Liontrust Investment Partners LLP Acquires 16,740 Shares of IQVIA Holdings Inc. $IQV

Liontrust Investment Partners LLP lifted its stake in IQVIA Holdings Inc. (NYSE:IQV) by 35.5% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 63,928 shares of the medical research company’s stock after purchasing an additional 16,740 shares during the period. Liontrust Investment Partners LLP’s holdings in IQVIA were worth $10,902,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Western Wealth Management LLC bought a new position in IQVIA in the 1st quarter worth about $92,000. Edgestream Partners L.P. purchased a new stake in shares of IQVIA in the first quarter valued at approximately $2,235,000. Bull Harbor Capital LLC bought a new position in IQVIA in the first quarter worth approximately $311,000. Strategic Investment Advisors MI raised its position in IQVIA by 160.0% during the 1st quarter. Strategic Investment Advisors MI now owns 7,281 shares of the medical research company’s stock valued at $1,242,000 after purchasing an additional 4,481 shares in the last quarter. Finally, Arkadios Wealth Advisors lifted its holdings in shares of IQVIA by 55.1% in the 1st quarter. Arkadios Wealth Advisors now owns 4,178 shares of the medical research company’s stock worth $712,000 after buying an additional 1,485 shares during the period. Institutional investors own 89.62% of the company’s stock.

IQVIA Stock Down 3.6%

IQVIA stock opened at $238.55 on Friday. IQVIA Holdings Inc. has a 1-year low of $154.50 and a 1-year high of $251.36. The business has a fifty day moving average price of $193.41 and a 200-day moving average price of $186.86. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.71 and a quick ratio of 0.75. The stock has a market capitalization of $39.81 billion, a price-to-earnings ratio of 29.60, a PEG ratio of 2.20 and a beta of 1.20.

IQVIA (NYSE:IQV) last announced its earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.03 by $0.12. The company 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 firm’s quarterly revenue was up 8.7% compared to the same quarter last year. During the same period in the prior year, the company posted $2.81 EPS. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. Equities research analysts forecast that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA announced that its board has authorized a stock repurchase program 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 buy up to 6.8% of its shares through open market purchases. Shares buyback programs are often an indication that the company’s management believes its shares are undervalued.

Wall Street Analysts Forecast Growth

IQV has been the subject of several recent research reports. Barclays restated an “overweight” rating on shares of IQVIA in a report on Tuesday. Morgan Stanley reissued 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. Mizuho upped their price target on shares of IQVIA from $215.00 to $230.00 and gave the stock an “outperform” rating in a research report on Monday, July 13th. Weiss Ratings raised shares of IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 15th. Finally, TD Cowen upped their target price on IQVIA from $233.00 to $288.00 and gave the stock a “buy” rating in a report on Wednesday. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $241.88.

Key Stories Impacting IQVIA

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: IQVIA reported second-quarter adjusted earnings of $3.15 per share, exceeding the $3.03 consensus estimate, while revenue rose 8.7% year over year to $4.37 billion, above expectations of $4.30 billion. IQVIA Holdings Inc. Q2 2026 Earnings Call Summary
• Positive Sentiment: Management raised or reaffirmed a favorable full-year 2026 outlook, including adjusted EPS guidance of $12.80 to $13.00, reinforcing expectations for continued growth. IQVIA surges on Q2 beat and guidance hike
• Positive Sentiment: The earnings beat and improved outlook pushed IQVIA to a new 52-week high and extended its recent winning streak, signaling strong investor momentum. IQVIA Sets New 52-Week High Following Earnings Beat
• Positive Sentiment: Several analysts raised their price targets following the results: JPMorgan to $285, Stifel to $276, and Robert W. Baird to $287, with overweight, buy, or outperform ratings. Analyst price-target increases
• Neutral Sentiment: The analyst consensus remains constructive, with IQVIA receiving a “Moderate Buy” rating, but target changes have been mixed and the stock is trading near its recent high. IQVIA Receives Consensus Rating of Moderate Buy
• Negative Sentiment: One analysis downgraded IQVIA, arguing that it is a high-quality business but that its valuation has become too demanding after the rally. With a reported P/E near 30, valuation and profit-taking could limit near-term upside. IQVIA: A Great Business At The Wrong Price

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.