IQVIA Holdings Inc. $IQV Shares Acquired by Cumberland Partners Ltd

Cumberland Partners Ltd boosted its position in IQVIA Holdings Inc. (NYSE:IQV) by 676.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 12,718 shares of the medical research company’s stock after purchasing an additional 11,081 shares during the period. Cumberland Partners Ltd’s holdings in IQVIA were worth $2,867,000 as of its most recent SEC filing.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in IQVIA by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 19,650,532 shares of the medical research company’s stock valued at $4,429,426,000 after purchasing an additional 159,899 shares during the period. Alliancebernstein L.P. increased its stake in shares of IQVIA by 1.2% in the third quarter. Alliancebernstein L.P. now owns 3,597,572 shares of the medical research company’s stock worth $683,323,000 after acquiring an additional 41,643 shares during the last quarter. Boston Partners acquired a new position in shares of IQVIA in the third quarter worth $676,698,000. Artisan Partners Limited Partnership increased its stake in shares of IQVIA by 4.9% in the third quarter. Artisan Partners Limited Partnership now owns 3,433,957 shares of the medical research company’s stock worth $652,246,000 after acquiring an additional 161,085 shares during the last quarter. Finally, Invesco Ltd. increased its stake in shares of IQVIA by 15.3% in the third quarter. Invesco Ltd. now owns 2,773,984 shares of the medical research company’s stock worth $526,891,000 after acquiring an additional 367,204 shares during the last quarter. 89.62% of the stock is currently owned by institutional investors and hedge funds.

IQVIA Trading Up 0.2%

Shares of NYSE:IQV opened at $168.28 on Friday. The stock has a market capitalization of $28.09 billion, a PE ratio of 20.85, a P/E/G ratio of 1.61 and a beta of 1.18. IQVIA Holdings Inc. has a 1 year low of $134.65 and a 1 year high of $247.04. The firm has a fifty day moving average price of $169.72 and a 200 day moving average price of $197.56. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 2.20.

IQVIA (NYSE:IQV) last issued its quarterly earnings data on Tuesday, May 5th. The medical research company reported $2.90 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.83 by $0.07. The firm had revenue of $4.15 billion during the quarter, compared to analysts’ expectations of $4.10 billion. IQVIA had a net margin of 8.33% and a return on equity of 30.50%. IQVIA’s revenue for the quarter was up 8.4% on a year-over-year basis. During the same period in the prior year, the company posted $2.70 earnings per share. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. Analysts expect that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA declared that its board has authorized a stock repurchase program on Thursday, May 7th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the medical research company to reacquire up to 6.8% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its shares are undervalued.

Analyst Ratings Changes

A number of research firms have recently weighed in on IQV. JPMorgan Chase & Co. dropped their price target on shares of IQVIA from $255.00 to $225.00 and set an “overweight” rating on the stock in a research note on Friday, February 6th. TD Cowen raised shares of IQVIA from a “hold” rating to a “buy” rating and upped their price target for the stock from $174.00 to $213.00 in a research note on Monday, March 9th. Morgan Stanley set a $225.00 price target on shares of IQVIA in a research note on Thursday, May 7th. Jefferies Financial Group dropped their price target on shares of IQVIA from $270.00 to $255.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Finally, BMO Capital Markets set a $250.00 price objective on shares of IQVIA in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Buy” and a consensus target price of $225.69.

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.