Marathon Asset Management Ltd Sells 40,797 Shares of IQVIA Holdings Inc. $IQV

Marathon Asset Management Ltd lowered its position in IQVIA Holdings Inc. (NYSE:IQV) by 24.1% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 128,464 shares of the medical research company’s stock after selling 40,797 shares during the quarter. Marathon Asset Management Ltd owned 0.08% of IQVIA worth $24,400,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Asset Dedication LLC lifted its position in IQVIA by 224.0% in the second quarter. Asset Dedication LLC now owns 243 shares of the medical research company’s stock worth $38,000 after purchasing an additional 168 shares during the period. Trust Co. of Toledo NA OH acquired a new position in shares of IQVIA in the 2nd quarter valued at $39,000. J.Safra Asset Management Corp raised its stake in shares of IQVIA by 208.6% in the 2nd quarter. J.Safra Asset Management Corp now owns 250 shares of the medical research company’s stock valued at $39,000 after buying an additional 169 shares in the last quarter. Rothschild Investment LLC boosted its position in shares of IQVIA by 85.5% during the 2nd quarter. Rothschild Investment LLC now owns 269 shares of the medical research company’s stock valued at $42,000 after acquiring an additional 124 shares in the last quarter. Finally, NewSquare Capital LLC increased its stake in IQVIA by 185.3% in the second quarter. NewSquare Capital LLC now owns 291 shares of the medical research company’s stock valued at $46,000 after acquiring an additional 189 shares during the period. 89.62% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the stock. HSBC upgraded shares of IQVIA from a “hold” rating to a “buy” rating and raised their price target for the stock from $195.00 to $235.00 in a research note on Thursday, October 9th. Morgan Stanley boosted their price target on IQVIA from $250.00 to $265.00 and gave the company an “overweight” rating in a research note on Monday, December 1st. Jefferies Financial Group upgraded IQVIA from a “hold” rating to a “buy” rating and upped their price target for the company from $195.00 to $225.00 in a research report on Tuesday, September 9th. TD Cowen cut IQVIA from a “buy” rating to a “hold” rating and lifted their price objective for the company from $206.00 to $215.00 in a report on Monday, November 3rd. Finally, Barclays set a $230.00 target price on shares of IQVIA in a report on Monday, December 15th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $243.19.

Insider Buying and Selling at IQVIA

In related news, insider Eric Sherbet sold 4,000 shares of the business’s stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $219.70, for a total value of $878,800.00. Following the completion of the transaction, the insider owned 27,108 shares in the company, valued at $5,955,627.60. The trade was a 12.86% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 1.60% of the stock is currently owned by corporate insiders.

IQVIA Price Performance

Shares of IQV stock opened at $226.86 on Monday. IQVIA Holdings Inc. has a 52 week low of $134.65 and a 52 week high of $234.29. The stock has a market capitalization of $38.63 billion, a PE ratio of 31.12, a PEG ratio of 2.51 and a beta of 1.37. The company has a debt-to-equity ratio of 2.03, a quick ratio of 0.70 and a current ratio of 0.70. The stock’s fifty day moving average is $221.18 and its 200-day moving average is $195.35.

IQVIA (NYSE:IQV) last issued its quarterly earnings results on Tuesday, October 28th. The medical research company reported $3.00 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.98 by $0.02. The business had revenue of $4.10 billion for the quarter, compared to the consensus estimate of $4.07 billion. IQVIA had a net margin of 8.07% and a return on equity of 30.70%. The firm’s quarterly revenue was up 5.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.84 EPS. IQVIA has set its FY 2025 guidance at 11.850-11.950 EPS. Equities research analysts expect that IQVIA Holdings Inc. will post 10.84 EPS for the current fiscal year.

IQVIA Company Profile

IQVIA (NYSE: IQV) is a global provider of advanced analytics, technology solutions and contract research services to the life sciences industry. The company combines clinical research capabilities with large-scale health data and analytics to support drug development, regulatory reporting, commercial strategy and real‑world evidence generation. IQVIA traces its current form to the combination of Quintiles and IMS Health announced in 2016 and subsequently rebranded as IQVIA, bringing together long-established clinical research operations and extensive healthcare information assets.

IQVIA’s principal activities include outsourced clinical development services (acting as a contract research organization for phases I–IV), real‑world evidence and observational research, regulatory and safety services, and a suite of technology platforms that enable data integration, analytics and operational management.