iRadimed (NASDAQ:IRMD) Releases Q1 2026 Earnings Guidance

iRadimed (NASDAQ:IRMD) issued an update on its first quarter 2026 earnings guidance on Tuesday morning. The company provided EPS guidance of 0.440-0.480 for the period, compared to the consensus EPS estimate of 0.440. The company issued revenue guidance of $21.0 million-$22.0 million, compared to the consensus revenue estimate of $20.8 million. iRadimed also updated its FY 2026 guidance to 2.060-2.210 EPS.

iRadimed Stock Performance

Shares of NASDAQ IRMD traded down $1.26 during trading hours on Wednesday, reaching $103.89. 9,399 shares of the stock were exchanged, compared to its average volume of 76,566. The firm has a market capitalization of $1.32 billion, a price-to-earnings ratio of 62.96 and a beta of 1.11. The stock’s fifty day simple moving average is $98.08 and its 200 day simple moving average is $83.43. iRadimed has a 52 week low of $47.48 and a 52 week high of $107.90.

iRadimed (NASDAQ:IRMD) last released its quarterly earnings results on Tuesday, February 10th. The medical equipment provider reported $0.50 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.49 by $0.01. iRadimed had a return on equity of 22.93% and a net margin of 26.31%.The business had revenue of $22.69 million during the quarter, compared to the consensus estimate of $21.60 million. iRadimed has set its Q1 2026 guidance at 0.440-0.480 EPS and its FY 2026 guidance at 2.060-2.210 EPS. Research analysts predict that iRadimed will post 1.66 EPS for the current fiscal year.

iRadimed Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 6th. Investors of record on Monday, February 23rd will be paid a $0.20 dividend. This represents a $0.80 annualized dividend and a dividend yield of 0.8%. This is a boost from iRadimed’s previous quarterly dividend of $0.17. The ex-dividend date is Monday, February 23rd. iRadimed’s dividend payout ratio is currently 41.21%.

Analyst Upgrades and Downgrades

A number of equities analysts recently commented on IRMD shares. Lake Street Capital reaffirmed a “buy” rating on shares of iRadimed in a research report on Wednesday. Wall Street Zen lowered shares of iRadimed from a “strong-buy” rating to a “buy” rating in a research report on Sunday, October 26th. Roth Mkm reaffirmed a “buy” rating and set a $120.00 target price on shares of iRadimed in a report on Tuesday. Weiss Ratings reiterated a “buy (b-)” rating on shares of iRadimed in a research report on Monday, December 29th. Finally, Zacks Research upgraded iRadimed to a “hold” rating in a research note on Tuesday, November 4th. Three investment analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $110.00.

Insider Buying and Selling at iRadimed

In other iRadimed news, CFO John Glenn sold 15,000 shares of the firm’s stock in a transaction on Thursday, December 11th. The stock was sold at an average price of $97.29, for a total value of $1,459,350.00. Following the sale, the chief financial officer owned 7,362 shares of the company’s stock, valued at approximately $716,248.98. This trade represents a 67.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CEO Roger E. Susi sold 5,000 shares of the business’s stock in a transaction on Monday, January 26th. The stock was sold at an average price of $100.65, for a total value of $503,250.00. Following the transaction, the chief executive officer directly owned 2,262,500 shares of the company’s stock, valued at $227,720,625. This trade represents a 0.22% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 55,000 shares of company stock valued at $5,287,900 over the last 90 days. Corporate insiders own 36.80% of the company’s stock.

Key Stories Impacting iRadimed

Here are the key news stories impacting iRadimed this week:

• Positive Sentiment: Q4 2025 results beat expectations — EPS $0.50 vs. $0.49 consensus and revenue $22.69M vs. $21.6M; company reported record quarterly and full‑year results and highlighted strong margins/ROE, which supports valuation. IRADIMED CORPORATION Reports Record Fourth Quarter and Full Year of 2025 Financial Results and Increases its Regular Quarterly Cash Dividend
• Positive Sentiment: FY‑2026 guidance raised/updated — EPS guidance of $2.06–2.21 (vs. consensus ~2.04) and revenue guidance $91M–$96M; Q1 guidance also modestly above revenue consensus. Guidance lift gives investors clearer growth visibility into 2026. View Press Release
• Positive Sentiment: Management disclosed a ramp of the 3870 MRI‑compatible pump and is targeting a $100M+ revenue run‑rate in 2026, signaling meaningful product‑led scalability and potential upside to consensus revenue assumptions. IRadimed targets $100M-plus revenue run rate in 2026 as 3870 pump ramps
• Positive Sentiment: Quarterly dividend increased ~17.6% to $0.20 per share (annualized yield ~0.8%) with an ex‑dividend date Feb 23 — a sign of cash generation and shareholder returns that can attract income‑focused buyers. IRADIMED CORPORATION Reports Record Fourth Quarter and Full Year of 2025 Financial Results and Increases its Regular Quarterly Cash Dividend
• Neutral Sentiment: Analyst/ratings notes: composite rating reported to have climbed to 96, which is positive signal of fundamentals/technical strength but often has limited immediate price impact. iRadimed Sees Composite Rating Climb to 96
• Neutral Sentiment: Coverage pieces and previews outline upside potential and model sensitivity ahead of the quarter; useful for investors assessing expectations but not new company data. Uncovering Potential: iRadimed’s Earnings Preview
• Neutral Sentiment: Earnings call transcript and highlights provide management commentary on demand, gross margin, supply chain and product ramp; important for diligence but largely confirm the published results and guidance. IRADIMED CORPORATION (IRMD) Q4 2025 Earnings Call Transcript

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. Victory Capital Management Inc. grew its holdings in iRadimed by 23.3% during the 3rd quarter. Victory Capital Management Inc. now owns 26,565 shares of the medical equipment provider’s stock worth $1,890,000 after acquiring an additional 5,021 shares during the last quarter. Sei Investments Co. raised its stake in shares of iRadimed by 6.9% during the third quarter. Sei Investments Co. now owns 24,028 shares of the medical equipment provider’s stock valued at $1,710,000 after acquiring an additional 1,556 shares during the last quarter. Credit Agricole S A acquired a new position in shares of iRadimed during the third quarter worth $519,000. Daiwa Securities Group Inc. bought a new stake in shares of iRadimed in the fourth quarter worth $412,000. Finally, TD Asset Management Inc acquired a new stake in iRadimed in the fourth quarter valued at $389,000. Institutional investors and hedge funds own 92.34% of the company’s stock.

About iRadimed

iRadimed Corporation designs, develops and manufactures medical device solutions for MRI environments. The company’s core product line consists of MRI-compatible infusion systems engineered to deliver precise fluid management during magnetic resonance imaging procedures. These devices are crafted to minimize electrical noise and interference, ensuring both patient safety and image clarity in diagnostic and interventional settings.

In addition to infusion pumps, iRadimed offers a range of complementary accessories and monitoring solutions tailored to MRI suites.