ICF International (NASDAQ:ICFI) Releases FY 2026 Earnings Guidance

ICF International (NASDAQ:ICFI) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 6.950-7.250 for the period, compared to the consensus earnings per share estimate of 6.980. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion. ICF International also updated its Q1 2026 guidance to 1.550-1.55 EPS.

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on ICFI. Weiss Ratings reiterated a “hold (c-)” rating on shares of ICF International in a report on Monday, December 29th. Truist Financial increased their price objective on ICF International from $82.00 to $90.00 and gave the stock a “hold” rating in a report on Wednesday, January 14th. Canaccord Genuity Group initiated coverage on ICF International in a report on Tuesday, December 2nd. They set a “buy” rating and a $115.00 target price for the company. Finally, Barrington Research dropped their price target on ICF International from $107.00 to $102.00 and set an “outperform” rating for the company in a research note on Thursday, November 20th. Two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat, ICF International presently has a consensus rating of “Moderate Buy” and a consensus price target of $102.33.

ICF International Price Performance

ICFI opened at $79.72 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.45. The company has a market cap of $1.47 billion, a price-to-earnings ratio of 15.04 and a beta of 0.43. The stock has a fifty day simple moving average of $87.34 and a two-hundred day simple moving average of $88.74. ICF International has a 12-month low of $72.03 and a 12-month high of $102.05.

ICF International (NASDAQ:ICFI) last announced its quarterly earnings data on Thursday, February 26th. The business services provider reported $1.47 earnings per share for the quarter, missing analysts’ consensus estimates of $1.53 by ($0.06). The business had revenue of $443.67 million during the quarter, compared to analysts’ expectations of $440.90 million. ICF International had a return on equity of 13.40% and a net margin of 5.13%.ICF International’s revenue for the quarter was down 10.6% compared to the same quarter last year. During the same quarter last year, the company posted $1.87 EPS. ICF International has set its Q1 2026 guidance at 1.550-1.55 EPS and its FY 2026 guidance at 6.950-7.250 EPS. Research analysts predict that ICF International will post 7.44 earnings per share for the current fiscal year.

ICF International Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, April 14th. Stockholders of record on Friday, March 27th will be issued a dividend of $0.14 per share. The ex-dividend date is Friday, March 27th. This represents a $0.56 annualized dividend and a dividend yield of 0.7%. ICF International’s dividend payout ratio (DPR) is presently 10.57%.

Trending Headlines about ICF International

Here are the key news stories impacting ICF International this week:

• Positive Sentiment: Management issued FY‑2026 EPS guidance of $6.95–$7.25 (roughly in line with consensus) and Q1 EPS of $1.55 with revenue guidance of ~$450M, signaling a return to growth in 2026; the company highlighted strong commercial, state & local and international revenue mix and large contract awards. PR Newswire: ICF Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Board declared a quarterly dividend of $0.14 per share (annualized yield ~0.7%), a shareholder-friendly move that can support investor sentiment. TipRanks: ICF Declares Quarterly Dividend
• Neutral Sentiment: Analyst coverage remains constructive: multiple price targets above the current price (median ~$102) and at least one Outperform rating, leaving upside if execution and margins improve. Quiver Quant: Q4 2025 Earnings & Analyst Coverage
• Neutral Sentiment: Investors and analysts are parsing the earnings call/transcripts for color on backlog, margin recovery and commercial energy momentum—read available transcripts for management detail. Yahoo Finance: Q4 2025 Earnings Call Transcript
• Negative Sentiment: Q4 EPS missed consensus ($1.47 vs. $1.53) and GAAP EPS and operating profit declined materially year over year; revenue was down ~10.6% YoY and several outlets flag lower operating profit and cash from operations. Zacks: ICF Misses Q4 Earnings Quiver Quant: Detailed Financials

Hedge Funds Weigh In On ICF International

A number of hedge funds have recently added to or reduced their stakes in ICFI. EverSource Wealth Advisors LLC boosted its stake in ICF International by 2,121.1% during the 2nd quarter. EverSource Wealth Advisors LLC now owns 422 shares of the business services provider’s stock valued at $36,000 after purchasing an additional 403 shares during the last quarter. Captrust Financial Advisors purchased a new position in shares of ICF International in the second quarter worth $246,000. Jump Financial LLC lifted its holdings in shares of ICF International by 195.3% during the fourth quarter. Jump Financial LLC now owns 6,756 shares of the business services provider’s stock valued at $576,000 after purchasing an additional 4,468 shares in the last quarter. Russell Investments Group Ltd. boosted its position in shares of ICF International by 1,392.3% during the third quarter. Russell Investments Group Ltd. now owns 13,028 shares of the business services provider’s stock valued at $1,209,000 after buying an additional 12,155 shares during the last quarter. Finally, Public Employees Retirement System of Ohio increased its holdings in ICF International by 5,229.4% in the 3rd quarter. Public Employees Retirement System of Ohio now owns 17,214 shares of the business services provider’s stock worth $1,597,000 after buying an additional 16,891 shares in the last quarter. 94.12% of the stock is currently owned by hedge funds and other institutional investors.

About ICF International

ICF International (NASDAQ: ICFI), commonly known as ICF, is a global consulting and digital services provider specializing in the intersection of strategy, technology, and policy. The firm delivers integrated services and solutions to government and commercial clients in areas such as energy and environment, health and social programs, transportation, infrastructure, technology, and marketing and communications. ICF’s offerings span strategic planning, data analytics, program evaluation, digital transformation, and implementation support.

Founded in 1969 and headquartered in Reston, Virginia, ICF has grown through both organic expansion and targeted acquisitions to broaden its capabilities and geographic reach.