F m Investments LLC Grows Stake in ICU Medical, Inc. $ICUI

F m Investments LLC boosted its position in ICU Medical, Inc. (NASDAQ:ICUI) by 33.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 46,519 shares of the medical instruments supplier’s stock after purchasing an additional 11,608 shares during the period. F m Investments LLC’s holdings in ICU Medical were worth $6,637,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also added to or reduced their stakes in the company. Bryce Point Capital LLC bought a new stake in shares of ICU Medical during the third quarter worth $586,000. Inscription Capital LLC grew its holdings in shares of ICU Medical by 407.9% in the third quarter. Inscription Capital LLC now owns 8,365 shares of the medical instruments supplier’s stock worth $1,003,000 after purchasing an additional 6,718 shares during the last quarter. Federated Hermes Inc. grew its holdings in shares of ICU Medical by 56.5% in the third quarter. Federated Hermes Inc. now owns 290,292 shares of the medical instruments supplier’s stock worth $34,823,000 after purchasing an additional 104,798 shares during the last quarter. Emerald Mutual Fund Advisers Trust bought a new position in shares of ICU Medical in the third quarter worth about $1,096,000. Finally, Schroder Investment Management Group raised its stake in shares of ICU Medical by 25.2% during the third quarter. Schroder Investment Management Group now owns 796,704 shares of the medical instruments supplier’s stock valued at $93,246,000 after acquiring an additional 160,380 shares in the last quarter. Institutional investors own 96.10% of the company’s stock.

Analyst Upgrades and Downgrades

ICUI has been the subject of several research analyst reports. Piper Sandler decreased their price target on shares of ICU Medical from $178.00 to $163.00 and set an “overweight” rating for the company in a research note on Friday, April 17th. Jefferies Financial Group raised shares of ICU Medical to a “strong-buy” rating in a research note on Thursday. Wall Street Zen raised shares of ICU Medical from a “hold” rating to a “buy” rating in a research note on Saturday. KeyCorp reduced their price objective on shares of ICU Medical from $180.00 to $164.00 and set an “overweight” rating for the company in a research note on Monday, April 27th. Finally, Weiss Ratings reissued a “sell (d-)” rating on shares of ICU Medical in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, two have issued a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Buy” and a consensus price target of $169.00.

ICU Medical Stock Performance

Shares of ICUI stock opened at $126.43 on Friday. The business’s fifty day simple moving average is $128.93 and its 200-day simple moving average is $138.35. The company has a market cap of $3.16 billion, a PE ratio of 68.34, a PEG ratio of 1.77 and a beta of 0.74. The company has a current ratio of 2.39, a quick ratio of 1.15 and a debt-to-equity ratio of 0.60. ICU Medical, Inc. has a 12-month low of $107.00 and a 12-month high of $160.29.

ICU Medical (NASDAQ:ICUI) last issued its quarterly earnings results on Thursday, May 7th. The medical instruments supplier reported $1.97 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.78 by $0.19. The business had revenue of $525.77 million for the quarter, compared to the consensus estimate of $520.65 million. ICU Medical had a return on equity of 7.49% and a net margin of 2.15%.The business’s quarterly revenue was down 12.3% on a year-over-year basis. During the same period in the prior year, the firm posted $1.72 earnings per share. ICU Medical has set its FY 2026 guidance at 7.750-8.450 EPS. Analysts expect that ICU Medical, Inc. will post 6.31 earnings per share for the current fiscal year.

Key Headlines Impacting ICU Medical

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

• Positive Sentiment: ICU Medical beat Q1 expectations on both earnings and revenue, reporting EPS of $1.97 versus the $1.78 consensus and revenue of $525.77 million versus $520.65 million expected. Article Title
• Positive Sentiment: The company also issued FY2026 EPS guidance of $7.75 to $8.45, slightly above the market’s expectation, which supports the view that profitability could improve further this year. Article Title
• Positive Sentiment: Jefferies upgraded ICU Medical to strong-buy, adding to investor optimism around the stock. Article Title
• Neutral Sentiment: Transcript and post-earnings coverage indicate that strength in infusion systems and consumables helped offset weakness in the Vital Care segment, suggesting mixed underlying trends within the business. Article Title
• Neutral Sentiment: Options activity showed surging implied volatility, signaling that traders expect a larger-than-usual move in the stock after earnings. Article Title
• Negative Sentiment: Revenue still fell 12.3% year over year, showing that ICU Medical is beating estimates but still facing pressure on top-line growth. Article Title

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.