Intercontinental Exchange Inc Stock Price, News & Analysis

Intercontinental Exchange (NYSE: ICE) announced on October 9, 2025 that Loomis Sayles selected ICE Climate data and analytics to inform climate risk integration across its global fixed income and equity-related portfolios. The agreement covers ICE Climate’s multi-asset suite, including location-specific, asset-level metrics for physical risks (flood, wildfire, hurricane, extreme heat/cold), transition risks, Scope 1–3 emissions, sustainable bond data, and nature-related risk via a joint solution with NatureAlpha.

The tools will be used across municipal bonds, global corporates, securitized and sovereign debt to supplement Loomis Sayles’ fundamental analysis and support fiduciary-driven investment decisions.

Intercontinental Exchange (NYSE:ICE) announced a strategic investment in Polymarket on October 7, 2025. ICE will invest up to $2 billion in Polymarket at an implied pre-investment valuation of about $8 billion. As part of the agreement, ICE will become a global distributor of Polymarket’s event-driven sentiment data to institutional investors and will partner with Polymarket on future tokenization initiatives. The investment will be paid in cash and is not expected to have a material impact on ICE’s 2025 financial results or capital return plans. ICE will discuss the investment on its Q3 earnings call on October 30, 2025.

ICE Mortgage Technology (NYSE: ICE) released its October 2025 Mortgage Monitor reporting that homebuying affordability is at a 2.5-year high after mortgage rates eased. The PR states 30-year rates averaged 6.26% in mid-September, lowering the monthly principal & interest payment on an average-priced home to $2,148, or 30% of median U.S. household income. The report notes annual home price growth +1.2% in September, listings running 17–19% below 2017–2019 norms, and 80% of markets seeing price increases in September. ICE also reports stronger borrower profiles: purchase lock credit scores above 736 and purchase DTI at 38.5%.

Intercontinental Exchange (NYSE:ICE) reported September 2025 monthly and Q3 trading statistics showing broad gains in open interest and average daily volume across futures, energy, rates, and equities. Key September metrics: Total open interest +15% y/y with record futures of 56.9M lots on Sept 25; Energy OI +8% y/y (record futures 41.0M); Interest Rates OI +42% y/y (record futures 12.2M on Sept 12). NYSE cash equities ADV rose 49% y/y. Monthly and Q3 spreadsheets are available on ICE investor relations.

Intercontinental Exchange (NYSE:ICE) announced the transition of ICE AMERIBOR® to ICE Data Indices, LLC following its acquisition of American Financial Exchange (AFX). AMERIBOR serves as a credit-sensitive benchmark tracking borrowing costs for small, medium, and regional U.S. banks.

The benchmark, utilized by over 1,000 American banks and financial institutions, calculates volume-weighted interest rates of overnight unsecured loans. ICE Data Indices will now oversee AMERIBOR's governance, production, and publication, complementing ICE's existing services through its mortgage technology network. The company's indices currently underpin over $2 trillion in assets under management across active and passive funds.

Intercontinental Exchange (NYSE:ICE) has achieved multiple record-breaking milestones in its futures markets. The company reported total futures open interest of 56.8 million on September 25, 2025, alongside record commodity futures OI of 43 million and energy futures OI of 41 million.

Notable achievements include oil futures markets reaching 11 million OI (up 20% y/y), ICE Brent futures hitting 3 million OI (up 30% y/y), and natural gas futures reaching 24.9 million OI (up 13% y/y). The company's European natural gas franchise, particularly TTF, achieved record OI of 2.6 million contracts, marking a 23% y/y increase.

ICE's energy futures and options complex has shown strong performance with average daily volume up 16% year-to-date.

ICE Mortgage Technology (NYSE:ICE) has released its August 2025 First Look report, revealing a rise in the national mortgage delinquency rate to 3.43%, up 16 basis points from July. The increase is primarily attributed to a calendar effect, as August ended on a Sunday, causing payment processing delays.

Key findings include: FHA loans showed the largest annual increase with non-current rates up 86 bps to 12.0%, foreclosure starts rose 6% year-over-year for the ninth consecutive month, and foreclosure sales increased 22.5%. The report also indicates that serious delinquencies (90+ days past due) rose by 16,000 in August, while prepayment activity slightly decreased to a 0.66% single month mortality rate.

Intercontinental Exchange (NYSE:ICE) has announced the election of Lord Hill of Oareford CBE to its Board of Directors, effective September 18, 2025. Lord Hill, who currently serves on ICE Endex Markets' board, is also expected to join ICE Futures Europe's board pending regulatory approval.

Lord Hill brings significant experience from both public and private sectors, having served as European Commissioner for Financial Stability (2014-2016) and as Lead Non-Executive Director at HM Treasury (2017-2024). He currently serves on the House of Lords Financial Services Regulation Select Committee since 2024.

With Lord Hill's appointment, the ICE Board expands from 10 to 11 directors.

ICE (NYSE:ICE) has released its September 2025 Mortgage Monitor Report, revealing a significant surge in property insurance costs. The report shows that average annual property insurance payments have reached $2,370, representing 9.6% of monthly mortgage-related expenses - the highest share on record.

Property insurance costs have increased 11.3% year-over-year and nearly 70% over the past five years, significantly outpacing growth in other mortgage components. The first half of 2025 saw a 4.9% increase, while California experienced the largest regional increase with Los Angeles premiums rising 19.5% year-over-year. Florida, traditionally a high-cost state, showed some moderation with declining rates in certain markets.