ICU MedicalICUI
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 Q1 regulatory disclosures by fund managers ($100M+ AUM)
420% more call options, than puts
Call options by funds: $16M | Put options by funds: $3.07M
3% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 38
0.12% more ownership
Funds ownership: 98.91% [Q4 2024] → 99.03% (+0.12%) [Q1 2025]
0% more funds holding in top 10
Funds holding in top 10: 1 [Q4 2024] → 1 (+0) [Q1 2025]
2% less funds holding
Funds holding: 285 [Q4 2024] → 279 (-6) [Q1 2025]
10% less capital invested
Capital invested by funds: $3.76B [Q4 2024] → $3.38B (-$379M) [Q1 2025]
20% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 106
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Raymond James Jayson Bedford | 42%upside $187 | Strong Buy Maintained | 9 May 2025 |
Keybanc Tim Rezvan | 45%upside $191 | Overweight Maintained | 21 Apr 2025 |
Financial journalist opinion
Based on 9 articles about ICUI published over the past 30 days
