IBN

ICICI BANK LTD

NYSE · Commercial Banks, NEC · CIK 0001103838
$27.79 +1.20% $99.1B
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)15 New Institutional Positions25 Institutional Exits
Vol
Market Cap$99.1B
Cap SizeLarge Cap
Inst. Holders50 funds
Inst. Value$10.9B
Inst. Activity15 buys / 25 sells
Insider Activity0B / 4S
Insider Net $-$3.0M
SEC Reports11
Exchange NYSE·Sector Commercial Banks, NEC·CIK 0001103838·Prev Close $27.46

Recent Activity

Jun 2, 2026 SEC
ICICI Bank appointed Mr. Ashwani Bhatia as an Additional (Independent) Director for a five-year term starting June 1, 20
6-K — Impact 2/10
May 26, 2026 SEC
ICICI Bank disclosed that the Reserve Bank of India (RBI) approved the re-appointment of Mr. Sandeep Bakhshi as Managing
6-K — Impact 2/10
May 7, 2026 SEC
HDFC Bank received RBI approval to acquire up to 9.95% of ICICI Bank's share capital within one year, subject to conditi
6-K — Impact 6/10
May 5, 2026 Insider
Gupta Ajay K acquired via exercise 41,400 shares
Director @ $4.23 ($175.1K)
May 5, 2026 Insider
Batra Sandeep acquired via exercise 20,125 shares
Director @ $2.26 ($45.5K)
May 1, 2026 Insider
Banerjee Anindya was granted 125,600 shares
Group Chief Financial Officer @ $14.18 ($1.8M)
Inst.
FIL Ltd — ADD
14,140,954 shares ($366.3M)
Inst.
BANK OF AMERICA CORP — ADD
12,932,141 shares ($334.9M)

Price Targets

Historical data — last covering-analyst action Jul 2020. No current recommendation available.
$35.38 (Jul 2020)
Current $27.79 Low $34.00 Median $35.25 High $37.00 4 analysts
$34.00 $37.00

Analyst Ratings

Historical distribution95% buy · 42 analysts · last covering-analyst action Jul 2020
22Strong Buy
18Buy
2Hold
0Sell
0Strong Sell
Historical Analyst Actions
DateFirmActionRating
Jul 27, 2020 B of A Securities UPGRADE Neutral → Buy
Oct 24, 2016 Goldman Sachs UPGRADE Neutral → Buy
Oct 21, 2016 UBS UPGRADE Hold → Buy
May 3, 2016 Goldman Sachs DOWNGRADE Buy → Neutral
Apr 21, 2016 Credit Suisse UPGRADE Neutral → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.41 ▼ -4.7% $0.41 — $0.41 -1% YoY 1
Next Q $0.39 ▼ -3.2% $0.39 — $0.39 2% YoY 1
Current FY $1.69 ▼ -5.2% $1.65 — $1.73 13% YoY 2
Next FY $1.91 ▼ -4.8% $1.91 — $1.91 13% YoY 1

Top Institutional Holders

FundValueMove
Erste Asset Management GmbH
GQG Partners LLC$2.0B
WCM INVESTMENT MANAGEMENT, LLC$1.3B
MORGAN STANLEY$1.2B
Temasek Holdings (Private) Ltd$756.2M

Recent Insider Trades

DateInsiderTypeValue
May 5, 2026Gupta AjayM$175.1K
May 5, 2026Batra SandeepM$45.5K
May 1, 2026Banerjee AnindyaA$1.8M
Apr 28, 2026Bakhshi SandeepM$50.2K
Apr 28, 2026Jha RakeshM$159.2K
50 institutional holders with $10.9B total value (421,078,183 shares) as of 2026-Q1. Top holders: Erste, GQG, WCM. Net selling activity: 25 institutions trimmed/exited vs 15 added.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1Erste Asset Management GmbH$0.000.0%
2GQG Partners LLC77,366,552$2.0B18.4%
3WCM INVESTMENT MANAGEMENT, LLC52,241,896$1.3B12.1%
4MORGAN STANLEY48,117,738$1.2B11.5%
5Temasek Holdings (Private) Ltd29,195,789$756.2M7.0%
6Invesco Ltd.21,994,276$569.7M5.2%
7FIL Ltd14,140,954$366.3M3.4%ADD +89.0%
8BANK OF AMERICA CORP /DE/12,932,141$334.9M3.1%ADD +43.0%
9Capital International Investors11,777,830$304.9M2.8%TRIM -35.6%
10DIMENSIONAL FUND ADVISORS LP10,860,499$281.2M2.6%
11Ninety One UK Ltd9,651,781$250.0M2.3%
12SCHRODER INVESTMENT MANAGEMENT GROUP8,366,632$216.7M2.0%
13STATE STREET CORP8,255,380$213.8M2.0%
14GOLDMAN SACHS GROUP INC7,964,056$206.3M1.9%
15D. E. Shaw & Co., Inc.6,712,676$173.9M1.6%DOUBLED +21119.4%
16BlackRock, Inc.6,447,594$167.0M1.5%ADD +47.5%
17WELLINGTON MANAGEMENT GROUP LLP5,683,810$147.2M1.4%ADD +53.9%
18FRANKLIN RESOURCES INC5,447,568$141.1M1.3%
19DEUTSCHE BANK AG\5,048,362$130.8M1.2%DOUBLED +106.0%
20BAILLIE GIFFORD & CO4,912,767$127.2M1.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FIL LtdADD7,481,72714,140,954+89.0%$366.3M2026-Q1
BANK OF AMERICA CORP /DE/ADD9,042,69212,932,141+43.0%$334.9M2026-Q1
VOLORIDGE INVESTMENT MANAGEMENT, LLCADD3,304,1074,299,737+30.1%$111.4M2026-Q1
Holocene Advisors, LPDOUBLED846,5792,112,869+149.6%$54.7M2026-Q1
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDTRIM2,413,8001,682,200-30.3%$43.6M2026-Q1
PANAGORA ASSET MANAGEMENT INCTRIM1,829,6961,322,934-27.7%$34.3M2026-Q1
Cullen Capital Management, LLCTRIM1,747,3871,290,726-26.1%$33.4M2026-Q1
NOMURA ASSET MANAGEMENT CO LTDTRIM1,467,1501,097,757-25.2%$28.4M2026-Q1
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCTRIM1,605,8411,041,180-35.2%$27.0M2026-Q1
Rockefeller Capital Management L.P.TRIM2,386,011927,565-61.1%$24.0M2026-Q1
BANK OF MONTREAL /CAN/TRIM2,586,177901,115-65.2%$23.3M2026-Q1
AMERIPRISE FINANCIAL INCTRIM2,888,945791,889-72.6%$20.5M2026-Q1
MARSHALL WACE, LLPNEAR_EXIT2,945,850730,983-75.2%$18.9M2026-Q1
MASSACHUSETTS FINANCIAL SERVICES CO /MA/NEW688,476$17.8M2026-Q1
NORDEA INVESTMENT MANAGEMENT ABADD535,498692,710+29.4%$17.6M2026-Q1
Point72 Asset Management, L.P.TRIM1,467,733658,901-55.1%$17.1M2026-Q1
BNP Paribas Asset Management Holding S.A.TRIM735,814483,542-34.3%$12.5M2026-Q1
M&T BANK CORPDOUBLED128,267300,641+134.4%$7.8M2026-Q1
CREDIT AGRICOLE S ATRIM646,829281,119-56.5%$7.3M2026-Q1
LMR Partners LLPNEAR_EXIT2,666,414250,527-90.6%$6.5M2026-Q1
Capital World InvestorsADD148,618205,064+38.0%$5.2M2026-Q1
Artisan Partners Limited PartnershipADD123,932176,496+42.4%$4.6M2026-Q1
FIRST TRUST ADVISORS LPADD126,154162,035+28.4%$4.2M2026-Q1
LOOMIS SAYLES & CO L PTRIM320,073108,461-66.1%$2.8M2026-Q1
PEAK6 LLCDOUBLED11,54475,712+555.9%$2.0M2026-Q1
5 unique insiders with 14 transactions. Net insider value: -$3.0M ($0.00 bought, $3.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 5, 2026Gupta Ajay KDirectorEXERCISE41,400$4.23$175.1K
May 5, 2026Batra SandeepDirectorEXERCISE20,125$2.26$45.5K
May 1, 2026Banerjee AnindyaGroup Chief Financial OfficerAWARD125,600$14.18$1.8M
Apr 28, 2026Bakhshi SandeepChief Executive OfficerEXERCISE20,000$2.51$50.2K
Apr 28, 2026Jha RakeshDirectorEXERCISE70,125$2.27$159.2K
Apr 24, 2026Jha RakeshDirectorSELL45,000$14.08$633.6K
Apr 23, 2026Jha RakeshDirectorSELL45,000$14.49$652.0K
Apr 21, 2026Gupta Ajay KDirectorEXERCISE31,350$3.02$94.7K
Apr 21, 2026Bakhshi SandeepChief Executive OfficerSELL24,999$14.95$373.7K
Apr 21, 2026Jha RakeshDirectorSELL90,000$14.94$1.3M
Apr 17, 2026Banerjee AnindyaGroup Chief Financial OfficerAWARD125,600$14.48$1.8M
Apr 17, 2026Bakhshi SandeepChief Executive OfficerEXERCISE220,000$2.39$525.8K
Apr 17, 2026Gupta Ajay KDirectorEXERCISE52,020$3.64$189.4K
Apr 17, 2026Jha RakeshDirectorEXERCISE134,850$3.64$490.9K
11 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 1 mixed, 8 neutral. Avg impact: 3.4/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Jul 2020): 95% buy across 42 analysts — 22 strong buy, 18 buy, 2 hold, 0 sell, 0 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Jul 2020. No current recommendation available.
$35.38 mean target (Jul 2020)
$34.00 Low $37.00 High
MetricValue
Current Price$27.79
Target Low$34.00
Target Mean$35.38
Target Median$35.25
Target High$37.00
# Analysts4
Recommendation— (no recent coverage)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.41 $0.41 $0.41 -0.6% -4.7% 0↑ 1↓ $0.0B 1
Next Q
2026-09-30
$0.39 $0.39 $0.39 1.6% -3.2% 0↑ 1↓ $0.0B 1
Current FY
2027-03-31
$1.69 $1.65 $1.73 13.0% -5.2% 0↑ 2↓ $1352.5B 13.8% 2
Next FY
2028-03-31
$1.91 $1.91 $1.91 13.1% -4.8% 0↑ 1↓ $1548.6B 14.5% 1

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.407
7d ago$0.415-0.008
30d ago$0.427-0.020
60d ago$0.427-0.020
90d ago$0.426-0.019
7 analyst firms have rated this stock: 7 upgrades, 3 downgrades, 2 initiations.

Historical Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jul 27, 2020 B of A Securities UPGRADE Neutral Buy
Oct 24, 2016 Goldman Sachs UPGRADE Neutral Buy
Oct 21, 2016 UBS UPGRADE Hold Buy
May 3, 2016 Goldman Sachs DOWNGRADE Buy Neutral
Apr 21, 2016 Credit Suisse UPGRADE Neutral Outperform
Sep 14, 2015 Goldman Sachs UPGRADE Neutral Buy
Aug 26, 2015 Standpoint Research UPGRADE Hold Buy
Mar 11, 2015 Societe Generale INITIATE
Jan 13, 2015 Goldman Sachs DOWNGRADE Buy Neutral
Mar 20, 2014 Standpoint Research DOWNGRADE Buy Hold
Jan 29, 2014 Standpoint Research INITIATE Accumulate
Apr 9, 2013 Morgan Stanley UPGRADE Equal-Weight Overweight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 2026221820095%
May 1, 2026221820095%
Apr 1, 2026202020095%
Mar 1, 2026202020095%
Feb 1, 2026192020095%
Jan 1, 2026182030093%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Mar 16, 2026
short_interest
FTD: IBN — 257,881 shares ($6.9M) failed to deliver
Settlement: 20260316, Price: $26.58, FTD Value: $6,854,476.98, ICICI BANK LTD ADS(RP 2EQTY SH