Cwm LLC Boosts Stock Position in IQVIA Holdings Inc. $IQV

Cwm LLC boosted its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV) by 37.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 45,068 shares of the medical research company’s stock after purchasing an additional 12,363 shares during the quarter. Cwm LLC’s holdings in IQVIA were worth $8,560,000 as of its most recent SEC filing.

Other hedge funds have also recently made changes to their positions in the company. Harbor Capital Advisors Inc. grew its position in IQVIA by 2.9% in the third quarter. Harbor Capital Advisors Inc. now owns 2,795 shares of the medical research company’s stock worth $531,000 after acquiring an additional 78 shares in the last quarter. World Investment Advisors boosted its holdings in shares of IQVIA by 2.3% in the 3rd quarter. World Investment Advisors now owns 80,520 shares of the medical research company’s stock worth $15,294,000 after purchasing an additional 1,773 shares during the period. Vontobel Holding Ltd. increased its position in shares of IQVIA by 909.1% during the 3rd quarter. Vontobel Holding Ltd. now owns 550,430 shares of the medical research company’s stock valued at $104,549,000 after purchasing an additional 495,884 shares during the last quarter. OLD National Bancorp IN bought a new stake in IQVIA in the third quarter worth $291,000. Finally, Farther Finance Advisors LLC boosted its stake in IQVIA by 172.1% during the third quarter. Farther Finance Advisors LLC now owns 1,083 shares of the medical research company’s stock worth $206,000 after buying an additional 685 shares during the period. 89.62% of the stock is currently owned by hedge funds and other institutional investors.

IQVIA Stock Performance

IQVIA stock opened at $227.08 on Tuesday. 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 company has a market capitalization of $38.67 billion, a PE ratio of 31.15, a P/E/G ratio of 2.51 and a beta of 1.37. The company has a 50 day moving average price of $221.47 and a 200-day moving average price of $195.83. IQVIA Holdings Inc. has a fifty-two week low of $134.65 and a fifty-two week high of $234.29.

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

Insider Buying and Selling at IQVIA

In related news, insider Eric Sherbet sold 4,000 shares of IQVIA stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $219.70, for a total value of $878,800.00. Following the completion of the sale, the insider directly owned 27,108 shares in the company, valued at $5,955,627.60. The trade was a 12.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. 1.60% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on IQV shares. BMO Capital Markets assumed coverage on shares of IQVIA in a research note on Thursday, November 13th. They issued an “outperform” rating and a $260.00 target price on the stock. HSBC raised shares of IQVIA from a “hold” rating to a “buy” rating and increased their price objective for the stock from $195.00 to $235.00 in a research report on Thursday, October 9th. Wall Street Zen upgraded IQVIA from a “hold” rating to a “buy” rating in a research report on Saturday, December 20th. Citigroup upped their target price on IQVIA from $200.00 to $230.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. Finally, TD Cowen lowered IQVIA from a “buy” rating to a “hold” rating and raised their price target for the stock from $206.00 to $215.00 in a research note on Monday, November 3rd. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $243.19.

About IQVIA

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.