IIIV SEC Filings - I3 Verticals 10-K, 10-Q, 8-K Forms
This page provides access to I3 Verticals (IIIV) SEC filings, including annual reports (10-K), quarterly reports (10-Q), and material event reports (8-K). It also includes recent Form 4 filings detailing insider transactions and AI-powered summaries of key financial events and changes within the company. The page emphasizes IIIV's focus on public sector software, its use of non-GAAP measures, and definitions of metrics like Annualized Recurring Revenue.
Operating cash flow per share of i3 Verticals, Inc. Class A – FWB:V1K
The article focuses on the operating cash flow per share for i3 Verticals, Inc. Class A (FWB:V1K) as presented on TradingView. It indicates that the market is closed and provides navigation points for financial data, news, and community discussions related to the stock. The content itself does not present specific financial figures but serves as a placeholder for detailed financial information on the TradingView platform.
i3 Verticals (NASDAQ: IIIV) CRO Paul Christians sells 6,122 shares
i3 Verticals' Chief Revenue Officer, Paul Christians, sold 6,122 shares of Class A common stock in an open-market transaction. The shares were sold at a weighted average price of $23.23 per share, with individual trades ranging from $23.06 to $23.46. Following this sale, Mr. Christians directly owns 31,250 shares of i3 Verticals.
T. Rowe Price holds 705,316 shares of I3 Verticals (NASDAQ: IIIV) per 13G/A
T. Rowe Price Investment Management, Inc. has filed a Schedule 13G/A, disclosing beneficial ownership of 705,316 shares of I3 Verticals (NASDAQ: IIIV), which represents a 3.2% stake in the company. The filing specifies that T. Rowe Price has sole voting power over 696,329 shares and sole dispositive power over all 705,316 shares. Despite this, the filer includes a statement denying beneficial ownership of the securities.
KeyBanc Sticks to Their Buy Rating for Chime Financial, Inc. Class A (CHYM)
KeyBanc analyst Alex Markgraff maintained a Buy rating on Chime Financial, Inc. Class A (CHYM) with a $30 price target, despite recent market changes and a Google downgrade to Hold. The company reported a Q4 revenue of $596.36 million and a GAAP net loss of $44.78 million. Insider sentiment for CHYM is negative, with an increase in share selling recently, notably by director James Feuille.
i3 Verticals Shareholders Back Board, Pay and Auditor
At its 2026 Annual Meeting, i3 Verticals shareholders approved the election of eight directors, ratified Deloitte & Touche LLP as independent auditors for fiscal 2026, and endorsed executive compensation. This strong shareholder backing, represented by a 91.6% quorum, indicates confidence in the company's leadership, governance, and strategic direction. TipRanks' AI Analyst, Spark, rates IIIV as Neutral, citing solid financial stability and positive earnings outlook offset by weak technicals and high P/E valuation.
i3 Verticals (NASDAQ: IIIV) reports 2026 shareholder vote results
i3 Verticals, Inc. held its 2026 Annual Meeting of Stockholders on March 3, 2026, with 91.6% of shares outstanding present or represented. Stockholders elected eight directors, ratified Deloitte & Touche LLP as the independent registered public accounting firm, and approved the compensation of named executive officers on a non-binding advisory basis. All proposals passed with substantial majority votes, indicating strong shareholder support.
i3 Verticals boosts outlook after acquisition and buyback
i3 Verticals reported modest top-line growth for its fiscal first quarter, with revenue up 0.9% year-on-year to $52.7 million, though profitability softened. The company completed a $60 million acquisition in the transportation market and authorized a new $60 million share repurchase program, leading to a slightly raised full-year 2026 outlook for revenue and adjusted EBITDA. Analysts currently hold a Neutral view on the stock due to valuation and technicals, despite a stronger balance sheet and recurring revenue strategy.
Director at i3 Verticals (NASDAQ: IIIV) awarded 6,496 RSUs
John C. Harrison, a director at i3 Verticals (NASDAQ: IIIV), was awarded 6,496 restricted stock units (RSUs) on February 10, 2026, at a price of $0.00 per share. These RSUs will fully vest on the first anniversary of the grant date, provided he continues his service with the company. Following this award, Harrison directly beneficially owns 10,372 shares of Class A common stock.
i3 Verticals (IIIV) director awarded 6,496 restricted stock units
i3 Verticals, Inc. director David K. Morgan was granted 6,496 restricted stock units (RSUs) of Class A common stock at a price of $0 per share. These RSUs will vest in full on the first anniversary of the grant date, provided he continues his service with the company. Following this award, Morgan beneficially owns 20,372 Class A shares directly.
Director at i3 Verticals (IIIV) receives 6,496-share restricted stock grant
Elizabeth S. Courtney, a director at i3 Verticals (IIIV), received a grant of 6,496 restricted stock units (RSUs) on February 10, 2026, at a price of $0 per share. These RSUs will vest in full on the first anniversary of the grant date, provided she continues her service with the company. Following this award, Courtney directly beneficially owns 10,372 Class A common stock shares in i3 Verticals.
i3 Verticals (IIIV) President gets 180,000 options, 4,626 shares withheld for tax
i3 Verticals, Inc. President Frederick Stanford engaged in two equity transactions: he received a grant of 180,000 stock options at an exercise price of $23.09 per share, vesting over five years, and had 4,626 shares withheld for tax purposes following the vesting of restricted stock units. After these transactions, Stanford directly holds 35,374 Class A common shares and 180,000 stock options.
Analysts Offer Insights on Technology Companies: I3 Verticals (IIIV), Fortinet (FTNT) and Monday.com (MNDY)
This article summarizes recent analyst activity for three technology companies: I3 Verticals (IIIV), Fortinet (FTNT), and Monday.com (MNDY). D.A. Davidson maintained a Buy rating on I3 Verticals, while William Blair maintained a Hold rating on Fortinet, which was also downgraded by Scotiabank. D.A. Davidson also maintained a Buy rating on Monday.com, and KeyBanc reiterated its Buy rating.
Analysts Offer Insights on Technology Companies: I3 Verticals (IIIV), Fortinet (FTNT) and Monday.com (MNDY)
Analysts from D.A. Davidson and William Blair have provided insights on technology companies I3 Verticals (IIIV), Fortinet (FTNT), and Monday.com (MNDY). Peter Heckmann maintained a Buy rating for I3 Verticals, Jonathan Ho maintained a Hold for Fortinet (with Scotiabank downgrading to Hold), and Lucky Schreiner maintained a Buy rating for Monday.com (with KeyBanc also maintaining a Buy). These reports highlight current analyst consensus ratings and price targets for each company.
i3 Verticals boosts outlook after acquisition and buyback
i3 Verticals reported modest Q1 2026 revenue growth but softened profitability, with recurring revenue showing strong growth. The company boosted its full-year 2026 outlook following the acquisition of a software provider and the authorization of a new share repurchase program, signaling confidence in its software-driven strategy. Analysts currently rate IIIV stock as a Hold with a $21.00 price target.
I3 Verticals Inc (NASDAQ:IIIV) Reports Mixed Q1 2025 Results Amid Strategic Pivot
I3 Verticals Inc (IIIV) reported mixed Q1 2025 results, with revenue slightly missing analyst expectations but adjusted EPS edging ahead. The company is undergoing a strategic pivot towards a recurring software revenue model in the public sector, highlighted by 24% SaaS revenue growth and a strategic acquisition. Despite flat total revenue growth and margin compression, the company reaffirmed its full-year outlook, signaling confidence in its strategic direction.
i3 Verticals Reports First Quarter 2026 Financial Results
i3 Verticals, Inc. reported its financial results for the first fiscal quarter ended December 31, 2025, with revenue from continuing operations reaching $52.7 million and annualized recurring revenue growing by 8.4% to $169.6 million. The company also announced the acquisition of a motor vehicle insurance verification software company for $60.0 million cash and up to an additional $20.0 million in contingent consideration, effective January 1, 2026. i3 Verticals updated its fiscal year 2026 outlook, increasing its revenue and Adjusted EBITDA guidance.
i3 Verticals (NASDAQ: IIIV) launches new $60M stock buyback plan
i3 Verticals (NASDAQ: IIIV) has announced a new share repurchase program, authorizing the buyback of up to $60 million of its Class A common stock. This new program replaces a fully utilized prior authorization and will conclude by February 4, 2027, or when the full amount is spent. The repurchases can be made through various channels, subject to market conditions and regulatory compliance, and do not obligate the company to acquire a specific amount of shares.
IIIV SEC Filings - I3 Verticals 10-K, 10-Q, 8-K Forms
This page provides access to I3 Verticals (IIIV) SEC filings, including annual reports, quarterly earnings, material events, and insider trading forms. It highlights recent financial performance, significant corporate events like business divestitures and acquisitions, and insider transactions. The platform offers AI-powered summaries to help users understand complex sections of these regulatory documents.
i3 verticals CRO Christians sells $78k in shares
i3 Verticals Chief Revenue Officer Paul Christians sold 3,292 shares of Class A common stock for $78,283 on November 26, 2025. This transaction occurred amidst mixed analyst sentiment following i3 Verticals' strong fiscal fourth-quarter results, which exceeded Wall Street expectations. While the company reported higher-than-forecast EPS and revenue, some analysts adjusted price targets downwards due to a fiscal year 2026 outlook that fell short of some expectations.
i3 verticals CRO Christians sells $78k in shares By Investing.com
i3 Verticals Chief Revenue Officer Paul Christians sold 3,292 shares of Class A common stock for approximately $78,283 on November 26, 2025. This transaction leaves him with 54,818 shares directly owned. The sale follows mixed analyst sentiment after the company reported strong fiscal fourth-quarter results but a conservative fiscal year 2026 outlook.
i3 verticals CRO Christians sells $78k in shares
Paul Christians, the Chief Revenue Officer of i3 Verticals Inc. (NASDAQ: IIIV), sold 3,292 shares of Class A common stock for a total of $78,283. This transaction occurred on November 26, 2025, and leaves Christians with 54,818 shares directly owned. The sale follows i3 Verticals reporting strong fiscal fourth-quarter results, exceeding Wall Street expectations for EPS and revenue, although analysts have provided mixed adjustments to price targets based on varying outlooks for the company.
i3 verticals CRO Christians sells $78k in shares By Investing.com
i3 Verticals (NASDAQ: IIIV) Chief Revenue Officer Paul Christians sold 3,292 shares of Class A common stock for $78,283 on November 26, 2025. This transaction leaves him with 54,818 shares. The company recently reported strong fiscal fourth-quarter results exceeding Wall Street expectations, despite several analysts adjusting price targets due to mixed sentiment regarding future outlook.
i3 verticals CRO Christians sells $78k in shares By Investing.com
i3 Verticals' Chief Revenue Officer, Paul Christians, sold 3,292 shares of Class A common stock for a total of $78,283. This transaction occurred on November 26, 2025, with shares priced at $23.78 each. The sale comes after the company reported strong fiscal fourth-quarter results that exceeded Wall Street expectations, though analyst price targets have seen adjustments reflecting mixed sentiment.
i3 Verticals, Inc. SEC 10-K Report
i3 Verticals, Inc. (IIIV) has released its annual 10-K report, detailing revenue growth to $213.2 million, despite a decrease in net income primarily due to the prior year's sale of the Merchant Services Business. The company, which provides mission-critical enterprise software to the public sector, is focusing on strategic acquisitions and maintaining a strong liquidity position for future expansion. Key challenges include cybersecurity risks, competitive pressures, and regulatory compliance.
I3 VERTICALS INC-CLASS A (NASDAQ:IIIV) Stock Falls on Weak FY2026 Guidance Despite Q4 Beat
I3 Verticals Inc-Class A (NASDAQ:IIIV) reported a mixed financial picture for its Q4 and full fiscal year 2025, beating analyst estimates for revenue and adjusted EPS in the fourth quarter. Despite its strategic shift to a pure-play public sector software provider and strong annual recurring revenue growth, the stock fell appproximately 9.1% in after-market trading due to weak financial guidance for fiscal year 2026, which fell below analyst expectations. The company's future stock performance will likely depend on its ability to surpass its own conservative outlook.
I3 VERTICALS Earnings Results: $IIIV Reports Quarterly Earnings
I3 VERTICALS (IIIV) reported its quarterly earnings on November 17th, with an EPS of $0.27, surpassing estimates by $0.02, and revenue of $54.9 million, exceeding estimates by $142,524. Insider trading activity for IIIV shows three sales and no purchases in the past six months, while institutional investors have both increased and decreased their positions. Wall Street analysts have issued three buy ratings with a median price target of $39.0.
i3 Verticals Reports Fourth Quarter and Full Fiscal Year 2025 Financial Results
i3 Verticals, Inc. (Nasdaq: IIIV) has released its financial results for the fourth quarter and full fiscal year ended September 30, 2025. The company reported a 7.0% increase in fourth-quarter revenue from continuing operations to $54.9 million, and an 11.5% increase for the full fiscal year to $213.2 million. Notably, SaaS revenue grew by 23% compared to the prior year, and the company announced a new contract with the Supreme Court of Appeals of West Virginia for its case management software.
i3 Verticals, Inc. Hits New 52-Week High at $33.97
i3 Verticals, Inc. has reached a new 52-week high of $33.97, reflecting a significant 70.96% increase over the past year, outperforming the S&P 500. Despite being a loss-making company with a market capitalization of USD 1,001 million, it shows a return on equity of 3.02% and a unique financial structure with a negative debt-to-equity ratio. This performance highlights its strong market dynamics within the Software Products industry.
Weiss Ratings Reaffirms Buy (B-) Rating for i3 Verticals (NASDAQ:IIIV)
Weiss Ratings has reaffirmed a "buy (B-)" rating for i3 Verticals (NASDAQ:IIIV), indicating a positive outlook for the company. Multiple brokerages have increased price targets for IIIV, and insider trading activity shows sales by General Counsel Paul Maple and CRO Paul Christians.
65,528 Shares in i3 Verticals, Inc. $IIIV Purchased by TD Asset Management Inc
TD Asset Management Inc. has acquired a new position in i3 Verticals, Inc. (NASDAQ:IIIV) by purchasing 65,528 shares valued at approximately $1.8 million, representing about 0.20% ownership of the company. Other institutional investors have also adjusted their stakes, with Harbor Capital Advisors Inc. increasing its position significantly. Analyst ratings for i3 Verticals are predominantly positive, reflecting a "Moderate Buy" consensus with an average price target of $34.33, while insider transactions in recent months show some share sales.
Earnings call transcript: i3 Verticals Q2 2025 sees EPS beat, stock steady
i3 Verticals (IIIV) reported its Q2 2025 earnings, with an EPS of $0.32, beating the forecast of $0.30, though revenue of $63.1 million came in slightly below expectations. Despite a minor premarket stock decline, the company showcased strong performance in SaaS and recurring revenue, with RemainCo revenues up 11.6% and adjusted EBITDA rising 17%, driven by a strategic focus on public sector verticals and recent acquisitions. The company maintained its FY2025 RemainCo revenue guidance and anticipates continued organic growth and EBITDA margin improvement, while actively pursuing small, targeted acquisitions to expand its market presence.
i3 Verticals Reports First Quarter 2025 Financial Results
i3 Verticals, Inc. (Nasdaq: IIIV) reported its fiscal first-quarter financial results ending December 31, 2024, showing a significant increase in revenue and net income from continuing operations. The company reaffirmed its 2025 outlook, highlighting strong growth in SaaS and payments revenue following the divestment of its merchant services business. Management anticipates continued positive momentum, supported by a strong balance sheet and favorable financial trends.
i3 verticals CEO Gregory S. Daily buys $2.1 million in stock
i3 Verticals CEO Gregory S. Daily recently purchased $2.1 million worth of Class A common stock, signaling his continued confidence in the company. This move follows i3 Verticals' strategic divestiture of its Merchant Services business and two smaller divisions, aimed at focusing on Vertical Software. Analysts have maintained positive ratings, and the company projects organic revenue growth and EBITDA margin improvement for fiscal years 2024 and 2025.
i3 Verticals, Inc. SEC 10-K Report
i3 Verticals, Inc. has released its Form 10-K report for the fiscal year ended September 30, 2024, highlighting significant financial growth, strategic initiatives, and industry challenges. The report details a substantial increase in net income due to the sale of its Merchant Services Business, alongside continued focus on its Public Sector and Healthcare vertical markets through organic growth and strategic acquisitions. The company also outlines various risks, including cybersecurity, reliance on third-party providers, and competitive market pressures, while reaffirming its commitment to future growth and capital management.
i3 Verticals Completes Sale of Merchant Services Business
i3 Verticals, Inc. (NASDAQ: IIIV) has successfully closed the sale of its merchant services business and associated proprietary technology to Payroc WorldAccess, LLC for approximately $438 million in cash. Following the divestiture, i3 Verticals will focus solely on its vertical market software business in the Public Sector (including Education) and Healthcare verticals. Additionally, the company announced Geoff Smith as its new Chief Financial Officer and Clay Whitson as the newly appointed Chief Strategy Officer.
i3 Verticals Inc Reports Q3 2024 Revenue of $56.0 Million and GA
i3 Verticals Inc reported Q3 2024 revenue of $56.0 million, a 2% decrease year-over-year, and a net loss of $13.8 million. Despite the revenue dip, Annualized Recurring Revenue (ARR) grew by 4% to $181.3 million. The company announced a $50 million share repurchase program and completed an acquisition of a permitting and licensing business as it shifts focus to public sector, education, and healthcare markets.
I3 Verticals, Inc. acquired Milestone Utility Services, Inc.
I3 Verticals, Inc. (NasdaqGS:IIIV) completed the acquisition of Milestone Utility Services, Inc. in May 2021. This acquisition is part of i3 Verticals' strategy to build, acquire, and grow software solutions, particularly focusing on the public sector and healthcare vertical markets. The article also provides recent news and financial data for i3 Verticals, Inc.
i3 Verticals, Inc. Announces Pricing of Exchangeable Notes Offering
i3 Verticals, Inc. announced the pricing of its subsidiary's offering of $120 million aggregate principal amount of 1.00% exchangeable senior notes due 2025. The notes are exchangeable into cash, Class A common stock, or a combination, with an initial exchange price of approximately $40.87 per share. The company plans to use a portion of the proceeds to pay for exchangeable note hedge transactions and reduce outstanding debt under its senior secured credit facility.
