ICU Medical, Inc. (NASDAQ:ICUI) Receives Average Rating of “Buy” from Brokerages

ICU Medical, Inc. (NASDAQ:ICUI) has been assigned an average rating of “Buy” from the five ratings firms that are covering the stock, Marketbeat Ratings reports. One analyst has rated the stock with a sell rating, two have given a buy rating and two have given a strong buy rating to the company. The average 12-month price objective among brokerages that have issued ratings on the stock in the last year is $169.00.

A number of brokerages have commented on ICUI. Piper Sandler lowered their target price on ICU Medical from $178.00 to $163.00 and set an “overweight” rating on the stock in a research note on Friday, April 17th. Wall Street Zen downgraded ICU Medical from a “buy” rating to a “hold” rating in a research note on Saturday, April 18th. Weiss Ratings restated a “sell (d-)” rating on shares of ICU Medical in a research note on Thursday, January 22nd. KeyCorp lowered their target price on ICU Medical from $180.00 to $164.00 and set an “overweight” rating on the stock in a research note on Monday, April 27th. Finally, Jefferies Financial Group upgraded ICU Medical to a “strong-buy” rating in a research note on Thursday.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently bought and sold shares of the company. Hilton Head Capital Partners LLC purchased a new position in ICU Medical in the fourth quarter valued at about $32,000. Covestor Ltd lifted its position in shares of ICU Medical by 70.7% in the third quarter. Covestor Ltd now owns 570 shares of the medical instruments supplier’s stock worth $68,000 after buying an additional 236 shares during the last quarter. Strs Ohio lifted its position in shares of ICU Medical by 60.0% in the fourth quarter. Strs Ohio now owns 800 shares of the medical instruments supplier’s stock worth $114,000 after buying an additional 300 shares during the last quarter. Rockefeller Capital Management L.P. lifted its position in shares of ICU Medical by 21.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 823 shares of the medical instruments supplier’s stock worth $117,000 after buying an additional 146 shares during the last quarter. Finally, Kemnay Advisory Services Inc. acquired a new stake in shares of ICU Medical in the fourth quarter worth about $120,000. Hedge funds and other institutional investors own 96.10% of the company’s stock.

ICU Medical Stock Performance

Shares of ICUI stock opened at $123.07 on Friday. The company has a market capitalization of $3.08 billion, a price-to-earnings ratio of 6,156.58, a P/E/G ratio of 1.72 and a beta of 0.74. ICU Medical has a 1-year low of $107.00 and a 1-year high of $160.29. The company has a current ratio of 2.39, a quick ratio of 1.15 and a debt-to-equity ratio of 0.60. The stock’s fifty day simple moving average is $128.93 and its 200-day simple moving average is $138.35.

ICU Medical (NASDAQ:ICUI) last issued its earnings results on Thursday, February 19th. The medical instruments supplier reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.68 by $0.23. ICU Medical had a return on equity of 7.33% and a net margin of 0.03%.The firm had revenue of $535.94 million for the quarter, compared to the consensus estimate of $541.20 million. During the same quarter in the previous year, the company posted $2.11 earnings per share. The business’s quarterly revenue was down 14.1% compared to the same quarter last year. ICU Medical has set its FY 2026 guidance at 7.750-8.450 EPS. On average, sell-side analysts predict that ICU Medical will post 6.31 earnings per share for the current fiscal year.

ICU Medical News Summary

Here are the key news stories impacting ICU Medical this week:

• Positive Sentiment: Q1 earnings beat — ICU reported $1.97 EPS vs. $1.78 consensus and revenue of $525.8M above estimates, showing an operational beat that typically supports the stock. ICU Medical (ICUI) Tops Q1 Earnings and Revenue Estimates
• Positive Sentiment: FY2026 guidance nudged slightly above street expectations (EPS guide of $7.75–$8.45 vs. consensus ~7.74), which reduces downside risk to forward earnings and supports multiple expansion. ICU Medical Announces First Quarter 2026 Results
• Positive Sentiment: Analyst support — Jefferies upgraded ICU to “strong-buy” and Piper Sandler reaffirmed its buy rating, bringing additional buy-side attention that can lift the stock. Jefferies upgrade / coverage note Piper Sandler Reaffirms Buy
• Neutral Sentiment: Investor materials available — the company released its slide deck and earnings presentation, useful for digging into segment trends and margin drivers but not an immediate price catalyst by itself. Earnings Call Presentation
• Negative Sentiment: Revenue and margin pressure — revenue was down ~12–14% year-over-year and the reported net margin remains very thin, which raises questions about growth trajectory and earnings quality despite the EPS beat. Quarterly results and transcript

About ICU Medical

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.