IAC Inc (IAC)

• Market cap: $3.94B
• 1 day: -1.53%
• 5 days: -5.29%
• 1 month: 8.02%
• 3 months: -4.34%
• 6 months: -11.06%
• Year to date: 7.16%
• 1 year: -20.24%
• 5 years: -57.21%
• 10 years: -57.21%
• Sector: Information Technology
• Industry: Computer Programming, Data Processing, Etc.

About: IAC is an internet media company with segments that include Angi (33% of total revenue), Dotdash Meredith (39%), search (14%), and emerging and other (14%). The firm spun off the narrow-moat dating app provider Match Group in second-quarter 2020 and the no-moat video software provider Vimeo in second-quarter 2021.

Employees: 9,500

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

0% more funds holding in top 10

Funds holding in top 10: 14 [Q3] → 14 (+0) [Q4]

7% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 59

6% less funds holding

Funds holding: 363 [Q3] → 343 (-20) [Q4]

7.33% less ownership

Funds ownership: 92.35% [Q3] → 85.01% (-7.33%) [Q4]

13% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 121

26% less capital invested

Capital invested by funds: $3.99B [Q3] → $2.94B (-$1.05B) [Q4]

71% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $40.5M

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $54 18% upside
• Avg. target: $67 47% upside
• High target: $100 119% upside

10 analyst ratings

• positive: 8 80%
• neutral: 2 20%
• negative: 0 0%

Keybanc Justin Patterson 57% 1-year accuracy 34 / 60 met price target	40% upside $64	Overweight Maintained	18 Feb 2025
Oppenheimer Jason Helfstein 75% 1-year accuracy 42 / 56 met price target	53% upside $70	Outperform Maintained	13 Feb 2025
Benchmark Daniel Kurnos 64% 1-year accuracy 54 / 85 met price target	119% upside $100	Buy Maintained	13 Feb 2025
JMP Securities Nicholas Jones 75% 1-year accuracy 60 / 80 met price target	40% upside $64	Market Outperform Maintained	13 Feb 2025
UBS Kunal Madhukar 100% 1-year accuracy 2 / 2 met price target	18% upside $54	Neutral Maintained	13 Feb 2025