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ICF International, Inc.

ICFI · NASDAQ

Market closed$78.86$-2.18 (-2.69%)After hours $78.86 · 0.00%

Key statistics

Previous close$81.04
Open$81.25
Day high$82.68
Day low$78.75
52-week high$101.71
52-week low$58.83
Market cap1.43B
Volume194.04K
Average volume371.38K
P/E ratio12.52
Forward P/E—
EPS6.30
Dividend yield+0.71%

Market context

Why it moved

ICFI shares declined amid broad weakness in the consulting and professional services sector, with investor sentiment weighed down by multiple analyst target cuts for peer companies and general market caution surrounding business services firms.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026ICF International closed down sharply, underperforming the broader industrials sector as IBM's earnings warning earlier this week continued to weigh on IT services and consulting stocks. The selloff came despite shares gapping up at the open, as sector-wide anxiety over enterprise clients shifting budgets toward AI hardware — delaying software and consulting deals — pressured the group. Adding to the cautious sentiment, CEO John Wasson sold nearly $1 million in stock on July 13 under a pre-arranged 10b5-1 plan, while implied volatility in ICFI options surged, signaling elevated investor uncertainty ahead of upcoming peer earnings from ServiceNow, Cognizant, and others that could confirm or dismiss the AI spending-shift narrative.

-2.69

July 16, 2026ICF International shares rallied nearly 4%, recovering from Tuesday's sector-wide sell-off triggered by IBM's shocking earnings warning, which sent consulting and IT services stocks broadly lower on fears that enterprise AI hardware spending is crowding out software and consulting budgets. The rebound comes as investors reassess the damage — IBM's miss may be company-specific rather than an industry bellwether — and as softer-than-expected PPI data on Wednesday eased rate concerns. Recent company-specific catalysts, including a $14M California Department of Transportation contract win, a $100M share buyback expansion, and analyst fair value estimates suggesting significant undervaluation (~$108 target vs. current price), are supporting sentiment, though a CEO share sale of ~$994K last week and a Q1 earnings miss continue to temper enthusiasm.

3.9507

July 15, 2026ICF International shares recovered modestly after Tuesday's pullback, closing up roughly 2% even as sector peers faced headwinds from IBM's historic 25% plunge following a Q2 revenue warning that rattled the broader consulting and IT services space. ICF's relative resilience comes despite its own Q1 2026 earnings miss — revenue of $437.5M vs. $448.6M expected — and CEO John Wasson's $994K insider sale on July 13 under a pre-arranged 10b5-1 plan. Offsetting concerns are a $165M expanded buyback, a new $14M California DOT environmental contract, and a book-to-bill ratio above 1.3 signaling improving backlog visibility.

2.1087

July 14, 2026ICF International closed down 3.51% as a sector-wide selloff in consulting and IT services stocks was triggered by IBM's surprise Q2 revenue warning, which sparked fears that enterprise IT budgets are being disrupted by AI-driven shifts. Compounding sentiment, CEO John Wasson sold approximately $994K worth of ICFI shares on July 13, adding insider selling pressure even as a separate analysis flagged the stock as potentially undervalued at a steep discount to its estimated fair value of $108.75, supported by a recent $14M California Department of Transportation contract win.

-3.5132

July 13, 2026ICF International rose nearly 3% on above-average volume, outperforming the broader industrials sector (XLI) and a mixed S&P 500 rattled by renewed U.S.-Iran tensions and chip stock weakness. The move was catalyzed by the company securing a new three-year, on-call environmental policy and implementation contract with California's transportation agency, reinforcing ICF's positioning in government consulting even as peer Booz Allen Hamilton faced fresh scrutiny over Washington funding risks tied to political uncertainty in D.C.

2.9936

July 10, 2026ICF International edged higher, supported by a confluence of positive catalysts drawing renewed investor attention. A Seeking Alpha upgrade argues that 'the worst of the federal meltdown may be over,' while recent developments include a $100 million boost to its share repurchase authorization (totaling $400 million) and a new California Dept. of Transportation environmental services contract. The company also launched an AI-powered licensing and permitting accelerator built on Salesforce and DocuSign, signaling a push into higher-margin digital solutions. The industrials sector (XLI) has returned over 16% YTD, providing a tailwind.

0.6419

July 9, 2026ICF International shares closed down 1.55%, underperforming the broader industrials sector (XLI) which held relatively steady, as renewed U.S.-Iran military exchanges and fading ceasefire hopes reignited inflation fears and prompted a risk-off shift that pressured consulting and professional services stocks. Adding to the backdrop, institutional flows remain mixed — Wasatch Advisors slashed its position by ~55% in Q1 2026, while analyst price targets remain well above current levels, with Barrington Research's $102 target implying significant upside from current prices.

-1.5476

July 8, 2026ICF International edged higher in Tuesday's session, closing up modestly even as broader markets came under pressure from renewed U.S.-Iran military exchanges that sent oil prices surging over 5% and triggered a risk-off tone across equities. As a government-focused consulting firm, ICFI appears relatively insulated from the AI disruption narrative weighing on peers like Accenture, which has fallen nearly 30% over three months on AI-driven demand concerns. Insider buying activity and analyst price targets of $90–$102 suggest the stock may be undervalued at current levels near $77.

0.7275

Sahm · July 13, 2026Is ICF International (ICFI) Undervalued After Its California Transportation Contract Win?Ad Hoc News · July 3, 2026ICF International Inc updates shape long-term growth outlookTradingView · June 2, 2026Here's Why Investors Should Hold ICFI Stock in Their Portfolios NowPR Newswire · May 7, 2026ICF Reports First Quarter 2026 Results
Mt Newswire · July 14, 2026ICF International Insider Sold Shares Worth $993,918, According to a Recent SEC Filing
Mt Newswire · June 30, 2026ICF Wins $14 Million California Transportation Contract
Benzinga · June 30, 2026ICF Awarded Contract By Caltrans Headquarters To Provide On‑Call Environmental Policy And Implementation Services To Support Statewide Transportation Infrastructure Project Delivery Program
Mt Newswire · June 25, 2026ICF Board Approves $100 Million Increase to Share Buyback Plan
Benzinga · June 25, 2026ICF Expands Buyback Plan By $100M
Benzinga · May 7, 2026ICF International Affirms FY2026 GAAP EPS Guidance of $5.95-$6.25 vs $6.04 Est
Benzinga · May 7, 2026ICF International Affirms FY2026 Adj EPS Guidance of $6.95-$7.25 vs $7.03 Est; Affirms FY2026 Sales Guidance of $1.890B-$1.960B vs $1.912B Est
Mt Newswire · May 7, 2026Earnings Flash (ICFI) ICF International, Inc. Posts Q1 Adjusted EPS $1.50 per Share, vs. FactSet Est of $1.55

Peers

S&P 500SPX · $7,457.69-1.01%CACI International IncCACI · $461.56-0.28%Booz Allen Hamilton Holding CorporationBAH · $65.21-0.08%Leidos Holdings, Inc.LDOS · $106.48-1.67%Science Applications International CorporationSAIC · $115.51+0.53%FTI Consulting, Inc.FCN · $162.55-1.23%Exponent, Inc.EXPO · $62.88-2.38%Huron Consulting Group Inc.HURN · $114.80-3.33%CRA International, Inc.CRAI · $171.46-3.06%Tetra Tech, Inc.TTEK · $31.59-1.37%AecomACM · $68.29-2.37%CBIZ, Inc.CBZ · $42.42-1.30%