Here’s How ICON plc (ICLR) Recovered from Challenges

4 days ago 5

Soumya Eswaran

Tue, December 9, 2025 astatine 6:46 AM CST 3 min read

Polen Capital, an concern absorption company, released its third-quarter 2025 “Polen International Growth Strategy” capitalist letter. A transcript of the missive tin beryllium downloaded here. The strategy returned -4.23% gross and -4.53% nett of fees successful the quarter, compared to the MSCI ACWI’s (ex-USA) 6.89% gain. The strategy’s concentrated attack to prime investing failed to lucifer the scale successful the quarter. In addition, you tin cheque the fund’s apical 5 holdings to find retired its champion picks for 2025.

In its third-quarter 2025 capitalist letter, Polen International Growth Strategy highlighted stocks specified arsenic ICON Public Limited Company (NASDAQ:ICLR). Headquartered successful Dublin, Ireland, ICON Public Limited Company (NASDAQ:ICLR) is simply a objective probe organization. The one-month instrumentality of ICON Public Limited Company (NASDAQ:ICLR) was 11.43%, and its shares mislaid 15.68% of their worth implicit the past 52 weeks. On December 08, 2025, ICON Public Limited Company (NASDAQ:ICLR) banal closed astatine $182.10 per share, with a marketplace capitalization of $14.162 billion.

Polen International Growth Strategy stated the pursuing regarding ICON Public Limited Company (NASDAQ:ICLR) successful its 3rd 4th 2025 capitalist letter:

"The apical 3 contributors to the Portfolio’s comparative and implicit show successful the 4th were Shopify, ASML, and ICON Public Limited Company (NASDAQ:ICLR). ICON plc, the world’s largest declaration probe organization, delivered apical and bottom-line results that exceeded expectations. Improving bookings maturation pointed to stabilization and perchance betterment aft a challenging past 12 months— a play successful its lawsuit basal tightened R&D outlays. We added to our presumption arsenic we judge the cyclical slowdown successful healthcare could beryllium ending and that ICON is poised to instrumentality to steady, debased treble digit EPS growth. To us, ICON remains a best-in-class relation successful an indispensable category, and we presumption trailing 12 months’ stock terms movements arsenic disconnected with cardinal performance."

Among Small-Cap Healthcare Stocks Hedge Funds is Buying

ICON Public Limited Company (NASDAQ:ICLR) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 43 hedge money portfolios held ICON Public Limited Company (NASDAQ:ICLR) astatine the extremity of the 3rd quarter, which was 42 successful the erstwhile quarter. ICON Public Limited Company (NASDAQ:ICLR) reported gross of $2.043 cardinal in Q3 2025, representing a year-on-year summation of 0.6%. While we admit the imaginable of ICON Public Limited Company (NASDAQ:ICLR) arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.