BI Asset Management Fondsmaeglerselskab A S Raises Stake in IQVIA Holdings Inc. $IQV

BI Asset Management Fondsmaeglerselskab A S increased its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV) by 234.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 22,319 shares of the medical research company’s stock after purchasing an additional 15,637 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in IQVIA were worth $5,031,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in IQVIA by 0.8% during the fourth 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 raised its position in IQVIA by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 4,374,971 shares of the medical research company’s stock valued at $982,272,000 after purchasing an additional 24,453 shares during the period. Alliancebernstein L.P. lifted its stake in shares of IQVIA by 1.2% during the third quarter. Alliancebernstein L.P. now owns 3,597,572 shares of the medical research company’s stock worth $683,323,000 after purchasing an additional 41,643 shares in the last quarter. Boston Partners purchased a new stake in shares of IQVIA in the third quarter worth about $676,698,000. Finally, Artisan Partners Limited Partnership boosted its position in shares of IQVIA by 4.9% in the third quarter. Artisan Partners Limited Partnership now owns 3,433,957 shares of the medical research company’s stock worth $652,246,000 after buying an additional 161,085 shares during the period. 89.62% of the stock is owned by institutional investors and hedge funds.

IQVIA Stock Performance

Shares of IQV opened at $183.56 on Monday. The firm has a market cap of $30.64 billion, a price-to-earnings ratio of 22.75, a PEG ratio of 1.57 and a beta of 1.21. 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 business’s 50 day moving average is $172.12 and its two-hundred day moving average is $194.79. IQVIA Holdings Inc. has a 52-week low of $147.62 and a 52-week high of $247.04.

IQVIA (NYSE:IQV) last released its quarterly earnings results on Tuesday, May 5th. The medical research company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.83 by $0.07. The business had revenue of $4.15 billion during 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 business’s quarterly revenue was up 8.4% compared to the same quarter last year. During the same quarter last year, the company earned $2.70 earnings per share. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. Analysts forecast that IQVIA Holdings Inc. will post 11.6 EPS for the current fiscal year.

IQVIA announced that its Board of Directors has initiated a share repurchase plan on Thursday, May 7th that authorizes the company to repurchase $2.00 billion in outstanding 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 an indication that the company’s board believes its stock is undervalued.

Wall Street Analysts Forecast Growth

Several equities research analysts recently commented on the company. Wall Street Zen downgraded IQVIA from a “buy” rating to a “hold” rating in a report on Saturday. TD Cowen upgraded shares of IQVIA from a “hold” rating to a “buy” rating and lifted their price objective for the company from $174.00 to $213.00 in a research note on Monday, March 9th. HSBC set a $210.00 target price on shares of IQVIA in a research report on Wednesday. Royal Bank Of Canada assumed coverage on shares of IQVIA in a report on Tuesday, March 3rd. They set an “outperform” rating and a $221.00 price target for the company. Finally, Evercore reaffirmed an “outperform” rating and set a $185.00 price target on shares of IQVIA in a research note on Wednesday, April 8th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Buy” and a consensus price target 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.