ING Groep NV Invests $20.34 Million in XPLR Infrastructure, LP $XIFR

ING Groep NV bought a new position in shares of XPLR Infrastructure, LP (NYSE:XIFR) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,000,000 shares of the solar energy provider’s stock, valued at approximately $20,340,000.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Harpswell Capital Advisors LLC acquired a new stake in shares of XPLR Infrastructure in the third quarter worth $134,000. LexAurum Advisors LLC purchased a new stake in XPLR Infrastructure during the 3rd quarter worth $508,000. Searle & CO. acquired a new stake in XPLR Infrastructure in the 3rd quarter valued at $387,000. AlphaQuest LLC purchased a new position in XPLR Infrastructure in the third quarter valued at about $823,000. Finally, Everett Harris & Co. CA acquired a new position in shares of XPLR Infrastructure during the third quarter worth about $310,000. 66.01% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on the company. Weiss Ratings reiterated a “sell (d)” rating on shares of XPLR Infrastructure in a research note on Wednesday, January 21st. Morgan Stanley lowered their price objective on shares of XPLR Infrastructure from $11.00 to $10.00 and set an “underweight” rating for the company in a research report on Tuesday, December 2nd. Mizuho set a $12.00 target price on shares of XPLR Infrastructure in a research report on Wednesday. Canadian Imperial Bank of Commerce raised their price target on shares of XPLR Infrastructure from $11.00 to $11.50 and gave the company a “neutral” rating in a report on Tuesday, October 21st. Finally, Wall Street Zen downgraded shares of XPLR Infrastructure from a “hold” rating to a “sell” rating in a research note on Saturday, November 15th. Two analysts have rated the stock with a Buy rating, two have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Reduce” and a consensus target price of $12.25.

More XPLR Infrastructure News

Here are the key news stories impacting XPLR Infrastructure this week:

• Positive Sentiment: Q4 earnings surprised to the upside — XPLR reported EPS of $0.30, beating consensus/Street loss estimates and ahead of Zacks’ expectation, which is the main catalyst that supported a large intraday rally. XPLR Infrastructure (XIFR) Q4 Earnings Surpass Estimates
• Positive Sentiment: Management highlighted strong cash flow and a credit recast / balance-sheet actions on the earnings call and slides — investors saw this as reducing near-term financial risk and supporting the bull case. XPLR Infrastructure LP (XIFR) Q4 2025 Earnings Call Highlights: Strong Cash Flow and Strategic …
• Positive Sentiment: Market reaction: headlines noted a sharp intraday gain (reported ~12.8% in some press) immediately after the results as investors digested the EPS surprise and credit actions. XPLR Infrastructure (XIFR) Is Up 12.8% After Q4 Profit Return And Credit Recast – Has The Bull Case Changed?
• Neutral Sentiment: The company posted its formal press release, slide deck and earnings presentation—useful for investors who want detail on cash flow, liquidity and project-level performance but contain no new unexpected items. XPLR Infrastructure, LP fourth-quarter and full-year 2025 financial results available on company’s website
• Neutral Sentiment: Media previews and snapshots (MSN, WTOP, Seeking Alpha) provide context and transcript/slide access for active investors but do not change the core beat/miss story. XPLR Infrastructure, LP Common Units 2025 Q4 – Results – Earnings Call Presentation
• Negative Sentiment: Revenue declined ~15% year-over-year to $249M and some outlets flagged a revenue miss; net margin remained negative — these fundamentals explain why the initial rally was later pared and create continued execution risk. XPLR Infrastructure shares edge up as earnings beat offsets revenue miss

XPLR Infrastructure Trading Down 0.3%

NYSE XIFR opened at $11.09 on Thursday. The company has a market capitalization of $1.04 billion, a price-to-earnings ratio of -35.76 and a beta of 1.02. The company has a debt-to-equity ratio of 0.44, a current ratio of 0.75 and a quick ratio of 0.69. XPLR Infrastructure, LP has a 12 month low of $7.53 and a 12 month high of $11.43. The company’s fifty day moving average price is $9.80 and its two-hundred day moving average price is $9.85.

XPLR Infrastructure (NYSE:XIFR) last issued its quarterly earnings results on Tuesday, February 10th. The solar energy provider reported $0.30 EPS for the quarter, topping the consensus estimate of ($0.57) by $0.87. The business had revenue of $249.00 million for the quarter. XPLR Infrastructure had a negative net margin of 2.27% and a positive return on equity of 1.52%. The firm’s revenue for the quarter was down 15.3% compared to the same quarter last year. As a group, research analysts predict that XPLR Infrastructure, LP will post 2.33 earnings per share for the current fiscal year.

About XPLR Infrastructure

XPLR Infrastructure LP engages in the acquisition, management, and ownership of contracted clean energy projects with long-term cash flows. It owns interests in wind and solar projects in North America and natural gas infrastructure assets in Texas. The company was founded on March 6, 2014 and is headquartered in Juno Beach, FL.