IEP
Icahn Enterprises L.P.Price & Indicators
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA attributable to IEP non-GAAP | -$216M | Q1 2026 | — |
| Cash at the funds | $782M | Q1 2026 call | — |
| Energy segment adjusted EBITDA attributable to IEP non-GAAP | -$5M | Q1 2026 call | — |
| Holding company cash and investment in the funds | $2.8B | Q1 2026 call | — |
| Investment funds return excluding refining hedges non-GAAP | 4.4% | Q1 2026 call | — |
| Investment funds return including refining hedges non-GAAP | -8.2% | Q1 2026 call | — |
| Investment in the funds | $2.2B | Q1 2026 call | — |
| Long and other positions net performance attribution non-GAAP | 4.1% | Q1 2026 call | — |
| Net short notional exposure of investment funds non-GAAP | 29% | Q1 2026 call | — |
| Refining crude utilization | 97% | Q1 2026 call | — |
| Subsidiary cash and revolver availability | $1.3B | Q1 2026 call | — |
| Adjusted EBITDA non-GAAP | $338M | FY2025 | — |
| Indicative Net Asset Value | $3.2B | as of December 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Oil & Gas Refining & Marketing — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IEP
this stock
Icahn Enterprises L.P.
|
$5.04B | +3.3% | -3.6% | — | 2.4% |
|
VLO
Valero Energy Corp/Tx
|
$83.51B | +74.8% | — | 20.5 | 3.7% |
|
MPC
Marathon Petroleum Corp
|
$82.71B | +73.5% | -16.4% | 18.7 | 2.6% |
|
PSX
Phillips 66
|
$76.11B | +46.7% | -7.5% | 18.8 | 2.0% |
|
SUN
Sunoco LP
|
$14.05B | +34.9% | -10.3% | — | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IEP | +1.5% | -1.6% | -0.4% | +1.5% | +3.3% |
| SPY | -0.2% | +0.8% | +7.4% | -0.2% | +9.3% |
| vs SPY | +1.7% | -2.5% | -7.8% | +1.7% | -6.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.