Glenmede Trust Co. NA boosted its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 6.7% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 213,118 shares of the medical research company’s stock after purchasing an additional 13,468 shares during the period. Glenmede Trust Co. NA’s holdings in IQVIA were worth $36,345,000 at the end of the most recent quarter.
Other hedge funds have also recently added to or reduced their stakes in the company. Ameliora Wealth Management Ltd. acquired a new position in shares of IQVIA during the fourth quarter worth $25,000. International Assets Investment Management LLC acquired a new stake in shares of IQVIA during the 4th quarter valued at $27,000. Gilpin Wealth Management LLC bought a new stake in IQVIA during the 4th quarter worth $27,000. CrossGen Wealth LLC acquired a new position in IQVIA in the 4th quarter worth about $28,000. Finally, Activest Wealth Management raised its position in IQVIA by 590.0% in the fourth quarter. Activest Wealth Management now owns 138 shares of the medical research company’s stock valued at $31,000 after purchasing an additional 118 shares during the last quarter. Institutional investors and hedge funds own 89.62% of the company’s stock.
Wall Street Analyst Weigh In
IQV has been the topic of a number of recent research reports. Mizuho lifted their price target on IQVIA from $215.00 to $230.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. Barclays reiterated an “overweight” rating on shares of IQVIA in a report on Tuesday. JPMorgan Chase & Co. lifted their target price on shares of IQVIA from $225.00 to $285.00 and gave the stock an “overweight” rating in a research report on Wednesday. William Blair raised shares of IQVIA to a “strong-buy” rating in a report on Tuesday. Finally, Deutsche Bank Aktiengesellschaft set a $240.00 price target on shares of IQVIA in a research report on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $241.88.
Insider Activity
In related news, insider Keriann Cherofsky sold 558 shares of the firm’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 owned 2,989 shares of the company’s stock, valued at $732,932.69. This trade represents a 15.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider Eric Sherbet sold 5,000 shares of the business’s stock in a transaction that occurred on Wednesday, July 29th. The shares were 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 in the company, valued at approximately $5,232,110.84. This trade represents a 19.23% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.70% of the company’s stock.
IQVIA News Roundup
Here are the key news stories impacting IQVIA this week:
- Positive Sentiment: William Blair upgraded IQVIA to “strong buy,” adding to the favorable analyst outlook. Ticker Report article
- Positive Sentiment: Robert W. Baird raised its IQVIA price target to $287, implying substantial upside from the cited trading level. JPMorgan and Stifel Nicolaus also expressed expectations for further appreciation. American Banking News article on Baird price target American Banking News article on JPMorgan forecast American Banking News article on Stifel outlook
- Positive Sentiment: IQVIA’s second-quarter results exceeded expectations, with adjusted earnings of $3.15 per share versus the $3.03 consensus and revenue of $4.37 billion versus $4.30 billion expected. Revenue increased 8.7% year over year, reinforcing the company’s growth profile. IQVIA Q2 2026 earnings call summary
- Neutral Sentiment: Analysts maintain a “moderate buy” consensus, indicating generally favorable sentiment but not unanimous conviction. IQVIA analyst consensus article
- Negative Sentiment: Two insiders sold shares on July 29: Keriann Cherofsky sold 558 shares for approximately $136,827, while Eric Sherbet sold 5,000 shares for about $1.25 million. Although both retain meaningful holdings, the transactions may create short-term investor concern. SEC insider sale filing for Keriann Cherofsky SEC insider sale filing for Eric Sherbet
IQVIA Stock Down 1.1%
IQVIA stock opened at $235.09 on Friday. The firm has a market cap of $38.70 billion, a price-to-earnings ratio of 29.17, a PEG ratio of 2.01 and a beta of 1.20. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $251.36. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.75 and a current ratio of 0.71. The firm has a 50 day moving average price of $194.75 and a two-hundred day moving average price of $187.20.
IQVIA (NYSE:IQV – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 EPS for the quarter, beating analysts’ consensus estimates of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. 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 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. Equities analysts predict that IQVIA Holdings Inc. will post 11.6 EPS for the current year.
IQVIA declared that its Board of Directors has initiated a stock buyback program on Thursday, May 7th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares buyback programs are typically an indication that the company’s leadership 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.
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