$ICLR

ICON PLC

0
1
0
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$2.3M
McCague Eugene Pacelli
0%
See all $ICLR insider activity →
Med

UBS Restarts Coverage of Icon PLC (ICLR) with Neutral Rating and

UBS resumed coverage of Icon PLC (ICLR) with a Neutral rating and $195 price target, citing sector growth but client-specific challenges. GuruFocus estimates ICLR's intrinsic value at $205.65, indicating a 17.2% undervaluation. The stock has a high GF Score of 94/100, with strong valuation and profitability but moderate financial strength. Insiders have sold $4.0M in shares over the past year.

ICON Public Limited Company’s (ICLR) Shrinking Moat Warranted an Early Departure

Marram Investment Management's Q2 2026 letter reported a 2.7% quarterly return, with ICON Public Limited Company (ICLR) as a notable exit. The firm cited a shrinking moat and competitive industry dynamics as reasons for the departure. ICON, a clinical research organization, has a market cap of $13.08B and a 52-week range of $66.57 to $203.91, closing at $169.55 on September 21, 2026.

ICLR sentiment & insider activity

Over the past 7 days, AlphAI's AI scored 1 news story mentioning ICLR (ICON PLC). Coverage has been balanced: 0 bullish, 1 neutral, and 0 bearish.

Recent ICLR coverage spans insider activity, financial news and corporate actions.

In the last 30 days, ICLR insiders filed 3 SEC Form 4 transactions — no purchases and 3 sales ($2.3M). The most active reporter was McCague Eugene Pacelli with 1 filing.

What's driving ICLR

AlphAI scores every news story that mentions ICLR with an AI model for sentiment and relevance, and aggregates insider trades from ICON PLC's SEC EDGAR Form 4 filings. Figures refresh continuously.

News on $ICLR

Score
$ICLRMed

UBS Restarts Coverage of Icon PLC (ICLR) with Neutral Rating and

UBS resumed coverage of Icon PLC (ICLR) with a Neutral rating and $195 price target, citing sector growth but client-specific challenges. GuruFocus estimates ICLR's intrinsic value at $205.65, indicating a 17.2% undervaluation. The stock has a high GF Score of 94/100, with strong valuation and profitability but moderate financial strength. Insiders have sold $4.0M in shares over the past year.

$ICLRLow

ICON Public Limited Company’s (ICLR) Shrinking Moat Warranted an Early Departure

Marram Investment Management's Q2 2026 letter reported a 2.7% quarterly return, with ICON Public Limited Company (ICLR) as a notable exit. The firm cited a shrinking moat and competitive industry dynamics as reasons for the departure. ICON, a clinical research organization, has a market cap of $13.08B and a 52-week range of $66.57 to $203.91, closing at $169.55 on September 21, 2026.

$ICLRMed

Does ICON’s Shift to an Unsecured Capital Structure Reshape the Bull Case for ICLR?

Simply Wall St says ICON Investments Six Designated Activity Company priced $2.15B of senior unsecured notes (maturing 2029-2036) to refinance a bridge facility, secured term loans and 5.809% secured notes due 2027. The deal releases collateral and subsidiary guarantees, moving ICON toward an unsecured capital structure. The article links this to margin compression and execution/cash generation risks.

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