Incyte Corporation $INCY Shares Bought by Krilogy Financial LLC

Krilogy Financial LLC grew its position in shares of Incyte Corporation (NASDAQ:INCY) by 55.6% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 27,828 shares of the biopharmaceutical company’s stock after purchasing an additional 9,945 shares during the quarter. Krilogy Financial LLC’s holdings in Incyte were worth $2,360,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also made changes to their positions in INCY. NewEdge Advisors LLC grew its stake in Incyte by 369.3% during the 1st quarter. NewEdge Advisors LLC now owns 12,597 shares of the biopharmaceutical company’s stock worth $763,000 after buying an additional 9,913 shares during the last quarter. Jones Financial Companies Lllp grew its position in shares of Incyte by 15.1% during the first quarter. Jones Financial Companies Lllp now owns 4,944 shares of the biopharmaceutical company’s stock worth $299,000 after acquiring an additional 648 shares during the last quarter. Goldman Sachs Group Inc. grew its position in shares of Incyte by 6.4% during the first quarter. Goldman Sachs Group Inc. now owns 814,559 shares of the biopharmaceutical company’s stock worth $49,322,000 after acquiring an additional 48,751 shares during the last quarter. United Services Automobile Association acquired a new position in shares of Incyte in the 1st quarter valued at $219,000. Finally, Focus Partners Wealth raised its position in Incyte by 74.1% in the 1st quarter. Focus Partners Wealth now owns 21,024 shares of the biopharmaceutical company’s stock valued at $1,273,000 after purchasing an additional 8,951 shares during the last quarter. 96.97% of the stock is owned by hedge funds and other institutional investors.

Incyte Stock Performance

Shares of INCY stock opened at $98.84 on Thursday. The company has a current ratio of 3.23, a quick ratio of 3.13 and a debt-to-equity ratio of 0.01. The stock has a 50 day simple moving average of $101.75 and a 200-day simple moving average of $93.81. The company has a market cap of $19.40 billion, a price-to-earnings ratio of 15.42, a price-to-earnings-growth ratio of 0.60 and a beta of 0.82. Incyte Corporation has a 12-month low of $53.56 and a 12-month high of $112.29.

Incyte (NASDAQ:INCY) last announced its quarterly earnings data on Tuesday, February 10th. The biopharmaceutical company reported $1.80 earnings per share for the quarter, missing analysts’ consensus estimates of $1.96 by ($0.16). The business had revenue of $1.51 billion for the quarter, compared to analyst estimates of $1.35 billion. Incyte had a return on equity of 26.34% and a net margin of 25.03%.The company’s revenue was up 27.8% on a year-over-year basis. During the same period in the prior year, the company earned $1.43 EPS. On average, equities analysts forecast that Incyte Corporation will post 4.86 EPS for the current year.

Incyte News Roundup

Here are the key news stories impacting Incyte this week:

• Positive Sentiment: Management laid out a 10–13% revenue growth target for 2026 and emphasized pipeline expansion and upcoming product launches, which supports medium‑term revenue upside if clinical readouts and launches progress as planned. Article Title
• Positive Sentiment: Q4 product sales topped expectations (Jakafi and Opzelura contributed to a ~28% revenue jump), showing demand strength that supports near-term cash flow. Article Title
• Positive Sentiment: HC Wainwright reiterated a Buy and $135 target (and other bullish research notes highlighted long‑term revenue durability), which could attract buyers looking past the guidance miss. Article Title
• Neutral Sentiment: Company provided an earnings‑call transcript and slide deck; management framed growth “beyond Jakafi,” useful for investors parsing product mix and timing of launches. Article Title
• Neutral Sentiment: Incyte completed a real‑estate sale (Wilmington Bracebridge towers), a non‑core cash/asset move that modestly improves balance sheet flexibility but is unlikely to materially alter operating outlook. Article Title
• Neutral Sentiment: Analyst coverage is mixed/pragmatic — some trims to targets but others reaffirm buys; expect continued analyst debate while Jakafi patent timing and Opzelura trajectory become clearer. Article Title
• Negative Sentiment: EPS missed estimates (Q4 EPS $1.80 vs. ~$1.96 expected) and management issued a softer 2026 revenue forecast; that guidance miss is the primary driver of today’s pullback. Article Title
• Negative Sentiment: Royal Bank of Canada lowered its price target (to $92) and commentary flagged downside vs. current levels, which may weigh on sentiment until guidance clarity improves. Article Title
• Negative Sentiment: Regulatory risk: emerging “Most Favored Nation” drug‑pricing policies and looming Jakafi patent expiry remain material downside risks to margin and revenue durability. Article Title

Insider Transactions at Incyte

In other Incyte news, EVP Michael James Morrissey sold 54,008 shares of the business’s stock in a transaction on Tuesday, December 16th. The stock was sold at an average price of $97.29, for a total transaction of $5,254,438.32. Following the sale, the executive vice president directly owned 31,830 shares in the company, valued at approximately $3,096,740.70. The trade was a 62.92% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Thomas Tray sold 2,774 shares of the company’s stock in a transaction on Friday, December 19th. The shares were sold at an average price of $100.00, for a total value of $277,400.00. Following the completion of the sale, the insider directly owned 22,973 shares in the company, valued at $2,297,300. This trade represents a 10.77% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 95,225 shares of company stock valued at $9,519,745. Company insiders own 17.80% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on the stock. Barclays lifted their price objective on shares of Incyte from $115.00 to $116.00 and gave the company an “overweight” rating in a research note on Wednesday, February 4th. Morgan Stanley set a $102.00 price target on Incyte in a research report on Wednesday. Royal Bank Of Canada decreased their price objective on Incyte from $95.00 to $92.00 and set a “sector perform” rating for the company in a research report on Wednesday. Piper Sandler lifted their target price on Incyte from $102.00 to $110.00 and gave the company an “overweight” rating in a research note on Friday, February 6th. Finally, The Goldman Sachs Group restated a “neutral” rating and set a $90.00 price target on shares of Incyte in a research note on Thursday, January 8th. Nine analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $103.94.

Incyte Profile

Incyte Corporation is a Wilmington, Delaware–based biopharmaceutical company focused on the discovery, development and commercialization of novel therapies in oncology and inflammation. Since its founding in 2002, Incyte has grown from a small research organization into a global enterprise, advancing a portfolio of internally developed and partnered assets. The company’s research and development efforts center on small-molecule drugs and biologics that modulate critical signaling pathways implicated in cancer, autoimmune disorders and rare diseases.

The company’s flagship product is Jakafi® (ruxolitinib), a Janus kinase (JAK) inhibitor approved for the treatment of myelofibrosis and polycythemia vera.