Added to YB: 2026-02-16
Pitch date: 2026-02-12
ICE [neutral]
Intercontinental Exchange, Inc.
+1.86%
current return
Author Info
The Diversified Fins Analyst is a former sellside & buyside equities analyst focused on diversified financials (exchanges, online brokers, trading companies, etc.). Sign up for the newsletter.
Company Info
Intercontinental Exchange, Inc., together with its subsidiaries, provides technology and data to financial institutions, corporations, and government entities in the United States, the United Kingdom, the European Union, Canada, Asia Pacific, and the Middle East.
Market Cap
$87.1B
Pitch Price
$151.30
Price Target
N/A
Dividend
1.36%
EV/EBITDA
16.82
P/E
26.59
EV/Sales
10.74
Sector
Capital Markets
Category
growth
Intercontinental Exchange, Inc. (ICE) 4Q25 Earnings Review
ICE (earnings): Q4 beat w/ $2.5B rev (+8% YOY), EPS $1.71 (+12% YOY), 59.6% op margin (+150bps). FY26 guide: mid-single digit recurring rev growth, 4-5% exp growth, $740-790M capex for AI infra. Mortgage Tech rev synergies doubled to $100M, strong Encompass demand. Launching NYSE tokenization platform, expanding AI agents. Recurring rev +6% YOY driven by 11% Exchanges growth
Read full article (6 min)