ICON Public Limited Company (ICLR) Stock Price & Analysis
ICON Public Limited Company (ICLR) closed at USD 185.43 on Thursday, October 22, 2026, up 0.10% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 185.25; the Oct 22, 2026 session ranged USD 181.81–190.56 on volume of 1,018,518 shares. Market capitalization is $14.31B, with a 52-week range of USD 66.57–203.91 (NMS). Source: Nexqual, retrieved October 23, 2026 at 09:48 UTC.
Also available as compact Markdown for AI agents: nexqual.com/ICLR.md
Key facts (ICLR)
- Insider open-market sales, last ~7 months: 12 Form 4 filings, $4.0M; 12 not under a Rule 10b5-1 plan ($4.0M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Hold (mean 2.50 on a 1–5 scale) (18 analysts), mean target USD 188.24 (range 155–215).
- Total return with dividends: 1Y +3.0% vs S&P 500 +14.9%; 5Y -33.2% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 2.63, revenue estimate $2.01B.
Insider sales (SEC Form 4, open-market, last ~7 months) (ICLR)
0 of 12 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-17 | McCague Eugene Pacelli | Director | 3,255 | $570K | 46.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-17 | Murphy Ronan Martin | Director | 5,005 | $876K | 56.5% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-16 | Climax John Dr | Director | 5,005 | $876K | 70.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | Whitaker Anne Clem | Director | 841 | $138K | 48.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | O'Neill Julie | Director | 915 | $150K | 20.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | Murray Ciaran | Director | 2,677 | $440K | 11.6% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | Murphy Ronan Martin | Director | 841 | $138K | 17.9% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | McCague Eugene Pacelli | Director | 841 | $138K | 18.1% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | Grais Linda | Director | 841 | $138K | 12% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | Climax John Dr | Director | 841 | $138K | 28.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-11 | Clerkin Nigel Bernard John | Chief Financial Officer | 2,267 | $372K | 27.8% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-08-10 | Balfe Barry Edward | Chief Executive Officer | 382 | $63K | 7.4% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (ICLR)
Consensus Hold (mean 2.50 on a 1–5 scale), 18 analysts; mean target USD 188.24 (low 155, high 215).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-09-18 | Citigroup | Target lowered | Neutral | $180 → $175 |
| 2026-07-31 | Citigroup | Target raised | Neutral | $165 → $180 |
| 2026-07-31 | Truist Securities | Target raised | Buy | $207 → $209 |
| 2026-06-30 | Truist Securities | Upgrade | Hold → Buy | $159 → $207 |
| 2026-06-26 | Mizuho | Target raised | Outperform | $180 → $190 |
| 2026-06-25 | Citigroup | Target raised | Neutral | $140 → $165 |
| 2026-06-25 | BMO Capital | Target raised | Outperform | $160 → $187 |
| 2026-06-25 | Barclays | Target raised | Equal-Weight | $160 → $175 |
| 2026-06-25 | RBC Capital | Upgrade | Sector Perform → Outperform | $126 → $185 |
| 2026-06-25 | TD Cowen | Target raised | Buy | $164 → $197 |
| 2026-06-25 | JP Morgan | Target raised | Neutral | $130 → $155 |
| 2026-06-25 | Evercore ISI Group | Target raised | Outperform | $150 → $180 |
Total return (dividends reinvested) (ICLR)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +3.0% | -33.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +3.0% | -7.7% |
| Volatility (annualized) | 73.6% | 48.0% |
| Max drawdown | -60.5% (Jan 2026→Feb 2026) | -72.3% (Jul 2024→Feb 2026) |
ICLR suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | At ICON | “At ICON, the health and safety of our employees, customers and clinical trial patients are our most important priorities.” |
| Partner | Accellacare | “The Accellacare Site Network encompasses 21 owned/embedded sites across the US, UK and Spain as well as a number of collaboration agreements with other sites.” |
| Partner | ServiceNow (NOW) | “These include Veeva (SOP document management), Cornerstone (training delivery), ServiceNow (workflow and automation), SailPoint (identity governance), PEGA (safety reporting), Oracle ARGUS (pharmacovigilance), Salesforce (CRM), Medidata (clinical systems), Oracle eBusiness Suite with Hyperion (finance), Workday (HR), and Box, Microsoft 365/Teams/SharePoint for collaboration.” |
| Partner | Oracle (ORCL) | “These include Veeva (SOP document management), Cornerstone (training delivery), ServiceNow (workflow and automation), SailPoint (identity governance), PEGA (safety reporting), Oracle ARGUS (pharmacovigilance), Salesforce (CRM), Medidata (clinical systems), Oracle eBusiness Suite with Hyperion (finance), Workday (HR), and Box, Microsoft 365/Teams/SharePoint for collaboration.” |
| Partner | Salesforce (CRM) | “These include Veeva (SOP document management), Cornerstone (training delivery), ServiceNow (workflow and automation), SailPoint (identity governance), PEGA (safety reporting), Oracle ARGUS (pharmacovigilance), Salesforce (CRM), Medidata (clinical systems), Oracle eBusiness Suite with Hyperion (finance), Workday (HR), and Box, Microsoft 365/Teams/SharePoint for collaboration.” |
| Partner | Microsoft (MSFT) | “These include Veeva (SOP document management), Cornerstone (training delivery), ServiceNow (workflow and automation), SailPoint (identity governance), PEGA (safety reporting), Oracle ARGUS (pharmacovigilance), Salesforce (CRM), Medidata (clinical systems), Oracle eBusiness Suite with Hyperion (finance), Workday (HR), and Box, Microsoft 365/Teams/SharePoint for collaboration.” |
Quoted from the company's 20-F filed May 27, 2026.
Companies that name ICLR in their SEC reports
| Relationship to ICLR | Company | Filing | Sentence |
|---|---|---|---|
| supplier | Fortrea Holdings Inc. (FTRE) | 10-K Feb 26, 2026 | “The Peer Group consists of Charles River Laboratories Inc., ICON plc, Medpace Holdings, Inc., IQVIA Holdings Inc. and Thermo Fisher Scientific Inc. The companies in our Peer Group are publicly traded companies that share similar business model characteristics to Fortrea, or provide services to similar customers as Fortrea.” |
| supplier | IQVIA HOLDINGS INC. (IQV) | 10-K Feb 17, 2026 | “The peer group consists of Charles River Laboratories, Inc., Fortrea Holdings Inc., ICON plc, Medpace Holdings Inc., S&P Global Inc., Danaher Corporation and Thermo Fisher Scientific Inc. The companies in our peer group are publicly traded information services, information technology or clinical research companies, and thus share similar business model characteristics to IQVIA, or provide services to similar custo…” |
ICLR analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $2.63 | $2.68 | -2.1% | $2.01B | 13 |
| Next quarter (ends Dec 2026) | $2.85 | $2.86 | -0.4% | $2.02B | 14 |
| Current fiscal year (ends Dec 2026) | $10.56 | $10.64 | -0.7% | $8.14B | 18 |
| Next fiscal year (ends Dec 2027) | $11.77 | $11.87 | -0.8% | $8.41B | 18 |
ICLR options: expected move
Options price a move of about ±14.4% (±$26.65) by Nov 20, 2026, which includes earnings on Oct 27, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 63.9% | ±14.4% |
| Dec 18, 2026 | 56 | 54.7% | ±17.1% |
| Jan 15, 2027 | 84 | 51.3% | ±19.7% |
| Apr 16, 2027 | 175 | 49.6% | ±27.2% |
| May 21, 2027 | 210 | 50.6% | ±30.3% |
| Aug 20, 2027 | 301 | 50.7% | ±36.3% |
| Nov 19, 2027 | 392 | 50.4% | ±41.0% |
30-day implied volatility 63.3% vs 44.3% realized over the last 30 trading days. Put/call ratio (volume) 0.67. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:48 UTC)
| Price | USD 185.43 |
|---|---|
| Change | ▲ 0.10% (up) |
| Previous Close | USD 185.25 |
| Open | USD 182.46 |
| Day Range | USD 181.81 – 190.56 |
| 52-Week Range | USD 66.57 – 203.91 |
| Volume | 1,018,518 shares |
| Market Cap | $14.31B |
| Exchange | NMS |
Technical Analysis (ICLR)
Nexqual's technical model rates ICLR "BUY" based on 5 bullish and 2 bearish signals across 127 daily candles, as of October 23, 2026 at 09:48 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 65.76 (neutral) |
| vs SMA50 | Above (USD 168.38) |
| MACD | 3.11 (positive) |
Analyst Ratings (ICLR)
Wall Street analysts rate ICLR "Hold" based on 18 analysts, with a mean price target of USD 188.24 (range USD 155–215), per Nexqual as of October 23, 2026 at 09:48 UTC.
| Consensus Rating | Hold |
|---|---|
| Analyst Count | 18 |
| Mean Target | USD 188.24 |
| High Target | USD 215 |
| Low Target | USD 155 |
| Buy / Hold / Sell | 10 / 7 / 1 |
Earnings (ICLR)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 2.63 |
| Revenue Estimate | $2.01B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.56 vs est 2.52 ▲ beat |
| 2026-03-31 | USD 2.5 vs est 2.43 ▲ beat |
| 2025-12-31 | USD 2.52 vs est 3.11 ▼ miss |
| 2025-09-30 | USD 3.31 vs est 3.28 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financials & Fundamentals (ICLR)
| Total Revenue | $8.29B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +1.20% |
| Gross Margin | +23.91% |
| Operating Margin | +9.41% |
| Profit Margin | +0.33% |
| ROE | +0.29% |
| Debt / Equity | 0.38 |
| Current Ratio | 0.95 |
| Total Cash | $928.39M |
| Total Debt | $3.53B |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Financial Health Score (ICLR)
Nexqual rates ICON Public Limited Company's overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:48 UTC.
| Growth | Weak — Revenue -0% YoY (annual), declining |
|---|---|
| Profitability | Mixed — Gross margin 24%, operating 9% (last 12 months) |
| Balance Sheet | Mixed — $928M cash vs $3.53B debt |
| Cash Flow | Solid — Operating cash flow $1.11B (TTM) |
| Efficiency | Weak — ROE 0%, ROA 1.0% |
Ownership (ICLR)
| Insider Ownership | +0.45% |
|---|---|
| Institutional Ownership | +107.82% |
| Shares Outstanding | 77.15M |
| Float | 77.10M |
| Short % of Float | +4.10% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Leadership (ICLR)
ICON Public Limited Company is led by Barry Balfe, CEO & Director, per Nexqual as of October 23, 2026 at 09:48 UTC.
| CEO & Director | Barry Balfe |
|---|---|
| Founder & Independent Non-Executive Director | John Climax |
| Chief Financial Officer | Nigel Clerkin A.C.A. |
| Director of Corporate Communications | Niamh Murphy |
| Vice President of Marketing | David Green |
Major Backers & Investors (ICLR)
Notable institutional backers of ICON Public Limited Company include Artisan Partners Limited Partnership, Wellington Management, FMR, LLC, according to Nexqual as of October 23, 2026 at 09:48 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Artisan Partners Limited Partnership | 11.31% |
| Wellington Management | 6.97% |
| FMR, LLC | 6.9% |
| Invesco | 6.89% |
| Harris Associates L.P. | 5.85% |
| Brave Warrior Advisors, LLC | 4.13% |
| Greenhaven Associates, Inc. | 4.06% |
| Principal Financial Group, Inc. | 3.86% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 3.54% |
Source: Nexqual, October 23, 2026 at 09:48 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| CRL | Charles River Laboratories Inte | USD 339.66 | ▼ 1.51% |
| RVTY | Revvity, Inc. | USD 157.36 | ▲ 0.48% |
| MEDP | Medpace Holdings, Inc. | USD 653.96 | ▼ 1.29% |
| QGEN | Qiagen N.V. | USD 50.22 | ▲ 0.44% |
| GH | Guardant Health, Inc. | USD 162.94 | ▼ 2.23% |
| LH | Labcorp Holdings Inc. | USD 329.93 | ▲ 1.91% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:48 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt