William Blair Has Optimistic Outlook of Incyte Q4 Earnings

Incyte Co. (NASDAQ:INCY) – Research analysts at William Blair boosted their Q4 2025 earnings per share estimates for Incyte in a research report issued on Tuesday, April 29th. William Blair analyst M. Phipps now anticipates that the biopharmaceutical company will earn $1.25 per share for the quarter, up from their prior estimate of $1.16. William Blair currently has a “Market Perform” rating on the stock. The consensus estimate for Incyte’s current full-year earnings is $4.86 per share.

Incyte (NASDAQ:INCY) last issued its quarterly earnings results on Tuesday, April 29th. The biopharmaceutical company reported $1.16 earnings per share for the quarter, topping the consensus estimate of $1.01 by $0.15. Incyte had a return on equity of 0.05% and a net margin of 0.77%. The company had revenue of $1.05 billion for the quarter, compared to the consensus estimate of $996.17 million. During the same quarter in the prior year, the business earned $0.64 EPS. Incyte’s revenue was up 19.5% on a year-over-year basis.

INCY has been the subject of a number of other reports. JPMorgan Chase & Co. decreased their price target on Incyte from $70.00 to $68.00 and set a “neutral” rating for the company in a report on Monday, April 21st. Stifel Nicolaus boosted their target price on Incyte from $75.00 to $77.00 and gave the stock a “hold” rating in a research note on Monday, February 10th. Citigroup dropped their price target on shares of Incyte from $97.00 to $88.00 and set a “buy” rating on the stock in a research note on Tuesday, February 11th. Cantor Fitzgerald restated a “neutral” rating on shares of Incyte in a research report on Friday, January 10th. Finally, StockNews.com raised shares of Incyte from a “buy” rating to a “strong-buy” rating in a research report on Wednesday. One equities research analyst has rated the stock with a sell rating, thirteen have given a hold rating, four have assigned a buy rating and one has assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average price target of $73.53.

Incyte Price Performance

Incyte stock opened at $62.53 on Friday. The company has a current ratio of 1.97, a quick ratio of 1.94 and a debt-to-equity ratio of 0.01. The company has a fifty day simple moving average of $62.53 and a 200-day simple moving average of $68.85. The stock has a market cap of $12.10 billion, a P/E ratio of 231.60, a price-to-earnings-growth ratio of 0.41 and a beta of 0.89. Incyte has a 12-month low of $52.73 and a 12-month high of $83.95.

Insider Activity at Incyte

In other Incyte news, EVP Barry P. Flannelly sold 19,807 shares of the business’s stock in a transaction on Friday, March 14th. The shares were sold at an average price of $67.69, for a total value of $1,340,735.83. Following the transaction, the executive vice president now directly owns 33,567 shares of the company’s stock, valued at approximately $2,272,150.23. The trade was a 37.11 % decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Sheila A. Denton sold 14,069 shares of the firm’s stock in a transaction on Wednesday, February 26th. The stock was sold at an average price of $74.07, for a total transaction of $1,042,090.83. Following the completion of the sale, the executive vice president now owns 25,848 shares of the company’s stock, valued at $1,914,561.36. This trade represents a 35.25 % decrease in their position. The disclosure for this sale can be found here. Insiders have sold 34,475 shares of company stock worth $2,424,751 in the last quarter. Company insiders own 17.60% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in INCY. CWA Asset Management Group LLC purchased a new stake in Incyte in the 4th quarter valued at approximately $1,933,000. Wells Fargo & Company MN lifted its holdings in shares of Incyte by 61.3% in the 4th quarter. Wells Fargo & Company MN now owns 174,190 shares of the biopharmaceutical company’s stock valued at $12,031,000 after buying an additional 66,220 shares during the period. Pallas Capital Advisors LLC purchased a new stake in shares of Incyte in the fourth quarter valued at approximately $1,006,000. JPMorgan Chase & Co. grew its holdings in Incyte by 13.5% during the fourth quarter. JPMorgan Chase & Co. now owns 323,640 shares of the biopharmaceutical company’s stock worth $22,354,000 after acquiring an additional 38,550 shares during the period. Finally, SG Americas Securities LLC raised its position in Incyte by 262.2% in the fourth quarter. SG Americas Securities LLC now owns 99,407 shares of the biopharmaceutical company’s stock worth $6,866,000 after acquiring an additional 71,963 shares in the last quarter. 96.97% of the stock is currently owned by institutional investors and hedge funds.

Incyte Company Profile

Incyte Corporation, a biopharmaceutical company, engages in the discovery, development, and commercialization of therapeutics for hematology/oncology, and inflammation and autoimmunity areas in the United States and internationally. The company offers JAKAFI (ruxolitinib) for treatment of intermediate or high-risk myelofibrosis, polycythemia vera, and steroid-refractory acute graft-versus-host disease; MONJUVI (tafasitamab-cxix)/MINJUVI (tafasitamab) for relapsed or refractory diffuse large B-cell lymphoma; PEMAZYRE (pemigatinib), a fibroblast growth factor receptor kinase inhibitor that act as oncogenic drivers in liquid and solid tumor types; ICLUSIG (ponatinib) to treat chronic myeloid leukemia and Philadelphia-chromosome positive acute lymphoblastic leukemia; and ZYNYZ (retifanlimab-dlwr) to treat adults with metastatic or recurrent locally advanced Merkel cell carcinoma, as well as OPZELURA cream for treatment of atopic dermatitis.