IconICLR
ICLR
About: Icon is a global late-stage contract research organization that provides drug development and clinical trial services to pharmaceutical, biotechnology, and medical-device firms. While the vast majority of its revenue comes from clinical research, Icon also offers ancillary services such as laboratory and imaging capabilities. The company is headquartered in Ireland.
Employees: 39,900
0
Funds holding %
of 7,428 funds
0
Analysts bullish %
of 7 analysts
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
108% more call options, than puts
Call options by funds: $11.7M | Put options by funds: $5.62M
2.1% more ownership
Funds ownership: 91.65% [Q1] → 93.76% (+2.1%) [Q2]
8% less funds holding in top 10
Funds holding in top 10: 12 [Q1] → 11 (-1) [Q2]
13% less funds holding
Funds holding: 549 [Q1] → 479 (-70) [Q2]
16% less capital invested
Capital invested by funds: $13.1B [Q1] → $11B (-$2.1B) [Q2]
27% less repeat investments, than reductions
Existing positions increased: 148 | Existing positions reduced: 203
45% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 129
Research analyst outlook
7 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$180
5%
upside
Avg. target
$220
28%
upside
High target
$240
40%
upside
7 analyst ratings
5 positive
71%
2 neutral
29%
0 negative
0%
Citigroup Patrick Donnelly | 16%upside $200 | Neutral Downgraded | 21 Aug 2025 |
Mizuho Ann Hynes | 31%upside $225 | Outperform Maintained | 25 Jul 2025 |
UBS John Sourbeer | 40%upside $240 | Buy Maintained | 25 Jul 2025 |
Truist Securities Jailendra Singh | 36%upside $234 | Buy Maintained | 25 Jul 2025 |
Barclays Luke Sergott | 5%upside $180 | Equal-Weight Maintained | 25 Jul 2025 |
Financial journalist opinion
Neutral
Seeking Alpha
1 month ago
ICON Public Limited Company (ICLR) Q2 2025 Earnings Call Transcript
ICON Public Limited Company (NASDAQ:ICLR ) Q2 2025 Earnings Conference Call July 24, 2025 8:00 AM ET Company Participants Barry Balfe - Chief Operating Officer Kate Haven - Vice President of Investor Relations Nigel Clerkin - Chief Financial Officer Steven A. Cutler - CEO & Director Conference Call Participants Charles Rhyee - TD Cowen, Research Division David Howard Windley - Jefferies LLC, Research Division Elizabeth Hammell Anderson - Evercore ISI Institutional Equities, Research Division Eric White Coldwell - Robert W.
Neutral
Seeking Alpha
1 month ago
ICON: Lower Guidance Downside And Expanded Repurchase Plan
ICON may be relatively undervalued, trading at a ~10% discount to IQVIA and offering an attractive ~7% free cash flow yield that markets seem to be responding to now. The CRO sector faces near-term headwinds from a weak biotech funding environment related to high interest rates and associated increased clinical trial cancellations and delays. Q2 is indicating to markets that there will eventually be a return to growth after the CRO industry comes off the easy-money-fueled innovation environment.
Positive
Zacks Investment Research
1 month ago
Icon PLC (ICLR) Q2 Earnings and Revenues Top Estimates
Icon PLC (ICLR) came out with quarterly earnings of $3.26 per share, beating the Zacks Consensus Estimate of $3.18 per share. This compares to earnings of $3.75 per share a year ago.
Neutral
Business Wire
1 month ago
ICON Announces Results of Annual General Meeting
DUBLIN--(BUSINESS WIRE)--ICON Announces Results of Annual General Meeting.
Neutral
Business Wire
1 month ago
ICON Reports Second Quarter 2025 Results
DUBLIN--(BUSINESS WIRE)--ICON Reports Second Quarter 2025 Results.
Negative
Zacks Investment Research
1 month ago
Analysts Estimate Icon PLC (ICLR) to Report a Decline in Earnings: What to Look Out for
Icon PLC (ICLR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Neutral
Business Wire
1 month ago
ICON's Leadership and Performance in Phase 1 Clinical Trials Recognised in Independent Industry Benchmarking Report
DUBLIN--(BUSINESS WIRE)--ICON plc, (NASDAQ: ICLR) a world-leading healthcare intelligence and clinical research organisation, has been rated as one of the top-performing contract research organisations (CRO) for phase 1 clinical trials in a benchmarking report from the independent pharmaceutical market research company Industry Standard Research (ISR). ICON outpaced the average phase 1 performance scores of other large CROs, solidifying its position as a premier partner for early phase clinical.
Negative
The Motley Fool
1 month ago
LVM Capital Management Dumps 16,000 ICON Public Shares Worth $2.6 million
According to an SEC filing dated July 2, 2025, LVM Capital Management reduced its position in ICON Public Limited (ICLR 0.92%) by selling 16,096 shares. The transaction was valued at $2.58 million.
Neutral
Business Wire
1 month ago
ICON and Its Employees Recognised as Clinical Research Industry Leaders, and for Innovation and Progress in Sustainability
DUBLIN--(BUSINESS WIRE)--ICON plc, (NASDAQ: ICLR) a world-leading healthcare intelligence and clinical research organisation, has been honoured in the first half of 2025 with a number of business awards, recognising the company's leadership position in the clinical research industry, cutting-edge innovation, its efforts in inclusion and sustainability, and as an employer of choice. Acknowledging ICON's leadership in the application of innovative AI technologies in the industry, the organisation.
Positive
Seeking Alpha
2 months ago
ICON: With A 57% Drop, Trump Legislation, And Debt Reduction, Is The Stock Undervalued?
The DCF model suggests that ICON is undervalued by 98.23%. Between 2018 and 2024, the company's revenues increased by 219.04% and by 145.30%, respectively. This year, ICLR will implement a program to repurchase $750 million of its outstanding common shares.
Charts implemented using Lightweight Charts™