Key Points
- Insider sale: ICU Medical VP Daniel Woolson sold 5,417 shares for approximately $982,000, reducing his direct stake by 24.1% to 17,062 shares.
- Quarterly results beat expectations: ICU Medical reported earnings of $2.37 per share versus the $1.91 consensus estimate, while revenue reached $547.88 million compared with expectations of $533.44 million. The company maintained fiscal 2026 EPS guidance of $8.60 to $9.00.
- Investor outlook remains generally positive: Analysts raised several price targets, with the consensus rating at “Moderate Buy” and an average target of $192.80. However, the stock’s elevated valuation near its 52-week high could increase sensitivity to weaker growth.
ICU Medical, Inc. (NASDAQ:ICUI - Get Free Report) VP Daniel Woolson sold 5,417 shares of the company's stock in a transaction dated Thursday, August 13th. The shares were sold at an average price of $181.33, for a total transaction of $982,264.61. Following the completion of the sale, the vice president directly owned 17,062 shares in the company, valued at approximately $3,093,852.46. The trade was a 24.10% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website.
ICU Medical Stock Up 2.1%
Shares of ICUI opened at $183.11 on Friday. The stock has a market cap of $4.58 billion, a price-to-earnings ratio of 155.18, a P/E/G ratio of 2.51 and a beta of 0.74. The company has a quick ratio of 1.21, a current ratio of 2.43 and a debt-to-equity ratio of 0.56. ICU Medical, Inc. has a 12 month low of $111.42 and a 12 month high of $192.85. The company has a 50-day moving average price of $155.63 and a two-hundred day moving average price of $141.67.
ICU Medical (NASDAQ:ICUI - Get Free Report) last released its quarterly earnings data on Thursday, August 6th. The medical instruments supplier reported $2.37 earnings per share for the quarter, beating analysts' consensus estimates of $1.91 by $0.46. ICU Medical had a return on equity of 7.91% and a net margin of 1.39%.The company had revenue of $547.88 million for the quarter, compared to the consensus estimate of $533.44 million. During the same period in the previous year, the business earned $2.10 earnings per share. The company's quarterly revenue was up .5% on a year-over-year basis. ICU Medical has set its FY 2026 guidance at 8.600-9.000 EPS. Equities analysts predict that ICU Medical, Inc. will post 6.51 EPS for the current fiscal year.
Institutional Inflows and Outflows
Several institutional investors and hedge funds have recently modified their holdings of the business. Norges Bank acquired a new position in shares of ICU Medical during the fourth quarter worth approximately $58,083,000. Kirr Marbach & Co. LLC IN increased its holdings in shares of ICU Medical by 18.4% in the first quarter. Kirr Marbach & Co. LLC IN now owns 44,153 shares of the medical instruments supplier's stock valued at $5,702,000 after purchasing an additional 6,863 shares in the last quarter. F m Investments LLC increased its holdings in shares of ICU Medical by 33.3% in the fourth quarter. F m Investments LLC now owns 46,519 shares of the medical instruments supplier's stock valued at $6,637,000 after purchasing an additional 11,608 shares in the last quarter. Thrivent Financial for Lutherans raised its position in ICU Medical by 1,604.0% in the 4th quarter. Thrivent Financial for Lutherans now owns 303,457 shares of the medical instruments supplier's stock worth $43,294,000 after purchasing an additional 285,648 shares during the last quarter. Finally, Reinhart Partners LLC. bought a new position in ICU Medical in the 2nd quarter worth approximately $46,148,000. 96.10% of the stock is owned by institutional investors and hedge funds.
ICU Medical News Summary
Here are the key news stories impacting ICU Medical this week:
- Positive Sentiment: Q2 results beat expectations. ICU Medical reported adjusted earnings of $2.37 per share, well above the $1.91 analyst consensus, while revenue of $547.88 million exceeded estimates of $533.44 million. Revenue increased modestly year over year, and the company maintained fiscal 2026 EPS guidance of $8.60 to $9.00. ICU Medical Q2 2026 Earnings Call Transcript
- Positive Sentiment: Analyst sentiment remains supportive. Following the earnings release, Needham raised its price target to $187, Piper Sandler to $195, and BTIG Research to $200, while maintaining positive ratings. Raymond James also reiterated its strong-buy rating with a $200 target. The consensus rating is “Moderate Buy,” with an average target of $192.80.
- Positive Sentiment: Investor attention remains focused on the earnings call. Analysts’ questions centered on the company’s quarterly performance and outlook, suggesting that the earnings beat and management’s commentary remain the key drivers of current trading interest. The 5 Most Interesting Analyst Questions From ICU Medical’s Q2 Earnings Call
- Neutral Sentiment: Valuation is demanding. ICU Medical trades near its 52-week high at a very elevated forward valuation, making the stock more sensitive to any slowdown in growth or signs that the recent earnings momentum cannot be sustained.
- Negative Sentiment: Several insiders sold shares. Vice President Daniel Woolson sold 5,417 shares for approximately $982,000, COO Christian Voigtlander sold 8,929 shares for about $1.63 million, CIO Ben Sousa sold 2,250 shares for $401,000, and Director Elisha Finney sold 378 shares for roughly $69,000. The transactions reduced their holdings by meaningful percentages and may raise concerns about insider conviction, although such sales can also reflect personal liquidity or diversification. ICU Medical Insider Sales
Analyst Upgrades and Downgrades
A number of analysts have weighed in on ICUI shares. Jefferies Financial Group upgraded ICU Medical to a "strong-buy" rating in a research report on Thursday, May 7th. Wall Street Zen raised ICU Medical from a "buy" rating to a "strong-buy" rating in a report on Saturday, August 8th. Piper Sandler boosted their target price on shares of ICU Medical from $163.00 to $195.00 and gave the company an "overweight" rating in a research note on Friday, August 7th. BTIG Research upped their target price on shares of ICU Medical from $170.00 to $200.00 and gave the stock a "buy" rating in a report on Friday, August 7th. Finally, Sanford C. Bernstein cut shares of ICU Medical to a "market perform" rating in a research report on Monday, June 15th. Two analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus price target of $192.80.
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About ICU Medical
(
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ICU Medical, Inc, together with its subsidiaries, develops, manufactures, and sells medical devices used in infusion therapy, vascular access, and vital care applications worldwide. Its infusion therapy products include needlefree products under the MicroClave, MicroClave Clear, and NanoClave brands; Neutron catheter patency devices; ChemoClave and ChemoLock closed system transfer devices, which are used to limit the escape of hazardous drugs or vapor concentrations, block the transfer of environmental contaminants into the system, and eliminates the risk of needlestick injury; Tego needle free connectors; Deltec GRIPPER non-coring needles for portal access; and ClearGuard, SwabCap, and SwabTip disinfection caps.
Further Reading

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