ICF (ICFI)
Delivers consulting, technology, and implementation support for government and commercial energy clients.
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Provides advisory, program implementation, analytics, digital, and engagement services for government agencies and commercial clients. Revenue is concentrated in government work, with energy, environment, infrastructure, disaster recovery, health, social programs, and civilian-security work shaping demand.
Advisory Services, Program Implementation, Analytics Services, Digital Services, and Engagement Services form the operating palette. Work spans energy, environment, infrastructure, disaster recovery, health, social programs, security, civilian agency missions, and commercial client needs.
Delivery is concentrated in the United States, with U.S. federal, state and local, international government, and commercial customers. Most contracts are prime relationships, so the company often works directly for the end customer rather than only as a subcontractor.
Execution depends on policy expertise, data analysis, technology modernization, and program operations. Government funding cycles, federal contract timing, shutdowns, client procurement pace, and the shift toward commercial energy services shape the business mix.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 14, 2026 | Barrington | Target | Target: $121 | Target: $110 |
| Jan 14, 2026 | Truist Financial | Target | Target: $155 | Target: $90 |
| Dec 2, 2025 | Canaccord Genuity | Upgrade | Target: $100 | Target: $115 |
| Feb 28, 2025 | Canaccord Genuity | Downgrade | Target: — | Target: $100 |
| Nov 19, 2024 | Sidoti & Co. | Upgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $4.6M · Total debt $564.8M · Total assets $2.10B · Shareholders' equity $1.05B
- Revenue
- $474.5M
- Operating income
- $39.9M
- Net income
- $26.9M
HistoryDividendAnnual yield
| Institutions | 103.86% | 18.63M shares | |
|---|---|---|---|
| 236 holders · as of Jun 30, 2026 | |||
| Insiders | 1.19% | 214.2K shares | |
| 13 holders · as of Sep 2, 2026 | |||
| Adds to | 105.05% | ||
17.93M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
These groups come from separate filings that can overlap, so they add to 105.05%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 10.12% | 1.82M | as of Jun 30, 2026 |
AllianceBernstein L.P.Institution | 7.90% | 1.42M | as of Jun 30, 2026 |
FMR LLCInstitution | 6.45% | 1.16M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 5.60% | 1.01M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 4.49% | 805,137 | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | John Wasson | director, officer: CEO & President | −6,400 | $88.32 |
| Aug 26, 2026 | Sergio J. Ostria | officer: Executive Vice President | −2,000 | $88.59 |
| Jul 13, 2026 | John Wasson | director, officer: CEO & President | −12,411 | $80.08 |
| May 15, 2026 | Michael J. van Handel | director | +8,000 | $61.39 |
| Mar 6, 2026 | Randall Mehl | director | +1,100 | $74.30 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| ICF | $83.52 | −0.69% | $1.52B | 17.4 | 11.3 | 0.8 | −0.4% |
| Booz Allen Hamilton | $76.23 | −1.49% | $9.31B | 12.1 | 12.2 | 0.8 | −4.2% |
| Leidos | $123.93 | −3.36% | $16.13B | 12.0 | 10.3 | 0.9 | +7.2% |
| AECOM | $62.31 | −0.99% | $8.09B | 28.9 | 10.1 | 0.5 | −61.5% |
| Tetra Tech | $35.55 | −1.14% | $9.33B | 21.7 | 21.0 | 1.8 | −19.0% |
| Science Applications International | $129.36 | −3.00% | $5.64B | 15.6 | 12.6 | 0.8 | +6.3% |
| CACI | $620.16 | −2.01% | $13.98B | 26.2 | 18.9 | 1.5 | +17.6% |
| Accenture | $183.10 | −1.62% | $113.89B | 14.9 | 12.8 | 1.6 | +5.6% |
| General Dynamics | $343.82 | −2.85% | $95.75B | 21.6 | 19.7 | 1.7 | +8.1% |
| Median | 18.6 | 12.7 | 1.2 | +5.9% |