10,208 Shares in IQVIA Holdings Inc. $IQV Purchased by WealthShield Partners LLC

WealthShield Partners LLC bought a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 10,208 shares of the medical research company’s stock, valued at approximately $1,741,000.

A number of other large investors also recently made changes to their positions in the business. Sequoia Financial Advisors LLC grew its position in IQVIA by 16.9% during the first quarter. Sequoia Financial Advisors LLC now owns 9,811 shares of the medical research company’s stock valued at $1,673,000 after purchasing an additional 1,421 shares in the last quarter. Kornitzer Capital Management Inc. KS boosted its stake in shares of IQVIA by 335.8% during the 1st quarter. Kornitzer Capital Management Inc. KS now owns 46,200 shares of the medical research company’s stock valued at $7,879,000 after buying an additional 35,600 shares during the period. Carmel Capital Partners LLC boosted its stake in shares of IQVIA by 14.2% during the 1st quarter. Carmel Capital Partners LLC now owns 17,226 shares of the medical research company’s stock valued at $2,938,000 after buying an additional 2,137 shares during the period. Equitable Trust Co. grew its holdings in shares of IQVIA by 3.7% during the 1st quarter. Equitable Trust Co. now owns 14,828 shares of the medical research company’s stock valued at $2,529,000 after acquiring an additional 527 shares in the last quarter. Finally, Hsbc Holdings PLC increased its stake in shares of IQVIA by 1.9% in the first quarter. Hsbc Holdings PLC now owns 344,929 shares of the medical research company’s stock worth $58,852,000 after acquiring an additional 6,589 shares during the last quarter. Institutional investors and hedge funds own 89.62% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on IQV shares. Robert W. Baird lifted their price objective on IQVIA from $230.00 to $249.00 and gave the company an “outperform” rating in a research report on Wednesday, July 1st. Wall Street Zen lowered IQVIA from a “buy” rating to a “hold” rating in a research report on Saturday, June 27th. Evercore reiterated an “outperform” rating and set a $185.00 price target on shares of IQVIA in a report on Wednesday, April 8th. Morgan Stanley reissued an “equal weight” rating and issued a $200.00 price target (down from $225.00) on shares of IQVIA in a research note on Wednesday, June 17th. Finally, Deutsche Bank Aktiengesellschaft set a $240.00 price objective on shares of IQVIA in a research report on Thursday. Fourteen analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $224.82.

IQVIA Stock Down 0.4%

IQVIA stock traded down $0.84 during mid-day trading on Friday, hitting $208.13. 747,394 shares of the company’s stock were exchanged, compared to its average volume of 1,464,238. IQVIA Holdings Inc. has a 1-year low of $154.50 and a 1-year high of $247.04. The stock has a 50 day moving average of $181.62 and a two-hundred day moving average of $188.78. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 2.20. The stock has a market cap of $34.74 billion, a P/E ratio of 25.79, a P/E/G ratio of 1.78 and a beta of 1.20.

IQVIA (NYSE:IQV) last announced 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 company had revenue of $4.15 billion during the quarter, compared to analysts’ expectations of $4.10 billion. IQVIA had a return on equity of 30.50% and a net margin of 8.33%.The business’s quarterly revenue was up 8.4% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.70 earnings per share. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. As a group, analysts anticipate that IQVIA Holdings Inc. will post 11.6 EPS for the current fiscal year.

IQVIA declared that its board has approved a share buyback plan 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 reacquire up to 6.8% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

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.