Medpace (NASDAQ:MEDP) Issues Quarterly Earnings Results, Beats Estimates By $0.49 EPS

Medpace (NASDAQ:MEDP) issued its quarterly earnings data on Monday. The company reported $4.67 earnings per share for the quarter, topping the consensus estimate of $4.18 by $0.49, FiscalAI reports. The company had revenue of $708.45 million for the quarter, compared to analysts’ expectations of $689.53 million. Medpace had a return on equity of 127.72% and a net margin of 17.83%.The firm’s revenue for the quarter was up 32.0% on a year-over-year basis. During the same period in the previous year, the firm posted $3.67 earnings per share. Medpace updated its FY 2026 guidance to 16.680-17.500 EPS.

Medpace Price Performance

Shares of MEDP opened at $446.05 on Wednesday. The firm has a market capitalization of $12.57 billion, a price-to-earnings ratio of 29.15, a PEG ratio of 1.78 and a beta of 1.42. Medpace has a 1-year low of $250.05 and a 1-year high of $628.92. The company has a 50-day moving average of $575.55 and a 200 day moving average of $539.56.

Analysts Set New Price Targets

Several analysts recently weighed in on MEDP shares. Weiss Ratings restated a “buy (b)” rating on shares of Medpace in a report on Wednesday, January 28th. BMO Capital Markets began coverage on shares of Medpace in a research report on Thursday, November 13th. They set a “market perform” rating and a $600.00 price objective on the stock. Barclays increased their target price on shares of Medpace from $485.00 to $525.00 and gave the company an “underweight” rating in a research note on Monday, December 15th. Truist Financial dropped their price target on shares of Medpace from $555.00 to $539.00 and set a “hold” rating for the company in a research note on Wednesday. Finally, TD Cowen reiterated a “sell” rating on shares of Medpace in a report on Friday, October 24th. Three equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and an average target price of $499.45.

Insider Transactions at Medpace

In other news, VP Susan E. Burwig sold 20,000 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $609.15, for a total transaction of $12,183,000.00. Following the transaction, the vice president directly owned 27,500 shares of the company’s stock, valued at approximately $16,751,625. This trade represents a 42.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO August J. Troendle sold 59,025 shares of the business’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $607.78, for a total value of $35,874,214.50. Following the completion of the sale, the chief executive officer owned 774,602 shares of the company’s stock, valued at $470,787,603.56. The trade was a 7.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 296,880 shares of company stock worth $178,815,404 over the last 90 days. Insiders own 20.30% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in MEDP. Sivia Capital Partners LLC bought a new position in Medpace in the second quarter worth approximately $296,000. M&T Bank Corp increased its holdings in shares of Medpace by 3.4% in the 2nd quarter. M&T Bank Corp now owns 939 shares of the company’s stock valued at $295,000 after acquiring an additional 31 shares during the period. Knollwood Investment Advisory LLC purchased a new stake in shares of Medpace during the 3rd quarter worth $270,000. Harvest Fund Management Co. Ltd bought a new stake in Medpace during the third quarter valued at about $258,000. Finally, Florida Financial Advisors LLC purchased a new position in Medpace in the second quarter valued at about $233,000. Hedge funds and other institutional investors own 77.98% of the company’s stock.

Key Headlines Impacting Medpace

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Q4 beat on revenue and EPS — Medpace reported $708.5M revenue and $4.67 EPS, topping expectations and showing 32% YoY revenue growth; the strong quarter underpins organic demand for CRO services. Medpace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised FY2026 guidance — Medpace set EPS guidance of $16.68–$17.50 and revenue guidance of $2.8B–$2.9B, above consensus, signaling management expects continued top-line growth despite some near-term headwinds. Medpace FY2026 Guidance
• Positive Sentiment: New CRO win — Zelluna selected Medpace as CRO for its ZIMA-101 first-in-human trial, adding client work that supports future service revenue. Zelluna selects Medpace as CRO
• Positive Sentiment: Analyst upgrade — Robert W. Baird upgraded MEDP to Outperform with a $564 PT, signaling increased analyst conviction and potential catalyst for buying interest. Baird upgrades Medpace
• Neutral Sentiment: Investor materials and call transparency — Earnings call transcript and slide deck are available for details on bookings, backlog and margin drivers; useful for modeling but not immediate catalysts. Earnings call transcript
• Negative Sentiment: Backlog normalization and trial timing drove the selloff — Despite the beat, investors reacted to management commentary about backlog growth slowing and timing shifts in metabolic trials, which compress near-term revenue visibility and prompted a roughly 5% intraday drop. Medpace shares tumble despite Q4 beat

About Medpace

Medpace Holdings, Inc (NASDAQ: MEDP) is a global contract research organization (CRO) that provides comprehensive clinical development services to biotechnology, pharmaceutical and medical device companies. The company supports clinical trials across all phases (I–IV), offering end-to-end solutions designed to streamline the development process and accelerate the delivery of new therapies to market.

Medpace’s core service offerings include clinical pharmacology, regulatory affairs consulting, project management, central laboratory services, imaging, data management and biostatistics, pharmacovigilance and medical writing.