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ICL · NYSE · Agricultural Inputs

ICL (ICL)

Turns potash, bromine and phosphate resources into agriculture, food and industrial solutions.

$5.38
vs last close+0.04 (+0.66%)
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ICL Group LtdICL
Materials

Converts bromine, potash and phosphate resources into crop nutrition, food ingredients and industrial materials through four segments. The resource-to-solution model spans extraction and downstream specialties across Europe, Asia and the Americas, while depending on mineral concessions, environmental permits and continued access to strategically controlled Israeli assets.

Converts potash, bromine and phosphate resources into agricultural, food and industrial products. Industrial Products, Potash, Phosphate Solutions and Growing Solutions cover bromine compounds, potash, specialty phosphates, crop nutrition and related materials.

Links upstream extraction at the Dead Sea and in Spain with downstream formulation and distribution. The integrated chain supports specialty fertilizers, food ingredients, flame retardants and industrial applications, with sales spread across Europe, Asia and the Americas.

Depends on mineral concessions, mining leases, environmental permits and continued rehabilitation work. The current Dead Sea concession expires in 2030, while salt harvesting at the central evaporation pond is required to preserve brine volume and protect nearby structures. A large controlling shareholder and the State of Israel's Special State Share also shape governance.

Company facts

CEOElad Aharonson
ListedSep 24, 2014
ExchangeNYSE
HeadquartersTel Aviv, Israel
CountryIsrael
Employees13,007
CIK0000941221
ISINIL0002810146

Market cap$6.89B
EPS (ttm)$0.2401
P/E (ttm)22.24
ROE5.0%
P/B1.12
P/S0.8937
Dividend yieldDiv yield3.86%
Beta0.82vs XLB 0.31

Price target$6.00+12.4%Average of 4 analysts
ConsensusHold4 of 4 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 10, 2026Morgan StanleyTarget
Target: $5.80
Target: $5.75
Jul 27, 2026BarclaysReiterate
Rating: —Target: $7
Rating: Equal WeightTarget: $6
May 28, 2026Morgan StanleyTarget
Target: $6.15
Target: $5.80
May 20, 2026BMO CapitalTarget
Target: $11
Target: $6.50
May 18, 2026BarclaysReiterate
Rating: —Target: —
Rating: Equal WeightTarget: $7

Next report
Nov 11, 26
in 50 days
EPS estimate
$0.12
Revenue estimate
$2.13B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.08$0.09$0.09$0.10$0.09$0.11$0.12Pending
Estimate$0.08$0.08$0.08$0.09$0.09$0.10$0.11$0.12
Surprise0.0%+12.5%+12.5%+11.1%0.0%+10.0%+9.1%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.60B$1.77B$1.83B$1.85B$1.70B$2.02B$2.14BPending
Estimate$1.71B$1.82B$1.83B$1.95B$1.77B$1.92B$2.01B$2.13B
Surprise−6.3%−3.0%0.0%−4.9%−3.9%+5.2%+6.1%—
Estimate$0.12
ReportedDue Nov 11, 2026
Estimate$2.13B
ReportedDue Nov 11, 2026
View details

Debt to equity53.60%
Current ratio158.50%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.75B$1.60B$1.77B$1.83B$1.85B$1.70B$2.02B$2.14B
Net income$113.0M$70.0M$91.0M$93.0M$115.0M−$73.0M$126.0M$137.0M
Net margin6.4%4.4%5.1%5.1%6.2%0.0%6.2%6.4%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$214.0M$147.0M$185.0M$189.0M$230.0M$99.0M$235.0M$267.0M
YoY growth−5.7%−1.3%−8.9%−10.4%+7.5%−32.7%+27.0%+41.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $662.0M · Total debt $3.30B · Total assets $13.19B · Shareholders' equity $6.15B

Revenue
$2.14B
Operating income
$267.0M
Net income
$137.0M
View details

Dividend yield
3.86%
Next ex-date
Dec 2, 26
estimated · in 71 days
Annual dividend
$0.21
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$0.0527$0.0403$0.0426$0.0429$0.048$0.0465$0.0535$0.0581
Annual yield3.89%3.02%2.64%2.91%3.09%3.54%3.07%3.53%
Ex-dateDec 4Mar 12Jun 4Sep 3Dec 2Mar 10Jun 2Sep 2
Payment dateDec 18Mar 25Jun 18Sep 17Dec 17Mar 25Jun 17Sep 16
View details

Institutions15.23%196.56M ADS
222 holders · as of Jun 30, 2026
Insiders0.02%255.4K ADS
7 holders · as of Mar 30, 2026
Strategic holders51.54%665.24M ADS
2 holders · as of May 12, 2026
Other33.21%428.62M ADS
remainder

1.29B ADS as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Israel Corporation Ltd.Strategic
45.67%589.47Mfiled Mar 7, 2019
Phoenix Financial Ltd.Strategic
5.87%75.77Mfiled May 12, 2026
Altshuler Shaham LtdInstitution
1.86%23.97M ADSas of Jun 30, 2026
Norges BankInstitution
1.65%21.30M ADSas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
1.62%20.92M ADSas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

  • Mosaic

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  • Nutrien

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  • SQM (ADR)

    Specialty plant-nutrition and potassium-products rival

  • Albemarle

    Bromine specialties rival in flame retardants and oilfield fluids

Compare

CompanyPriceChange
ICL$5.38+0.66%$6.89B22.212.20.9+16.5%
Mosaic$24.31+1.00%$7.65B126.726.70.6−6.0%
Nutrien$75.22+0.91%$35.78B15.114.31.3+0.3%
SQM (ADR)$70.45+1.32%$19.86B14.38.92.9+136.7%
Albemarle$113.83+0.80%$13.32B—11.62.3+31.1%
Median15.112.91.8+15.7%