
Financials · Financial Exchanges & Data
$155.30
-1.77%
Vol: 2.4M
Friday, May 1, 2026
ICE Q1 2026 record consolidated net income $1.4B on $3.0B revenue (reported $3.67B with 48.2% YoY growth). Exchange net revenues record $1.8B (+27% YoY) as transaction revenues surged 33%. Total ADV +45% YoY, March highest monthly volume on record. Total futures/options open interest set new records (+23%, +63% rate products). Announced 8% dividend increase to $0.52/share Q2 2026. JP Morgan Buy with PT raised to $211 from $195.
ICE posted strong Q1 results with consolidated net income of $1.4 billion on $3.0 billion revenue, delivering record operating income. The company's sales exceeded expectations with 48.2% YoY growth to $3.67 billion. Analyst activity shows positive sentiment with J.P. Morgan and RBC Capital maintaining Buy ratings, while Piper Sandler raised price target to $211 from $195. The company also announced an 8% dividend increase to $0.52 per share.
Intercontinental Exchange achieved record monthly trading volume of 428.9M contracts in March 2026, over 70% higher than previous record. Q1 2026 was record quarter with record performance in energy and financial markets including benchmark contracts at highest volume days in company history. ICE completed $600 million direct cash investment in Polymarket on March 27, with total commitment approximately $1.64 billion (versus initial $2B planned); also expected to purchase up to $40M Polymarket securities from existing holders. New container freight futures platforms launching with Euronext in 2026. April 2026 Mortgage Monitor released showing spring housing market on stronger footing. Stock price $164.43, flat year-to-date but down 15% from all-time highs. ICE in advanced talks to invest in MoonPay at $5B valuation for crypto payments expansion.
Intercontinental Exchange reported record March 2026 trading volumes of 428.9M contracts (70% above prior record) with strength across commodities, energy, oil (+85% YoY), and interest rates (+140% YoY). ICE completed a $2 billion multi-stage investment in Polymarket. Deutsche Bank upgraded ICE to Buy with $188 target; analyst consensus price target is $194.73. Stock trading at $166.30.
ICE delivered exceptional Q1 2026 results with record trading volumes: March ADV rose 88% YoY with 428.9M contracts. Launched four container freight futures contracts on key U.S.-Asia-Europe routes. Completed $2 billion Polymarket investment with new Signals and Sentiment tool. Morgan Stanley raised price target to $187 from $183.
ICE achieved record March volume of 428.9M contracts, 70% above prior record. Q1 marked best quarter with record energy/commodity volumes. Completed $600M Polymarket direct investment (total commitment $1B+). NYSE announced tokenized securities trading platform for 24x7 U.S. equities/ETFs. Barclays raised target to $198 from $193, maintaining Overweight. Stock up 3.1% at $162.98.
Intercontinental Exchange achieved record trading volumes of 428.9M contracts in March 2026, up 70% from the previous record. The company updated Q1 operating expenses guidance and completed a $2 billion investment in Polymarket. Barclays maintains Overweight rating with $198 price target. Record performance demonstrates strong momentum in financial and energy markets.
ICE achieved record results in Q1 2026 with benchmark contracts hitting highest volume days in company history. March 2026 set a new record with 428.9M contracts traded, over 70% higher than the previous record from January. The company completed a $600 million direct investment in Polymarket, bringing total commitments to approximately $1.6 billion. Full-year adjusted operating expenses expected between $4.145B-$4.195B, with strong revenue guidance driven by robust trading volumes across energy and financial markets.
Intercontinental Exchange reported record trading volumes of 428.9 million contracts in March 2026, a 70% increase over January's previous record. The company completed a combined $1.60 billion cash investment in Polymarket, securing exclusive distribution rights to its event-driven data globally. Through NYSE, ICE partnered with Securitize to build an on-chain tokenized securities settlement platform. UBS raised its price target to $205 from $200 with a Buy rating. Dividend has been raised for 14 consecutive years.
Intercontinental Exchange reported record Q1 2026 trading volumes with March 2026 hitting 428.9M contracts (70% above previous January record). Q1 2026 marked record quarter across energy, financial markets and benchmark contracts. Company increased 2026 full-year expense guidance to $5.095-5.145B (GAAP) citing strong revenue from high trading volumes. ICE announced $600M additional investment in Polymarket ($1.64B total vs $2B planned). March ADV rose 88% YoY and Q1 ADV climbed 45%.
Intercontinental Exchange completed a combined $1.6B investment in Polymarket, securing exclusive global distribution rights for event-driven data. ICE also partnered with NYSE and Securitize to build tokenized securities settlement platform. The company achieved record 2025 revenues of $9.9B (+7% YoY) and record operating income of $4.9B (+14% YoY) with 50% operating margin—marking 20 consecutive years of record revenues. ICE commodity markets hit all-time open interest highs in March 2026, with a record 3.57B shares traded at NYSE's Closing Auction. Deutsche Bank upgraded to Buy with $188 PT. ICE is expanding crypto footprint with strategic investments and tokenization initiatives positioning it at the forefront of financial innovation.
ICE announced completion of $600M direct cash investment in Polymarket, positioning itself in prediction markets and data infrastructure. Company also made strategic investment in OKX at $25B valuation. Strong financial performance: 2025 net revenues $9.9B (up 7% YoY), diluted EPS $5.77 (up 21% YoY). Record market activity reported March 25.
ICE completed a $600M direct investment in Polymarket on March 27, bringing total commitment to nearly $2B, establishing Polymarket Signals and Sentiment tool for institutional traders. ICE also made strategic $25B valuation investment in OKX crypto exchange to license spot prices and launch regulated U.S. crypto futures. Commodity markets hit record open interest through March 2026. Analysts rate ICE as buy consensus with PT $192.25. FY2026 EPS forecast $7.71 average.
ICE announced four container freight futures contracts launching April 7, 2026. The exchange made a $600M investment in Polymarket and a strategic relationship with OKX for crypto futures. Deutsche Bank upgraded ICE to Buy with $188 price target.
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| SPGIS+P | $426.22 | -1.16% | -0.7% | 19.4x | 1.20 | $127.6B |
| CMECME | $289.91 | +0.73% | -6.7% | 22.4x | 0.30 | $104.3B |
| ICEINTERCONTINENTAL | $155.30 | -1.77% | -5.0% | 18.1x | 1.04 | $89.5B |
| MCOMOODY | $456.91 | -1.07% | +4.0% | 24.9x | 1.45 | $80.7B |
| NDAQNASDAQ | $91.42 | -0.53% | +4.6% | 20.8x | 1.02 | $52.0B |
| COINCOINBASE | $191.17 | +1.81% | +7.4% | 37.7x | 3.61 | $49.6B |
Price below 200d MA — bearish structure.