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

ICF International (NASDAQ:ICFI) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share (EPS) guidance of 6.950-7.250 for the period, compared to the consensus estimate of 7.020. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. Weiss Ratings cut ICF International from a “hold (c-)” rating to a “sell (d+)” rating in a report on Wednesday, April 29th. Truist Financial increased their price objective on shares of ICF International from $82.00 to $90.00 and gave the company a “hold” rating in a report on Wednesday, January 14th. Finally, Barrington Research reissued an “outperform” rating and set a $102.00 price objective on shares of ICF International in a report on Wednesday, March 4th. Two analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, ICF International has an average rating of “Hold” and a consensus price target of $102.33.

ICF International Trading Down 5.8%

Shares of NASDAQ:ICFI traded down $4.31 during trading on Friday, reaching $70.19. 459,377 shares of the company were exchanged, compared to its average volume of 280,814. The firm has a market capitalization of $1.27 billion, a PE ratio of 14.15 and a beta of 0.56. The business’s fifty day simple moving average is $70.28 and its 200-day simple moving average is $80.11. ICF International has a 12-month low of $64.34 and a 12-month high of $101.71. The company has a debt-to-equity ratio of 0.40, a current ratio of 1.27 and a quick ratio of 1.27.

ICF International (NASDAQ:ICFI) last issued its quarterly earnings data on Thursday, May 7th. The business services provider reported $1.50 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.55 by ($0.05). The business had revenue of $437.50 million for the quarter, compared to analysts’ expectations of $448.63 million. ICF International had a net margin of 4.89% and a return on equity of 12.42%. The business’s quarterly revenue was down 10.3% compared to the same quarter last year. During the same period in the previous year, the business earned $1.94 earnings per share. ICF International has set its FY 2026 guidance at 6.950-7.250 EPS. On average, research analysts anticipate that ICF International will post 7.01 EPS for the current year.

ICF International Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Friday, July 10th. Shareholders of record on Friday, June 5th will be issued a $0.14 dividend. This represents a $0.56 annualized dividend and a yield of 0.8%. The ex-dividend date of this dividend is Friday, June 5th. ICF International’s dividend payout ratio is presently 11.34%.

Insider Buying and Selling

In other ICF International news, Director Randall Mehl purchased 1,100 shares of the stock in a transaction on Friday, March 6th. The shares were bought at an average cost of $74.30 per share, with a total value of $81,730.00. Following the completion of the acquisition, the director owned 21,574 shares in the company, valued at $1,602,948.20. This trade represents a 5.37% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.48% of the company’s stock.

Key Stories Impacting ICF International

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

• Positive Sentiment: Solid backlog and contract wins: ICF reported $450M of contract awards in Q1 with a quarterly book-to-bill of 1.03 and a trailing-12-month book-to-bill of 1.21, supporting revenue visibility going forward. Read More.
• Positive Sentiment: Strong margin and adjusted EBITDA performance: Management highlighted resilient margins and an adjusted EBITDA margin of ~11.2%, which helps cash flow and supports the dividend. Read More.
• Positive Sentiment: Quarterly dividend declared: Board approved a $0.14 quarterly dividend (payable July 10; ex-dividend June 5), modest yield but supportive of income investors. Read More.
• Neutral Sentiment: Management reaffirmed full?year outlook and signaled a “stabilizing path” to return to growth in 2026, but emphasized timing risks tied to contract timing. Investors should view this as cautionary visibility rather than a clear upside catalyst. Read More.
• Negative Sentiment: Q1 misses on revenue and EPS: Reported revenue of $437.5M (down ~10.3% y/y) and non?GAAP EPS $1.50, missing consensus on both metrics and showing a material decline from $1.94 a year ago — a primary driver of the stock weakness. Read More.
• Negative Sentiment: FY26 EPS range modestly below consensus and a near?term revenue timing hit: Guidance of $6.95–7.25 EPS sits slightly under the Street midpoint (~7.02), and management noted an approximate $12M revenue shift (half expected in Q2, the rest in H2), indicating near?term headwinds. Read More.

Institutional Inflows and Outflows

Several hedge funds have recently modified their holdings of ICFI. Kennedy Capital Management LLC acquired a new position in shares of ICF International during the 3rd quarter worth about $8,354,000. Public Employees Retirement System of Ohio raised its position in shares of ICF International by 5,229.4% during 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 purchasing an additional 16,891 shares during the last quarter. Ameriprise Financial Inc. raised its position in shares of ICF International by 376.4% during the 3rd quarter. Ameriprise Financial Inc. now owns 19,381 shares of the business services provider’s stock worth $1,799,000 after purchasing an additional 15,313 shares during the last quarter. Russell Investments Group Ltd. raised its position in shares of ICF International by 1,392.3% during the 3rd quarter. Russell Investments Group Ltd. now owns 13,028 shares of the business services provider’s stock worth $1,209,000 after purchasing an additional 12,155 shares during the last quarter. Finally, Third Avenue Management LLC raised its position in shares of ICF International by 12.4% during the 4th quarter. Third Avenue Management LLC now owns 52,864 shares of the business services provider’s stock worth $4,509,000 after purchasing an additional 5,840 shares during the last quarter. Institutional investors and hedge funds own 94.12% of the company’s stock.

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.