ICF International (NASDAQ:ICFI) Shares Gap Down – Time to Sell?

ICF International, Inc. (NASDAQ:ICFI)’s share price gapped down prior to trading on Friday. The stock had previously closed at $95.38, but opened at $80.50. ICF International shares last traded at $81.5960, with a volume of 21,658 shares trading hands.

ICF International News Summary

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

• Positive Sentiment: Adjusted EPS was $1.98, above analyst estimates of $1.92, and up from $1.67 a year earlier. Adjusted EBITDA margin reached 11.5%, supported by efficient contract delivery and favorable mix. ICF Reports Third Quarter 2026 Results
• Positive Sentiment: Contract awards totaled $746 million, 4.5% higher year over year. The quarterly book-to-bill ratio was 1.59, and federal-client revenue rose 3.4% sequentially—potentially supportive indicators for future business. ICF Reports Third Quarter 2026 Results
• Neutral Sentiment: ICF declared a quarterly dividend of $0.14 per share, or $0.56 annualized, representing a yield of about 0.6%. ICF International Q3 2026 Earnings Call Highlights
• Negative Sentiment: Revenue of $470.5 million missed analysts’ $490.8 million estimate, even as it increased about 1% year over year. ICF maintained the midpoint of its 2026 non-GAAP EPS guidance despite lowering its revenue outlook, which may have heightened concerns about growth. ICF Reports Sales Below Analyst Estimates

Wall Street Analyst Weigh In

Several brokerages have issued reports on ICFI. Barrington Research set a $110.00 price objective on ICF International in a research note on Friday, August 14th. Weiss Ratings raised ICF International from a “hold (c-)” rating to a “hold (c)” rating in a report on Friday, October 2nd. Finally, Wall Street Zen upgraded ICF International from a “hold” rating to a “strong-buy” rating in a research report on Saturday, August 8th. Two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $105.00.

ICF International Trading Down 13.2%

The stock has a market cap of $1.49 billion, a P/E ratio of 17.12 and a beta of 0.45. The firm’s 50 day simple moving average is $88.49 and its two-hundred day simple moving average is $79.08. The company has a quick ratio of 1.39, a current ratio of 1.39 and a debt-to-equity ratio of 0.39.

ICF International (NASDAQ:ICFI) last posted its quarterly earnings results on Thursday, November 5th. The business services provider reported $1.98 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.92 by $0.06. ICF International had a net margin of 4.86% and a return on equity of 11.53%. The company had revenue of $470.50 million for the quarter, compared to the consensus estimate of $490.83 million. During the same period last year, the firm posted $1.67 EPS. The company’s revenue for the quarter was up 1.1% on a year-over-year basis. As a group, equities research analysts predict that ICF International, Inc. will post 7.07 earnings per share for the current fiscal year.

ICF International Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, January 8th. Investors of record on Friday, December 4th will be paid a dividend of $0.14 per share. The ex-dividend date is Friday, December 4th. This represents a $0.56 annualized dividend and a yield of 0.7%. ICF International’s dividend payout ratio is 11.59%.

Insider Transactions at ICF International

In other news, CEO John Wasson sold 6,400 shares of the company’s stock in a transaction that occurred on Tuesday, September 1st. The stock was sold at an average price of $88.32, for a total transaction of $565,248.00. Following the completion of the transaction, the chief executive officer directly owned 6,339 shares of the company’s stock, valued at approximately $559,860.48. This represents a 50.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, EVP Sergio J. Ostria sold 2,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $88.59, for a total value of $177,180.00. Following the completion of the sale, the executive vice president directly owned 24,467 shares in the company, valued at approximately $2,167,531.53. This trade represents a 7.56% decrease in their position. The disclosure for this sale is available in the SEC filing. Company insiders own 1.71% of the company’s stock.

Institutional Investors Weigh In On ICF International

Several large investors have recently added to or reduced their stakes in the stock. BlackRock Inc. acquired a new position in shares of ICF International during the second quarter valued at $132,278,000. Neumeier Poma Investment Counsel LLC bought a new position in shares of ICF International during the second quarter worth about $19,529,759. Systematic Financial Management LP increased its holdings in shares of ICF International by 84.9% in the 1st quarter. Systematic Financial Management LP now owns 216,538 shares of the business services provider’s stock worth $14,138,000 after acquiring an additional 99,442 shares during the period. Redwood Grove Capital LLC acquired a new stake in shares of ICF International in the 2nd quarter worth about $14,051,000. Finally, Bank of New York Mellon Corp acquired a new stake in shares of ICF International in the 2nd quarter worth about $7,330,000. 94.12% of the stock is owned by institutional investors and hedge funds.

ICF International Company Profile

ICF International, Inc is a global consulting and technology services company that helps government agencies, businesses and nonprofit organizations address complex policy, management and operational challenges. The company combines research, advisory services, data analytics, technology implementation and strategic communications to support clients from program design through execution and evaluation.

ICF’s work spans energy and climate, environment, transportation, public health, health care, community development, disaster recovery, workforce programs and public-sector modernization.