PDT Partners LLC Invests $3.37 Million in Medpace Holdings, Inc. $MEDP

PDT Partners LLC acquired a new stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 6,355 shares of the company’s stock, valued at approximately $3,366,000.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MEDP. BOKF NA increased its holdings in shares of Medpace by 0.8% in the third quarter. BOKF NA now owns 2,542 shares of the company’s stock valued at $1,307,000 after purchasing an additional 20 shares during the period. Valeo Financial Advisors LLC lifted its holdings in shares of Medpace by 5.0% during the fourth quarter. Valeo Financial Advisors LLC now owns 444 shares of the company’s stock worth $249,000 after purchasing an additional 21 shares during the period. UMB Bank n.a. boosted its position in Medpace by 5.6% in the fourth quarter. UMB Bank n.a. now owns 450 shares of the company’s stock valued at $253,000 after buying an additional 24 shares during the last quarter. Schulhoff & Co. Inc. increased its holdings in Medpace by 1.1% in the 4th quarter. Schulhoff & Co. Inc. now owns 2,202 shares of the company’s stock worth $1,237,000 after buying an additional 25 shares during the period. Finally, Balefire LLC lifted its stake in Medpace by 6.1% during the 1st quarter. Balefire LLC now owns 451 shares of the company’s stock valued at $217,000 after acquiring an additional 26 shares during the period. Hedge funds and other institutional investors own 77.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on the stock. Weiss Ratings raised shares of Medpace from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 12th. Mizuho upped their price target on shares of Medpace from $586.00 to $665.00 and gave the company an “outperform” rating in a report on Friday, July 24th. Truist Financial lifted their price objective on Medpace from $462.00 to $609.00 and gave the company a “hold” rating in a research note on Friday, July 24th. BMO Capital Markets boosted their price objective on Medpace from $400.00 to $600.00 and gave the company a “market perform” rating in a report on Friday, July 24th. Finally, Royal Bank Of Canada raised their target price on Medpace from $484.00 to $692.00 and gave the stock an “outperform” rating in a report on Friday, July 24th. Three analysts have rated the stock with a Buy rating and ten have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $584.18.

Key Headlines Impacting Medpace

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Medpace remains near a potential technical buy point of $628.92 after its July advance. The stock is trading well above its 50-day and 200-day moving averages, indicating sustained momentum. Medpace Stock Hovers Near Entry, Offers Second Chance After July Spike
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: adjusted earnings were $4.25 per share versus the $3.98 consensus estimate, while revenue rose 17.2% year over year to $707.33 million, surpassing forecasts. Fiscal 2026 EPS guidance remains $17.25 to $17.95.
• Positive Sentiment: Institutional investors and hedge funds own approximately 78% of Medpace, and several investment firms have recently increased their positions. Some analysts have also raised price targets, including RBC’s $692 target and Mizuho’s $665 target.
• Neutral Sentiment: Value-focused investors are comparing Medpace with Concentra Group, but the available report does not establish a clear valuation advantage for MEDP. The stock trades at roughly 36 times earnings, with a PEG ratio above 2.7, suggesting investors are already paying a premium for growth. CON vs. MEDP: Which Stock Should Value Investors Buy Now?
• Neutral Sentiment: Reported short interest was zero shares, producing a zero-day days-to-cover ratio. This provides no meaningful evidence of short-covering demand or downside pressure.
• Negative Sentiment: Several executives have recently sold shares near $620–$625. CEO August Troendle sold 15,978 shares in two transactions worth approximately $9.97 million, while CFO Kevin Brady sold 3,400 shares valued at about $2.13 million. Although both executives retain shares, the concentration of insider selling could weigh on sentiment. Medpace CEO August Troendle Sells 1,983 Shares
• Negative Sentiment: Analyst opinion remains cautious overall: the consensus rating is “Hold,” and the average price target of $584.18 is below recent trading levels. This may make additional upside more difficult without another earnings or guidance catalyst.

Insider Transactions at Medpace

In related news, Director Brian T. Carley sold 5,000 shares of the business’s stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $608.63, for a total value of $3,043,150.00. Following the completion of the sale, the director owned 27,825 shares of the company’s stock, valued at approximately $16,935,129.75. The trade was a 15.23% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Fred B. Davenport, Jr. sold 7,283 shares of the company’s stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $606.15, for a total transaction of $4,414,590.45. Following the transaction, the director owned 3,798 shares of the company’s stock, valued at $2,302,157.70. This represents a 65.73% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 125,290 shares of company stock worth $76,466,988 in the last ninety days. Company insiders own 20.50% of the company’s stock.

Medpace Stock Up 0.8%

Shares of Medpace stock opened at $619.05 on Thursday. Medpace Holdings, Inc. has a twelve month low of $373.00 and a twelve month high of $677.90. The business has a 50-day moving average price of $559.49 and a 200 day moving average price of $493.31. The firm has a market cap of $17.28 billion, a PE ratio of 36.29, a P/E/G ratio of 2.74 and a beta of 1.15.

Medpace (NASDAQ:MEDP) last issued its quarterly earnings results on Wednesday, July 22nd. The company reported $4.25 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.98 by $0.27. The company had revenue of $707.33 million for the quarter, compared to the consensus estimate of $689.51 million. Medpace had a return on equity of 110.15% and a net margin of 17.67%.Medpace’s revenue for the quarter was up 17.2% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.10 earnings per share. Medpace has set its FY 2026 guidance at 17.250-17.950 EPS. On average, sell-side analysts expect that Medpace Holdings, Inc. will post 17.54 EPS for the current year.

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.