ICF International (NASDAQ:ICFI – Get Free Report) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 6.950-7.250 for the period, compared to the consensus estimate of 7.020. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion.
ICF International Stock Up 11.4%
ICF International stock traded up $9.69 during mid-day trading on Friday, reaching $95.00. The stock had a trading volume of 464,434 shares, compared to its average volume of 229,569. ICF International has a one year low of $58.83 and a one year high of $101.71. The company has a 50-day moving average price of $75.37 and a two-hundred day moving average price of $74.71. The company has a market capitalization of $1.72 billion, a price-to-earnings ratio of 19.67 and a beta of 0.51. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.48 and a quick ratio of 1.48.
ICF International (NASDAQ:ICFI – Get Free Report) last posted its earnings results on Thursday, August 6th. The business services provider reported $1.86 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.65 by $0.21. ICF International had a net margin of 4.86% and a return on equity of 11.59%. The business had revenue of $474.50 million for the quarter, compared to analysts’ expectations of $478.30 million. During the same quarter in the prior year, the business earned $1.66 EPS. The business’s revenue for the quarter was down .3% compared to the same quarter last year. ICF International has set its FY 2026 guidance at 6.950-7.250 EPS. On average, analysts expect that ICF International will post 7.01 EPS for the current fiscal year.
ICF International Announces Dividend
ICF International declared that its board has approved a share repurchase plan on Thursday, June 25th that permits the company to buyback $100.00 million in shares. This buyback authorization permits the business services provider to purchase up to 8.1% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.
Analyst Upgrades and Downgrades
Several equities analysts recently commented on ICFI shares. Weiss Ratings reiterated a “sell (d+)” rating on shares of ICF International in a report on Friday, July 24th. Wall Street Zen upgraded shares of ICF International from a “hold” rating to a “strong-buy” rating in a research note on Saturday. Two analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target of $102.33.
View Our Latest Research Report on ICF International
Insider Buying and Selling
In related news, CEO John Wasson sold 12,411 shares of the business’s stock in a transaction on Monday, July 13th. The stock was sold at an average price of $80.08, for a total transaction of $993,872.88. Following the transaction, the chief executive officer directly owned 27,511 shares in the company, valued at $2,203,080.88. The trade was a 31.09% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Handel Michael J. Van acquired 8,000 shares of the company’s stock in a transaction dated Friday, May 15th. The shares were bought at an average cost of $61.39 per share, for a total transaction of $491,120.00. Following the completion of the acquisition, the director directly owned 24,254 shares of the company’s stock, valued at approximately $1,488,953.06. The trade was a 49.22% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 1.71% of the company’s stock.
ICF International News Summary
Here are the key news stories impacting ICF International this week:
- Positive Sentiment: Adjusted EPS exceeded expectations. ICF reported second-quarter non-GAAP EPS of $1.86, up from $1.66 a year earlier and above analyst estimates of approximately $1.65-$1.69. Net income was $27 million, while adjusted EBITDA reached $53.4 million, or 11.2% of revenue. ICF Reports Second Quarter 2026 Results
- Positive Sentiment: Management reaffirmed its full-year outlook. ICF maintained 2026 adjusted EPS guidance of $6.95-$7.25 and revenue guidance of $1.9-$2.0 billion, broadly consistent with analyst expectations. Reaffirmation reduces the risk of a near-term forecast cut. ICF International Declares Dividend, Reaffirms 2026 Outlook
- Positive Sentiment: Future demand indicators were constructive. The business development pipeline reached $9.3 billion at quarter-end, and the company highlighted potential reacceleration in commercial energy and an inflection in federal growth. William Blair maintained a Buy rating, citing these opportunities. ICF International Transitional Quarter Sets Stage for Growth
- Positive Sentiment: ICF declared a quarterly dividend of $0.14 per share, payable October 9 to shareholders of record September 4. The dividend supports shareholder returns, though its annualized yield is modest at roughly 0.6%.
- Neutral Sentiment: Revenue was mixed. Second-quarter revenue of $474.5 million was essentially flat year over year and below the $478.3 million consensus estimate. The quarterly book-to-bill ratio was 0.85, although the trailing-12-month ratio remained healthier at 1.09. ICF Q2 Earnings Metrics Versus Estimates
- Negative Sentiment: Growth remains subdued. The sales shortfall and flat year-over-year revenue underscore slower near-term expansion, while the company described the quarter as transitional and pointed to gradual rather than immediate growth.
Institutional Trading of ICF International
A number of institutional investors and hedge funds have recently made changes to their positions in the business. EverSource Wealth Advisors LLC boosted its holdings in ICF International by 2,121.1% in the 2nd quarter. EverSource Wealth Advisors LLC now owns 422 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 403 shares during the last quarter. Captrust Financial Advisors purchased a new stake in shares of ICF International during the 2nd quarter valued at approximately $246,000. Jump Financial LLC lifted its holdings in ICF International by 195.3% in the fourth quarter. Jump Financial LLC now owns 6,756 shares of the business services provider’s stock valued at $576,000 after acquiring an additional 4,468 shares during the last quarter. Russell Investments Group Ltd. grew its position in ICF International by 1,392.3% in the third quarter. Russell Investments Group Ltd. now owns 13,028 shares of the business services provider’s stock worth $1,209,000 after acquiring an additional 12,155 shares during the period. Finally, Public Employees Retirement System of Ohio grew its position in ICF International by 5,229.4% in the third quarter. Public Employees Retirement System of Ohio now owns 17,214 shares of the business services provider’s stock worth $1,597,000 after acquiring an additional 16,891 shares during the period. 94.12% of the stock is currently owned by hedge funds and other institutional investors.
ICF International Company Profile
ICF International (NASDAQ: ICFI), commonly known as ICF, is a global consulting and digital services provider specializing in the intersection of strategy, technology, and policy. The firm delivers integrated services and solutions to government and commercial clients in areas such as energy and environment, health and social programs, transportation, infrastructure, technology, and marketing and communications. ICF’s offerings span strategic planning, data analytics, program evaluation, digital transformation, and implementation support.
Founded in 1969 and headquartered in Reston, Virginia, ICF has grown through both organic expansion and targeted acquisitions to broaden its capabilities and geographic reach.
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