Edmond DE Rothschild Holding S.A. Takes Position in IQVIA Holdings Inc. $IQV

Edmond DE Rothschild Holding S.A. purchased a new stake in IQVIA Holdings Inc. (NYSE:IQV) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 411,578 shares of the medical research company’s stock, valued at approximately $79,525,000. IQVIA makes up 1.0% of Edmond DE Rothschild Holding S.A.’s holdings, making the stock its 22nd biggest holding.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IQV. Financial Freedom LLC acquired a new stake in IQVIA in the first quarter valued at $25,000. Ascentis Independent Advisors acquired a new position in shares of IQVIA during the 1st quarter worth $25,000. International Assets Investment Management LLC acquired a new position in shares of IQVIA during the 4th quarter worth $27,000. Gilpin Wealth Management LLC purchased a new position in shares of IQVIA in the 4th quarter valued at about $27,000. Finally, CrossGen Wealth LLC acquired a new stake in shares of IQVIA in the fourth quarter valued at about $28,000. Institutional investors and hedge funds own 89.62% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on IQV. Barclays reissued an “overweight” rating on shares of IQVIA in a report on Tuesday, July 28th. Morgan Stanley reiterated an “equal weight” rating and set a $200.00 price target (down from $225.00) on shares of IQVIA in a research report on Wednesday, June 17th. Stifel Nicolaus upped their price target on IQVIA from $220.00 to $276.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. William Blair raised IQVIA to a “strong-buy” rating in a research note on Tuesday, July 28th. Finally, Wall Street Zen raised IQVIA from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. One analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $241.88.

Insider Buying and Selling

In other IQVIA news, insider Keriann Cherofsky sold 558 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $245.21, for a total transaction of $136,827.18. Following the completion of the transaction, the insider owned 2,989 shares of the company’s stock, valued at approximately $732,932.69. This trade represents a 15.73% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, insider Eric Sherbet sold 5,000 shares of the business’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total value of $1,245,800.00. Following the completion of the transaction, the insider directly owned 20,999 shares of the company’s stock, valued at approximately $5,232,110.84. This trade represents a 19.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold a total of 12,913 shares of company stock worth $3,098,793 in the last 90 days. Corporate insiders own 1.70% of the company’s stock.

IQVIA Stock Performance

Shares of IQV opened at $249.62 on Thursday. IQVIA Holdings Inc. has a 12-month low of $154.50 and a 12-month high of $251.36. The stock has a market cap of $41.09 billion, a P/E ratio of 30.97, a PEG ratio of 2.04 and a beta of 1.18. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 2.18. The company has a 50-day moving average of $210.23 and a two-hundred day moving average of $186.82.

IQVIA (NYSE:IQV) last released its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 EPS for the quarter, beating the consensus estimate of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The business had revenue of $4.37 billion for the quarter, compared to analyst estimates of $4.30 billion. During the same period in the prior year, the business earned $2.81 earnings per share. The company’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 predict that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

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

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.