Oddo BHF Asset Management Sas Raises Stock Position in Incyte Corporation $INCY

Posted by Brian Himes on Jun 17th, 2026

Oddo BHF Asset Management Sas grew its holdings in Incyte Corporation (NASDAQ:INCY – Free Report) by 160.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 36,919 shares of the biopharmaceutical company’s stock after acquiring an additional 22,752 shares during the period. Oddo BHF Asset Management Sas’ holdings in Incyte were worth $3,646,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the business. Geode Capital Management LLC raised its stake in shares of Incyte by 11.3% in the 4th quarter. Geode Capital Management LLC now owns 4,993,012 shares of the biopharmaceutical company’s stock valued at $491,500,000 after acquiring an additional 506,842 shares during the period. Arrowstreet Capital Limited Partnership raised its stake in shares of Incyte by 13.7% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 3,103,946 shares of the biopharmaceutical company’s stock valued at $263,246,000 after acquiring an additional 373,298 shares during the period. Morgan Stanley raised its stake in shares of Incyte by 0.9% in the 4th quarter. Morgan Stanley now owns 2,663,823 shares of the biopharmaceutical company’s stock valued at $263,106,000 after acquiring an additional 23,087 shares during the period. Robeco Institutional Asset Management B.V. raised its stake in shares of Incyte by 7.0% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 2,480,793 shares of the biopharmaceutical company’s stock valued at $245,028,000 after acquiring an additional 161,405 shares during the period. Finally, Los Angeles Capital Management LLC raised its stake in shares of Incyte by 30.0% in the 4th quarter. Los Angeles Capital Management LLC now owns 2,288,874 shares of the biopharmaceutical company’s stock valued at $211,927,000 after acquiring an additional 527,703 shares during the period. Hedge funds and other institutional investors own 96.97% of the company’s stock.

Insider Buying and Selling

In other Incyte news, insider Pablo J. Cagnoni sold 18,667 shares of the stock in a transaction on Friday, April 17th. The shares were sold at an average price of $96.50, for a total transaction of $1,801,365.50. Following the transaction, the insider directly owned 262,692 shares in the company, valued at $25,349,778. This represents a 6.63% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 16.20% of the stock is owned by company insiders.

Incyte Stock Down 2.2%

Shares of NASDAQ INCY opened at $99.75 on Wednesday. Incyte Corporation has a 1 year low of $66.74 and a 1 year high of $112.29. The firm has a market cap of $19.93 billion, a price-to-earnings ratio of 14.09, a PEG ratio of 0.99 and a beta of 0.79. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.60 and a current ratio of 3.68. The stock’s 50-day simple moving average is $97.97 and its 200-day simple moving average is $99.06.

Incyte (NASDAQ:INCY – Get Free Report) last posted its quarterly earnings data on Tuesday, April 28th. The biopharmaceutical company reported $1.81 EPS for the quarter, beating analysts’ consensus estimates of $1.38 by $0.43. Incyte had a net margin of 26.71% and a return on equity of 26.66%. The firm had revenue of $1.27 billion for the quarter, compared to the consensus estimate of $1.22 billion. During the same period in the prior year, the firm posted $1.16 EPS. The firm’s revenue was up 20.9% compared to the same quarter last year. As a group, equities analysts anticipate that Incyte Corporation will post 6.64 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

INCY has been the topic of a number of research reports. Citigroup reissued a “market perform” rating on shares of Incyte in a research note on Tuesday, June 2nd. Barclays restated an “overweight” rating on shares of Incyte in a report on Tuesday, March 24th. Oppenheimer restated a “market perform” rating and issued a $107.00 price target on shares of Incyte in a report on Monday, June 8th. Sanford C. Bernstein started coverage on Incyte in a report on Thursday, May 21st. They issued a “market perform” rating and a $99.00 price target for the company. Finally, Jefferies Financial Group cut Incyte from a “buy” rating to a “hold” rating and decreased their price target for the stock from $120.00 to $94.00 in a report on Monday, March 16th. Eight research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, Incyte has an average rating of “Hold” and an average target price of $105.10.

Read Our Latest Research Report on INCY

Incyte Profile

(Free Report)

Incyte Corporation is a Wilmington, Delaware–based biopharmaceutical company focused on the discovery, development and commercialization of novel therapies in oncology and inflammation. Since its founding in 2002, Incyte has grown from a small research organization into a global enterprise, advancing a portfolio of internally developed and partnered assets. The company’s research and development efforts center on small-molecule drugs and biologics that modulate critical signaling pathways implicated in cancer, autoimmune disorders and rare diseases.

The company’s flagship product is Jakafi® (ruxolitinib), a Janus kinase (JAK) inhibitor approved for the treatment of myelofibrosis and polycythemia vera.