IQVIA Holdings Inc. $IQV Shares Purchased by Picton Mahoney Asset Management

Picton Mahoney Asset Management grew its stake in shares of IQVIA Holdings Inc. (NYSE:IQV) by 3,086.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 48,824 shares of the medical research company’s stock after acquiring an additional 47,292 shares during the quarter. Picton Mahoney Asset Management’s holdings in IQVIA were worth $9,275,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of IQV. Artisan Partners Limited Partnership acquired a new position in IQVIA during the second quarter worth approximately $515,772,000. Norges Bank acquired a new stake in shares of IQVIA during the 2nd quarter worth $270,160,000. AQR Capital Management LLC raised its position in shares of IQVIA by 130.2% in the 2nd quarter. AQR Capital Management LLC now owns 1,555,298 shares of the medical research company’s stock worth $245,099,000 after buying an additional 879,701 shares during the period. Laurel Wealth Advisors LLC boosted its holdings in IQVIA by 15,755.2% in the second quarter. Laurel Wealth Advisors LLC now owns 779,598 shares of the medical research company’s stock valued at $122,857,000 after acquiring an additional 774,681 shares during the last quarter. Finally, JPMorgan Chase & Co. grew its position in IQVIA by 22.8% during the second quarter. JPMorgan Chase & Co. now owns 3,126,171 shares of the medical research company’s stock valued at $492,659,000 after acquiring an additional 581,157 shares during the period. 89.62% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

A number of research firms have recently commented on IQV. TD Cowen raised their price objective on IQVIA from $215.00 to $245.00 and gave the stock a “hold” rating in a report on Thursday, January 22nd. BMO Capital Markets set a $250.00 price target on shares of IQVIA in a report on Friday, February 6th. Stifel Nicolaus decreased their price objective on shares of IQVIA from $273.00 to $220.00 and set a “buy” rating for the company in a research note on Friday, February 6th. Wall Street Zen raised shares of IQVIA from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Finally, Morgan Stanley set a $240.00 target price on shares of IQVIA in a report on Wednesday, February 11th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $231.13.

IQVIA Price Performance

Shares of IQV stock opened at $178.13 on Thursday. The firm has a fifty day simple moving average of $209.22 and a 200-day simple moving average of $207.69. The company has a market capitalization of $30.23 billion, a PE ratio of 22.66, a price-to-earnings-growth ratio of 1.68 and a beta of 1.39. IQVIA Holdings Inc. has a twelve month low of $134.65 and a twelve month high of $247.04. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 2.09.

IQVIA (NYSE:IQV) last released its quarterly earnings results on Thursday, February 5th. The medical research company reported $3.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.40 by $0.02. The firm had revenue of $4.36 billion for the quarter, compared to the consensus estimate of $4.24 billion. IQVIA had a net margin of 8.34% and a return on equity of 30.50%. The firm’s quarterly revenue was up 10.3% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.12 EPS. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. Equities research analysts anticipate that IQVIA Holdings Inc. will post 10.84 earnings per share for the current fiscal year.

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.