Icahn Enterprises L.P. (IEP)

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Icahn Enterprises L.P. (IEP) is up 8.5% since the beginning of the year. At $7 per share, IEP is trading 25.9% below its 52-week high of $10. Investors who bought $1,000 worth of IEP shares 5 years ago would now be looking at an investment worth $337.

Icahn Enterprises L.P. (IEP) has returned 8.54% so far this year and 10.33% over the past 12 months. Over the last ten years, IEP has returned -4.09% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Jul 24, 1987, IEP's average daily return is +0.05%, while the average monthly return is +0.96%. At this rate, an investment would double in approximately 6.0 years.

Historically, 51% of months were positive and 49% were negative. The best month was Jun 2009 with a return of +41.3%, while the worst month was May 2023 at -52.8%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 7 months.

On a daily basis, IEP closed higher 43% of trading days. The best single day was Nov 16, 1998 with a return of +34.5%, while the worst single day was Aug 4, 2023 at -23.2%.

Icahn Enterprises L.P. has an annualized alpha of 6.86%, beta of 0.56, and R2 of 0.08 versus S&P 500 Index. Calculated based on daily prices since July 24, 1987.

• This stock participated in 78.63% of S&P 500 Index downside but only 67.40% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.56 may look defensive, but with R2 of 0.08 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.08 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

IEP ranks 54 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

Icahn Enterprises L.P. provided a 27.70% dividend yield over the last twelve months, with an annual payout of $2.00 per share.

The table displays the monthly dividend distributions for Icahn Enterprises L.P.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Icahn Enterprises L.P.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Icahn Enterprises L.P. was 84.21%, occurring on Nov 20, 2008. Recovery took 1247 trading sessions.

The current Icahn Enterprises L.P. drawdown is 72.18%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Icahn Enterprises L.P. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Icahn Enterprises L.P. is priced in the market compared to other companies in the Conglomerates industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.