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Emerald Investment Advisers LLC acquired a new stake in ICU Medical, Inc. (NASDAQ:ICUI – Free Report) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm acquired 25,314 shares of the medical instruments supplier’s stock, valued at approximately $3,711,000. Emerald Investment Advisers LLC owned about 0.10% of ICU Medical as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently bought and sold shares of the company. Allworth Financial LP acquired a new position in shares of ICU Medical in the 2nd quarter valued at $26,000. Hilton Head Capital Partners LLC acquired a new stake in shares of ICU Medical during the fourth quarter worth $32,000. Covestor Ltd grew its stake in shares of ICU Medical by 22.1% during the fourth quarter. Covestor Ltd now owns 696 shares of the medical instruments supplier’s stock worth $99,000 after purchasing an additional 126 shares during the period. Strs Ohio increased its holdings in ICU Medical by 60.0% in the fourth quarter. Strs Ohio now owns 800 shares of the medical instruments supplier’s stock valued at $114,000 after purchasing an additional 300 shares during the last quarter. Finally, Rockefeller Capital Management L.P. increased its holdings in ICU Medical by 21.6% in the fourth quarter. Rockefeller Capital Management L.P. now owns 823 shares of the medical instruments supplier’s stock valued at $117,000 after purchasing an additional 146 shares during the last quarter. Institutional investors and hedge funds own 96.10% of the company’s stock.

Analysts Set New Price Targets A number of equities analysts have issued reports on ICUI shares. Weiss Ratings upgraded ICU Medical from a “sell (d+)” rating to a “hold (c-)” rating in a report on Thursday, July 23rd. Zacks Research cut ICU Medical from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, July 28th. Jefferies Financial Group upgraded shares of ICU Medical to a “strong-buy” rating in a report on Thursday, May 7th. Sanford C. Bernstein downgraded shares of ICU Medical to a “market perform” rating in a research note on Monday, June 15th. Finally, Wall Street Zen raised shares of ICU Medical from a “buy” rating to a “strong-buy” rating in a research report on Saturday, August 8th. Two research analysts have rated the stock with a Strong Buy rating, four have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $192.80.

Check Out Our Latest Analysis on ICU Medical ICU Medical Price Performance ICUI stock opened at $182.84 on Friday. The stock has a 50-day moving average price of $160.85 and a two-hundred day moving average price of $143.13. ICU Medical, Inc. has a 1 year low of $112.50 and a 1 year high of $192.85. The stock has a market cap of $4.57 billion, a PE ratio of 154.95, a price-to-earnings-growth ratio of 2.31 and a beta of 0.74. The company has a current ratio of 2.43, a quick ratio of 1.21 and a debt-to-equity ratio of 0.56.

ICU Medical (NASDAQ:ICUI – Get Free Report) last posted its quarterly earnings data on Thursday, August 6th. The medical instruments supplier reported $2.37 earnings per share for the quarter, topping the consensus estimate of $1.91 by $0.46. ICU Medical had a return on equity of 7.91% and a net margin of 1.39%.The company had revenue of $547.88 million during the quarter, compared to analysts’ expectations of $533.44 million. During the same period in the prior year, the firm earned $2.10 earnings per share. ICU Medical’s revenue for the quarter was up .5% compared to the same quarter last year. ICU Medical has set its FY 2026 guidance at 8.600-9.000 EPS. Equities analysts forecast that ICU Medical, Inc. will post 7.19 EPS for the current fiscal year.

Insider Buying and Selling at ICU Medical In other news, insider Ben Sousa sold 2,250 shares of the company’s stock in a transaction that occurred on Wednesday, August 12th. The stock was sold at an average price of $178.32, for a total transaction of $401,220.00. Following the sale, the insider owned 3,076 shares in the company, valued at $548,512.32. This represents a 42.25% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this link. Also, Director Elisha W. Finney sold 378 shares of the business’s stock in a transaction dated Tuesday, August 11th. The stock was sold at an average price of $182.48, for a total transaction of $68,977.44. Following the transaction, the director owned 4,871 shares in the company, valued at $888,860.08. This represents a 7.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 16,974 shares of company stock valued at $3,085,844. Corporate insiders own 2.10% of the company’s stock.

About ICU Medical (Free Report)

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.

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ICU Medical (ICUI - Free Report) came out with quarterly earnings of $2.37 per share, beating the Zacks Consensus Estimate of $1.91 per share. This compares to earnings of $2.1 per share a year ago. These figures are adjusted for non-recurring items.

This quarterly report represents an earnings surprise of +24.08%. A quarter ago, it was expected that this medical device maker would post earnings of $1.78 per share when it actually produced earnings of $1.97, delivering a surprise of +10.67%.

Over the last four quarters, the company has surpassed consensus EPS estimates four times.

ICU Medical, which belongs to the Zacks Medical - Products industry, posted revenues of $547.88 million for the quarter ended June 2026, surpassing the Zacks Consensus Estimate by 2.33%. This compares to year-ago revenues of $543.57 million. The company has topped consensus revenue estimates four times over the last four quarters.

The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.

ICU Medical shares have added about 16.6% since the beginning of the year versus the S&P 500's gain of 12.8%.

What's Next for ICU Medical?While ICU Medical has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?

There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.

Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.

Ahead of this earnings release, the estimate revisions trend for ICU Medical was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.

It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $2.09 on $549.4 million in revenues for the coming quarter and $8.17 on $2.17 billion in revenues for the current fiscal year.

Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Products is currently in the bottom 37% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.

Accendra Health (ACH - Free Report) , another stock in the same industry, has yet to report results for the quarter ended June 2026. The results are expected to be released on August 10.

This medical supply distributor is expected to post quarterly loss of $0.13 per share in its upcoming report, which represents a year-over-year change of -150%. The consensus EPS estimate for the quarter has remained unchanged over the last 30 days.

Accendra Health's revenues are expected to be $631.2 million, down 7.4% from the year-ago quarter.