Stephens Inc. AR Grows Stake in IQVIA Holdings Inc. $IQV

Stephens Inc. AR boosted its holdings in IQVIA Holdings Inc. (NYSE:IQV) by 36.9% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 27,728 shares of the medical research company’s stock after purchasing an additional 7,471 shares during the quarter. Stephens Inc. AR’s holdings in IQVIA were worth $5,267,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of IQV. Alliancebernstein L.P. raised its stake in IQVIA by 0.6% during the 2nd quarter. Alliancebernstein L.P. now owns 3,555,929 shares of the medical research company’s stock worth $560,379,000 after acquiring an additional 19,573 shares in the last quarter. Artisan Partners Limited Partnership acquired a new stake in shares of IQVIA in the 2nd quarter valued at about $515,772,000. JPMorgan Chase & Co. grew its stake in IQVIA by 22.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,126,171 shares of the medical research company’s stock worth $492,659,000 after buying an additional 581,157 shares during the last quarter. Nordea Investment Management AB increased its position in IQVIA by 12.3% during the third quarter. Nordea Investment Management AB now owns 2,314,219 shares of the medical research company’s stock worth $421,257,000 after buying an additional 253,759 shares during the period. Finally, Lazard Asset Management LLC lifted its stake in IQVIA by 6.1% in the second quarter. Lazard Asset Management LLC now owns 1,866,537 shares of the medical research company’s stock valued at $294,145,000 after buying an additional 107,500 shares during the last quarter. Hedge funds and other institutional investors own 89.62% of the company’s stock.

IQVIA Trading Up 0.0%

Shares of IQVIA stock opened at $241.38 on Friday. The firm has a market cap of $41.11 billion, a price-to-earnings ratio of 33.11, a price-to-earnings-growth ratio of 2.46 and a beta of 1.36. IQVIA Holdings Inc. has a 52-week low of $134.65 and a 52-week high of $247.04. The company’s 50-day simple moving average is $226.75 and its 200-day simple moving average is $202.50. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 2.03.

IQVIA (NYSE:IQV) last announced its quarterly earnings data on Tuesday, October 28th. The medical research company reported $3.00 earnings per share for the quarter, beating analysts’ consensus estimates of $2.98 by $0.02. The company had revenue of $4.10 billion for the quarter, compared to analyst estimates of $4.07 billion. IQVIA had a return on equity of 30.70% and a net margin of 8.07%.The firm’s revenue for the quarter was up 5.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $2.84 EPS. IQVIA has set its FY 2025 guidance at 11.850-11.950 EPS. As a group, equities research analysts anticipate that IQVIA Holdings Inc. will post 10.84 earnings per share for the current year.

Insider Transactions at IQVIA

In other IQVIA news, insider Eric Sherbet sold 4,000 shares of the firm’s stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $219.70, for a total value of $878,800.00. Following the completion of the sale, the insider owned 27,108 shares of the company’s stock, valued at approximately $5,955,627.60. This trade represents a 12.86% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 1.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on IQV. UBS Group lifted their target price on shares of IQVIA from $250.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, January 8th. Citigroup lifted their price objective on shares of IQVIA from $200.00 to $230.00 and gave the company a “neutral” rating in a research note on Wednesday, October 29th. TD Cowen cut shares of IQVIA from a “buy” rating to a “hold” rating and upped their target price for the company from $206.00 to $215.00 in a report on Monday, November 3rd. Truist Financial raised their price target on IQVIA from $265.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Finally, Robert W. Baird set a $258.00 price objective on IQVIA and gave the company an “outperform” rating in a research note on Wednesday, October 29th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and six have given a Hold rating to the stock. Based on data from MarketBeat, IQVIA has a consensus rating of “Moderate Buy” and an average price target of $249.19.

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.