12,002 IQVIA Holdings Inc. $IQV Shares Sold by Curated Wealth Partners LLC

Curated Wealth Partners LLC decreased its stake in IQVIA Holdings Inc. (NYSE:IQV) by 87.6% in the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 1,706 shares of the medical research company’s stock after selling 12,002 shares during the quarter. Curated Wealth Partners LLC’s holdings in IQVIA were worth $459,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the stock. Apella Capital LLC raised its holdings in IQVIA by 4.7% during the 3rd quarter. Apella Capital LLC now owns 1,235 shares of the medical research company’s stock worth $319,000 after buying an additional 55 shares during the period. Breakwater Capital Group lifted its stake in IQVIA by 3.2% during the second quarter. Breakwater Capital Group now owns 2,073 shares of the medical research company’s stock valued at $401,000 after buying an additional 64 shares in the last quarter. Fortitude Family Office LLC boosted its holdings in shares of IQVIA by 17.2% in the third quarter. Fortitude Family Office LLC now owns 443 shares of the medical research company’s stock worth $119,000 after buying an additional 65 shares during the period. First Growth Capital LLC boosted its holdings in shares of IQVIA by 3.2% in the first quarter. First Growth Capital LLC now owns 2,173 shares of the medical research company’s stock worth $375,000 after buying an additional 68 shares during the period. Finally, Chicago Partners Investment Group LLC increased its position in shares of IQVIA by 1.5% in the first quarter. Chicago Partners Investment Group LLC now owns 4,635 shares of the medical research company’s stock worth $812,000 after acquiring an additional 70 shares in the last quarter. Hedge funds and other institutional investors own 89.62% of the company’s stock.

IQVIA Price Performance

IQV opened at $267.00 on Friday. The stock has a fifty day moving average price of $260.76 and a 200 day moving average price of $212.85. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 2.18. IQVIA Holdings Inc. has a 1 year low of $154.50 and a 1 year high of $277.40. The stock has a market cap of $43.95 billion, a price-to-earnings ratio of 33.13, a PEG ratio of 2.35 and a beta of 1.17.

IQVIA (NYSE:IQV) last issued its earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share for the quarter, topping the consensus estimate of $3.03 by $0.12. IQVIA had a return on equity of 30.25% and a net margin of 8.10%. The company 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 firm posted $2.81 EPS. The business’s revenue was up 8.7% compared to the same quarter last year. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. Analysts forecast that IQVIA Holdings Inc. will post 11.56 EPS for the current fiscal year.

Insider Transactions at IQVIA

In other IQVIA news, insider James G. Berkshire sold 2,668 shares of IQVIA stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $261.33, for a total value of $697,228.44. Following the completion of the sale, the insider directly owned 10,890 shares in the company, valued at $2,845,883.70. The trade was a 19.68% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Keriann Cherofsky sold 558 shares of the business’s stock in a transaction that occurred 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 sale, the insider directly owned 2,989 shares of the company’s stock, valued at $732,932.69. This represents a 15.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 15,581 shares of company stock valued at $3,796,021 in the last ninety days. 1.70% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

IQV has been the topic of a number of recent analyst reports. Barclays boosted their price target on shares of IQVIA from $275.00 to $300.00 and gave the company an “overweight” rating in a report on Wednesday, October 7th. Morgan Stanley upped their price target on shares of IQVIA from $240.00 to $270.00 and gave the company an “equal weight” rating in a research report on Thursday, September 17th. JPMorgan Chase & Co. raised their price objective on shares of IQVIA from $225.00 to $285.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Wall Street Zen upgraded shares of IQVIA from a “hold” rating to a “buy” rating in a research report on Saturday, September 12th. Finally, BMO Capital Markets lifted their price objective on shares of IQVIA from $210.00 to $270.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, IQVIA currently has an average rating of “Moderate Buy” and an average price target of $276.00.

IQVIA Profile

IQVIA Holdings Inc (NYSE: IQV) is a global provider of technology, analytics and contract research services for the life sciences industry. The company helps pharmaceutical, biotechnology and medical device organizations develop products, manage clinical trials, understand healthcare markets and improve commercial performance.

IQVIA’s offerings include clinical research and trial management, real-world data and evidence, healthcare analytics, technology platforms, consulting, and commercial services such as sales support and patient engagement.