ICU Medical, Inc. Experiences Revision in Stock Evaluation Amid Market Challenges
ICU Medical, Inc. (ICUI), a small-cap pharmaceuticals and biotechnology company, has recently seen a decline in its stock price and a revision in its evaluation. The company has underperformed the S&P 500 significantly over the past year and three years, reflecting ongoing market challenges. Technical indicators present a mixed outlook, with some suggesting bearish trends while others indicate a mildly bullish or neutral performance.
Pacific Capital Partners Ltd Sells 44,750 Shares of ICU Medical, Inc. $ICUI
Pacific Capital Partners Ltd substantially reduced its stake in ICU Medical, Inc. (NASDAQ:ICUI) by selling 71.6% of its shares, totaling 44,750 shares, in the fourth quarter. Despite this, other institutional investors have slightly increased their holdings in the medical instruments supplier. ICU Medical recently beat quarterly EPS expectations but reported a year-over-year revenue decline, with analysts maintaining a "Moderate Buy" consensus rating and price targets around $179.33.
ICU Medical (FRA:IC7) Issuance of Debt : €0 Mil (TTM As of Dec. 2025)
ICU Medical (FRA:IC7) reported an issuance of debt of €0 million for the trailing twelve months (TTM) ended December 2025 and for the quarter ended December 2025. GuruFocus rates ICU Medical with a GF Score of 84/100 and considers the stock "Fairly Valued" with a GF Value of €110.46 against a current price of €107.00, noting 4 warning signs. The company is a key player in infusion therapy systems and supplies, generating over 60% of its sales domestically in the US.
ICU Medical, Inc. (NASDAQ:ICUI) Receives Average Recommendation of "Moderate Buy" from Analysts
ICU Medical, Inc. (NASDAQ:ICUI) has received an average recommendation of "Moderate Buy" from five analysts, with an average twelve-month price target of $179.33. Several analysts recently updated their ratings, including upgrades to "buy" and "overweight" recommendations, reflecting positive sentiment. The company recently reported strong earnings, exceeding analyst expectations, and 96.10% of its stock is owned by hedge funds and institutional investors.
Vanguard disaggregates holdings; reports 0% in ICU Medical (ICUI)
The Vanguard Group has filed an amendment to its Schedule 13G, reporting 0% ownership in ICU Medical Inc. (ICUI). This change is due to an internal realignment on January 12, 2026, where certain Vanguard subsidiaries will now report their beneficial ownership separately. Ashley Grim, Head of Global Fund Administration, signed the filing dated March 27, 2026.
Is Push For Easier Special Meetings Altering The Investment Case For ICU Medical (ICUI)?
A shareholder advocate has proposed lowering the threshold for calling special shareholder meetings at ICU Medical to 10% of outstanding common stock. While this could enhance investor governance rights, the article suggests it won't materially impact the company's immediate focus on stabilizing margins and managing restructuring costs. The upcoming Annual General Meeting in May 2026 will address oversight structure, with ICU Medical's investment narrative focused on achieving $2.4 billion revenue and $139.7 million earnings by 2029.
ICU Medical (ICUI) director shifts 704 shares under domestic relations order
ICU Medical Inc. director Donald Abbey transferred 704 shares of Common Stock on March 25, 2026, as part of a domestic relations order. The transaction was categorized as an "other acquisition or disposition" at a stated price of $0.00 per share, indicating it was a non-market, personal transfer. Following this, Abbey directly holds 4,046 shares of ICU Medical common stock and no longer has a reportable beneficial interest in the transferred shares.
SHAREHOLDER ALERT: Purcell & Lefkowitz LLP Announces Shareholder Investigation of ICU Medical, Inc. (NASDAQ: ICUI)
Purcell & Lefkowitz LLP has launched a shareholder investigation into ICU Medical, Inc. (NASDAQ: ICUI) to determine if the company's directors breached their fiduciary duties through recent corporate actions. Shareholders of ICU Medical are encouraged to contact the law firm for more information regarding their rights and options. Purcell & Lefkowitz LLP specializes in representing shareholders affected by securities fraud and corporate misconduct.
[PRE 14A] ICU MEDICAL INC/DE...
ICU Medical, Inc. has filed a Preliminary Proxy Statement (PRE 14A) detailing proposals for its virtual Annual Meeting on May 13, 2026. Shareholders will vote on electing seven directors, ratifying Deloitte & Touche LLP as auditor, approving executive compensation, and adopting charter amendments for simple majority voting and a 25% special-meeting ownership threshold. The proxy also includes an advisory stockholder proposal for a 10% special-meeting right, which the Board opposes, and provides detailed executive and director compensation information for 2025, highlighting pay-for-performance targets and outcomes.
ICU Medical (ICUI) Q4 earnings and revenues surpass estimates
This article provides the headline for ICU Medical's Q4 earnings report. It states that the company's earnings and revenues for the fourth quarter exceeded analyst estimates. No further details are provided in the snippet.
ICUI SEC Filings - Icu Medical 10-K, 10-Q, 8-K Forms
This page on Stock Titan provides comprehensive access to ICU Medical (ICUI) SEC filings, including 10-K, 10-Q, 8-K reports, and insider trading forms. It offers AI-powered summaries to help investors quickly understand key disclosures and financial information. The article highlights recent filings, such as insider share transfers, stock purchases by a director and CEO, institutional holdings, and an S-8 filing for a stock incentive plan.
ICU Medical, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
ICU Medical, Inc., a small-cap pharmaceutical company, has seen its stock valuation revised due to fluctuating market dynamics. Technical indicators show mixed signals, with bearis tendencies in some areas and mildly bullish in others. The company's stock performance has significantly lagged the S&P 500 over the past year and longer periods, highlighting challenges in competitive performance.
ICU Medical, Inc. (ICUI) Investigation: Bronstein, Gewirtz & Gros
Bronstein, Gewirtz & Grossman, LLC has initiated an investigation into potential claims against ICU Medical, Inc. (ICUI) following a warning letter from the FDA. The FDA letter, issued on April 22, 2025, cited multiple unapproved changes to the company's Medfusion Model 4000 Syringe Infusion Pump and CADD Solis VIP Ambulatory Infusion Pump, rendering them "adulterated" and "misbranded" due to potential impacts on safety and effectiveness. This news caused ICU Medical's stock to drop, prompting the law firm to encourage affected shareholders to contact them for more information regarding the investigation.
JPMorgan Chase & Co. Sells 80,013 Shares of ICU Medical, Inc. $ICUI
JPMorgan Chase & Co. reduced its stake in ICU Medical, Inc. by 10.6% in the third quarter, selling 80,013 shares and retaining 676,370 shares valued at $81.1 million. Despite a revenue decline of 14.1% year-over-year, ICU Medical reported an EPS beat of $1.91 against a $1.68 estimate and issued a positive FY2026 EPS guidance of $7.75–$8.45. Analyst sentiment is mixed but generally positive, with a "Moderate Buy" consensus rating and an average price target of $179.33.
(ICUI) Risk Channels and Responsive Allocation
This article provides an analysis of Icu Medical Inc. (NASDAQ: ICUI), highlighting a weak near- and mid-term sentiment and a neutral long-term outlook. It details AI-generated trading strategies—Position, Momentum Breakout, and Risk Hedging—with specific entry, target, and stop-loss levels. The report also includes a multi-timeframe signal analysis outlining support and resistance levels for various time horizons.
ICU Medical (ICUI) Q4 earnings and revenues surpass estimates
ICU Medical (ICUI) announced Q4 earnings and revenues that exceeded analyst estimates. The company reported adjusted earnings of $1.56 per share, beating the consensus by 8.33%, and a 7.6% year-over-year revenue increase to $292.17 million, surpassing expectations. For the full year 2024, ICU Medical expects revenue between $1.16 billion and $1.19 billion and adjusted EPS of $6.00 to $6.75.
ICU Medical (ICUI) CFO nets shares from PRSUs and stock tax payment
ICU Medical CFO Brian Michael Bonnell exercised performance-based restricted stock units and restricted stock units, acquiring 14,648 shares of common stock. To cover tax liabilities, 7,595 shares were withheld at $125.85 per share, not involving an open-market sale. After these transactions, Bonnell directly owns 71,750 shares of ICU Medical common stock.
ICU Medical (ICUI) COO settles PRSUs, now holds 46,306 shares
ICU Medical's Chief Operating Officer, Christian B. Voigtlander, reported the settlement of performance-based restricted stock units (PRSUs) and restricted stock units (RSUs). These awards converted into a total of 14,648 shares of Common Stock, with 8,096 shares withheld to cover tax obligations. Following these transactions, Voigtlander now directly owns 46,306 shares of ICU Medical Common Stock.
Is ICU Medical (ICUI) Repricing Its Investment Story Amid Stagnant Revenue And Tighter Cash Margins?
ICU Medical (ICUI) is facing scrutiny due to stagnant revenues and increasing capital intensity, leading to projected declines in sales and tighter free cash flow margins. This situation questions the company's ability to convert revenue into cash, potentially altering its strategic priorities and investment narrative. The company's recent FY2025 results and FY2026 guidance highlight this tension, emphasizing the challenges of supporting new product rollouts amidst these financial pressures.
ICU Medical (ICUI) VP nets shares from performance award vesting
ICU Medical's VP and GM-Infusion Capital, Daniel Woolson, acquired 2,924 shares of common stock through the vesting of performance-based restricted stock units. Following the withholding of 1,295 shares for tax obligations, Woolson directly holds 24,602 shares. This transaction is categorized as a routine vesting and tax-settlement event, not an open-market trade.
Is ICU Medical (ICUI) Repricing Its Investment Story Amid Stagnant Revenue And Tighter Cash Margins?
ICU Medical is facing scrutiny due to stagnant revenues and increasing capital intensity, leading to concerns about declining sales and free cash flow margins. The company's recent financial results indicate a drop in year-on-year revenue despite a slight return to profitability, which heightens the pressure on its financial story. This situation particularly impacts its capacity to fund new product developments like the Plum Solo and Plum Duo pumps amidst tariffs and integration costs.
ICU Medical (NASDAQ: ICUI) CEO reports equity award vesting and tax share withholding
ICU Medical (ICUI) Chairman and CEO Vivek Jain reported the vesting of performance-based restricted stock units and restricted stock units, resulting in the acquisition of 21,972 shares. A total of 12,145 shares were withheld at $125.85 per share to cover tax liabilities, not constituting an open-market sale. Following these transactions, Jain directly holds 126,833 shares and indirectly holds 152,339 shares through a trust.
ICU Medical (ICUI) CIO settles 1,300 RSUs; 718 shares withheld
ICU Medical Inc. Chief Information Officer Ben Sousa settled 1,300 Restricted Stock Units (RSUs) on March 15, 2026, which converted into an equal number of common stock shares. To cover tax obligations, 718 shares were withheld at a price of $125.85 per share instead of being sold on the open market. Following these transactions, Ben Sousa directly owned 5,326 shares of ICU Medical Common Stock.
Assessing ICU Medical (ICUI) Valuation After A Stretch Of Weak Share Price Returns
ICU Medical (ICUI) has seen a period of weak share price returns, declining over the past month, 3 months, year-to-date, and the past year. Despite this, the company reported revenues of US$2.23B and net income of US$732,000, with positive annual growth rates. A valuation analysis suggests ICUI is currently undervalued, with a fair value estimated at $182.67 per share compared to its trading price of $125.85, driven by expected earnings growth and margin improvements.
ICU Medical Confronts Revenue Strain As Valuation Signals Potential Upside
ICU Medical (NasdaqGS:ICUI) is facing revenue stagnation and rising capital intensity, with projections for future sales decline and shrinking free cash flow margins. Despite these operational pressures and recent stock retreats, Simply Wall St's valuation suggests the shares may be trading significantly below their estimated fair value, presenting a potential upside for investors. The article highlights key considerations like sustainable cash generation and interest payment coverage, advising investors to examine the company's full analysis for a complete picture.
ICU Medical Confronts Revenue Strain As Valuation Signals Potential Upside
ICU Medical (NasdaqGS:ICUI) is facing significant operational challenges, including revenue stagnation, increasing capital intensity, and projected declines in future sales and free cash flow margins. Despite these issues, the company's shares are trading approximately 40.9% below their estimated fair value, with analysts targeting a price 29% higher than the current $128.78. Investors are advised to monitor the company's free cash flow, capital expenditure, and interest coverage.
ICU Medical, Inc. $ICUI Shares Purchased by Kennedy Capital Management LLC
Kennedy Capital Management LLC significantly increased its stake in ICU Medical (NASDAQ:ICUI) by 991.8% during the third quarter, acquiring an additional 115,638 shares. This purchase brings their total holdings to 127,297 shares, valued at approximately $15.27 million, representing about 0.52% of the company. ICU Medical recently reported beating EPS estimates but saw a 14.1% year-over-year revenue decline, while analysts generally hold a "Moderate Buy" rating with a consensus price target of $179.33.
ICU Medical Confronts Revenue Strain As Valuation Signals Potential Upside
ICU Medical (NasdaqGS:ICUI) is facing revenue stagnation and increasing capital intensity, with future sales projected to decline and free cash flow margins shrinking. The stock has seen recent declines, though longer-term returns are positive. Despite these operational challenges, the company's shares are trading below analyst targets and estimated fair value, suggesting potential upside for investors.
ICU Medical Experiences Revision in Stock Evaluation Amid Mixed Market Signals
ICU Medical's stock evaluation has been revised due to current market dynamics, with its price currently at $128.78, down from $133.76, and showing mixed technical signals. The company's performance has significantly underperformed the S&P 500 over the past year, as well as over five and ten-year periods, reflecting a challenging market environment.
ICU Medical (NASDAQ: ICUI) CIO nets shares as RSUs and PRSUs vest
ICU Medical's CIO, Ben Sousa, reported equity award transactions, acquiring common stock through the settlement of Restricted Stock Units (RSUs) and performance-based Restricted Stock Units (PRSUs), including 7,177 performance shares earned at 250% of target. A portion of these shares was withheld to cover tax obligations, not through open-market sales. Following these transactions, Sousa directly owns 4,744 shares of ICU Medical common stock.
Schroder Investment Management Group Buys 160,380 Shares of ICU Medical, Inc. $ICUI
Schroder Investment Management Group significantly increased its stake in ICU Medical, Inc. by 25.2%, acquiring 160,380 additional shares, bringing their total to 796,704 shares valued at $93.25 million. Analysts maintain a "Moderate Buy" rating with a consensus price target of $179.33, and the company recently reported strong EPS that beat estimates, though revenue declined year-over-year.
Victory Capital Management Inc. Purchases 53,619 Shares of ICU Medical, Inc. $ICUI
Victory Capital Management Inc. has increased its stake in ICU Medical, Inc. by 33.7%, acquiring an additional 53,619 shares, bringing their total ownership to 212,520 shares valued at approximately $25.49 million. This investment now represents about 0.86% of the company. The medical instruments supplier recently reported earnings that beat EPS estimates but missed revenue expectations, alongside updated FY2026 EPS guidance, and currently holds a "Moderate Buy" consensus rating from analysts.
ICU Medical (ICUI) VP Woolson nets shares after PRSU awards, tax withholding
ICU Medical (ICUI) VP Daniel Woolson has acquired shares through the exercise or conversion of performance-based and restricted stock units, as detailed in a recent SEC Form 4 filing. These awards included performance-based restricted stock units (PRSUs) granted in March 2024, which were earned at 250% of their target after performance results were certified. Concurrently, Woolson disposed of shares for tax withholding purposes at $132.00 per share, retaining direct ownership of the remaining common stock.
ICU Medical (ICUI) COO settles PRSUs, withholds shares for taxes
ICU Medical's COO, Christian B. Voigtlander, reported the settlement of performance-based and time-based stock units. He acquired 71,757 common shares from performance shares and 3,522 shares from performance-based restricted stock units (PRSUs). A portion of these shares, specifically 39,667 and 1,946 shares, were withheld at $132 per share to cover tax obligations.
Integra LifeSciences, GE HealthCare, Bausch + Lomb, ICU Medical, and Universal Health Services Shares Are Falling, What You Need To Know
Shares of Integra LifeSciences, GE HealthCare, Bausch + Lomb, ICU Medical, and Universal Health Services are falling following a surprising contraction in February employment, particularly in the healthcare sector. The Bureau of Labor Statistics reported a loss of 92,000 nonfarm payroll jobs, with healthcare shedding 28,000 positions, sparking investor concerns about a potential economic slowdown and reduced healthcare spending. ICU Medical's shares were particularly impacted, dropping 3.9%, adding to a year-to-date decline of 4.9%.
ICU Medical, Inc. (ICUI) Presents at 47th Annual Raymond James Institutional Investor Conference - Slideshow
ICU Medical, Inc. (ICUI) presented a slide deck at the 47th Annual Raymond James Institutional Investor Conference. This article makes the slides available to investors, published by SA Transcripts. The Seeking Alpha transcripts team is dedicated to providing extensive coverage of quarterly earnings calls and other transcript-related content.
ICU Medical resolves Smiths Medical warning letter, posts mixed Q4
ICU Medical's shares dipped after reporting mixed fourth-quarter results, with earnings per share beating expectations but sales falling slightly short. The company announced it resolved a broad FDA warning letter related to its Smiths Medical business and completed major manufacturing and ERP integrations. ICU Medical also provided its full-year guidance for 2026.
ICU Medical Inc reports results for the quarter ended December 31 - Earnings Summary
ICU Medical Inc (ICUI) reported adjusted earnings of $2.11 per share for the quarter ended December 31, significantly exceeding analyst expectations of $1.48 per share. Revenue also surpassed estimates, rising 8% to $621.62 million against an anticipated $596.64 million. Despite a reported quarterly loss of $23.83 million, analysts maintain a "buy" rating with a median 12-month price target of $207.00.
Segall Bryant & Hamill LLC Reduces Stake in ICU Medical, Inc. $ICUI
Segall Bryant & Hamill LLC reduced its stake in ICU Medical (NASDAQ:ICUI) by 5.1% in the third quarter of 2025, selling 15,154 shares and ending the period with 280,521 shares valued at approximately $33.65 million. Despite beating EPS estimates, ICU Medical's revenue decreased by 14.1% year-over-year, and the company issued FY2026 EPS guidance. Analyst ratings for ICU Medical are mixed but generally positive, with an average target price of $179.33.
ICU Medical, Inc. (NASDAQ:ICUI) Given Average Rating of "Moderate Buy" by Brokerages
ICU Medical, Inc. (NASDAQ:ICUI) has received an average "Moderate Buy" rating from brokerages, with an average 12-month target price of $179.33. The company recently reported Q4 EPS of $1.91, beating estimates, though revenue of $535.94 million missed expectations and was down 14.1% year-over-year. Institutional investors have significantly increased their stakes, now owning approximately 96.10% of the company.
ICU Medical, Inc. (ICUI) Investor Outlook: A 24% Upside Potential Amid Healthcare Innovation
ICU Medical, Inc. (ICUI) shows a compelling investment opportunity within the healthcare sector, with analysts projecting a potential upside of 24.27% from its current price, targeting $182.67-$200.00. Despite recent revenue decline and modest profitability metrics, the company maintains a robust market position, solid financial resilience with positive free cash flow, and promising technical indicators. Analyst sentiment is predominantly positive, making ICUI an attractive prospect for growth-oriented investors in a critical industry.
William Blair Investment Management LLC Purchases 20,829 Shares of ICU Medical, Inc. $ICUI
William Blair Investment Management LLC has increased its stake in ICU Medical, Inc. by 9.9%, purchasing an additional 20,829 shares to now hold 232,168 shares valued at approximately $27.85 million. ICU Medical recently exceeded its EPS estimates but missed revenue forecasts, providing FY2026 EPS guidance of $7.75–$8.45. The company currently holds a "Moderate Buy" consensus rating from analysts with a target price of $179.33.
William Blair Investment Management Boosts ICU Medical Stake
William Blair Investment Management LLC has increased its stake in ICU Medical, Inc. by 9.9% in the third quarter, now owning 232,168 shares worth $27.85 million. This move suggests the investment firm sees continued growth potential for the medical device supplier, citing the company's strong product portfolio and market position despite recent market volatility. The increase in holdings indicates positive sentiment from William Blair regarding ICU Medical's future performance.
ICU Medical validates InvestingPro Fair Value with 69% gain By Investing.com
InvestingPro's Fair Value analysis successfully identified ICU Medical (NASDAQ:ICUI) as significantly undervalued in February 2024, estimating a 54% upside. By December 2025, the stock delivered a 69.46% return, reaching $147.23, validating the model's precision. This case highlights how InvestingPro's comprehensive valuation methodology can identify mispricings and provide substantial investment opportunities.
Does ICU Medical’s 2025 Profit Return And 2026 Outlook Change The Bull Case For ICUI?
ICU Medical (ICUI) recently reported its Q4 2025 results, showing a return to full-year profitability in 2025 and providing positive GAAP net income guidance for 2026. This financial shift, with projected 2026 GAAP net income between US$26 million and US$44 million, suggests improvement in the company's financial profile. While the return to profit and optimistic 2026 outlook are positive developments, continued execution on integration and margin improvement, alongside managing cost and tariff pressures, remains crucial for reshaping the investment narrative for ICUI.
Does ICU Medical’s 2025 Profit Return And 2026 Outlook Change The Bull Case For ICUI?
ICU Medical (ICUI) recently reported Q4 2025 results, revealing sales of US$540.7 million and a net loss of US$15.73 million for the quarter, but a full-year 2025 net income of US$0.73 million on US$2.23 billion in sales. The company also issued 2026 GAAP net income guidance of US$26 million to US$44 million. This shift from a prior annual loss to full-year profitability and optimistic 2026 guidance is a significant development, as execution on integration, margin improvement, and managing costs related to tariffs and restructuring will be crucial in shaping the investment narrative.
Does ICU Medical’s 2025 Profit Return And 2026 Outlook Change The Bull Case For ICUI?
ICU Medical, Inc. recently reported its Q4 and full-year 2025 results, showing a return to profitability and providing optimistic 2026 GAAP net income guidance. This shift, coupled with management's confidence, is seen as a crucial turning point for the company's financial profile. The market will be closely watching whether ICU Medical can successfully manage integration costs and other pressures to achieve its long-term margin ambitions.
ICUI Financials: Income Statement, Balance Sheet & Cash Flow
This article provides a detailed financial overview of Icu Medical (ICUI) for fiscal year 2025, including its income statement, balance sheet, and cash flow. It highlights key metrics such as a 6.3% revenue decline, net income of $732K, and a strong balance sheet due to low debt-to-equity ratio, alongside concerns about low profitability and interest coverage. The analysis uses SEC filing data and various financial health indicators like Altman Z-Score and Piotroski F-Score to assess the company's financial status.
ICU Medical, Inc. $ICUI Shares Sold by Vanguard Group Inc.
Vanguard Group Inc. decreased its stake in ICU Medical, Inc. by 1.3%, selling 33,506 shares but still retaining a significant 10.63% ownership in the medical instruments supplier. Despite this sale, institutional ownership remains high at 96.10%. The company recently beat EPS estimates but saw a revenue decline, setting its FY 2026 EPS guidance, and analysts largely maintain a "Moderate Buy" rating with a positive price target.
ICU Medical, Inc. Experiences Revision in Stock Evaluation Amid Market Dynamics
ICU Medical, Inc. has seen recent stock fluctuations, with its price at $151.57, reflecting mixed technical indicators showing both bullish and bearish trends. While it has outperformed the S&P 500 in the last week, its performance over one and three years has lagged behind the broader market. This evaluation adjustment highlights the company's position within varying market conditions, necessitating ongoing performance monitoring.
