# EDGAR Filing Document

**Accession Number:** 0002029118
**File Stem:** 0002029118-26-000003
**Filing Date:** 2026-1
**Character Count:** 15550
**Document Hash:** ec128abd2fb8b08dbdfc722a4d42149f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002029118-26-000003.hdr.sgml**: 20260120

**ACCESSION NUMBER**: 0002029118-26-000003

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 14

**CONFORMED PERIOD OF REPORT**: 20260120

**ITEM INFORMATION**: Unregistered Sales of Equity Securities

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260120

**DATE AS OF CHANGE**: 20260120

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** INFINITY NATURAL RESOURCES, INC.
- **CENTRAL INDEX KEY:** 0002029118
- **STANDARD INDUSTRIAL CLASSIFICATION:** CRUDE PETROLEUM & NATURAL GAS [1311]
- **ORGANIZATION NAME:** 01 Energy & Transportation
- **EIN:** 000000000
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42499
- **FILM NUMBER:** 26543687

**BUSINESS ADDRESS:**
- **STREET 1:** 2605 CRANBERRY SQUARE
- **CITY:** MORGANTOWN
- **STATE:** WV
- **ZIP:** 26508
- **BUSINESS PHONE:** 304-212-2350

**MAIL ADDRESS:**
- **STREET 1:** 2605 CRANBERRY SQUARE
- **CITY:** MORGANTOWN
- **STATE:** WV
- **ZIP:** 26508

?xml version='1.0' encoding='ASCII'? inr-20260120

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

__________________________

**FORM 8-K**

__________________________

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): January 20, 2026**

__________________________

**INFINITY NATURAL RESOURCES, INC.**

**(Exact name of registrant as specified in its charter)**

__________________________

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| | | |
|:---|:---|:---|
| **Delaware** | **001-42499** | **99-3407012** |
| **(State or other jurisdiction<br>of incorporation)** | **(Commission<br>File Number)** | **(I.R.S. Employer<br>Identification No.)** |

---

**2605 Cranberry Square**

**Morgantown, WV 26508**

**(Address of principal executive offices, including zip code)**

**(304) 212-2350**

**(Registrant's telephone number, including area code)**

__________________________

Check the appropriate box below if the Form 8-K is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

□ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

□ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

□ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

□ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading<br>Symbol(s)** | **Name of each exchange<br>on which registered** |
| Class A common stock, par value $0.01 per share | INR | The New York Stock Exchange |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ⌧

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. □

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| | |
|:---|:---|
| **Item 3.02.** | **Unregistered Sales of Equity Securities.** |

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On January 20, 2026, Infinity Natural Resources, Inc. (the "Company") (solely for certain limited purposes) and Infinity Natural Resources, LLC entered into a purchase and sale agreement (the "Purchase Agreement") with Chase Oil Corporation, a New Mexico corporation, and certain other sellers (each a "Seller" and, collectively, "Sellers") for the acquisition of certain non-operated rights, title and interests in oil and gas properties, rights and related assets located in the State of Pennsylvania from the Sellers (the "Acquisition"), for consideration of 2,517,194 shares of the Company's Class A common stock, par value $0.01 per share (the "Stock Consideration"). The Acquisition closed on January 20, 2026, simultaneously with the execution of the Purchase Agreement.

The issuance of the Stock Consideration was completed in reliance upon an exemption from the registration requirements of the Securities Act of 1933, as amended (the "Securities Act"), pursuant to Section 4(a)(2) thereof as a transaction by an issuer not involving any public offering. The Company's reliance on Section 4(a)(2) of the Securities Act is based upon the following factors: (a) the issuance of the Stock Consideration was an isolated private transaction by the Company that did not involve a public offering, (b) there were only five recipients and (c) representations from each Seller to support such exemption, including with respect to each Seller's status as an "accredited investor" (as that term is defined in Rule 501(a) of Regulation D promulgated under Section 4(a)(2) of the Securities Act).

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| | |
|:---|:---|
| **Item 7.01.** | **Regulation FD Disclosure.** |

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On January 20, 2026, the Company issued a press release announcing the consummation of the Acquisition. A copy of the press release is furnished as Exhibit 99.1 hereto and incorporated herein by reference.

The information furnished in this Current Report on Form 8-K pursuant to Item 7.01, including Exhibit 99.1, shall not be deemed "filed" for any purpose, including for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise be subject to the liabilities of that Section, nor shall it be deemed to be incorporated by reference in any filing of the Company under the Securities Act or the Exchange Act, except as expressly set forth by specific reference in such filing.

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| | |
|:---|:---|
| **Item 9.01.** | **Financial Statements and Exhibits.** |

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(d)*Exhibits.*

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| | |
|:---|:---|
| **Exhibit<br>Number** | **Description** |
| 99.1 | <u>[Press Release, dated January 20, 2026.](inrannouncesstrategicacqui.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document). |

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the Registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | |
|:---|:---|
| **INFINITY NATURAL RESOURCES, INC.** | **INFINITY NATURAL RESOURCES, INC.** |
| By: | /s/ Zack Arnold |
|  | Zack Arnold |
|  | President and Chief Executive Officer |

---

Dated: January 20, 2026

## Exhibit 99.1

![image_0.jpg](image_0.jpg)

 **Infinity Natural Resources Acquires Working Interest in its South Bend Field in Pennsylvania for ~$36 Million**

*All-stock transaction adds additional scale to core dry gas field in Armstrong and Indiana Counties in Pennsylvania* 

January 20, 2026

**Morgantown, West Virginia** – Infinity Natural Resources, Inc. ("Infinity" or the "Company") (NYSE: INR) today announced it has acquired Chase Oil Corporation's ("Chase") working interest in Infinity's South Bend field in Pennsylvania in an all-stock transaction valued at approximately $36 million (the "Transaction"). The Transaction has an effective date of January 1, 2026, represents the Company's first use of stock currency to execute its post-IPO growth strategy, and follows Infinity's pending <u>[transformational $1.2 billion Antero Ohio transaction](https://www.sec.gov/Archives/edgar/data/2029118/000119312525310563/d24949dex991.htm)</u>announced in December.

**Transaction Highlights**

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• **Production Uplift:** 18 producing wells generating approximately 14 MMcf/d of net natural gas production for the month of December 2025

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• **Near-Term Development Opportunities:** three additional wells in progress expected to be turned into sales in the first half of 2026

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• **Future Development Inventory:** underlies 40 additional gross Marcellus locations and 38 gross Utica locations

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• **Strategic Acreage:** 1,613 net Marcellus acres and 1,613 net Utica acres, consolidating Chase's working interest across our core dry gas development area in Pennsylvania

**Management Commentary**

"This strategic bolt-on acquisition allows us to use our equity currency for the first time to consolidate our core dry gas Pennsylvania position and execute our post-IPO strategy of strategic consolidation within the Appalachian Basin," said Zack Arnold, President and CEO of Infinity. "The Transaction adds high NRI leases providing immediate production and EBITDA in 2026 while being accretive in 2026 and 2027. We remain focused on accretive growth through targeted acquisitions that complement our existing operations."

**About Infinity Natural Resources**

Infinity (NYSE: INR) is a growth-oriented, free cash flow generating, independent energy company focused on the acquisition, development, and production of hydrocarbons in the Appalachian Basin. Our operations are focused on the Utica Shale in eastern Ohio as well as our stacked dry gas assets in both the Marcellus and Utica Shales in southwestern Pennsylvania.

**Cautionary Statement Regarding Forward-Looking Statements**

This release contains statements that express the Company's opinions, expectations, beliefs, plans, objectives, assumptions or projections regarding future events or future results, in contrast with statements that reflect historical facts. All statements, other than statements of historical fact, included in this release regarding our strategy, future operations, financial position, estimated revenues and losses, projected costs, prospects, plans and objectives of management, future commodity prices, future production targets, leverage targets or debt repayment, hedging strategy, future capital spending plans, capital efficiency, our ability to make share repurchases, expected drilling and completions plans and projected well costs are forward-looking statements. When used in this release, words such as

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"may," "assume," "forecast," "could," "should," "will," "plan," "believe," "anticipate," "intend," "estimate," "expect," "project," "budget" and similar expressions are used to identify forward-looking statements, although not all forward-looking statements contain such identifying words. These forward-looking statements are based on management's current belief, based on currently available information, as to the outcome and timing of future events at the time such statement was made.

Such statements are subject to a number of assumptions, risks and uncertainties, including those incident to the development, production, gathering and sale of oil, natural gas and NGLs, most of which are difficult to predict and many of which are beyond the control of the Company. These include, but are not limited to, our failure to realize, in full or at all, the anticipated benefits of the Transaction; commodity price volatility; inflation; lack of availability and cost of drilling, completion and production equipment and services; supply chain disruption; project construction delays; environmental risks; drilling, completion and other operating risks; lack of availability or capacity of midstream gathering and transportation infrastructure; regulatory changes; the uncertainty inherent in estimating reserves and in projecting future rates of production, cash flow and access to capital; the timing of development expenditures; the concentration of the Company's operations in the Appalachian Basin; difficult and adverse conditions in the domestic and global capital and credit markets; impacts of geopolitical events and world health events, including trade wars; lack of transportation and storage capacity as a result of oversupply, government regulations or other factors; potential financial losses or earnings reductions resulting from the Company's commodity price risk management program or any inability to manage its commodity risks; failure to realize expected value creation from property acquisitions and trades; weather related risks; competition in the oil and natural gas industry; loss of production and leasehold rights due to mechanical failure or depletion of wells and the Company's inability to re-establish production; the Company's ability to service its indebtedness; political and economic conditions and events in foreign oil and natural gas producing countries, including embargoes, continued hostilities in the Middle East and other sustained military campaigns, the armed conflict in Ukraine and associated economic sanctions on Russia, conditions in South America, Central America, China and Russia, and acts of terrorism or sabotage; evolving cybersecurity risks such as those involving unauthorized access, denial-of-service attacks, malicious software, data privacy breaches by employees, insiders or others with authorized access, cyber or phishing-attacks, ransomware, social engineering, physical breaches or other actions; risks related to the Company's ability to expand its business, including through the recruitment and retention of qualified personnel; and the other risks described in our filings with the SEC, including our most recent Annual Report on Form 10-K and any subsequent Quarterly Reports on Form 10-Q or Current Reports on Form 8-K.

Reserve engineering is a process of estimating underground accumulations of hydrocarbons that cannot be measured in an exact way. The accuracy of any reserve estimates depends on the quality of available data, the interpretation of such data and price and cost assumptions made by reserve engineers. In addition, the results of drilling, testing and production activities may justify revisions of estimates that were made previously. If significant, such revisions would change the schedule of any future production and development program. Accordingly, reserve estimates may differ significantly from the quantities of oil and natural gas that are ultimately recovered.

Please read the Company's filings with the SEC, including "Risk Factors" in the Company's most recent Annual Report on Form 10-K, and in our other filings we make with the SEC, for a discussion of the risks and uncertainties that could cause actual results to differ from those in such forward-looking statements. As a result, actual outcomes and results could materially differ from what is expressed, implied to forecast in such statements. Therefore, these forward-looking statements are not a guarantee of our performance, and you should not place undue reliance on such statements. All forward-looking statements, expressed or implied, included in this press release are expressly qualified in their entirety by this cautionary statement. Any forward-looking statement speaks only as of the date on which such statement is made, and the Company undertakes no obligation to correct or update any forward-looking statement, whether as a result of new information, future events or otherwise, except to the extent required by law.

ir@infinitynr.com

Source: Infinity Natural Resources, Inc.

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