Magnolia Capital Advisors LLC Invests $689,000 in IQVIA Holdings Inc. $IQV

Magnolia Capital Advisors LLC acquired a new position in shares of IQVIA Holdings Inc. (NYSE:IQV) in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 3,567 shares of the medical research company’s stock, valued at approximately $689,000.

Other hedge funds and other institutional investors have also bought and sold shares of the company. BlackRock Inc. acquired a new stake in IQVIA during the 2nd quarter worth about $2,811,292,000. Geode Capital Management LLC boosted its position in shares of IQVIA by 0.6% during the 4th quarter. Geode Capital Management LLC now owns 4,374,971 shares of the medical research company’s stock valued at $982,272,000 after purchasing an additional 24,453 shares in the last quarter. Boston Partners grew its stake in IQVIA by 14.9% during the fourth quarter. Boston Partners now owns 4,087,380 shares of the medical research company’s stock worth $923,276,000 after purchasing an additional 530,672 shares during the period. JPMorgan Chase & Co. increased its holdings in IQVIA by 16.2% in the fourth quarter. JPMorgan Chase & Co. now owns 3,799,600 shares of the medical research company’s stock worth $856,468,000 after purchasing an additional 528,753 shares in the last quarter. Finally, Invesco Ltd. lifted its stake in IQVIA by 15.3% in the third quarter. Invesco Ltd. now owns 2,773,984 shares of the medical research company’s stock valued at $526,891,000 after buying an additional 367,204 shares during the period. Institutional investors and hedge funds own 89.62% of the company’s stock.

IQVIA Price Performance

Shares of IQV opened at $261.57 on Thursday. The business’s fifty day moving average is $218.41 and its 200 day moving average is $188.59. IQVIA Holdings Inc. has a 12-month low of $154.50 and a 12-month high of $262.51. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 2.18. The stock has a market cap of $43.05 billion, a P/E ratio of 32.45, a P/E/G ratio of 2.22 and a beta of 1.18.

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 analysts’ consensus estimates of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The business had revenue of $4.37 billion during the quarter, compared to analyst estimates of $4.30 billion. During the same quarter in the previous year, the business posted $2.81 EPS. IQVIA’s quarterly revenue was up 8.7% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. Sell-side analysts anticipate that IQVIA Holdings Inc. will post 11.57 earnings per share for the current fiscal year.

IQVIA declared that its Board of Directors has authorized 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 repurchase up to 6.8% of its stock through open market purchases. Stock buyback plans are generally an indication that the company’s management believes its shares are undervalued.

Insider Buying and Selling at IQVIA

In other news, insider Eric Sherbet sold 5,000 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total value 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. This represents a 19.23% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider W Richard Staub sold 5,500 shares of the firm’s stock in a transaction that occurred 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 transaction, the insider owned 13,312 shares in the company, valued at $3,097,436.16. This represents a 29.24% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 12,913 shares of company stock worth $3,098,793 in the last quarter. 1.70% of the stock is owned by insiders.

Analyst Ratings Changes

Several analysts have recently commented on IQV shares. Stifel Nicolaus raised their price objective on shares of IQVIA from $220.00 to $276.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. BMO Capital Markets raised their price target on shares of IQVIA from $210.00 to $270.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Wall Street Zen raised shares of IQVIA from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. TD Cowen increased their price objective on shares of IQVIA from $233.00 to $288.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. Finally, Deutsche Bank Aktiengesellschaft set a $240.00 target price on IQVIA in a research note on Thursday, July 9th. One research 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. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target 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.