ICON PLC
No SEC Form 4 filings for $ICLR in the last 30 days.
Icon (NASDAQ:ICLR) issued FY 2026 guidance, projecting EPS of 10.000–11.000 versus a consensus 11.330, and revenue of $7.9B–$8.2B versus consensus $7.9B, according to the company. Shares rose about 4% to $118.45. Analysts’ targets ranged roughly from $100 to $120 after recent rating changes.
ICON plc reported Q4 2025 revenue of $2,112.5m and full-year revenue of $8,251.3m. Q4 adjusted EBITDA was $327.1m (15.5% of revenue) and full-year adjusted EBITDA $1,530.7m (18.6%). GAAP net income was $149.2m (Q4) and $229.3m (full year). The Audit Committee said its investigation is complete; ICON will restate 2023–2024 revenue overstated by 0.8% and 1.1% of total revenue, with no customer/operations/cash-flow impact. 2026 guidance: revenue $7,850–$8,150m; adjusted diluted EPS $10.00–$11.00.
Swedbank AB reduced its Icon Plc (NASDAQ:ICLR) stake by 19.5% in Q4, selling 9,400 shares to hold 38,700 shares, worth $7.052M at period end, according to its latest 13F. Other institutions increased positions, including Principal Financial Group and Wellington Management. Analyst ratings were mixed, with a MarketBeat consensus “Hold” and average target price of $145.67.
