ICU Medical
ICUI
About: ICU Medical is a California-based pure-play infusion therapy company that provides consumables, systems, and services for virtually every component of the IV continuum of care. ICU has become one of the largest players in its industry following its acquisition of Hospira Infusion Systems from Pfizer in 2017 and Smiths Medical from Smiths Group in 2022. It holds top-tier positions across its three reporting segments: consumables (43% of consolidated revenue), infusion systems (28%), and vital care (29%). The combined entity remains primarily US-focused, generating over 63% of its sales domestically.
Employees: 15,000
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
1,314% more call options, than puts
Call options by funds: $4.67M | Put options by funds: $330K
58% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 79
2.76% more ownership
Funds ownership: 99.15% [Q1] → 101.91% (+2.8%) [Q2]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q1] → 1 (0) [Q2]
2% less capital invested
Capital invested by funds: $3.38B [Q1] → $3.31B (-$67.7M) [Q2]
3% less funds holding
Funds holding: 281 [Q1] → 272 (-9) [Q2]
17% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 41
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Financial journalist opinion
