Investors Research Corp Takes Position in Veeva Systems Inc. $VEEV

Investors Research Corp purchased a new stake in shares of Veeva Systems Inc. (NYSE:VEEV) during the second quarter, according to its most recent 13F filing with the SEC. The institutional investor purchased 2,075 shares of the technology company’s stock, valued at approximately $368,000.

Other institutional investors and hedge funds also recently bought and sold shares of the company. SHP Wealth Management purchased a new position in Veeva Systems in the 4th quarter valued at approximately $26,000. Arlington Trust Co LLC purchased a new stake in shares of Veeva Systems during the second quarter worth $29,000. Field & Main Bank purchased a new stake in shares of Veeva Systems during the second quarter worth $29,000. MV Capital Management Inc. bought a new position in shares of Veeva Systems in the fourth quarter worth $30,000. Finally, Reflection Asset Management bought a new position in shares of Veeva Systems in the fourth quarter worth $32,000. 88.20% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Veeva Systems news, insider Thomas D. Schwenger sold 36,000 shares of the company’s stock in a transaction dated Thursday, August 13th. The stock was sold at an average price of $250.23, for a total value of $9,008,280.00. Following the transaction, the insider directly owned 19,449 shares in the company, valued at $4,866,723.27. This represents a 64.92% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. 10.60% of the stock is currently owned by insiders.

Veeva Systems Price Performance

VEEV opened at $281.25 on Thursday. The company has a fifty day moving average price of $215.92 and a 200-day moving average price of $186.57. The firm has a market capitalization of $45.69 billion, a P/E ratio of 46.26, a price-to-earnings-growth ratio of 1.19 and a beta of 0.97. Veeva Systems Inc. has a one year low of $148.05 and a one year high of $310.50.

Veeva Systems (NYSE:VEEV) last released its quarterly earnings results on Wednesday, August 26th. The technology company reported $2.35 earnings per share for the quarter, topping the consensus estimate of $2.23 by $0.12. Veeva Systems had a net margin of 29.34% and a return on equity of 14.25%. The firm had revenue of $927.96 million for the quarter, compared to analysts’ expectations of $905.38 million. During the same quarter in the prior year, the firm posted $1.99 earnings per share. The business’s quarterly revenue was up 17.6% on a year-over-year basis. Veeva Systems has set its FY 2027 guidance at 9.210-9.210 EPS and its Q3 2027 guidance at 2.330-2.340 EPS. On average, analysts expect that Veeva Systems Inc. will post 6.7 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. Jefferies Financial Group reiterated a “buy” rating and set a $295.00 price objective on shares of Veeva Systems in a research note on Thursday, August 27th. BMO Capital Markets raised their target price on Veeva Systems from $175.00 to $270.00 and gave the stock a “market perform” rating in a research note on Thursday, August 27th. Truist Financial raised their target price on Veeva Systems from $262.00 to $305.00 and gave the stock a “buy” rating in a research note on Thursday, August 27th. Royal Bank Of Canada lifted their target price on Veeva Systems from $275.00 to $325.00 and gave the company an “outperform” rating in a report on Thursday, August 27th. Finally, Guggenheim upped their price target on Veeva Systems from $276.00 to $310.00 and gave the company a “buy” rating in a research report on Thursday, August 27th. Nineteen research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Veeva Systems presently has an average rating of “Moderate Buy” and an average price target of $284.46.

Key Headlines Impacting Veeva Systems

Here are the key news stories impacting Veeva Systems this week:

• Positive Sentiment: Strong results and outlook support the rally. Veeva’s latest quarterly revenue rose 17.6% year over year to $927.96 million, exceeding estimates of $905.38 million. Adjusted earnings of $2.35 per share also topped the $2.23 consensus estimate. The company raised or maintained forward guidance, including fiscal 2027 EPS guidance of approximately $9.21 and third-quarter guidance of $2.33 to $2.34. Veeva Rises on Sales and Margin Gains, Guidance Raise
• Positive Sentiment: Falcon Safety expands Veeva’s AI-driven product offering. The company launched Veeva Falcon Safety, an agentic safety-operations product designed to automate adverse-event intake, case processing, and follow-up across all E2B-compliant safety systems and intake channels. The product could help biopharmaceutical customers reduce costs, improve processing speed, and maintain regulatory compliance, potentially creating additional growth opportunities. Veeva Falcon Safety to Work with All E2B-Compliant Safety Systems Across Any Intake Channels
• Positive Sentiment: Analyst sentiment has improved. An analyst upgrade helped lift investor confidence, while recent price-target increases—including RBC’s target of $325—reinforce the view that earnings momentum may justify additional upside. Veeva Systems Trading Up After Analyst Upgrade
• Neutral Sentiment: Veeva will present at the Wells Fargo 21st Annual Healthcare Conference. The event may provide updates on strategy and demand, but the announcement itself does not change financial forecasts. Veeva to Present at Upcoming Investor Conferences
• Negative Sentiment: Insider selling creates a modest sentiment risk. Exiting President Thomas Schwenger sold 10,000 shares for roughly $2.8 million, reducing his direct holdings substantially. Because the transaction was made under a pre-arranged Rule 10b5-1 plan, it may reflect scheduled portfolio management rather than a negative view of Veeva’s prospects. Veeva’s Exiting President Sold $2.8 Million in Stock
• Negative Sentiment: Investor Michael Burry also trimmed his Veeva position after the stock nearly doubled, potentially adding short-term selling pressure and highlighting concerns about the shares’ elevated valuation.

Veeva Systems Profile

Veeva Systems (NYSE: VEEV) is a cloud software company that develops industry-specific applications and data solutions for the global life sciences sector. Founded in 2007 and headquartered in Pleasanton, California, Veeva focuses on helping pharmaceutical, biotechnology, medical device and consumer health companies manage regulated content, clinical and regulatory processes, quality systems, and commercial operations in a compliant, cloud-native environment. The company completed its initial public offering in 2013 and has since expanded its product suite and international footprint.

Veeva’s product portfolio centers on its Vault platform and related application suites, which provide content and data management, clinical trial and regulatory workflows, quality management, and structured commercial capabilities such as customer relationship management and promotional content management.