Wall Street Zen downgrades ICL Group stock to Hold

Published on 10/06/2026 at 01:25 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

ICL Group earned USD 0.12 per share in the second quarter, above USD 0.11 consensus. The average target for ICL Group stock is USD 6.00.

ICL, IL0002810146, Illustration mit AI erstellt.

Wall Street Zen downgraded ICL Group stock from Buy to Hold in a report dated September 19, 2026, according to MarketBeat. The rating change leaves the company facing a cautious analyst backdrop even after its second-quarter earnings exceeded consensus.

Second-quarter results beat estimates

ICL reported USD 0.12 in earnings per share for the second quarter of 2026, above the USD 0.11 consensus estimate, as MarketBeat reported on September 19, 2026. The USD 0.01 per-share difference represents a 9.09 percent beat against the consensus figure.

Revenue reached USD 2.13 billion in the second quarter, compared with USD 2.01 billion expected. That USD 0.12 billion gap equals 5.97 percent above consensus, giving the quarterly report a stronger numerical profile than the Hold action alone suggests.

Restructuring adds an execution test

ICL's board approved an organizational change on August 4, 2026, with implementation planned for January 1, 2027, according to Simply Wall St. The new structure is designed around four divisions covering Growing Solutions, Nutrition Solutions, Industrial Products and Essential Minerals.

The same announcement includes the Elevate cost program, which targets more than USD 350 million in annualized savings by the end of 2028. For investors, that target shifts attention from the earnings beat toward execution, restructuring charges and the timing of recurring savings.

NYSE quote stays below yearly high

ICL was last at USD 5.06 on the NYSE on October 5, 2026 at 4:00 p.m. EDT, versus a prior close of USD 5.04. The 52-week range was USD 4.76 to USD 6.97, placing the quote USD 1.91, or 27.40 percent, below the yearly high.

ICL's market capitalization was USD 6.5 billion as of October 5, 2026. Yahoo Finance listed November 11, 2026 as the next earnings date, while the company describes its activities across minerals, fertilizers, food ingredients and specialty chemicals.