Welcome to our dedicated page for INCYTE SEC filings (Ticker: INCY), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Incyte Corporation's SEC filings document a Nasdaq-listed biopharmaceutical issuer with common stock trading under INCY and product franchises in hematology, oncology, and inflammation and autoimmunity. Form 8-K reports cover operating results, product sales trends for Jakafi and Opzelura, financial guidance, pipeline updates, and regulatory correspondence affecting drug applications.
Proxy and current-report filings also disclose board and executive changes, officer appointments, equity compensation, shareholder voting matters, executive pay, governance practices, and registered security information. These filings frame Incyte's capital structure, leadership oversight, commercial portfolio, clinical-development programs, and regulatory risks.
Incyte Corp ownership disclosure: Vanguard Capital Management reports beneficial ownership of 12,591,630 shares of Incyte common stock, representing 6.32% of the class as reported. The filing shows sole voting power for 1,661,564 shares and sole dispositive power for 12,591,630 shares. The disclosure attributes holdings to Vanguard Capital Management LLC and affiliated Vanguard investment divisions and notes these holdings include securities held by Vanguard funds and managed accounts. The filing is signed by Ashley Grim on 04/30/2026 with the reported beneficial-ownership figures shown as of 03/31/2026.
Incyte Corporation is asking shareholders to elect eight directors, approve an advisory vote on executive pay and ratify Ernst & Young LLP as auditor at its 2026 annual meeting. The proxy highlights 2025 total revenue of $5.14 billion, up 21%, with net product sales of $4.35 billion, up 20%. Jakafi generated $3.09 billion in 2025 sales, while non-Jakafi products reached $1.26 billion, a 53% increase. Opzelura contributed $678 million, Niktimvo $152 million, Monjuvi/Minjuvi $145 million, Zynyz $66 million, Iclusig $134 million and Pemazyre $87 million. The filing emphasizes a broad late-stage pipeline, including mutCALR antibody INCA033989, KRASG12D inhibitor INCB161734, TGFβR2xPD‑1 bispecific INCA33890 and JAK1 inhibitor povorcitinib, with expectations of 14 pivotal trials underway by the end of 2026 and multiple regulatory submissions across hematology, oncology and inflammation and autoimmunity, alongside a pay-for-performance executive compensation program heavily weighted to performance shares.
Incyte delivered a much stronger quarter, with Q1 2026 revenue of $1.27 billion, up from $1.05 billion a year ago, driven by growth across its oncology and dermatology portfolio. Net sales of key products included JAKAFI $757.8 million and OPZELURA $143.0 million, with NIKTIMVO and ZYNYZ also contributing higher sales.
Net income nearly doubled to $303.3 million from $158.2 million, helped by higher product and royalty revenue and a much lower effective tax rate of 11.7% versus 32.4%. Diluted earnings per share rose to $1.47 from $0.80. Operating cash flow increased to $369.4 million, and cash and cash equivalents reached $3.46 billion, supporting a solid balance sheet with total assets of $7.34 billion.
The company recorded $23.2 million of asset impairment and disposal costs tied to the sale of downtown Wilmington properties and continues to carry $110.0 million in acquisition-related contingent consideration. Incyte also accrued about $245.9 million for potential additional Medicaid rebates if OPZELURA is treated as a line extension of JAKAFI, which currently increases OPZELURA gross-to-net deductions by approximately 8.4%.
Incyte Corporation reported strong first quarter 2026 results with double‑digit growth in sales and earnings. Total revenue reached $1.27 billion, up 21% from Q1 2025, driven by total net sales of $1.10 billion, a 20% increase.
Flagship cancer drug Jakafi generated net sales of $758 million, up 7%, while Opzelura cream grew 20% to $143 million. Hematology and oncology portfolio net sales more than doubled to $204 million, helped by rapid growth in Niktimvo, Monjuvi/Minjuvi and Zynyz.
GAAP operating income rose to $301.1 million and GAAP net income to $303.3 million, with diluted GAAP EPS of $1.47 and non‑GAAP diluted EPS of $1.81. The company ended the quarter with $4.0 billion in cash, cash equivalents and marketable securities and reaffirmed its 2026 guidance, including total net sales of $4.77–$4.94 billion. Management also highlighted late‑stage pipeline momentum, including 10 Phase 3 studies underway, positive Phase 3 results for povorcitinib in vitiligo, an accepted NDA in hidradenitis suppurativa and multiple anticipated approvals and launches from mid‑2026 into early 2027.
INCYTE CORP’s President and Global Head of R&D, Pablo J. Cagnoni, reported an exercise-and-sell transaction in company stock. On April 17, 2026, he exercised employee stock options to acquire a total of 18,667 shares of common stock at strike prices of $71.93 and $64.25 per share, then completed an open-market sale of 18,667 shares at an average price of $96.50 per share.
Following these transactions, he directly held 262,692 shares of INCYTE common stock. A footnote states that this amount includes 257,553 shares of common stock issuable from previously reported restricted stock units and earned performance stock units that have not yet vested, highlighting a substantial remaining equity stake tied to future service and performance conditions.
Meury William reported acquisition or exercise transactions in this Form 4 filing.
INCYTE CORP Chief Executive Officer William Meury reported an equity award tied to performance shares. On April 15, 2026, 125,000 shares of common stock were earned based on performance criteria and are underlying performance shares. These earned shares are scheduled to vest on July 2, 2026, provided he continues serving the company.
The filing notes each performance share represents the right to receive up to 400% of one share of common stock, subject to pre-established performance and vesting conditions over a six-year performance period. After this award, 161,101 shares of common stock are shown as issuable under previously reported restricted stock units and earned performance shares that have not yet vested.
CAGNONI PABLO J reported acquisition or exercise transactions in this Form 4 filing.
INCYTE CORP President and Global Head of R&D Pablo J. Cagnoni reported an equity award of 27,892 shares of common stock. These shares were earned from performance share units after performance criteria were determined to be satisfied on April 15, 2026.
The earned shares are scheduled to vest on the third anniversary of the original July 14, 2023 grant date, subject to his continued service with the company. Following this award, he holds 262,692 shares of common stock, including 257,553 shares tied to previously reported unvested restricted stock units and earned performance stock units.
INCYTE CORP reported that CMO & Head of Late-Stage Development Steven H. Stein acquired 39,049 shares of common stock at no cost through earned performance shares. These shares relate to performance criteria determined to be satisfied on April 15, 2026 and will vest on the third anniversary of the July 14, 2023 grant date, subject to his continued service. After this award, he holds rights to 73,252 shares of common stock issuable under previously reported restricted stock units and earned performance shares that have not yet vested.
INCY Form 144 notice reports proposed sales of common stock by a broker/dealer on behalf of an insider. The filing lists a stock option exercise settlement of 18,667 shares on 04/17/2026 with $1,801,326.30 shown. Prior reported sales by Pablo Cagnoni include 18,667 shares (03/17/2026, $1,759,101.55) and 18,668 shares (02/19/2026, $1,883,797.21).