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ICICLR

ICON Public Limited Company

$ICLR·$13B·Medical - Diagnostics & Research·Healthcare
$170.02+0.2%YTD-14.7%1Y-2.9%
Mentions · last 7 days
2026-08-21: 0 posts2026-08-22: 0 posts70%
Price updated 2d ago·X counts updated 8d ago
ICICLR
$ICLRICON Public Limited Company
$170.02+0.18%7 posts0%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Today's AI verdict on what's driving $ICLR, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-20

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Global CRO leader recovering from a 2024-2025 biotech-funding trough — the tape has run 33% in three months, but director-selling cluster caps it.

ICON is one of the top-three global contract research organizations — running clinical trials for the largest pharma and biotech customers. The story since 2024 has been a slow-motion recovery as biotech-funding stress and pharma R&D pauses hit book-of-business, and the tape is now up 33% over three months on the reacceleration narrative.

  • Revenue growth is finally reacceleration: Q4 2025 revenue grew 7.3% year-on-year after -4.8% and -4.3% earlier — the biotech funding recovery plus a pharma restart pipeline is showing up in reported revenue, and FY26 consensus of $10.63 EPS implies continued growth.
  • The Q2 beat was clean but not exciting: EPS of $2.56 beat consensus by 0.4% — a modest beat, but coming after two 2%-beats in the prior two quarters that shows the sell-side model is now catching up to the improving trajectory.
  • The insider-selling cluster is the tension: five directors sold on Aug 11 in a coordinated pattern (Anne Whitaker, Julie O'Neill, Ciaran Murray, Ronan Murphy, Eugene McCague, all around $164) — this is a real director-cluster distribution at a level 15% below the recent highs, worth flagging.

Trajectory is coiling at 77% of the 52-week range as the tape absorbs the director selling; the Oct 28 Q3 print needs another clean beat plus reaffirmed FY26 guide to sustain the recovery — a soft biotech-book commentary or a further sell-side model cut breaks the setup back toward $150.

What to watch: Oct 28 Q3 earnings — another clean beat plus reaffirmed FY26 guide sustains the recovery; a soft biotech-book commentary or a further sell-side model cut breaks the setup back toward $150.

On the calendar: 2026-10-28 — Q3 2026 earnings

director selling clusterno sentiment

Read the AI verdict + X sentiment for $ICLR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Provides outsourced clinical trial management and regulatory services to pharmaceutical and biotech drug developers.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Diagnostics & Research sits in its cycle right now — and what that implies for $ICLR.

Medical - Diagnostics & Research · Healthcare

Diagnostic testing volumes are normalizing post-COVID elevated baseline; liquid biopsy and genomic sequencing are the structural growth areas. Reimbursement rate changes (CMS updates) are the primary margin risk for established lab businesses.

What this means for $ICLR

Neutral — binary clinical-stage catalyst set is independent of the broader industry macro driver; pipeline readout timing is the company-specific event.

Industry benchmark

21-name peer basket
+37.9%YTD
+82.4%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
24.0How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
6.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.0%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
11.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
1.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
5.2%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
25.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 29, 2026$2.56$2.55+0.4%
Q1 2026Jun 23, 2026$2.50$2.46+1.6%
Q1 2026May 27, 2026$2.52$3.13-19.5%
Q3 2025Oct 22, 2025$3.31$3.28+0.9%
Next earningsWed, Oct 28·consensus EPS $2.69

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q4 FY25$2.2B+7.3%27.4%14.8%$-1.40$622.7M
Q3 FY25$2.0B+0.6%22.3%12.7%$0.03$351.9M
Q2 FY25$2.0B-4.8%27.8%10.4%$2.31$127.6M
Q1 FY25$2.0B-4.3%27.9%11.0%$1.91$239.3M

Forward consensus

5-year forecast · up to 11 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.1B$8.0B – $8.2B$10.63$10.33 – $10.9211
FY27$8.3B$8.3B – $8.5B$11.93$11.08 – $13.3311
FY28$8.8B$8.6B – $9.2B$13.54$12.41 – $15.8911
FY29$9.3B$9.1B – $9.5B$15.63$15.30 – $16.055
FY30$9.8B$9.6B – $10.0B$17.36$16.99 – $17.825

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.4×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.75%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+2.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+15.4%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMid float · 75.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β1.205-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 11Whitaker Anne ClemDirector841 sh$138KSellAug 11Julie O'neillDirector915 sh$150KSellAug 11Mccague Eugene PacelliDirector841 sh$138KSellAug 11Murphy Ronan MartinDirector841 sh$138KSellAug 11Linda GraisDirector841 sh$138KSellAug 11John Dr ClimaxDirector841 sh$138KSellAug 11Ciaran MurrayDirector2.7K sh$440K
+ 21 other (11 awards · 7 exempts · 3 returns) in window

See when $ICLR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ICLR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ICLR.

3New insider — initial holdingsJun 53
AI summary

A new insider filed a Form 3 with the SEC, disclosing initial beneficial ownership of ICLR securities. This filing is required under Section 16(a) of the Securities Exchange Act within 10 days of becoming a reporting person (officer, director, or 10%+ holder). The filing reports 4 shares of common stock. Form 3 filings establish a baseline ownership record for subsequent Form 4 (changes) and Form 5 (annual) filings, providing transparency into insider positions at ICLR.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

3New insider — initial holdingsMar 183
AI summary

Form filed by More than One Reporting Person Table I - Non-De filed a Form 3 (initial ownership statement) for ICLR on 2026-03-18, initiating required Section 16 reporting. Role: of Reporting Person. Form 3 is a mandatory administrative filing upon first becoming an insider or 10%+ holder; it does not reflect a purchase or sale event.

+ 30 other (14 6-Ks · 8 13Gs · 5 3s · 1 6-K/A) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Icon PLC (ICLR) Up 2.5% Since Last Earnings Report: Can It Continue?zacks.com·3d agoA Look at Icon PLC (ICLR) After 3.2% Gain -- GF Value $208.22 vs Price $172.49gurufocus.com·11d agoIcon PLC (ICLR) Shares Surge 3.9% -- What GF Score of 93 Tells Investorsgurufocus.com·14d agoOakmark Concentrated Strategy Q2 2026 Performance Reviewseekingalpha.com·20d agoIs ICON a Buy as Valuation Improves but Earnings Risks Still Persist?zacks.com·25d ago

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Voices on X · last 7 days

No standout posts about $ICLR on X in the last 7 days.

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