ING Groep NV Acquires Shares of 2,000,000 XPLR Infrastructure, LP $XIFR

ING Groep NV bought a new position in XPLR Infrastructure, LP (NYSE:XIFR) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 2,000,000 shares of the solar energy provider’s stock, valued at approximately $20,340,000. ING Groep NV owned 2.13% of XPLR Infrastructure as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of XIFR. Steward Partners Investment Advisory LLC purchased a new stake in shares of XPLR Infrastructure in the 2nd quarter worth about $25,000. Future Financial Wealth Managment LLC acquired a new position in shares of XPLR Infrastructure during the 3rd quarter worth approximately $55,000. JPMorgan Chase & Co. purchased a new stake in XPLR Infrastructure in the 2nd quarter valued at approximately $55,000. CANADA LIFE ASSURANCE Co acquired a new stake in XPLR Infrastructure during the 2nd quarter valued at $77,000. Finally, Mitsubishi UFJ Trust & Banking Corp acquired a new stake in XPLR Infrastructure during the 3rd quarter valued at $80,000. 66.01% of the stock is owned by institutional investors and hedge funds.

Key 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

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on XIFR. Wall Street Zen downgraded XPLR Infrastructure from a “hold” rating to a “sell” rating in a research report on Saturday, November 15th. Morgan Stanley cut their target price on shares of XPLR Infrastructure from $11.00 to $10.00 and set an “underweight” rating for the company in a research note on Tuesday, December 2nd. Mizuho set a $12.00 price target on shares of XPLR Infrastructure in a research note on Wednesday. Barclays cut 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 Thursday, November 6th. Finally, Weiss Ratings restated a “sell (d)” rating on shares of XPLR Infrastructure in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Buy rating, two have given a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Reduce” and a consensus price target of $12.25.

XPLR Infrastructure Trading Down 0.3%

Shares of XIFR stock opened at $11.09 on Thursday. The firm’s 50-day simple moving average is $9.80 and its 200-day simple moving average is $9.85. 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 1-year low of $7.53 and a 1-year high of $11.43. The firm has a market cap of $1.04 billion, a P/E ratio of -35.76 and a beta of 1.02.

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 firm had revenue of $249.00 million during 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, equities analysts forecast that XPLR Infrastructure, LP will post 2.33 EPS for the current 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.