4,400 Shares in IQVIA Holdings Inc. $IQV Acquired by Avidity Partners Management LP

Avidity Partners Management LP acquired a new position in shares of IQVIA Holdings Inc. (NYSE:IQV) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 4,400 shares of the medical research company’s stock, valued at approximately $992,000.

Several other large investors have also recently modified their holdings of the company. Claret Asset Management Corp raised its stake in shares of IQVIA by 1.1% during the 3rd quarter. Claret Asset Management Corp now owns 4,527 shares of the medical research company’s stock worth $860,000 after acquiring an additional 49 shares in the last quarter. Leonard Rickey Investment Advisors P.L.L.C. raised its stake in shares of IQVIA by 3.3% during the 4th quarter. Leonard Rickey Investment Advisors P.L.L.C. now owns 1,814 shares of the medical research company’s stock worth $409,000 after acquiring an additional 58 shares in the last quarter. Quadrant Capital Group LLC raised its stake in shares of IQVIA by 1.3% during the 4th quarter. Quadrant Capital Group LLC now owns 4,792 shares of the medical research company’s stock worth $1,080,000 after acquiring an additional 60 shares in the last quarter. Brookstone Capital Management raised its stake in shares of IQVIA by 2.2% during the 4th quarter. Brookstone Capital Management now owns 2,931 shares of the medical research company’s stock worth $661,000 after acquiring an additional 63 shares in the last quarter. Finally, Private Advisor Group LLC raised its stake in shares of IQVIA by 1.0% during the 3rd quarter. Private Advisor Group LLC now owns 6,122 shares of the medical research company’s stock worth $1,163,000 after acquiring an additional 63 shares in the last quarter. Institutional investors own 89.62% of the company’s stock.

IQVIA Stock Performance

NYSE:IQV opened at $181.10 on Friday. The company’s 50-day moving average price is $173.56 and its 200-day moving average price is $193.68. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 2.20. The company has a market cap of $30.23 billion, a P/E ratio of 22.44, a P/E/G ratio of 1.56 and a beta of 1.21. IQVIA Holdings Inc. has a twelve month low of $153.01 and a twelve month high of $247.04.

IQVIA (NYSE:IQV) last posted its quarterly earnings results on Tuesday, May 5th. The medical research company reported $2.90 earnings per share for the quarter, topping the consensus estimate of $2.83 by $0.07. The firm had revenue of $4.15 billion for the quarter, compared to the consensus estimate of $4.10 billion. IQVIA had a net margin of 8.33% and a return on equity of 30.50%. The company’s revenue for the quarter was up 8.4% on a year-over-year basis. During the same period last year, the firm posted $2.70 earnings per share. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. On average, sell-side analysts forecast that IQVIA Holdings Inc. will post 11.6 earnings per share for the current fiscal year.

IQVIA declared that its Board of Directors has approved a share repurchase program on Thursday, May 7th that permits the company to buyback $2.00 billion in outstanding shares. This buyback authorization permits the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares buyback programs are usually a sign that the company’s board of directors believes its shares are undervalued.

Wall Street Analyst Weigh In

Several analysts have weighed in on IQV shares. Barclays raised shares of IQVIA from an “equal weight” rating to an “overweight” rating and set a $210.00 target price on the stock in a research report on Friday, March 6th. HSBC set a $210.00 price objective on shares of IQVIA in a research note on Wednesday, June 3rd. Truist Financial cut their price objective on shares of IQVIA from $290.00 to $245.00 and set a “buy” rating on the stock in a research note on Thursday, February 19th. Morgan Stanley set a $225.00 price objective on shares of IQVIA in a research note on Thursday, May 7th. Finally, Evercore restated an “outperform” rating and set a $185.00 price target on shares of IQVIA in a research report on Wednesday, April 8th. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Buy” and an average target price of $224.13.

IQVIA 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.