SummitTX Capital L.P. Has $368,000 Stock Holdings in IQVIA Holdings Inc. $IQV

SummitTX Capital L.P. trimmed its position in IQVIA Holdings Inc. (NYSE:IQV) by 79.3% in the first quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,158 shares of the medical research company’s stock after selling 8,273 shares during the period. SummitTX Capital L.P.’s holdings in IQVIA were worth $368,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in IQV. Ameliora Wealth Management Ltd. bought a new stake in IQVIA during the 4th quarter valued at $25,000. International Assets Investment Management LLC bought a new position in shares of IQVIA in the fourth quarter valued at $27,000. Gilpin Wealth Management LLC bought a new stake in shares of IQVIA during the fourth quarter worth about $27,000. CrossGen Wealth LLC acquired a new stake in shares of IQVIA in the 4th quarter worth about $28,000. Finally, Activest Wealth Management lifted its position in IQVIA by 590.0% in the 4th quarter. Activest Wealth Management now owns 138 shares of the medical research company’s stock valued at $31,000 after acquiring an additional 118 shares in the last quarter. Institutional investors and hedge funds own 89.62% of the company’s stock.

IQVIA Price Performance

IQV opened at $235.09 on Friday. The company has a market capitalization of $38.70 billion, a price-to-earnings ratio of 29.17, a PEG ratio of 2.01 and a beta of 1.20. The company has a quick ratio of 0.75, a current ratio of 0.71 and a debt-to-equity ratio of 2.18. The firm has a 50-day moving average price of $194.75 and a 200-day moving average price of $187.20. IQVIA Holdings Inc. has a twelve month low of $154.50 and a twelve month high of $251.36.

IQVIA (NYSE:IQV) last released its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.03 by $0.12. IQVIA had a return on equity of 30.25% and a net margin of 8.10%.The company had revenue of $4.37 billion for the quarter, compared to analyst estimates of $4.30 billion. During the same period in the previous year, the company posted $2.81 EPS. The firm’s revenue for the quarter was up 8.7% compared to the same quarter last year. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. Equities analysts expect that IQVIA Holdings Inc. will post 11.6 EPS for the current year.

IQVIA declared that its Board of Directors has approved a share repurchase program on Thursday, May 7th that allows the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the medical research company to reacquire up to 6.8% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

A number of brokerages have commented on IQV. JPMorgan Chase & Co. boosted their price objective on IQVIA from $225.00 to $285.00 and gave the stock an “overweight” rating in a report on Wednesday. Stifel Nicolaus lifted their target price on IQVIA from $220.00 to $276.00 and gave the company a “buy” rating in a research report on Wednesday. Wall Street Zen raised IQVIA from a “hold” rating to a “buy” rating in a research report on Saturday. Royal Bank Of Canada lifted their price objective on shares of IQVIA from $221.00 to $247.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, TD Cowen upped their target price on shares of IQVIA from $233.00 to $288.00 and gave the stock a “buy” rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, IQVIA currently has a consensus rating of “Moderate Buy” and a consensus price target of $241.88.

More IQVIA News

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: William Blair upgraded IQVIA to “strong buy,” adding to the favorable analyst outlook. Ticker Report article
• Positive Sentiment: Robert W. Baird raised its IQVIA price target to $287, implying substantial upside from the cited trading level. JPMorgan and Stifel Nicolaus also expressed expectations for further appreciation. American Banking News article on Baird price target American Banking News article on JPMorgan forecast American Banking News article on Stifel outlook
• Positive Sentiment: IQVIA’s second-quarter results exceeded expectations, with adjusted earnings of $3.15 per share versus the $3.03 consensus and revenue of $4.37 billion versus $4.30 billion expected. Revenue increased 8.7% year over year, reinforcing the company’s growth profile. IQVIA Q2 2026 earnings call summary
• Neutral Sentiment: Analysts maintain a “moderate buy” consensus, indicating generally favorable sentiment but not unanimous conviction. IQVIA analyst consensus article
• Negative Sentiment: Two insiders sold shares on July 29: Keriann Cherofsky sold 558 shares for approximately $136,827, while Eric Sherbet sold 5,000 shares for about $1.25 million. Although both retain meaningful holdings, the transactions may create short-term investor concern. SEC insider sale filing for Keriann Cherofsky SEC insider sale filing for Eric Sherbet

Insider Transactions at IQVIA

In related news, insider Eric Sherbet sold 5,000 shares of the firm’s stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $249.16, for a total value of $1,245,800.00. Following the sale, the insider directly owned 20,999 shares of the company’s stock, valued at $5,232,110.84. This trade 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 the SEC website. Also, insider Keriann Cherofsky sold 558 shares of the firm’s stock in a transaction on Wednesday, July 29th. The shares were sold at an average price of $245.21, for a total transaction of $136,827.18. Following the sale, the insider owned 2,989 shares in the company, valued at approximately $732,932.69. This trade represents a 15.73% decrease in their position. The SEC filing for this sale provides additional information. Company insiders own 1.70% of the company’s stock.

About IQVIA

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.