Strategic Investment Advisors MI Purchases 4,481 Shares of IQVIA Holdings Inc. $IQV

Strategic Investment Advisors MI raised its position in IQVIA Holdings Inc. (NYSE:IQV) by 160.0% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 7,281 shares of the medical research company’s stock after buying an additional 4,481 shares during the quarter. Strategic Investment Advisors MI’s holdings in IQVIA were worth $1,242,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Boston Partners acquired a new stake in shares of IQVIA during the 3rd quarter worth approximately $676,698,000. Norges Bank acquired a new position in IQVIA during the fourth quarter valued at approximately $497,445,000. Victory Capital Management Inc. lifted its stake in IQVIA by 2,628.1% during the fourth quarter. Victory Capital Management Inc. now owns 1,675,479 shares of the medical research company’s stock worth $377,670,000 after purchasing an additional 1,614,063 shares during the last quarter. Orbis Allan Gray Ltd lifted its stake in IQVIA by 96.5% during the fourth quarter. Orbis Allan Gray Ltd now owns 1,901,091 shares of the medical research company’s stock worth $428,525,000 after purchasing an additional 933,554 shares during the last quarter. Finally, AQR Capital Management LLC boosted its holdings in shares of IQVIA by 130.2% in the 2nd quarter. AQR Capital Management LLC now owns 1,555,298 shares of the medical research company’s stock valued at $245,099,000 after purchasing an additional 879,701 shares in the last quarter. 89.62% of the stock is currently owned by institutional investors and hedge funds.

IQVIA Stock Performance

Shares of IQV stock opened at $238.55 on Friday. The stock has a market capitalization of $39.81 billion, a PE ratio of 29.60, a PEG ratio of 2.20 and a beta of 1.20. The business’s 50 day simple moving average is $193.41 and its 200 day simple moving average is $186.86. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.71 and a quick ratio of 0.75. IQVIA Holdings Inc. has a one year low of $154.50 and a one year high of $251.36.

IQVIA (NYSE:IQV) last released its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The firm had revenue of $4.37 billion during the quarter, compared to analyst estimates of $4.30 billion. During the same quarter last year, the business earned $2.81 EPS. The company’s revenue was up 8.7% compared to the same quarter last year. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. As a group, research analysts forecast that IQVIA Holdings Inc. will post 11.57 earnings per share for the current year.

IQVIA announced that its Board of Directors has authorized a share buyback program on Thursday, May 7th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the medical research company to purchase up to 6.8% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s management believes its stock is undervalued.

Key Stories Impacting IQVIA

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: IQVIA reported second-quarter adjusted earnings of $3.15 per share, exceeding the $3.03 consensus estimate, while revenue rose 8.7% year over year to $4.37 billion, above expectations of $4.30 billion. IQVIA Holdings Inc. Q2 2026 Earnings Call Summary
• Positive Sentiment: Management raised or reaffirmed a favorable full-year 2026 outlook, including adjusted EPS guidance of $12.80 to $13.00, reinforcing expectations for continued growth. IQVIA surges on Q2 beat and guidance hike
• Positive Sentiment: The earnings beat and improved outlook pushed IQVIA to a new 52-week high and extended its recent winning streak, signaling strong investor momentum. IQVIA Sets New 52-Week High Following Earnings Beat
• Positive Sentiment: Several analysts raised their price targets following the results: JPMorgan to $285, Stifel to $276, and Robert W. Baird to $287, with overweight, buy, or outperform ratings. Analyst price-target increases
• Neutral Sentiment: The analyst consensus remains constructive, with IQVIA receiving a “Moderate Buy” rating, but target changes have been mixed and the stock is trading near its recent high. IQVIA Receives Consensus Rating of Moderate Buy
• Negative Sentiment: One analysis downgraded IQVIA, arguing that it is a high-quality business but that its valuation has become too demanding after the rally. With a reported P/E near 30, valuation and profit-taking could limit near-term upside. IQVIA: A Great Business At The Wrong Price

Wall Street Analyst Weigh In

A number of equities analysts have recently commented on IQV shares. Royal Bank Of Canada boosted their price target on IQVIA from $221.00 to $247.00 and gave the stock an “outperform” rating in a report on Wednesday. Morgan Stanley reaffirmed an “equal weight” rating and issued a $200.00 price objective (down from $225.00) on shares of IQVIA in a research note on Wednesday, June 17th. TD Cowen lifted their target price on IQVIA from $233.00 to $288.00 and gave the company a “buy” rating in a research report on Wednesday. Weiss Ratings raised IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 15th. Finally, Evercore reissued an “outperform” rating and issued a $185.00 target price on shares of IQVIA in a report on Wednesday, April 8th. Thirteen analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $241.88.

IQVIA 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.