Plato Investment Management Ltd Invests $1.34 Million in IQVIA Holdings Inc. $IQV

Plato Investment Management Ltd purchased a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV) in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 6,960 shares of the medical research company’s stock, valued at approximately $1,337,000.

Several other large investors have also recently added to or reduced their stakes in the company. Apella Capital LLC raised its stake in shares of IQVIA by 5.1% in the first quarter. Apella Capital LLC now owns 1,196 shares of the medical research company’s stock valued at $211,000 after acquiring an additional 58 shares during the last quarter. Quadrant Capital Group LLC grew its holdings in shares of IQVIA by 1.3% during the fourth quarter. Quadrant Capital Group LLC now owns 4,792 shares of the medical research company’s stock worth $1,080,000 after purchasing an additional 60 shares during the last quarter. Private Advisor Group LLC raised its holdings in shares of IQVIA by 1.0% in the third quarter. Private Advisor Group LLC now owns 6,122 shares of the medical research company’s stock valued at $1,163,000 after buying an additional 63 shares during the last quarter. Breakwater Capital Group increased its position in IQVIA by 3.2% in the 2nd quarter. Breakwater Capital Group now owns 2,073 shares of the medical research company’s stock valued at $401,000 after acquiring an additional 64 shares in the last quarter. Finally, Keybank National Association OH lifted its position in shares of IQVIA by 0.7% during the fourth quarter. Keybank National Association OH now owns 9,103 shares of the medical research company’s stock worth $2,052,000 after purchasing an additional 67 shares in the last quarter. 89.62% of the stock is owned by institutional investors.

Insider Buying and Selling at IQVIA

In other IQVIA news, insider Bhavik Patel sold 1,855 shares of the stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $235.27, for a total transaction of $436,425.85. Following the transaction, the insider owned 1,348 shares in the company, valued at $317,143.96. This represents a 57.91% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Eric Sherbet sold 5,000 shares of IQVIA stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the completion of the sale, the insider owned 20,999 shares of the company’s stock, valued at approximately $5,232,110.84. The trade was a 19.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 12,913 shares of company stock worth $3,098,793. 1.70% of the stock is currently owned by company insiders.

IQVIA Trading Up 1.9%

Shares of NYSE:IQV opened at $241.09 on Tuesday. The company’s fifty day simple moving average is $207.80 and its 200 day simple moving average is $186.72. IQVIA Holdings Inc. has a 12 month low of $154.50 and a 12 month high of $251.36. The firm has a market cap of $39.68 billion, a price-to-earnings ratio of 29.91, a PEG ratio of 2.01 and a beta of 1.18. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 2.18.

IQVIA (NYSE:IQV) last posted its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, topping 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 business had revenue of $4.37 billion during the quarter, compared to the consensus estimate of $4.30 billion. During the same period last year, the company earned $2.81 earnings per share. 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. As a group, 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 plan 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 purchase up to 6.8% of its shares through open market purchases. Shares repurchase plans are typically a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

A number of equities research analysts have recently weighed in on IQV shares. William Blair upgraded IQVIA to a “strong-buy” rating in a research report on Tuesday, July 28th. TD Cowen lifted their price target 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. Royal Bank Of Canada boosted their price target on shares of IQVIA from $221.00 to $247.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. Weiss Ratings raised shares of IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 15th. Finally, BMO Capital Markets lifted their target price on shares of IQVIA from $210.00 to $270.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. One equities 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 presently has an average rating of “Moderate Buy” and a consensus 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.