NewEdge Advisors LLC Trims Stake in IQVIA Holdings Inc. $IQV

NewEdge Advisors LLC cut its position in shares of IQVIA Holdings Inc. (NYSE:IQV) by 49.8% in the first quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 14,614 shares of the medical research company’s stock after selling 14,502 shares during the period. NewEdge Advisors LLC’s holdings in IQVIA were worth $2,492,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in IQV. Brighton Jones LLC grew its stake in shares of IQVIA by 244.4% during the fourth quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock valued at $703,000 after buying an additional 2,537 shares during the last quarter. Empowered Funds LLC raised its holdings in shares of IQVIA by 102.1% in the first quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock worth $1,715,000 after buying an additional 4,915 shares during the period. Sivia Capital Partners LLC bought a new stake in shares of IQVIA during the 2nd quarter worth approximately $514,000. First Trust Advisors LP boosted its holdings in IQVIA by 14.8% during the 2nd quarter. First Trust Advisors LP now owns 92,015 shares of the medical research company’s stock valued at $14,501,000 after acquiring an additional 11,845 shares during the period. Finally, Sei Investments Co. grew its position in IQVIA by 10.4% in the 2nd quarter. Sei Investments Co. now owns 91,236 shares of the medical research company’s stock valued at $14,378,000 after acquiring an additional 8,612 shares during the last quarter. 89.62% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at IQVIA

In other news, insider Keriann Cherofsky sold 558 shares of the business’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $245.21, for a total value of $136,827.18. Following the completion of the sale, the insider owned 2,989 shares in the company, valued at approximately $732,932.69. The trade was a 15.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Eric Sherbet sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the completion of the sale, the insider directly owned 20,999 shares of the company’s stock, valued at $5,232,110.84. The trade was a 19.23% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.70% of the company’s stock.

Key IQVIA News

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: William Blair upgraded IQVIA to “strong buy,” adding to the favorable analyst outlook. Ticker Report article
• Positive Sentiment: Robert W. Baird raised its IQVIA price target to $287, implying substantial upside from the cited trading level. JPMorgan and Stifel Nicolaus also expressed expectations for further appreciation. American Banking News article on Baird price target American Banking News article on JPMorgan forecast American Banking News article on Stifel outlook
• Positive Sentiment: IQVIA’s second-quarter results exceeded expectations, with adjusted earnings of $3.15 per share versus the $3.03 consensus and revenue of $4.37 billion versus $4.30 billion expected. Revenue increased 8.7% year over year, reinforcing the company’s growth profile. IQVIA Q2 2026 earnings call summary
• Neutral Sentiment: Analysts maintain a “moderate buy” consensus, indicating generally favorable sentiment but not unanimous conviction. IQVIA analyst consensus article
• Negative Sentiment: Two insiders sold shares on July 29: Keriann Cherofsky sold 558 shares for approximately $136,827, while Eric Sherbet sold 5,000 shares for about $1.25 million. Although both retain meaningful holdings, the transactions may create short-term investor concern. SEC insider sale filing for Keriann Cherofsky SEC insider sale filing for Eric Sherbet

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft set a $240.00 target price on IQVIA in a research note on Thursday, July 9th. Barclays restated an “overweight” rating on shares of IQVIA in a report on Tuesday. Stifel Nicolaus raised their price target on shares of IQVIA from $220.00 to $276.00 and gave the stock a “buy” rating in a research note on Wednesday. HSBC reissued a “buy” rating and issued a $240.00 price objective on shares of IQVIA in a research report on Monday, July 6th. Finally, JPMorgan Chase & Co. upped their target price on shares of IQVIA from $225.00 to $285.00 and gave the stock an “overweight” rating in a research note on Wednesday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $241.88.

IQVIA Price Performance

Shares of IQV stock opened at $235.09 on Friday. IQVIA Holdings Inc. has a twelve month low of $154.50 and a twelve month high of $251.36. The company has a current ratio of 0.71, a quick ratio of 0.75 and a debt-to-equity ratio of 2.18. The stock has a fifty day simple moving average of $194.75 and a two-hundred day simple moving average of $187.20. The stock has a market capitalization of $38.70 billion, a price-to-earnings ratio of 29.17, a P/E/G ratio of 2.01 and a beta of 1.20.

IQVIA (NYSE:IQV) last announced its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 EPS for the quarter, beating the consensus estimate of $3.03 by $0.12. The firm had revenue of $4.37 billion for the quarter, compared to analyst estimates of $4.30 billion. IQVIA had a return on equity of 30.25% and a net margin of 8.10%.The business’s revenue for the quarter was up 8.7% on a year-over-year basis. During the same quarter last year, the firm posted $2.81 earnings per share. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. On average, analysts predict that IQVIA Holdings Inc. will post 11.6 EPS for the current fiscal year.

IQVIA announced that its Board of Directors has initiated a stock repurchase plan on Thursday, May 7th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the medical research company to reacquire up to 6.8% of its shares through open market purchases. Shares buyback plans are often a sign that the company’s management believes its shares are 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.