NASDAQ · Health Care

ICON Plc ICLR

ICON Public Limited Company, a clinical research organization, provides outsourced development and commercialization services in Ireland, 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.

Biotechnology: Commercial Physical & Biological Resarch

Company profile

Business mix

  • 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 provides clinical development services, including all phases of development, peri and post approval, data solutions, and site and patient access services.
  • In addition, the company offers testing services comprising bioanalytical, biomarker, vaccine, good manufacturing practice, and central laboratory services, as well as full-service and functional service partnerships to customers.
  • Further, the company provides adaptive trials, cardiac safety solutions, clinical and scientific operations, consulting and advisory, commercial positioning, decentralized and hybrid clinical trials, early clinical, medical imaging.

Current key questions

  • Can the company's products, services, or pipeline expand adoption within diagnostics & research?
  • How do reimbursement, regulation, clinical data, patents, and commercial execution affect growth?
  • Can margins and cash flow improve while funding research, manufacturing, or go-to-market investment?
Holders 5 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 51.53 FCF 7.53% Buyback 4.9%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Oakmark / Harris Associates Bill Nygren 0.6% $481.5M 2026-03-31
Brave Warrior Advisors Glenn Greenberg 8.2% $331.6M 2026-03-31
Sequoia Fund 3.0% $180.9M 2026-03-31
Lyrical Asset Management 1.6% $103.8M 2026-03-31
Baron Capital Ron Baron 0.1% $47.2M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 2 Last 1 13F filing periods
Net reducers 6 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $535.4M Estimated from net added shares
Reduction amount $146.9M Estimated from net reduced shares
Net share change / base shares +51.2% +3,541,110 / 6,911,844
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 73.3% 13F value change +$24.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,510,166 Last 1 periods +1,841,151 (+73.3%) Total shares 4,351,317 Value $481.5M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -20.1% 13F value change -$50.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 534,248 Last 1 periods -107,443 (-20.1%) Total shares 426,805 Value $47.2M
Sequoia Fund 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.7% 13F value change -$125.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,679,590 Last 1 periods -44,979 (-2.7%) Total shares 1,634,611 Value $180.9M
Brave Warrior Advisors Glenn Greenberg 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$331.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +2,996,811 (New) Total shares 2,996,811 Value $331.6M
Lyrical Asset Management 1 filing periods
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -3.1% 13F value change -$72.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 967,961 Last 1 periods -29,757 (-3.1%) Total shares 938,204 Value $103.8M
Glenview Capital Management Larry Robbins 1 filing periods
13F 2025-12-31 Filed 2026-02-17
Sold out Shares -100.0% 13F value change -$65.0M
Settlement As of 13F 2025-12-31 · Filed 2026-02-17
Base shares 371,418 Last 1 periods -371,418 (-100.0%) Total shares 0 Value $0
Polen Capital Management 1 filing periods
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -76.3% 13F value change -$58.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-12
Base shares 443,461 Last 1 periods -338,255 (-76.3%) Total shares 105,206 Value $19.2M
Baupost Group Seth Klarman 1 filing periods
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$58,907
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 405,000 Last 1 periods -405,000 (-100.0%) Total shares 0 Value $0

Recent mentions

No public mentions.