Trillium Asset Management LLC Makes New $647,000 Investment in IQVIA Holdings Inc. $IQV

Trillium Asset Management LLC purchased a new stake in IQVIA Holdings Inc. (NYSE:IQV) in the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 3,351 shares of the medical research company’s stock, valued at approximately $647,000.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in IQVIA by 244.4% in the 4th quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock valued at $703,000 after acquiring an additional 2,537 shares in the last quarter. Empowered Funds LLC lifted 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 acquiring an additional 4,915 shares during the last quarter. Sivia Capital Partners LLC acquired a new position in IQVIA during the 2nd quarter worth approximately $514,000. First Trust Advisors LP boosted its position in IQVIA by 14.8% in the second quarter. First Trust Advisors LP now owns 92,015 shares of the medical research company’s stock valued at $14,501,000 after buying an additional 11,845 shares in the last quarter. Finally, NewEdge Advisors LLC grew its stake in shares of IQVIA by 5.4% during the second quarter. NewEdge Advisors LLC now owns 22,731 shares of the medical research company’s stock worth $3,582,000 after buying an additional 1,155 shares during the last quarter. Institutional investors and hedge funds own 89.62% of the company’s stock.

Insider Activity at IQVIA

In other IQVIA news, insider W Richard Staub sold 5,500 shares of IQVIA stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $232.68, for a total value of $1,279,740.00. Following the completion of the sale, the insider directly owned 13,312 shares of the company’s stock, valued at approximately $3,097,436.16. The trade was a 29.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, insider Bhavik Patel sold 1,855 shares of the stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $235.27, for a total transaction of $436,425.85. Following the transaction, the insider directly owned 1,348 shares in the company, valued at $317,143.96. This trade represents a 57.91% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 12,913 shares of company stock valued at $3,098,793. 1.70% of the stock is currently owned by company insiders.

IQVIA Stock Up 1.6%

Shares of NYSE:IQV opened at $260.17 on Friday. The business’s 50-day moving average is $213.32 and its 200-day moving average is $187.52. IQVIA Holdings Inc. has a 1 year low of $154.50 and a 1 year high of $260.40. The company has a market capitalization of $42.82 billion, a price-to-earnings ratio of 32.28, a P/E/G ratio of 2.17 and a beta of 1.18. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.71 and a quick ratio of 0.71.

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

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

Wall Street Analyst Weigh In

A number of equities analysts have issued reports on IQV shares. Deutsche Bank Aktiengesellschaft set a $240.00 target price on IQVIA in a report on Thursday, July 9th. Morgan Stanley reiterated an “equal weight” rating and set a $200.00 target price (down from $225.00) on shares of IQVIA in a research report on Wednesday, June 17th. JPMorgan Chase & Co. raised their price target on shares of IQVIA from $225.00 to $285.00 and gave the company an “overweight” rating in a research note on Wednesday, July 29th. Weiss Ratings upgraded IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 15th. Finally, Mizuho upped their price target on IQVIA from $215.00 to $230.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $241.88.

About IQVIA

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.