 and gave the stock an “overweight” rating in a research note on Friday, December 12th. KeyCorp lowered their target price on shares of IAC from $45.00 to $41.00 and set an “overweight” rating for the company in a research note on Monday, November 3rd. Truist Financial reduced their price target on shares of IAC from $57.00 to $52.00 and set a “buy” rating on the stock in a research report on Wednesday, November 5th. Finally, Wall Street Zen raised IAC from a “sell” rating to a “hold” rating in a research note on Saturday, January 24th.

Key Headlines Impacting IAC

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

IAC Trading Down 1.7%

IAC opened at $35.10 on Friday. The firm has a 50 day simple moving average of $38.52 and a 200 day simple moving average of $36.31. IAC has a fifty-two week low of $29.56 and a fifty-two week high of $50.49. The company 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 earnings results on Tuesday, February 3rd. The company reported ($0.99) EPS for the quarter, missing the consensus estimate 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 business had revenue of $645.98 million for the quarter, compared to the consensus estimate of $641.01 million. During the same quarter in the previous year, the firm posted ($2.39) EPS. The business’s revenue was down 34.7% on a year-over-year basis. On average, sell-side analysts anticipate that IAC will post 0.43 earnings per share for the current year.

Hedge Funds Weigh In On IAC

Institutional investors and hedge funds have recently modified their holdings of the business. Quantbot Technologies LP acquired a new position in IAC during the second quarter worth $2,924,000. Permanent Capital Management LP acquired a new position in shares of IAC during the 3rd quarter worth about $1,732,000. Levin Capital Strategies L.P. grew its holdings in shares of IAC by 503.3% in the 2nd quarter. Levin Capital Strategies L.P. now owns 430,552 shares of the company’s stock valued at $16,077,000 after acquiring an additional 359,180 shares in the last quarter. JPMorgan Chase & Co. grew its holdings in shares of IAC by 20.5% in the 2nd quarter. JPMorgan Chase & Co. now owns 6,568,927 shares of the company’s stock valued at $245,284,000 after acquiring an additional 1,117,313 shares in the last quarter. Finally, Jump Financial LLC acquired a new stake in shares of IAC in the second quarter valued at about $12,910,000. 88.90% of the stock is currently owned by institutional investors and hedge funds.

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.