Boston Trust Walden Corp Makes New Investment in IQVIA Holdings Inc. $IQV

Boston Trust Walden Corp bought a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV) during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 2,600 shares of the medical research company’s stock, valued at approximately $443,000.

Other institutional investors have also recently made changes to their positions in the company. WINTON GROUP Ltd bought a new position in IQVIA during the third quarter valued at $3,383,000. J. Safra Sarasin Holding AG raised its stake in shares of IQVIA by 174.3% in the fourth quarter. J. Safra Sarasin Holding AG now owns 12,827 shares of the medical research company’s stock valued at $2,891,000 after acquiring an additional 8,151 shares during the period. CWM LLC lifted its holdings in shares of IQVIA by 23.9% in the 4th quarter. CWM LLC now owns 55,830 shares of the medical research company’s stock worth $12,585,000 after acquiring an additional 10,762 shares during the last quarter. Calamos Advisors LLC boosted its stake in shares of IQVIA by 268.1% during the 4th quarter. Calamos Advisors LLC now owns 188,707 shares of the medical research company’s stock worth $42,536,000 after purchasing an additional 137,441 shares during the period. Finally, Franklin Street Advisors Inc. NC purchased a new position in shares of IQVIA during the 4th quarter worth about $15,724,000. Institutional investors own 89.62% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on IQV. Morgan Stanley reissued 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, June 17th. HSBC set a $210.00 target price on IQVIA in a research report on Wednesday, June 3rd. Robert W. Baird increased their price target on IQVIA from $230.00 to $249.00 and gave the stock an “outperform” rating in a report on Wednesday. Wall Street Zen lowered IQVIA from a “buy” rating to a “hold” rating in a research note on Saturday, June 27th. Finally, TD Cowen upgraded IQVIA from a “hold” rating to a “buy” rating and boosted their price objective for the company from $174.00 to $213.00 in a report on Monday, March 9th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, IQVIA has a consensus rating of “Moderate Buy” and an average target price of $222.00.

IQVIA Trading Down 0.3%

IQV stock opened at $206.38 on Friday. IQVIA Holdings Inc. has a 12 month low of $154.50 and a 12 month high of $247.04. The firm’s 50-day moving average is $176.95 and its 200 day moving average is $189.30. The company has a market capitalization of $34.44 billion, a PE ratio of 25.57, a P/E/G ratio of 1.78 and a beta of 1.20. The company has a debt-to-equity ratio of 2.20, a current ratio of 0.75 and a quick ratio of 0.75.

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

IQVIA declared that its board has approved a stock repurchase program on Thursday, May 7th that permits the company to buyback $2.00 billion in outstanding shares. This buyback authorization permits the medical research company to purchase up to 6.8% of its stock through open market purchases. Stock buyback programs are generally a sign that the company’s leadership 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.