TD Waterhouse Canada Inc. Sells 16,903 Shares of IQVIA Holdings Inc. $IQV

TD Waterhouse Canada Inc. lessened its stake in shares of IQVIA Holdings Inc. (NYSE:IQV) by 98.8% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 206 shares of the medical research company’s stock after selling 16,903 shares during the quarter. TD Waterhouse Canada Inc.’s holdings in IQVIA were worth $42,000 as of its most recent SEC filing.

Several other hedge funds have also added to or reduced their stakes in the company. Verdence Capital Advisors LLC bought a new position in shares of IQVIA in the second quarter worth about $3,612,000. Amundi increased its position in IQVIA by 46.3% in the 2nd quarter. Amundi now owns 1,279,817 shares of the medical research company’s stock valued at $210,722,000 after acquiring an additional 405,250 shares during the period. Diversified Trust Co raised its position in IQVIA by 57.2% during the 3rd quarter. Diversified Trust Co now owns 42,579 shares of the medical research company’s stock worth $8,087,000 after purchasing an additional 15,487 shares during the last quarter. Act Two Investors LLC bought a new position in shares of IQVIA during the second quarter worth about $26,528,000. Finally, Oregon Public Employees Retirement Fund lifted its position in shares of IQVIA by 37.1% in the 3rd quarter. Oregon Public Employees Retirement Fund now owns 19,463 shares of the medical research company’s stock worth $3,697,000 after purchasing an additional 5,271 shares during the period. 89.62% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on IQV shares. Mizuho set a $266.00 price objective on IQVIA in a research report on Friday, January 9th. BMO Capital Markets started coverage on shares of IQVIA in a research report on Thursday, November 13th. They issued an “outperform” rating and a $260.00 price target for the company. Robert W. Baird set a $258.00 price objective on IQVIA and gave the stock an “outperform” rating in a report on Wednesday, October 29th. Morgan Stanley increased their target price on shares of IQVIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Monday, December 1st. Finally, UBS Group increased their price target on IQVIA from $250.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $248.88.

Key IQVIA News

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: Q4 results beat consensus — EPS of $3.42 and revenue of $4.36B, with double‑digit year‑over‑year sales growth and strong segment performance. These beats confirm demand improvement from pharma clients. Read More.
• Positive Sentiment: Company provided FY‑2026 guidance (EPS 12.55–12.85; revenue ~$17.2–17.4B) that includes revenue growth expectations above some street estimates — this supports top‑line momentum if execution continues. Read More.
• Neutral Sentiment: Market takeaways from the quarter are mixed: strong near‑term results but mixed messaging on margins and expense drivers; investors are parsing detail in the call and slides. Read More.
• Negative Sentiment: Management flagged higher interest costs that push 2026 profit expectations below some Street forecasts — this hit the stock because financing costs directly compress EPS despite revenue strength. Read More.
• Negative Sentiment: Headline guidance/adjusted‑earnings outlook was viewed as a miss by some investors and commentators, prompting downside pressure immediately after results. Read More.
• Negative Sentiment: Analysts are questioning how quickly IQVIA’s AI initiatives will translate into meaningful revenue or margin gains, increasing near‑term uncertainty around growth assumptions. Read More.
• Negative Sentiment: Some firms are trimming ratings amid sector headwinds and the mixed outlook, further pressuring sentiment. Read More.
• Negative Sentiment: Market commentary summarizing these factors is driving intraday selling and positioning adjustments. Read More.

IQVIA Stock Down 10.8%

Shares of NYSE IQV opened at $180.62 on Friday. IQVIA Holdings Inc. has a 12 month low of $134.65 and a 12 month high of $247.04. The business has a 50-day moving average of $228.83 and a 200-day moving average of $209.42. The firm has a market capitalization of $30.76 billion, a price-to-earnings ratio of 24.78, a PEG ratio of 2.06 and a beta of 1.37. The company has a current ratio of 0.70, a quick ratio of 0.70 and a debt-to-equity ratio of 2.03.

IQVIA (NYSE:IQV) last released its quarterly earnings results on Thursday, February 5th. The medical research company reported $3.42 earnings per share for the quarter, beating analysts’ consensus estimates of $3.40 by $0.02. The business had revenue of $4.36 billion for the quarter, compared to the consensus estimate of $4.24 billion. IQVIA had a return on equity of 30.70% and a net margin of 8.07%.The company’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same quarter last year, the business posted $3.12 earnings per share. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. Sell-side analysts expect that IQVIA Holdings Inc. will post 10.84 earnings per share for the current fiscal year.

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.