Envestnet Asset Management Inc. Raises Holdings in IQVIA Holdings Inc. $IQV

Envestnet Asset Management Inc. boosted its stake in shares of IQVIA Holdings Inc. (NYSE:IQV) by 2.3% in the third quarter, Holdings Channel reports. The institutional investor owned 648,027 shares of the medical research company’s stock after acquiring an additional 14,765 shares during the period. Envestnet Asset Management Inc.’s holdings in IQVIA were worth $123,086,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in IQV. Telos Capital Management Inc. lifted its stake in shares of IQVIA by 7.5% during the 3rd quarter. Telos Capital Management Inc. now owns 44,091 shares of the medical research company’s stock worth $8,375,000 after purchasing an additional 3,085 shares during the last quarter. Ashton Thomas Private Wealth LLC purchased a new stake in shares of IQVIA during the third quarter valued at about $460,000. Westside Investment Management Inc. boosted its holdings in shares of IQVIA by 219.6% in the 3rd quarter. Westside Investment Management Inc. now owns 147 shares of the medical research company’s stock valued at $30,000 after buying an additional 101 shares in the last quarter. Hartford Investment Management Co. grew its position in shares of IQVIA by 0.8% in the 3rd quarter. Hartford Investment Management Co. now owns 9,964 shares of the medical research company’s stock worth $1,893,000 after buying an additional 77 shares during the last quarter. Finally, Physician Wealth Advisors Inc. lifted its position in IQVIA by 1,340.0% during the third quarter. Physician Wealth Advisors Inc. now owns 144 shares of the medical research company’s stock valued at $27,000 after acquiring an additional 134 shares during the last quarter. 89.62% of the stock is owned by institutional investors.

IQVIA Price Performance

Shares of NYSE IQV opened at $187.50 on Friday. IQVIA Holdings Inc. has a 52 week low of $134.65 and a 52 week high of $247.04. The business’s 50 day moving average price is $228.03 and its 200 day moving average price is $209.61. The company has a quick ratio of 0.70, a current ratio of 0.75 and a debt-to-equity ratio of 2.09. The firm has a market cap of $31.93 billion, a P/E ratio of 23.85, a P/E/G ratio of 1.84 and a beta of 1.37.

IQVIA (NYSE:IQV) last announced its quarterly earnings data on Thursday, February 5th. The medical research company reported $3.42 EPS for the quarter, beating the consensus estimate of $3.40 by $0.02. The business had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $4.24 billion. IQVIA had a net margin of 8.34% and a return on equity of 30.50%. The business’s quarterly revenue was up 10.3% compared to the same quarter last year. During the same period in the previous year, the business posted $3.12 EPS. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. On average, sell-side analysts expect that IQVIA Holdings Inc. will post 10.84 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on IQV. Robert W. Baird set a $258.00 price target on IQVIA and gave the stock an “outperform” rating in a research report on Wednesday, October 29th. JPMorgan Chase & Co. reduced their target price on IQVIA from $255.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday. Jefferies Financial Group lowered their price target on IQVIA from $270.00 to $255.00 and set a “buy” rating for the company in a report on Friday. Stifel Nicolaus cut their price objective on shares of IQVIA from $273.00 to $220.00 and set a “buy” rating on the stock in a report on Friday. Finally, Mizuho set a $266.00 target price on shares of IQVIA in a research note on Friday, January 9th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $241.75.

More IQVIA News

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: Q4 results beat consensus: IQV reported Q4 EPS of $3.42 and revenue of $4.36B, both above estimates and showing double‑digit Y/Y sales growth — a core reason buyers are stepping in. IQVIA Holdings (IQV) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: FY‑2026 guidance modestly raised on revenue and EPS ranges (EPS 12.55–12.85; revenue $17.2B–$17.4B) — guidance came in around or slightly above Street revenue/consensus EPS, supporting near‑term sentiment. IQVIA’s (NYSE:IQV) Q4 CY2025 Sales Top Estimates
• Positive Sentiment: Jefferies lowered its price target to $255 but kept a “buy” rating — that still implies sizable upside vs. the current price and helps underpin demand from buy‑side holders. Jefferies PT Cut (Benzinga)
• Neutral Sentiment: Citigroup trimmed its price target to $200 and moved to “neutral” — a calibration of expectations but not a full sell signal. Citigroup PT Change (Benzinga)
• Neutral Sentiment: Analyst commentary and value‑style writeups (Zacks) highlight IQV as a longer‑term value play based on style scores — useful for longer‑horizon investors rather than short‑term movers. Why IQVIA Is a Top Value Stock (Zacks)
• Negative Sentiment: IQV warned that higher interest expenses will weigh on annual profit, and Reuters notes the company forecast annual profit below Street expectations — this is increasing focus on leverage and interest‑rate sensitivity. IQV Forecasts Weak Annual Profit (Reuters)
• Negative Sentiment: Market headlines flagged that shares fell after management’s outlook for adjusted earnings missed some expectations — that knee‑jerk reaction pressured the stock before buyers re‑entered. Shares Down After Outlook Misses (MarketWatch)
• Negative Sentiment: BTIG cut its rating to neutral citing sector headwinds — another signal that some sell‑side shops are taking a more cautious near‑term stance. BTIG Cuts Rating to Neutral (MSN)

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.