IQVIA Holdings Inc. $IQV Shares Sold by Rockefeller Capital Management L.P.

Rockefeller Capital Management L.P. trimmed its holdings in IQVIA Holdings Inc. (NYSE:IQV) by 30.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 207,903 shares of the medical research company’s stock after selling 90,393 shares during the quarter. Rockefeller Capital Management L.P. owned 0.12% of IQVIA worth $46,864,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the stock. Boston Partners purchased a new position in shares of IQVIA during the 3rd quarter valued at approximately $676,698,000. Norges Bank purchased a new stake in IQVIA during the fourth quarter worth $497,445,000. Victory Capital Management Inc. grew its position in IQVIA by 2,628.1% during the fourth quarter. Victory Capital Management Inc. now owns 1,675,479 shares of the medical research company’s stock valued at $377,670,000 after buying an additional 1,614,063 shares during the period. Orbis Allan Gray Ltd grew its position in IQVIA by 96.5% during the fourth quarter. Orbis Allan Gray Ltd now owns 1,901,091 shares of the medical research company’s stock valued at $428,525,000 after buying an additional 933,554 shares during the period. Finally, AQR Capital Management LLC increased its holdings in IQVIA by 130.2% in the second quarter. AQR Capital Management LLC now owns 1,555,298 shares of the medical research company’s stock valued at $245,099,000 after buying an additional 879,701 shares in the last quarter. Hedge funds and other institutional investors own 89.62% of the company’s stock.

IQVIA Stock Up 0.2%

IQV stock opened at $168.14 on Friday. IQVIA Holdings Inc. has a 52 week low of $153.01 and a 52 week high of $247.04. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.20. The firm has a 50-day simple moving average of $173.63 and a 200-day simple moving average of $191.68. The stock has a market capitalization of $28.06 billion, a P/E ratio of 20.84, a P/E/G ratio of 1.44 and a beta of 1.21.

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

IQVIA declared that its board has approved a stock buyback plan on Thursday, May 7th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s board believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on the stock. TD Cowen raised shares of IQVIA from a “hold” rating to a “buy” rating and increased their target price for the stock from $174.00 to $213.00 in a research note on Monday, March 9th. Wall Street Zen upgraded IQVIA from a “hold” rating to a “buy” rating in a research note on Sunday, June 14th. Weiss Ratings cut IQVIA from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 4th. Mizuho set a $215.00 price objective on IQVIA in a report on Monday, February 23rd. Finally, Morgan Stanley restated an “equal weight” rating and issued a $200.00 price objective (down from $225.00) on shares of IQVIA in a research report on Wednesday. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, IQVIA has a consensus rating of “Moderate Buy” and a consensus target price of $222.56.

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.