GSA Capital Partners LLP Takes $995,000 Position in IDACORP, Inc. $IDA

GSA Capital Partners LLP acquired a new position in IDACORP, Inc. (NYSE:IDA) during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,529 shares of the energy company’s stock, valued at approximately $995,000.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in IDA. Legacy Investment Solutions LLC acquired a new stake in IDACORP in the second quarter valued at approximately $28,000. Quent Capital LLC bought a new stake in IDACORP in the third quarter worth $30,000. Smartleaf Asset Management LLC boosted its holdings in IDACORP by 62.0% in the second quarter. Smartleaf Asset Management LLC now owns 311 shares of the energy company’s stock worth $36,000 after purchasing an additional 119 shares in the last quarter. Parkside Financial Bank & Trust increased its position in IDACORP by 33.6% during the second quarter. Parkside Financial Bank & Trust now owns 382 shares of the energy company’s stock worth $44,000 after buying an additional 96 shares during the last quarter. Finally, SouthState Corp raised its holdings in IDACORP by 2,475.0% during the second quarter. SouthState Corp now owns 515 shares of the energy company’s stock valued at $59,000 after buying an additional 495 shares in the last quarter. Institutional investors own 89.10% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on IDA. Jefferies Financial Group lowered their price objective on IDACORP from $152.00 to $150.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Barclays started coverage on IDACORP in a report on Wednesday, January 14th. They set an “overweight” rating and a $144.00 price target on the stock. Weiss Ratings reissued a “buy (b)” rating on shares of IDACORP in a research report on Thursday, January 22nd. Morgan Stanley decreased their price objective on shares of IDACORP from $146.00 to $145.00 and set an “overweight” rating for the company in a report on Monday, February 2nd. Finally, Mizuho raised their target price on shares of IDACORP from $129.00 to $144.00 and gave the company an “outperform” rating in a research note on Monday, October 27th. Eight analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $137.67.

IDACORP Stock Down 2.3%

Shares of IDA opened at $138.46 on Friday. The company has a quick ratio of 0.82, a current ratio of 1.09 and a debt-to-equity ratio of 0.95. The company has a 50-day moving average price of $131.80 and a two-hundred day moving average price of $129.82. The stock has a market cap of $7.48 billion, a price-to-earnings ratio of 23.79, a P/E/G ratio of 2.75 and a beta of 0.59. IDACORP, Inc. has a 12 month low of $108.15 and a 12 month high of $145.94.

IDACORP (NYSE:IDA) last issued its earnings results on Thursday, February 19th. The energy company reported $0.78 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.74 by $0.04. The business had revenue of $405.24 million during the quarter, compared to analysts’ expectations of $533.06 million. IDACORP had a return on equity of 9.35% and a net margin of 17.59%.During the same period in the prior year, the firm posted $0.70 EPS. IDACORP has set its FY 2026 guidance at 6.250-6.450 EPS. Equities analysts predict that IDACORP, Inc. will post 5.81 EPS for the current fiscal year.

IDACORP Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 2nd. Shareholders of record on Thursday, February 5th will be issued a dividend of $0.88 per share. The ex-dividend date of this dividend is Thursday, February 5th. This represents a $3.52 dividend on an annualized basis and a dividend yield of 2.5%. IDACORP’s dividend payout ratio (DPR) is presently 60.48%.

Key IDACORP News

Here are the key news stories impacting IDACORP this week:

• Positive Sentiment: EPS beat and year‑over‑year improvement — IDACORP reported Q4 EPS of $0.78 vs. the $0.74 consensus, and full‑year 2025 EPS rose to $5.90 from $5.50 in 2024, demonstrating earnings resilience. IdaCorp (IDA) Q4 Earnings Surpass Estimates
• Positive Sentiment: Company initiated FY‑2026 guidance — IDACORP set 2026 EPS guidance of $6.25–6.45, giving investors forward visibility on earnings power. IDACORP Announces Fourth Quarter and Year‑End 2025 Results
• Neutral Sentiment: Investors have access to management commentary — the company posted its press release, slide deck and a conference call recording for more detail, which will shape sentiment after investors digest guidance detail. View Press Release / Slide Deck
• Neutral Sentiment: Analyst views were split ahead of the report, meaning reactions may diverge as estimates are re‑priced. IDACORP set to report amid analyst split
• Negative Sentiment: Material revenue shortfall — Q4 revenue of $405.24M missed street estimates (~$533M), a large gap that likely drove the intraday selloff as it raises questions about underlying demand/timing. IDACORP Q4 revenue miss
• Negative Sentiment: Guidance nuance vs. consensus — while the 6.25–6.45 EPS range is broadly in line with street estimates, the lower end is below some analyst expectations, which may temper enthusiasm until quarterly cadence and drivers are clarified. MarketBeat: IDACORP guidance context

IDACORP Company Profile

IDACORP, Inc is a diversified energy holding company headquartered in Boise, Idaho, whose primary subsidiary, Idaho Power Company, operates as a regulated electric utility. Through Idaho Power, the company provides generation, transmission and distribution services to residential, commercial and industrial customers. The company’s service territory spans southern Idaho and eastern Oregon, where it serves over half a million customers with a mix of hydroelectric, natural gas, wind and solar generation assets.

Idaho Power’s generation portfolio is anchored by a network of hydroelectric facilities along the Snake River system, complemented by natural-gas-fired plants and growing investments in renewable resources.