Heritage Investors Management Corp Boosts Stock Position in IQVIA Holdings Inc. $IQV

Heritage Investors Management Corp boosted its stake in shares of IQVIA Holdings Inc. (NYSE:IQV) by 7.1% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 109,388 shares of the medical research company’s stock after buying an additional 7,239 shares during the period. Heritage Investors Management Corp owned approximately 0.06% of IQVIA worth $18,655,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Ameliora Wealth Management Ltd. purchased a new stake in shares of IQVIA in the fourth quarter worth $25,000. International Assets Investment Management LLC purchased a new position in shares of IQVIA in the 4th quarter worth about $27,000. Gilpin Wealth Management LLC bought a new position in IQVIA in the 4th quarter worth about $27,000. CrossGen Wealth LLC purchased a new stake in IQVIA during the 4th quarter valued at about $28,000. Finally, Activest Wealth Management grew its position in IQVIA by 590.0% during the 4th quarter. Activest Wealth Management now owns 138 shares of the medical research company’s stock valued at $31,000 after purchasing an additional 118 shares during the last quarter. Hedge funds and other institutional investors own 89.62% of the company’s stock.

Analyst Ratings Changes

Several research analysts have issued reports on IQV shares. Wall Street Zen cut shares of IQVIA from a “buy” rating to a “hold” rating in a report on Saturday, June 27th. TD Cowen upgraded shares of IQVIA from a “hold” rating to a “buy” rating and increased their price target for the company from $174.00 to $213.00 in a report on Monday, March 9th. Evercore reissued an “outperform” rating and set a $185.00 price target on shares of IQVIA in a research report on Wednesday, April 8th. Weiss Ratings lowered shares of IQVIA from a “hold (c)” rating to a “hold (c-)” rating in a report on Monday, May 4th. Finally, Barclays upgraded IQVIA from an “equal weight” rating to an “overweight” rating and set a $210.00 target price on the stock in a research note on Friday, March 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have given a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $222.00.

IQVIA Stock Performance

Shares of NYSE IQV opened at $206.38 on Friday. The firm’s 50-day moving average price is $176.33 and its 200-day moving average price is $189.18. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $247.04. The company has a market cap of $34.44 billion, a PE ratio of 25.57, a PEG ratio of 1.74 and a beta of 1.20. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.20.

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

IQVIA declared that its Board of Directors has authorized a stock repurchase program on Thursday, May 7th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the medical research company to buy up to 6.8% of its shares through open market purchases. Shares repurchase programs are generally a sign that the company’s board believes its stock is undervalued.

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.