ICLR
ICON Public Limited CompanyHealthcare · $13.1B market cap
Verdict
Share price
$162.05
close of Oct 3, 2026
Fair value
$171.29
Sticker Price
Payback Price
$68.52
buy price
ICLR is Fairly Valued: at $162.05 it's within 5% of its fair value of $171.29. Its buy price (Payback Price) is $68.52, 58% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Free Cash Flow. Sales grew 2% a year over the last 3 years, below the 15% we look for in a fast grower, so we value it on its free cash flow instead of an earnings forecast.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
Follow ICLR
Get notified when it reaches its buy price of $68.52. Free.
Create a free accountSuperinvestors
6 of the investors we track hold ICLR. In Q2 2026, 2 added, 1 trimmed and 2 sold out. Who we track
Bill Nygren
Oakmark Funds · as of Q2 2026
$776.2M
4,468,146 shares
Glenn Greenberg
Brave Warrior Advisors · as of Q2 2026
$547.8M
3,153,308 shares
Greenhaven Associates
Greenhaven Associates · as of Q2 2026
$538.6M
3,100,615 shares
Ruane Cunniff LP
Ruane Cunniff LP · as of Q2 2026
$355.8M
2,048,087 shares
First Pacific Advisors
First Pacific Advisors · as of Q2 2026
$105.4M
606,523 shares
Show all 6 holdersShow fewer
Muhlenkamp
Muhlenkamp · as of Q2 2026
$11.5M
66,337 shares
Moves in Q2 2026
Added: Ruane Cunniff LP, Greenhaven Associates
Trimmed: First Pacific Advisors
Sold out: Lee Ainslie, Harry Burn
Insider activity
Since Aug 7, 2026: no open-market purchases, 37 sales worth $4.0M and 27 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Murphy Ronan Martin
director · 2026-09-17
Sold
$876K
McCague Eugene Pacelli
director · 2026-09-17
Sold
$570K
CLIMAX JOHN DR
director · 2026-09-16
Sold
$876K
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-11
Sold
$30K
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-11
Sold
$262K
Show all 37 salesShow fewer
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-11
Sold
$42K
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-11
Sold
$39K
CLIMAX JOHN DR
director · 2026-08-11
Sold
$11K
CLIMAX JOHN DR
director · 2026-08-11
Sold
$97K
CLIMAX JOHN DR
director · 2026-08-11
Sold
$16K
CLIMAX JOHN DR
director · 2026-08-11
Sold
$14K
Grais Linda
director · 2026-08-11
Sold
$11K
Grais Linda
director · 2026-08-11
Sold
$97K
Grais Linda
director · 2026-08-11
Sold
$16K
Grais Linda
director · 2026-08-11
Sold
$14K
McCague Eugene Pacelli
director · 2026-08-11
Sold
$11K
McCague Eugene Pacelli
director · 2026-08-11
Sold
$97K
McCague Eugene Pacelli
director · 2026-08-11
Sold
$16K
McCague Eugene Pacelli
director · 2026-08-11
Sold
$14K
Murphy Ronan Martin
director · 2026-08-11
Sold
$11K
Murphy Ronan Martin
director · 2026-08-11
Sold
$97K
Murphy Ronan Martin
director · 2026-08-11
Sold
$16K
Murphy Ronan Martin
director · 2026-08-11
Sold
$14K
Murray Ciaran
director · 2026-08-11
Sold
$35K
Murray Ciaran
director · 2026-08-11
Sold
$309K
Murray Ciaran
director · 2026-08-11
Sold
$50K
Murray Ciaran
director · 2026-08-11
Sold
$46K
O'Neill Julie
director · 2026-08-11
Sold
$12K
O'Neill Julie
director · 2026-08-11
Sold
$106K
O'Neill Julie
director · 2026-08-11
Sold
$17K
Whitaker Anne Clem
director · 2026-08-11
Sold
$11K
Whitaker Anne Clem
director · 2026-08-11
Sold
$97K
Whitaker Anne Clem
director · 2026-08-11
Sold
$16K
Whitaker Anne Clem
director · 2026-08-11
Sold
$14K
O'Neill Julie
director · 2026-08-11
Sold
$15K
Balfe Barry Edward
Chief Executive Officer · 2026-08-10
Sold
$13K
Balfe Barry Edward
Chief Executive Officer · 2026-08-10
Sold
$50K
Other filings
Murphy Ronan Martin
director · 2026-09-17
Option exercise
$629K
McCague Eugene Pacelli
director · 2026-09-17
Option exercise
$409K
CLIMAX JOHN DR
director · 2026-09-16
Option exercise
$629K
Balfe Barry Edward
Chief Executive Officer · 2026-08-10
Award
22,258 shares
Balfe Barry Edward
Chief Executive Officer · 2026-08-10
Award
$5.4M
Show all 27 other filingsShow fewer
Elliott Jeffrey Thomas
director · 2026-08-10
Award
1,324 shares
Egan Kevin Francis
director · 2026-08-10
Award
1,324 shares
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-10
Option exercise
918 shares
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-10
Award
$796K
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-10
Option exercise
3,375 shares
Clerkin Nigel Bernard John
Chief Financial Officer · 2026-08-10
Award
14,164 shares
CLIMAX JOHN DR
director · 2026-08-10
Award
1,324 shares
CLIMAX JOHN DR
director · 2026-08-10
Option exercise
1,732 shares
Grais Linda
director · 2026-08-10
Award
1,324 shares
Grais Linda
director · 2026-08-10
Option exercise
1,732 shares
Lyons Emer
Chief Accounting Officer · 2026-08-10
Award
5,886 shares
McCague Eugene Pacelli
director · 2026-08-10
Award
1,324 shares
McCague Eugene Pacelli
director · 2026-08-10
Option exercise
1,732 shares
Murphy Ronan Martin
director · 2026-08-10
Award
1,324 shares
Murphy Ronan Martin
director · 2026-08-10
Option exercise
1,732 shares
Murray Ciaran
director · 2026-08-10
Award
2,047 shares
Murray Ciaran
director · 2026-08-10
Option exercise
2,677 shares
O'Neill Julie
director · 2026-08-10
Award
1,324 shares
O'Neill Julie
director · 2026-08-10
Option exercise
1,732 shares
Whitaker Anne Clem
director · 2026-08-10
Award
1,324 shares
Whitaker Anne Clem
director · 2026-08-10
Option exercise
1,732 shares
Balfe Barry Edward
Chief Executive Officer · 2026-08-07
Option exercise
728 shares
About ICON Public Limited Company
ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, rest of Europe, the United States, and internationally. The company specializes in the strategic development, management, and analysis of programs that support various stages of the clinical development process from compound selection to Phase I-IV clinical studies. It also…
Medical - Diagnostics & Research
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works