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INNV · InnovAge Holding Corp.
NASDAQ NMS - GLOBAL MARKET - Real Time Price • USD
InnovAge Holding Corp (INNV)
NASDAQ NMS - GLOBAL MARKET
Health Care
$10.82
+0.02
(+0.19%)
● Market open
DAY'S RANGE
$10.82
$10.73
$10.89
52-WEEK RANGE
$10.82
$3.54
$12.64
What's happening
- INNV is up 0.19% today, trading at $10.82. — Live quote
- Volume today (979) is well below its 3-month average of 309,820. (Finnhub fundamentals)
- Reports earnings on 2026-09-08 (after market close), 5 days away. (Finnhub earnings calendar)
- Last quarter's EPS missed estimates: $-0.22 actual vs. $0.06 estimated (-459.5%). (Finnhub earnings history)
Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.
Key Statistics
Analyst Recommendations
Strong buy 0
Buy 1
Hold 4
Sell 2
Strong sell 2
Aggregate ratings for 2026-09-01 (9 analysts polled by Finnhub) — consensus count.
Performance Overview (Trailing returns vs S&P 500 benchmark)
YTD RETURN
INNV
+108.67%
vs S&P 500
+96.96%
1-YEAR RETURN
INNV
+193.50%
vs S&P 500
+174.52%
6-MONTH RETURN
INNV
+16.45%
3-MONTH RETURN
INNV
+48.36%
Earnings Trends (Quarterly EPS Actual vs Estimate)
2026-04-26 (Q3 2026)
$-0.22
Est. $0.06
MISS -459.5%
2026-01-26 (Q2 2026)
$0.08
Est. $0.04
BEAT +96.1%
2025-10-26 (Q1 2026)
$0.06
Est. $0.01
BEAT +488.2%
2025-07-26 (Q4 2025)
$-0.01
Est. $-0.02
BEAT +58.0%
Valuation Measures & Ratios
Enterprise Value4$1.42B
Forward P/E527.62
PEG Ratio6—
Price / Sales (TTM1)1.52
Price / Book74.75
EV4 / Revenue1.49
EV4 / EBITDA165.26
Profit Margin-1.22%
Operating Margin-1.02%
Return on Equity (ROE8)-4.81%
Return on Assets (ROA9)-2.20%
Avg Volume (3M)309,820
Quarterly history (5 periods)
| Measure | Mar '26 | Dec '25 | Sep '25 | Mar '25 | Dec '24 |
|---|---|---|---|---|---|
| Market cap | $1.07B | $686.2M | $685.0M | $428.1M | $528.8M |
| P/E | -48.31 | -115.09 | -31.85 | -12.09 | -19.24 |
| Price/Sales | 1.13 | 0.76 | 0.79 | 0.52 | 0.66 |
| Price/Book | 4.68 | 2.67 | 2.80 | 1.80 | 2.13 |
| EV/Revenue | 1.09 | 0.73 | 0.78 | 0.52 | 0.69 |
| EV/EBITDA | 416.36 | 33.92 | 360.28 | — | — |
| ROE | -9.69% | -2.32% | -8.78% | -14.88% | -11.06% |
| ROA | -4.06% | -1.13% | -4.22% | -6.60% | -5.24% |
Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.
Glossary — what these abbreviations mean
- 1. TTM
- Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
- 2. EPS
- Earnings per share — net income divided by diluted shares outstanding.
- 3. Beta
- A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
- 4. EV (Enterprise Value)
- Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
- 5. Forward P/E
- Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
- 6. PEG Ratio
- P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
- 7. Price / Book
- Share price divided by book value (assets minus liabilities) per share.
- 8. ROE
- Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
- 9. ROA
- Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
- 10. MRQ
- Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
- 11. YoY
- Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.
Short Interest
Shares Short868,858
Change from Prior Settlement+7.52%
% of Float—
Days to Cover (Short Ratio)4.04
Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.
Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.
Price history
Events
Drag horizontally to zoom into a section; use Reset view to restore all observations.
Technical signal summary
Calculating from the latest year of daily price history…
Show Technical Analysis Breakdown ▾ 10 Indicators
Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.
Indicators None active
Loading chart…
Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.
Peer and sector context
No reviewed peer group is available for this symbol.
Balanced evidence
A deterministic summary of sourced facts—not an AI verdict.
Potential strengths
- Revenue growth is 15.5% on the provider's reported measure. Finnhub fundamentals ↗
- Trailing 52-week price return is +193.5%. Finnhub market metrics ↗
Potential concerns
- Net profit margin is -1.2%. Finnhub fundamentals ↗
- Latest SEC filing is Form 4, filed 2026-07-27; review it for current changes and risks. SEC EDGAR ↗
Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.
More on INNV
No accessible free API for these — links go to the source directly.
Financials
Fundamental trends
Visualized from the same SEC figures in the tables below.
Income statement
| Line item | Mar '26 | Dec '25 | Sep '25 | Mar '25 | Dec '24 | Sep '24 | Mar '24 | Dec '23 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $251.9M | $239.7M | $236.1M | $218.1M | $209.0M | $205.1M | $193.1M | $188.9M |
| Gross profit | $61.0M | $52.8M | $51.4M | $40.7M | $37.1M | $34.5M | $34.0M | $33.6M |
| Operating income | -$29.1M | $13.3M | $8.3M | -$10.2M | -$12.6M | -$4.9M | -$5.8M | -$1.8M |
| Net income | -$29.5M | $10.6M | $8.0M | -$11.4M | -$13.2M | -$4.9M | -$5.9M | -$3.4M |
| EPS (diluted) | $-0.22 | $0.08 | $0.06 | $-0.08 | $-0.10 | $-0.04 | $-0.04 | $-0.03 |
| EPS (basic) | $-0.22 | $0.08 | $0.06 | $-0.08 | $-0.10 | $-0.04 | $-0.04 | $-0.03 |
| Operating margin | -$12 | $6 | $4 | -$5 | -$6 | -$2 | -$3 | -$1 |
| Net margin | -$12 | $4 | $3 | -$5 | -$6 | -$2 | -$3 | -$2 |
Balance sheet
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 |
|---|---|---|---|---|---|---|---|---|
| Total assets | $547.4M | $527.5M | $510.2M | $526.9M | $536.6M | $524.8M | $527.7M | $547.7M |
| Total liabilities | $288.5M | $238.7M | $234.5M | $263.9M | $268.9M | $246.8M | $237.0M | $247.9M |
| Stockholders' equity | $229.0M | $256.8M | $245.0M | $235.0M | $238.0M | $248.5M | $260.9M | $269.3M |
| Total current assets | $202.6M | $181.9M | $161.7M | $176.1M | $176.2M | $168.0M | $158.6M | $173.1M |
| Total current liabilities | $195.9M | $144.7M | $138.5M | $164.8M | $225.3M | $145.0M | $131.3M | $138.6M |
| Cash & equivalents | $95.5M | $83.2M | $67.1M | $64.1M | $60.5M | $46.1M | $39.0M | $56.9M |
| Marketable securities (current) | $43.1M | $42.8M | $42.3M | $41.8M | $41.3M | $40.8M | $46.7M | $45.8M |
| Accounts receivable | $28.6M | $21.3M | $23.2M | $36.4M | $44.4M | $49.8M | $46.7M | $48.1M |
| Marketable securities (non-current) | — | — | — | $0 | $2.6M | $2.6M | $2.6M | $2.6M |
| Property, plant & equipment | — | — | — | — | — | — | — | — |
| Goodwill | $142.0M | $142.0M | $142.0M | $142.0M | $142.0M | $139.9M | $139.9M | $139.9M |
| Intangible assets | $3.4M | $3.5M | $3.7M | $3.9M | $4.0M | $4.2M | $4.4M | $4.5M |
| Deferred revenue (current) | $275.0K | — | — | $0 | — | — | — | $0 |
| Short-term debt | $2.5M | $2.5M | $3.0M | $2.2M | $61.0M | $3.8M | $3.8M | $3.8M |
| Long-term debt | $55.4M | $56.0M | $56.2M | $57.5M | $1.8M | $59.8M | $60.6M | $61.5M |
| Other non-current liabilities | $1.8M | $1.7M | $1.7M | $1.5M | $1.4M | $1.4M | $1.3M | $1.3M |
| Common stock & paid-in capital | $137.0K | $137.0K | $137.0K | $137.0K | $136.0K | $136.0K | $136.0K | $136.0K |
| Retained earnings | -$111.9M | -$82.4M | -$93.0M | -$101.0M | -$97.8M | -$86.5M | -$73.2M | -$68.3M |
Cash flow
| Line item | Mar '26 | Dec '25 | Sep '25 | Jun '25 | Mar '25 | Dec '24 | Sep '24 | Jun '24 |
|---|---|---|---|---|---|---|---|---|
| Operating cash flow | $18.1M | $21.4M | $3.9M | $9.0M | $24.6M | $6.8M | -$7.5M | $1.9M |
| Investing cash flow | -$3.8M | -$2.9M | -$814.0K | $976.0K | -$8.1M | $4.4M | -$2.8M | $934.0K |
| Financing cash flow | -$2.0M | -$2.4M | -$11.0K | -$5.2M | -$2.1M | -$4.1M | -$7.6M | $44.0K |
| Free cash flow | $14.5M | $19.0M | -$153.0K | $9.2M | $21.7M | $5.4M | -$9.7M | -$1.4M |
| Capital expenditures | $3.6M | $2.4M | $4.1M | -$179.0K | $2.9M | $1.3M | $2.2M | $3.3M |
| Depreciation & amortization | $4.8M | $4.9M | $5.1M | $14.1M | $5.4M | $5.3M | $5.4M | $14.7M |
| Share-based compensation | $1.8M | $1.2M | $2.3M | $1.6M | $2.0M | $1.9M | $2.2M | $1.7M |
| Deferred income taxes | — | — | — | $1.3M | — | — | — | $1.2M |
| Change in accounts receivable | $7.3M | -$1.9M | -$13.2M | -$8.0M | -$5.4M | $3.5M | -$1.3M | $13.5M |
| Purchases of investments | — | — | — | — | — | — | — | — |
| Dividends paid | — | — | — | — | — | — | — | — |
| Share repurchases | — | — | — | — | — | — | — | — |
| Debt issued | $0 | $0 | $60.1M | — | $0 | $0 | $0 | — |
| Debt repaid | $634.0K | $634.0K | $60.0M | $951.0K | $950.0K | $949.0K | $949.0K | $949.0K |
| Tax withholding on stock comp | $84.0K | $25.0K | $319.0K | $1.0M | $38.0K | $48.0K | $728.0K | $672.0K |
Income statement
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Revenue | $853.7M | $763.9M | $688.1M | $698.6M | $637.8M |
| Gross profit | $153.6M | $132.1M | $101.3M | $135.4M | — |
| Operating income | -$29.8M | -$23.2M | -$49.4M | -$4.4M | -$12.3M |
| Net income | -$30.3M | -$21.3M | -$40.7M | -$6.5M | -$44.0M |
| EPS (diluted) | $-0.22 | $-0.16 | $-0.30 | $-0.05 | $-0.36 |
| EPS (basic) | $-0.22 | $-0.16 | $-0.30 | $-0.05 | $-0.36 |
| Operating margin | -$3 | -$3 | -$7 | -$1 | -$2 |
| Net margin | -$4 | -$3 | -$6 | -$1 | -$7 |
Balance sheet
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Total assets | $526.9M | $547.7M | $567.4M | $555.6M | $531.8M |
| Total liabilities | $263.9M | $247.9M | $252.6M | $201.9M | $173.8M |
| Stockholders' equity | $235.0M | $269.3M | $296.3M | $332.4M | $334.6M |
| Total current assets | $176.1M | $173.1M | $215.2M | $241.0M | $250.9M |
| Total current liabilities | $164.8M | $138.6M | $148.4M | $105.3M | $78.6M |
| Cash & equivalents | $64.1M | $56.9M | $127.2M | $184.4M | $201.5M |
| Marketable securities (current) | $41.8M | $45.8M | $46.2M | $0 | — |
| Accounts receivable | $36.4M | $48.1M | $24.3M | $35.9M | $32.6M |
| Marketable securities (non-current) | $0 | $2.6M | $5.5M | $5.5M | $3.5M |
| Property, plant & equipment | — | — | — | $176.3M | $142.7M |
| Goodwill | $142.0M | $139.9M | $124.2M | $124.2M | $124.2M |
| Intangible assets | $3.9M | $4.5M | $5.2M | $5.9M | $6.5M |
| Deferred revenue (current) | — | $0 | $28.1M | $0 | — |
| Short-term debt | $2.2M | $3.8M | $3.8M | $3.8M | $3.8M |
| Long-term debt | $57.5M | $61.5M | $64.8M | $68.2M | $71.6M |
| Other non-current liabilities | $1.5M | $1.3M | $1.1M | $1.1M | $2.8M |
| Common stock & paid-in capital | $137.0K | $136.0K | $136.0K | $136.0K | $136.0K |
| Retained earnings | -$101.0M | -$68.3M | -$35.9M | $4.7M | $10.7M |
Cash flow
| Line item | Jun '25 | Jun '24 | Jun '23 | Jun '22 | Jun '21 |
|---|---|---|---|---|---|
| Operating cash flow | $32.9M | -$36.9M | $20.2M | $27.3M | -$7.5M |
| Investing cash flow | -$5.5M | -$26.4M | -$69.5M | -$40.2M | -$19.5M |
| Financing cash flow | -$19.1M | -$7.0M | -$7.9M | -$6.3M | $116.2M |
| Free cash flow | $26.6M | -$44.8M | -$3.1M | -$10.9M | -$25.1M |
| Capital expenditures | $6.3M | $7.9M | $23.4M | $38.2M | $17.5M |
| Depreciation & amortization | $19.5M | $18.9M | $15.4M | $13.9M | $12.3M |
| Share-based compensation | $7.6M | $6.8M | $4.6M | $3.7M | $1.7M |
| Deferred income taxes | $1.3M | $1.2M | -$11.5M | $2.1M | $6.4M |
| Change in accounts receivable | -$11.2M | $30.3M | -$8.2M | $9.5M | -$5.9M |
| Purchases of investments | — | — | $0 | $2.0M | — |
| Dividends paid | — | — | — | — | $9.5M |
| Share repurchases | — | — | — | — | $77.6M |
| Debt issued | — | — | — | — | $375.0M |
| Debt repaid | $3.8M | $3.8M | $3.8M | $3.8M | $512.7M |
| Tax withholding on stock comp | $1.9M | $1.3M | $0 | — | — |
Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.
Institutional holders
SEC Form 13F filers holding INNV as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.
Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers
Held by These Filers12.7%
Shares Outstanding135,704,645
| Filer | Shares | Value | % Out | Qtr Change | Filed |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 6,124,069 | $72.6K | 4.51% | -0.1% | 2026-08-14 |
| Federated Hermes, Inc. | 1,903,713 | $22.6M | 1.40% | +41465.8% | 2026-08-12 |
| BlackRock, Inc. | 1,489,609 | $17.7M | 1.10% | +19.4% | 2026-08-07 |
| VANGUARD CAPITAL MANAGEMENT LLC | 935,264 | $11.1M | 0.69% | +6.6% | 2026-06-30 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 668,742 | $7.9M | 0.49% | +60.2% | 2026-08-13 |
| ALGERT GLOBAL LLC | 630,520 | $7.5M | 0.46% | +844.1% | 2026-08-13 |
| GEODE CAPITAL MANAGEMENT, LLC | 602,127 | $7.1M | 0.44% | +5.0% | 2026-08-12 |
| State Street Corp | 461,656 | $5.5M | 0.34% | +7.0% | 2026-08-07 |
| DIMENSIONAL FUND ADVISORS LP | 439,962 | $5.2M | 0.32% | +86.0% | 2026-08-11 |
| ACADIAN ASSET MANAGEMENT LLC | 390,850 | $4.6K | 0.29% | +113.4% | 2026-08-12 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 314,585 | $3.7M | 0.23% | +15.4% | 2026-08-04 |
| RENAISSANCE TECHNOLOGIES LLC | 249,633 | $3.0M | 0.18% | -32.7% | 2026-08-13 |
| RITHOLTZ WEALTH MANAGEMENT | 243,633 | $2.9M | 0.18% | -1.8% | 2026-08-10 |
| Goldman Sachs Group Inc | 217,609 | $2.6M | 0.16% | +21.4% | 2026-08-14 |
| ALLIANCEBERNSTEIN L.P. | 212,156 | $1.7M | 0.16% | +32.6% | 2026-08-14 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | 203,785 | $2.4M | 0.15% | +0.0% | 2026-08-13 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 186,580 | $2.2M | 0.14% | +3.9% | 2026-08-14 |
| Sixth Street Partners Management Company, L.P. | 186,580 | $2.2M | 0.14% | +0.0% | 2026-08-13 |
| Northern Trust Corp | 175,208 | $2.1M | 0.13% | -34.4% | 2026-08-12 |
| Nuveen, LLC | 166,622 | $2.0M | 0.12% | -18.9% | 2026-08-11 |
| Qube Research & Technologies Ltd | 156,641 | $1.9M | 0.12% | +0.0% | 2026-08-14 |
| VANGUARD FIDUCIARY TRUST CO | 156,084 | $1.8M | 0.12% | +11.1% | 2026-06-30 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 151,917 | $1.8M | 0.11% | +28.0% | 2026-06-30 |
| MILLENNIUM MANAGEMENT LLC | 148,840 | $1.8M | 0.11% | +571.5% | 2026-08-14 |
| STATE OF WISCONSIN INVESTMENT BOARD | 142,822 | $1.7M | 0.11% | +115.6% | 2026-08-14 |
Insider activity
Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.
Insider activity is not available for this symbol right now.
Recent SEC filings
Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.
Source: SEC EDGAR submissions · updated 2026-09-03 11:46 UTC
| Filed | Form | Report period | Official filing |
|---|---|---|---|
| 2026-07-27 | 4 | 2026-07-27 | View on SEC.gov → |
| 2026-07-23 | 4 | 2026-07-22 | View on SEC.gov → |
| 2026-07-23 | 4 | 2026-07-22 | View on SEC.gov → |
| 2026-07-23 | 4 | 2026-07-22 | View on SEC.gov → |
| 2026-07-17 | 4 | 2026-07-16 | View on SEC.gov → |
| 2026-07-17 | 4 | 2026-07-15 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
| 2026-07-02 | 4 | 2026-07-01 | View on SEC.gov → |
Recent news
Headlines about INNV (InnovAge Holding Corp.). Links open the publisher — we don’t host full articles.
-
InnovAge Holding Corp. (INNV) Reports Next Week: Wall Street Expects Earnings Growth
Yahoo Finance · 2026-09-01 -
HealthEquity (HQY) Q2 Earnings and Revenues Top Estimates
Yahoo Finance · 2026-08-27 -
Electromed, Inc. (ELMD) Surpasses Q4 Earnings Estimates
Yahoo Finance · 2026-08-25 -
This Equifax Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday
Benzinga · 2026-08-21 -
Keybanc Upgrades InnovAge Holding to Overweight, Announces $13 Price Target
Benzinga · 2026-08-21 -
InnovAge: A Real Turnaround, But The Stock Now Trades Above Every Analyst Target
Seeking Alpha · 2026-07-02 -
Why InnovAge Holding (INNV) Is Down 9.0% After Raising 2026 Revenue Guidance Amid Wider Loss
Yahoo Finance · 2026-05-13 -
InnovAge appoints Jennifer Browne as president and COO
Seeking Alpha · 2026-05-12
No headlines in this category right now — try “All”.