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INCY

INCYTE CORPORATION

At today's price, INCYTE CORPORATION (INCY) is priced for +3.2% growth. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
+3.2% growth
Priced In
within-range

Key Takeaways

• Incyte is a profitable biopharma built on Jakafi, its blood-cancer drug, which alone generated about $3.09 billion in 2025, with a second franchise in the skin cream Opzelura and a growing hematology-oncology portfolio behind it [Source: Incyte FY2025 results, 8-K]. • The defining risk is concentration meeting a clock: Jakafi loses patent protection in 2028, and the entire investment case turns on whether new products replace that revenue before generics arrive. • Watch the launch cadence; man

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Institutional ownership

786 institutional managers reported holding INCY in 13F filings for the quarter ended 2026-03-31. 90 opened new positions that quarter. Held by Vanguard Group, BlackRock, Dodge & Cox, among others. On the short side, 10.6M shares were sold short as of the 2026-06-15 count, about 5% of shares outstanding (4.7 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

INCY has cut its share count 9.4% over the past five years, spending $2.00B on repurchases. It pays no dividend. Cash returned over the past three years: $2.00B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

No open-market insider buys on file at INCY over the trailing three years. Absence is a fact about the company, not a signal. 32 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

INCY's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-02+3.1%-11.4%
2023-11-01+4.2%+20.5%
2024-02-14+0.1%-8.9%
2024-05-01+0.7%+8.9%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

INCY's latest 8-K filings: 2026-07-06 (items 8.01, 9.01); 2026-06-22 (items 8.01); 2026-06-09 (items 5.07); 2026-06-08 (items 8.01); 2026-04-28 (items 2.02).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare INCY

CRL vs INCYICLR vs INCYINCY vs IQVINCY vs MEDPINCY vs ULS

Last analyzed: June 27, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.