Goldman Sachs Group Inc. Has $358.98 Million Holdings in IQVIA Holdings Inc. $IQV

Goldman Sachs Group Inc. raised its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV) by 21.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 1,592,554 shares of the medical research company’s stock after buying an additional 283,596 shares during the quarter. Goldman Sachs Group Inc. owned about 0.94% of IQVIA worth $358,978,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of the business. Ameliora Wealth Management Ltd. acquired a new position in shares of IQVIA in the fourth quarter valued at $25,000. International Assets Investment Management LLC acquired a new position in shares of IQVIA in the fourth quarter valued at $27,000. Westside Investment Management Inc. raised its stake in shares of IQVIA by 219.6% in the third quarter. Westside Investment Management Inc. now owns 147 shares of the medical research company’s stock valued at $30,000 after purchasing an additional 101 shares in the last quarter. Measured Wealth Private Client Group LLC bought a new stake in IQVIA in the third quarter valued at $30,000. Finally, Activest Wealth Management grew its position in IQVIA by 590.0% in the fourth quarter. Activest Wealth Management now owns 138 shares of the medical research company’s stock valued at $31,000 after acquiring an additional 118 shares during the period. 89.62% of the stock is currently owned by institutional investors and hedge funds.

IQVIA Trading Down 1.8%

NYSE IQV opened at $183.56 on Friday. The firm has a market cap of $30.64 billion, a P/E ratio of 22.75, a P/E/G ratio of 1.60 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 stock’s 50-day moving average is $172.12 and its 200-day moving average is $194.94. IQVIA Holdings Inc. has a one year low of $147.62 and a one year high of $247.04.

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

IQVIA declared that its board has initiated a share buyback program on Thursday, May 7th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the medical research company to repurchase up to 6.8% of its stock through open market purchases. Stock buyback programs are typically an indication that the company’s board believes its shares are undervalued.

Analysts Set New Price Targets

A number of analysts have weighed in on IQV shares. TD Cowen upgraded IQVIA from a “hold” rating to a “buy” rating and upped their price target for the company from $174.00 to $213.00 in a research report on Monday, March 9th. Wall Street Zen lowered IQVIA from a “buy” rating to a “hold” rating in a research note on Saturday. Morgan Stanley set a $225.00 price target on IQVIA in a research note on Thursday, May 7th. Evercore reaffirmed an “outperform” rating and set a $185.00 price target on shares of IQVIA in a research note on Wednesday, April 8th. Finally, HSBC set a $210.00 price target on IQVIA in a research note on Wednesday. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus target price of $224.13.

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.