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

Core Insights - Polen Capital's "Polen International Growth Strategy" reported a return of -4.23% gross and -4.53% net of fees in Q3 2025, underperforming the MSCI ACWI (ex-USA) which gained 6.89% [1] - The strategy's concentrated quality investing approach did not yield expected results during the quarter [1] Company Performance - ICON Public Limited Company (NASDAQ:ICLR) was highlighted as a top contributor to the portfolio's performance, with a one-month return of 11.43% despite a 15.68% decline over the past 52 weeks [2][3] - ICON's stock closed at $182.10 on December 08, 2025, with a market capitalization of $14.162 billion [2] - The company reported Q3 2025 revenue of $2.043 billion, reflecting a year-on-year increase of 0.6% [4] Investment Outlook - Polen Capital believes that ICON is positioned for recovery and steady, low double-digit EPS growth, viewing it as a best-in-class operator in its sector [3] - Despite ICON's potential, the analysis suggests that certain AI stocks may offer greater upside potential with less downside risk [4]