Baader Bank Aktiengesellschaft Increases Stock Position in Incyte Corporation $INCY

Baader Bank Aktiengesellschaft boosted its position in shares of Incyte Corporation (NASDAQ:INCY) by 100.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 12,642 shares of the biopharmaceutical company’s stock after purchasing an additional 6,326 shares during the period. Baader Bank Aktiengesellschaft’s holdings in Incyte were worth $1,072,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. NewEdge Advisors LLC increased its position in shares of Incyte by 369.3% during the first quarter. NewEdge Advisors LLC now owns 12,597 shares of the biopharmaceutical company’s stock worth $763,000 after acquiring an additional 9,913 shares during the last quarter. Jones Financial Companies Lllp grew its stake in Incyte by 15.1% during the 1st quarter. Jones Financial Companies Lllp now owns 4,944 shares of the biopharmaceutical company’s stock valued at $299,000 after purchasing an additional 648 shares in the last quarter. Goldman Sachs Group Inc. increased its holdings in Incyte by 6.4% during the 1st quarter. Goldman Sachs Group Inc. now owns 814,559 shares of the biopharmaceutical company’s stock worth $49,322,000 after purchasing an additional 48,751 shares during the last quarter. United Services Automobile Association purchased a new stake in Incyte during the 1st quarter worth approximately $219,000. Finally, Focus Partners Wealth raised its position in shares of 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 in the last quarter. Hedge funds and other institutional investors own 96.97% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts recently issued reports on INCY shares. The Goldman Sachs Group restated a “neutral” rating and issued a $90.00 price target on shares of Incyte in a research note on Thursday, January 8th. Truist Financial set a $103.00 price objective on shares of Incyte in a report on Wednesday, December 24th. Royal Bank Of Canada cut their target price on shares of Incyte from $95.00 to $92.00 and set a “sector perform” rating on the stock in a research note on Wednesday. Mizuho set a $121.00 price target on Incyte and gave the stock an “outperform” rating in a research note on Monday, December 8th. Finally, Stifel Nicolaus boosted their price objective on Incyte from $119.00 to $120.00 and gave the company a “buy” rating in a report on Wednesday. Nine equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $103.94.

Insider Buying and Selling at Incyte

In other Incyte news, insider Thomas Tray sold 2,774 shares of the business’s stock in a transaction dated Friday, December 19th. The stock was sold at an average price of $100.00, for a total transaction of $277,400.00. Following the sale, the insider owned 22,973 shares in the company, valued at approximately $2,297,300. The trade was a 10.77% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Steven H. Stein sold 20,105 shares of the firm’s stock in a transaction that occurred on Tuesday, December 2nd. The stock was sold at an average price of $102.51, for a total transaction of $2,060,963.55. Following the completion of the transaction, the executive vice president directly owned 63,129 shares of the company’s stock, valued at $6,471,353.79. This represents a 24.15% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 95,225 shares of company stock valued at $9,519,745 over the last quarter. Company insiders own 17.80% of the company’s stock.

Incyte Trading Down 1.2%

Shares of INCY stock opened at $98.84 on Thursday. Incyte Corporation has a 1 year low of $53.56 and a 1 year high of $112.29. The firm has a market capitalization of $19.40 billion, a PE ratio of 15.42, a price-to-earnings-growth ratio of 0.60 and a beta of 0.82. The stock has a fifty day moving average of $101.75 and a two-hundred day moving average of $93.81. The company has a debt-to-equity ratio of 0.01, a quick ratio of 3.13 and a current ratio of 3.23.

Incyte (NASDAQ:INCY) last issued 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 company had revenue of $1.51 billion for the quarter, compared to the consensus estimate of $1.35 billion. Incyte had a net margin of 25.03% and a return on equity of 26.34%. Incyte’s revenue for the quarter was up 27.8% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.43 earnings per share. As a group, research analysts expect that Incyte Corporation will post 4.86 EPS for the current year.

Trending Headlines about Incyte

Here are the key news stories impacting Incyte this week:

• Positive Sentiment: Q4 revenue beat — Incyte reported $1.51B in Q4 sales (vs. ~$1.35B expected), reflecting 28% YoY growth driven by Jakafi and Opzelura; this supports near‑term top‑line momentum. Earnings Press Release
• Positive Sentiment: Earnings call emphasized pipeline beyond Jakafi — management highlighted growth drivers and progress on non‑Jakafi programs, which could ease long‑term reliance on the franchise. Earnings Call Transcript
• Positive Sentiment: HC Wainwright reiterates Buy with $135 target — a high‑conviction bullish call pointing to underappreciated pipeline value and long‑term revenue durability. HC Wainwright Buy Note
• Neutral Sentiment: Some voices argue the selloff is an overreaction to a guidance miss — analysis suggesting the weakness may be near‑term and that the stock could reprice if pipeline data and longer‑term growth prove resilient. Seeking Alpha: Overreaction
• Neutral Sentiment: Short‑interest reports in the feed show zero shares/NaN changes — data appears erroneous and should be treated with caution; no clear short squeeze signal. Article Title
• Negative Sentiment: EPS miss and weak 2026 revenue guide — Q4 EPS of $1.80 missed estimates (~$1.96) and management issued a soft full‑year net product revenue outlook, heightening concerns about replacing Jakafi sales as patents lapse. Reuters: Weak 2026 Forecast
• Negative Sentiment: Analyst downgrades/target cuts add pressure — Royal Bank of Canada cut its target to $92 (sector perform), signaling downside risk vs. current levels; other shops trimmed targets too. TickerReport: RBC Cut

Incyte Company 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.