Eurizon Capital SGR S.p.A. Takes Position in IQVIA Holdings Inc. $IQV

Eurizon Capital SGR S.p.A. bought a new position in shares of IQVIA Holdings Inc. (NYSE:IQV) during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor bought 28,736 shares of the medical research company’s stock, valued at approximately $6,482,000.

Several other large investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its stake in IQVIA by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 19,650,532 shares of the medical research company’s stock worth $4,429,426,000 after buying an additional 159,899 shares during the period. Geode Capital Management LLC grew its holdings in IQVIA by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 4,374,971 shares of the medical research company’s stock worth $982,272,000 after acquiring an additional 24,453 shares in the last quarter. Alliancebernstein L.P. grew its position in shares of IQVIA by 1.2% in the 3rd quarter. Alliancebernstein L.P. now owns 3,597,572 shares of the medical research company’s stock valued at $683,323,000 after buying an additional 41,643 shares during the last quarter. Boston Partners purchased a new position in shares of IQVIA in the 3rd quarter valued at $676,698,000. Finally, Artisan Partners Limited Partnership grew its position in shares of IQVIA by 4.9% in the 3rd quarter. Artisan Partners Limited Partnership now owns 3,433,957 shares of the medical research company’s stock valued at $652,246,000 after buying an additional 161,085 shares during the last quarter. 89.62% of the stock is owned by hedge funds and other institutional investors.

IQVIA Stock Up 2.7%

Shares of NYSE:IQV opened at $187.14 on Tuesday. IQVIA Holdings Inc. has a 1-year low of $136.41 and a 1-year high of $247.04. The stock has a market cap of $31.23 billion, a P/E ratio of 23.19, a P/E/G ratio of 1.74 and a beta of 1.21. The company has a debt-to-equity ratio of 2.20, a current ratio of 0.75 and a quick ratio of 0.75. The firm has a fifty day moving average price of $170.76 and a 200 day moving average price of $195.83.

IQVIA (NYSE:IQV) last released its earnings results on Tuesday, May 5th. The medical research company reported $2.90 EPS for the quarter, topping the consensus estimate of $2.83 by $0.07. IQVIA had a net margin of 8.33% and a return on equity of 30.50%. The company had revenue of $4.15 billion during the quarter, compared to analysts’ expectations of $4.10 billion. During the same quarter last year, the business earned $2.70 EPS. The business’s revenue was up 8.4% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. Sell-side analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current year.

IQVIA declared that its Board of Directors has initiated a share buyback plan on Thursday, May 7th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the medical research company to reacquire up to 6.8% of its stock through open market purchases. Stock repurchase plans are generally a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

IQV has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. dropped their target price on shares of IQVIA from $255.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Royal Bank Of Canada initiated coverage on shares of IQVIA in a research report on Tuesday, March 3rd. They issued an “outperform” rating and a $221.00 target price on the stock. Jefferies Financial Group dropped their target price on shares of IQVIA from $270.00 to $255.00 and set a “buy” rating on the stock in a research report on Friday, February 6th. Citigroup decreased their price target on shares of IQVIA from $230.00 to $200.00 and set a “neutral” rating for the company in a research note on Friday, February 6th. Finally, Mizuho set a $215.00 price target on shares of IQVIA in a research note on Monday, February 23rd. Two analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Buy” and an average target price of $225.69.

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.