Cookson Peirce & Co. Inc. Takes $961,000 Position in Incyte Corporation $INCY

Cookson Peirce & Co. Inc. acquired a new position in shares of Incyte Corporation (NASDAQ:INCY) during the 3rd quarter, Holdings Channel reports. The fund acquired 11,331 shares of the biopharmaceutical company’s stock, valued at approximately $961,000.

A number of other institutional investors have also recently bought and sold shares of INCY. Abich Financial Wealth Management LLC bought a new stake in Incyte in the third quarter valued at approximately $176,000. Assetmark Inc. grew its holdings in shares of Incyte by 94.2% in the 3rd quarter. Assetmark Inc. now owns 1,895 shares of the biopharmaceutical company’s stock valued at $161,000 after buying an additional 919 shares during the period. Public Sector Pension Investment Board increased its position in shares of Incyte by 20.5% in the 3rd quarter. Public Sector Pension Investment Board now owns 14,277 shares of the biopharmaceutical company’s stock valued at $1,211,000 after buying an additional 2,429 shares in the last quarter. Savvy Advisors Inc. bought a new stake in shares of Incyte in the 3rd quarter valued at $442,000. Finally, LSV Asset Management raised its stake in Incyte by 3.2% during the 3rd quarter. LSV Asset Management now owns 3,986,097 shares of the biopharmaceutical company’s stock worth $338,061,000 after buying an additional 124,266 shares during the period. Institutional investors and hedge funds own 96.97% of the company’s stock.

Wall Street Analyst Weigh In

INCY has been the subject of a number of research analyst reports. Stifel Nicolaus boosted their target price on Incyte from $119.00 to $120.00 and gave the company a “buy” rating in a research note on Wednesday. Weiss Ratings reiterated a “hold (c+)” rating on shares of Incyte in a report on Thursday, January 22nd. Barclays increased their target price on Incyte from $115.00 to $116.00 and gave the stock an “overweight” rating in a research note on Wednesday, February 4th. Royal Bank Of Canada cut their price target on shares of Incyte from $95.00 to $92.00 and set a “sector perform” rating on the stock in a research note on Wednesday. Finally, HC Wainwright reiterated a “buy” rating and issued a $135.00 price target on shares of Incyte in a report on Wednesday. Nine research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and an average price target of $103.94.

Insider Buying and Selling at Incyte

In other news, insider Thomas Tray sold 2,774 shares of the firm’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $100.00, for a total value of $277,400.00. Following the completion of the transaction, the insider owned 22,973 shares in the company, valued at $2,297,300. This trade represents a 10.77% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, EVP Mohamed Khairie Issa sold 10,856 shares of Incyte stock in a transaction dated Wednesday, January 7th. The shares were sold at an average price of $109.07, for a total value of $1,184,063.92. Following the completion of the sale, the executive vice president directly owned 66,132 shares in the company, valued at approximately $7,213,017.24. This represents a 14.10% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 95,225 shares of company stock valued at $9,519,745. Corporate insiders own 17.80% of the company’s stock.

Key Stories Impacting Incyte

Here are the key news stories impacting Incyte this week:

• Positive Sentiment: Q4 results & guidance: Incyte reported Q4 revenue above expectations and outlined 10–13% revenue growth for 2026, citing pipeline expansion and new product launches — a clear near-term growth signal that investors rewarded. Incyte outlines 10–13% revenue growth for 2026
• Positive Sentiment: Analyst tone: Coverage pieces and aggregate analyst commentary remain constructive—Wall Street highlights steady growth and the pipeline, helping underpin sentiment despite the EPS miss. Do Wall Street Analysts Like Incyte Corporation Stock?
• Positive Sentiment: Asset monetization: Incyte sold the Wilmington Bracebridge towers to BPG, a real-estate disposition that should free cash / simplify the corporate footprint — modestly positive for cash flow and capital allocation. Incyte’s big downtown Wilmington move…
• Neutral Sentiment: Market commentary: Several pieces ask whether INCY’s ~43% one?year run makes it “too late” to buy; these are opinion/valuation discussions that influence positioning but don’t change fundamentals immediately. Is It Too Late To Consider Incyte After Its 43% One Year Rally
• Neutral Sentiment: Media flow: Earnings-call highlights and coverage (transcripts, midday movers) are being digested; they offer color but largely reiterate the same beats/risks. Incyte Q4 Earnings Call Highlights
• Neutral Sentiment: Short-interest data appears inconsistent/erroneous in recent filings (reports show zero shares / NaN changes), so short-interest signals aren’t informative right now.
• Negative Sentiment: Opzelura guidance & Jakafi patent fears: A weaker 2026 revenue forecast for Opzelura raised renewed concerns about franchise vulnerability and potential spillover to Jakafi patent litigation/renewed competitive risk. Opzelura weak 2026 forecast heightens Jakafi patent concerns
• Negative Sentiment: EPS miss & share reaction: INCY missed on EPS for the quarter, which prompted a post?earnings gap down in some sessions and is a key reason for caution despite the revenue beat. Shares Gap Down After Earnings Miss
• Negative Sentiment: Regulatory/pricing risk: Management flagged exposure to evolving U.S. drug?pricing policies (e.g., Most Favored Nation?style measures), which could pressure profitability if enacted. Profit Outlook Threatened by Pricing Policies

Incyte Price Performance

Shares of INCY opened at $101.10 on Friday. The company has a quick ratio of 3.13, a current ratio of 3.32 and a debt-to-equity ratio of 0.01. Incyte Corporation has a twelve month low of $53.56 and a twelve month high of $112.29. The stock has a market capitalization of $20.12 billion, a P/E ratio of 15.77, a P/E/G ratio of 0.60 and a beta of 0.82. The company has a 50 day moving average of $101.73 and a 200-day moving average of $94.07.

Incyte (NASDAQ:INCY) last announced its earnings results on Tuesday, February 10th. The biopharmaceutical company reported $1.80 EPS for the quarter, missing the consensus estimate of $1.96 by ($0.16). The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.35 billion. Incyte had a return on equity of 26.34% and a net margin of 25.03%.The business’s revenue for the quarter was up 27.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.43 EPS. As a group, equities research analysts forecast that Incyte Corporation will post 4.86 EPS for the current fiscal year.

Incyte Profile

Incyte Corporation is a Wilmington, Delaware–based biopharmaceutical company focused on the discovery, development and commercialization of novel therapies in oncology and inflammation. Since its founding in 2002, Incyte has grown from a small research organization into a global enterprise, advancing a portfolio of internally developed and partnered assets. The company’s research and development efforts center on small-molecule drugs and biologics that modulate critical signaling pathways implicated in cancer, autoimmune disorders and rare diseases.

The company’s flagship product is Jakafi® (ruxolitinib), a Janus kinase (JAK) inhibitor approved for the treatment of myelofibrosis and polycythemia vera.