INCY
INCYTE CORP
$103.23
+2.57%
$20.1B
No data for this timeframe.
Vol
Market Cap$20.1B
Cap SizeLarge Cap
Analyst ConsensusHold (46%)
Inst. Holders11 funds
Inst. Value$4.6B
Inst. Activity2 buys / 1 sells
Insider Activity0B / 6S
Insider Net $-$7.3M
SEC Reports3
Exchange Nasdaq·Sector Services-Commercial Physical & Biological Research·Inc. DE·CIK 0000879169·Prev Close $100.64
Recent Activity
Jun 9, 2026
short_volume
Short Volume: INCY — 66.1% short (0.5M / 0.7M)
Short: 487,054 | Exempt: 1,863 | TRF Vol: 736,682 | Short Ratio: 66.1% | Off-exchange volume (dark p
Jun 8, 2026
SEC
Incyte announced a definitive agreement to acquire Vega Therapeutics (a Star Therapeutics subsidiary) for $1.25 billion
8-K — Impact 7/10
Jun 4, 2026
Insider
Tray Thomas sold 2,639 shares
Principal Accounting Officer @ $100.00 ($263.9K)
Jun 4, 2026
Insider
Tray Thomas sold 2,639 shares
Principal Accounting Officer @ $83.83 ($221.2K)
Jun 4, 2026
Insider
Tray Thomas sold 2,639 shares
Principal Accounting Officer @ $0.00 ($0.00)
May 27, 2026
SEC
Incyte filed additional proxy soliciting materials supplementing its definitive proxy statement for the June 8, 2026 ann
DEFA14A — Impact 3/10
Feb 28, 2026
SEC
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly increased their posit
INST-CLUSTER — Impact 6/10
Inst.
NORGES BANK — NEW
1,244,233 shares ($122.9M)
Price Targets
$108.83
+5.4% upside
Buy
Current $103.23
Low $71.00
Median $105.00
High $140.00
23 analysts
$71.00
$140.00
Analyst Ratings
8Strong Buy
8Buy
18Hold
1Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Jun 9, 2026 | HC Wainwright & Co. | MAINTAIN | Buy → Buy |
| May 22, 2026 | Bernstein | INITIATE | Market Perform |
| May 21, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| May 4, 2026 | HC Wainwright & Co. | REITERATE | Buy → Buy |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Perform → Perform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $1.82 ▼ -0.7% | $1.51 — $1.99 | 16% YoY | 19 |
| Next Q | $1.34 ▼ -33.5% | $-4.14 — $2.21 | -41% YoY | 18 |
| Current FY | $7.41 ▼ -4.0% | $1.61 — $8.08 | 9% YoY | 21 |
| Next FY | $9.11 ▲ +0.5% | $7.63 — $11.15 | 23% YoY | 21 |
Latest Reports
BULLISH
8-K
7/10
Incyte announced a definitive agreement to acquire Vega Therapeutics (a Star Therapeutics subsidiary) for $1.25 billion
Jun 8, 2026
NEUTRAL
DEFA14A
3/10
Incyte filed additional proxy soliciting materials supplementing its definitive proxy statement for the June 8, 2026 ann
May 27, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $2.0B | — |
| DODGE & COX | $1.3B | — |
| RENAISSANCE TECHNOLOGIES LLC | $392.9M | — |
| MORGAN STANLEY | $263.1M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $171.1M | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| Jun 4, 2026 | Tray Thomas | SELL | $263.9K |
| Jun 4, 2026 | Tray Thomas | M | $221.2K |
| Jun 4, 2026 | Tray Thomas | M | $0.00 |
| Jun 1, 2026 | CAGNONI PABLO | F | $2.4M |
| May 26, 2026 | BIENAIME JEAN | M | $1.3M |
11 institutional holders with $4.6B total value (46,302,741 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, RENAISSANCE. Net buying activity: 2 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 19,911,434 | $2.0B | 43.0% | — |
| 2 | DODGE & COX | 13,261,742 | $1.3B | 28.6% | — |
| 3 | RENAISSANCE TECHNOLOGIES LLC | 3,978,332 | $392.9M | 8.6% | — |
| 4 | MORGAN STANLEY | 2,663,823 | $263.1M | 5.8% | ADD +32.2% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1,732,639 | $171.1M | 3.7% | NEW |
| 6 | FMR LLC | 1,246,439 | $123.1M | 2.7% | ADD +40.8% |
| 7 | NORGES BANK | 1,244,233 | $122.9M | 2.7% | NEW |
| 8 | BANK OF AMERICA CORP /DE/ | 1,003,440 | $99.1M | 2.2% | TRIM -27.0% |
| 9 | SOUND SHORE MANAGEMENT INC /CT/ | 929,832 | $91.8M | 2.0% | TRIM -25.5% |
| 10 | WELLS FARGO & COMPANY/MN | 294,078 | $29.0M | 0.6% | ADD +44.0% |
| 11 | TWO SIGMA INVESTMENTS, LP | 36,749 | $3.6M | 0.1% | TRIM -25.2% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 1,244,233 | — | $122.9M | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 1,373,835 | 1,003,440 | -27.0% | $99.1M | 2025-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 204,222 | 294,078 | +44.0% | $29.0M | 2025-Q4 |
| SOUND SHORE MANAGEMENT INC /CT/ | TRIM | 1,140,057 | 849,856 | -25.5% | $72.1M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | DOUBLED | 83,174 | 204,222 | +145.5% | $17.3M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 64,349 | 48,149 | -25.2% | $4.1M | 2025-Q3 |
| NORGES BANK | EXIT | 1,421,080 | 0 | -100.0% | $0.00 | 2025-Q3 |
| NORGES BANK | NEW | — | 1,421,080 | — | $96.8M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | TRIM | 160,576 | 83,174 | -48.2% | $5.7M | 2025-Q2 |
| FMR LLC | ADD | 1,063,330 | 1,496,798 | +40.8% | $90.6M | 2025-Q1 |
| UBS Group AG | ADD | 810,669 | 1,324,856 | +63.4% | $80.2M | 2025-Q1 |
| CITADEL ADVISORS LLC | TRIM | 417,969 | 149,801 | -64.2% | $9.1M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 28,049 | 56,985 | +103.2% | $3.5M | 2025-Q1 |
| NORGES BANK | EXIT | 1,764,725 | 0 | -100.0% | $0.00 | 2025-Q1 |
| MORGAN STANLEY | ADD | 2,146,308 | 2,837,087 | +32.2% | $196.0M | 2024-Q4 |
| SOUND SHORE MANAGEMENT INC /CT/ | ADD | 605,348 | 1,201,089 | +98.4% | $83.0M | 2024-Q4 |
| UBS Group AG | ADD | 503,046 | 810,669 | +61.2% | $56.0M | 2024-Q4 |
| CITADEL ADVISORS LLC | TRIM | 1,038,177 | 417,969 | -59.7% | $28.9M | 2024-Q4 |
| WELLS FARGO & COMPANY/MN | ADD | 107,970 | 174,190 | +61.3% | $12.0M | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 1,609,220 | — | $106.4M | 2024-Q3 |
12 unique insiders with 6 transactions. Net insider value: -$7.3M ($0.00 bought, $7.3M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Jun 4, 2026 | Tray Thomas | Principal Accounting Officer | SELL | 2,639 | $100.00 | $263.9K |
| Jun 4, 2026 | Tray Thomas | Principal Accounting Officer | M | 2,639 | $83.83 | $221.2K |
| Jun 4, 2026 | Tray Thomas | Principal Accounting Officer | M | 2,639 | $0.00 | $0.00 |
| Jun 1, 2026 | CAGNONI PABLO J | President, Global Head of R&D | F | 25,469 | $95.59 | $2.4M |
| May 26, 2026 | BIENAIME JEAN JACQUES | Director | M | 15,000 | $84.53 | $1.3M |
| May 26, 2026 | BIENAIME JEAN JACQUES | Director | F | 13,059 | $97.10 | $1.3M |
| May 26, 2026 | Tray Thomas | Principal Accounting Officer | SELL | 2,051 | $97.35 | $199.7K |
| May 26, 2026 | BIENAIME JEAN JACQUES | Director | M | 15,000 | $0.00 | $0.00 |
| May 19, 2026 | Clancy Paul J | Director | SELL | 15,000 | $94.93 | $1.4M |
| May 19, 2026 | Clancy Paul J | Director | M | 15,000 | $84.53 | $1.3M |
| May 19, 2026 | Clancy Paul J | Director | M | 15,000 | $0.00 | $0.00 |
| May 8, 2026 | BAKER BROS. ADVISORS LP | Director | M | 15,000 | $84.53 | $1.3M |
| May 8, 2026 | BAKER BROS. ADVISORS LP | Director | M | 15,000 | $0.00 | $0.00 |
| May 6, 2026 | Stein Steven H | CMO & Head of Late-Stage Dev. | A | 44,124 | $0.00 | $0.00 |
| May 6, 2026 | CAGNONI PABLO J | President, Global Head of R&D | A | 31,517 | $0.00 | $0.00 |
| May 4, 2026 | Upadhyay Suketu | EVP & Chief Financial Officer | A | 26,343 | $0.00 | $0.00 |
| May 4, 2026 | Upadhyay Suketu | EVP & Chief Financial Officer | A | 38,429 | $0.00 | $0.00 |
| May 4, 2026 | Upadhyay Suketu | EVP & Chief Financial Officer | A | 13,171 | $0.00 | $0.00 |
| Apr 17, 2026 | CAGNONI PABLO J | President, Global Head of R&D | SELL | 18,667 | $96.50 | $1.8M |
| Apr 17, 2026 | CAGNONI PABLO J | President, Global Head of R&D | M | 6,077 | $64.25 | $390.4K |
| Apr 17, 2026 | CAGNONI PABLO J | President, Global Head of R&D | M | 6,077 | $0.00 | $0.00 |
| Apr 15, 2026 | Stein Steven H | CMO & Head of Late-Stage Dev. | A | 39,049 | $0.00 | $0.00 |
| Apr 15, 2026 | CAGNONI PABLO J | President, Global Head of R&D | A | 27,892 | $0.00 | $0.00 |
| Apr 15, 2026 | Meury William | Chief Executive Officer | M | 125,000 | $0.00 | $0.00 |
| Mar 31, 2026 | Clancy Paul J | Director | A | 265 | $94.12 | $24.9K |
| Mar 31, 2026 | BAKER BROS. ADVISORS LP | Director | A | 421 | $0.00 | $0.00 |
| Mar 31, 2026 | HARRIGAN EDMUND | Director | A | 269 | $94.12 | $25.3K |
| Mar 25, 2026 | Trotta Matteo | EVP, GM, Dermatology US | F | 537 | $92.23 | $49.5K |
| Mar 17, 2026 | CAGNONI PABLO J | President, R&D | M | 7,166 | $61.18 | $438.4K |
| Mar 17, 2026 | CAGNONI PABLO J | President, R&D | M | 7,166 | $0.00 | $0.00 |
| Mar 17, 2026 | CAGNONI PABLO J | President, R&D | SELL | 18,667 | $94.24 | $1.8M |
| Feb 19, 2026 | CAGNONI PABLO J | President, R&D | M | 13,093 | $61.76 | $808.6K |
| Feb 19, 2026 | CAGNONI PABLO J | President, R&D | SELL | 18,668 | $100.91 | $1.9M |
| Feb 19, 2026 | CAGNONI PABLO J | President, R&D | M | 13,093 | $0.00 | $0.00 |
| Feb 2, 2026 | Morrissey Michael James | EVP, Head of Tech. Operations | F | 185 | $102.67 | $19.0K |
| Feb 2, 2026 | Heeson Lee | EVP, Head of Incyte Intl | F | 111 | $102.67 | $11.4K |
3 SEC filing reports analyzed. Sentiment: 2 bullish, 0 bearish, 0 mixed, 1 neutral. Avg impact: 5.3/10.
BULLISH
8-K
7/10
Incyte announced a definitive agreement to acquire Vega Therapeutics (a Star Therapeutics subsidiary
Jun 8, 2026
NEUTRAL
DEFA14A
3/10
Incyte filed additional proxy soliciting materials supplementing its definitive proxy statement for
May 27, 2026
BULLISH
INST-CLUSTER
6/10
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — significantly i
Feb 28, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Hold (46% buy). Based on 35 analysts: 8 strong buy, 8 buy, 18 hold, 1 sell, 0 strong sell.
Analyst Price Targets
$108.83 mean target
+5.4% upside
Buy (2.41)
$71.00 Low
$140.00 High
| Metric | Value |
|---|---|
| Current Price | $103.23 |
| Target Low | $71.00 |
| Target Mean | $108.83 |
| Target Median | $105.00 |
| Target High | $140.00 |
| # Analysts | 23 |
| Recommendation | Buy (2.41) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$1.82 | $1.51 | $1.99 | 16.1% | -0.7% | 10↑ 5↓ | $1.4B | 12.5% | 19 |
| Next Q 2026-09-30 |
$1.34 | $-4.14 | $2.21 | -40.5% | -33.5% | 5↑ 10↓ | $1.5B | 6.3% | 18 |
| Current FY 2026-12-31 |
$7.41 | $1.61 | $8.08 | 8.9% | -4.0% | 15↑ 4↓ | $5.6B | 9.4% | 21 |
| Next FY 2027-12-31 |
$9.11 | $7.63 | $11.15 | 22.9% | +0.5% | 14↑ 6↓ | $6.2B | 11.0% | 21 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $1.823 | |
| 7d ago | $1.824 | -0.001 |
| 30d ago | $1.836 | -0.013 |
| 60d ago | $1.772 | +0.051 |
| 90d ago | $1.790 | +0.033 |
13 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 2 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Jun 9, 2026 | HC Wainwright & Co. | MAINTAIN | Buy | Buy |
| May 22, 2026 | Bernstein | INITIATE | — | Market Perform |
| May 21, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| May 4, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Apr 29, 2026 | Oppenheimer | MAINTAIN | Perform | Perform |
| Apr 29, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Apr 15, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Mar 30, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Mar 25, 2026 | UBS | MAINTAIN | Neutral | Neutral |
| Mar 25, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Mar 16, 2026 | Jefferies | DOWNGRADE | Buy | Hold |
| Mar 9, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Mar 5, 2026 | Evercore ISI Group | MAINTAIN | In-Line | In-Line |
| Feb 18, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Feb 11, 2026 | RBC Capital | MAINTAIN | Sector Perform | Sector Perform |
| Feb 11, 2026 | Stifel | MAINTAIN | Buy | Buy |
| Feb 11, 2026 | Wells Fargo | MAINTAIN | Equal-Weight | Equal-Weight |
| Feb 11, 2026 | HC Wainwright & Co. | REITERATE | Buy | Buy |
| Feb 6, 2026 | Piper Sandler | MAINTAIN | Overweight | Overweight |
| Feb 5, 2026 | HC Wainwright & Co. | INITIATE | — | Buy |
| Feb 4, 2026 | Barclays | MAINTAIN | Overweight | Overweight |
| Jan 20, 2026 | Wells Fargo | DOWNGRADE | Overweight | Equal-Weight |
| Jan 13, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 6, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | Equal-Weight |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 8 | 8 | 18 | 1 | 0 | 46% | |
| May 1, 2026 | 8 | 8 | 16 | 1 | 0 | 48% | |
| Apr 1, 2026 | 8 | 8 | 16 | 1 | 0 | 48% | |
| Mar 1, 2026 | 9 | 8 | 15 | 1 | 0 | 52% | |
| Feb 1, 2026 | 9 | 7 | 15 | 1 | 0 | 50% | |
| Jan 1, 2026 | 9 | 8 | 14 | 1 | 0 | 53% |
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.
Jun 9, 2026
short_volume
Short Volume: INCY — 66.1% short (0.5M / 0.7M)
Short: 487,054 | Exempt: 1,863 | TRF Vol: 736,682 | Short Ratio: 66.1% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: INCY — 73.1% short (0.8M / 1.1M)
Short: 837,346 | Exempt: 39,868 | TRF Vol: 1,145,931 | Short Ratio: 73.1% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
Clinical Trial
A Study of INCB099280 in Combination With Axitinib in Adults With Advanced Solid Tumors
Phase Phase 2 — TERMINATED
Jun 4, 2026
short_volume
Short Volume: INCY — 65.9% short (0.4M / 0.7M)
Short: 446,262 | Exempt: 9,374 | TRF Vol: 677,171 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
Clinical Trial
Tafasitamab + Lenalidomide + R-CHOP Versus R-CHOP in Newly Diagnosed High-intermediate and High Risk DLBCL Patients
Phase Phase 3 — ACTIVE_NOT_RECRUITING
Jun 3, 2026
clinical_trial_readout
T-90d Trial Readout: Tafasitamab (Phase 3)
Trial: Tafasitamab + Lenalidomide + R-CHOP Versus R-CHOP in Newly Diagnosed High-intermediate and High Risk DLBCL Patients
Sponsor: Incyte Corporation
Jun 3, 2026
short_volume
Short Volume: INCY — 74.4% short (0.7M / 0.9M)
Short: 685,478 | Exempt: 575 | TRF Vol: 921,938 | Short Ratio: 74.4% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: INCY — 58.4% short (0.5M / 0.8M)
Short: 470,527 | Exempt: 1,289 | TRF Vol: 805,032 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
May 31, 2026
Clinical Trial
A Phase 2 Study of Ruxolitinib With Chemotherapy in Children With Acute Lymphoblastic Leukemia
Phase Phase 2 — COMPLETED
May 31, 2026
clinical_trial_readout
Results Pending: Ruxolitinib (Phase 2) — Completed 89d ago
Trial: A Phase 2 Study of Ruxolitinib With Chemotherapy in Children With Acute Lymphoblastic Leukemia
Sponsor: Incyte Corporation
Phase: Phase 2 | Com
May 24, 2026
Clinical Trial
Testing the Effect of Taking Ruxolitinib and CPX-351 in Combination for the Treatment of Advanced Phase Myeloproliferative Neoplasms
Phase Phase 2 — TERMINATED
May 23, 2026
Clinical Trial
A Study to Evaluate the Efficacy, and Safety Study of Ruxolitinib Cream in Adults With Moderate Atopic Dermatitis
Phase Phase 3 — COMPLETED
May 18, 2026
dark_pool
Dark Pool: INCY — 1.2M shares, 35,670 trades
Week starting 2026-05-18. Total ATS volume: 1,195,957 shares across 35,670 trades.
May 15, 2026
short_volume
Short Volume: INCY — 73.3% short (0.4M / 0.6M)
Short: 433,808 | Exempt: 858 | TRF Vol: 592,008 | Short Ratio: 73.3% | Off-exchange volume (dark pool + OTC)
May 13, 2026
short_volume
Short Volume: INCY — 78.1% short (0.4M / 0.5M)
Short: 391,439 | Exempt: 68 | TRF Vol: 501,485 | Short Ratio: 78.1% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: INCY — 66.4% short (0.3M / 0.5M)
Short: 347,934 | Exempt: 2,900 | TRF Vol: 524,012 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: INCY — 69.4% short (0.4M / 0.6M)
Short: 389,971 | Exempt: 18,723 | TRF Vol: 561,536 | Short Ratio: 69.4% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: INCY — 2.1M shares, 46,318 trades
Week starting 2026-05-11. Total ATS volume: 2,086,705 shares across 46,318 trades.
May 4, 2026
dark_pool
Dark Pool: INCY — 1.1M shares, 35,419 trades
Week starting 2026-05-04. Total ATS volume: 1,120,905 shares across 35,419 trades.
May 1, 2026
clinical_trial_readout
Results Pending: Ruxolitinib (Phase 2) — Completed 59d ago
Trial: A Phase 2 Study of Ruxolitinib With Chemotherapy in Children With Acute Lymphoblastic Leukemia
Sponsor: Incyte Corporation
Phase: Phase 2 | Com
May 1, 2026
FDA
JAKAFI XR
Original Approval — Type 5 - New Formulation or New Manufacturer — TABLET
Apr 22, 2024
FDA
ZYNYZ
Supplemental Approval — Labeling — RETIFANLIMAB-DLWR — INJECTABLE — INTRAVENOUS