Keefe analysts maintain ICE stock Outperform with $186 target

Published 04/04/2025, 13:28
Keefe analysts maintain ICE stock Outperform with $186 target

On Friday, Keefe, Bruyette & Woods maintained a positive stance on Intercontinental Exchange (NYSE:ICE), reiterating an Outperform rating and a price target of $186.00. The firm’s analyst, Kyle Voigt, provided insights into the company’s first-quarter performance, highlighting stronger than anticipated rates volumes.

In the first quarter of 2025, Intercontinental Exchange reported that its total futures average daily volume (ADV) exceeded Keefe’s estimates by 5%. Additionally, cash equities ADV surpassed expectations by 11%, and equity options ADV was 3% higher than projected. Voigt noted that revenue capture for the quarter aligned closely with their predictions for the full first quarter. The company has demonstrated strong financial performance, with InvestingPro showing revenue growth of 16.2% over the last twelve months and maintaining a robust gross profit margin of 100%.

The analyst also remarked that the credit default swap (CDS) revenue for the three-month period ending in March was consistent with, or slightly higher than, their forecast. Despite these positive volume and revenue capture results, Keefe’s first-quarter earnings per share (EPS) estimate for ICE stands at $1.66, which is slightly below the consensus of $1.68. According to InvestingPro, which offers comprehensive analysis through its Pro Research Reports covering 1,400+ top stocks, ICE maintains a "GOOD" overall financial health score, supported by strong profit and growth metrics.

Voigt concluded that, assuming all other factors remain constant, including Mortgage Tech revenues, Intercontinental Exchange’s first-quarter EPS could potentially surpass the consensus estimate by $0.02. This projection is based on the company’s volume and revenue per contract (RPC (NYSE:RES)) results for the quarter. With the next earnings announcement scheduled for May 1, 2025, investors can access detailed financial analysis and additional ProTips through the InvestingPro platform.

In other recent news, Intercontinental Exchange (ICE) reported record-breaking trading volumes for the first quarter of 2025, marking the highest traded volume in the company’s history. This growth was observed across various asset classes, including commodities, energy, and financials, with a notable 31% year-over-year increase in average daily volume for March. Additionally, ICE announced the official commencement of NYSE Texas, the first securities exchange in the state, with Trump Media & Technology Group as its inaugural listing.

In a strategic move, ICE has also expanded its fixed income data services through a partnership with CanDeal DNA, offering more frequent intraday updates for Canadian securities. This enhancement aims to provide clients with comprehensive market insights to aid investment decisions. Analyst firm Raymond (NSE:RYMD) James maintained its Outperform rating for ICE, citing robust Exchange results driven by energy market volatility, despite challenges in the Mortgage Tech segment. The firm’s diversified business model is expected to support revenue and earnings growth, with a $195 price target set by Raymond James.

These developments highlight ICE’s ongoing efforts to enhance market transparency and efficiency, reinforcing its strategic positioning in the global financial landscape.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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