Healthcare of Ontario Pension Plan Trust Fund Raises Stock Position in IQVIA Holdings Inc. $IQV

Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV) by 58.3% in the first quarter, HoldingsChannel reports. The firm owned 10,656 shares of the medical research company’s stock after buying an additional 3,924 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in IQVIA were worth $1,817,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Apella Capital LLC lifted its holdings in shares of IQVIA by 5.1% in the 1st quarter. Apella Capital LLC now owns 1,196 shares of the medical research company’s stock valued at $211,000 after buying an additional 58 shares during the period. Quadrant Capital Group LLC grew its holdings in IQVIA by 1.3% during the fourth quarter. Quadrant Capital Group LLC now owns 4,792 shares of the medical research company’s stock worth $1,080,000 after acquiring an additional 60 shares during the period. Brookstone Capital Management raised its position in IQVIA by 2.2% during the fourth quarter. Brookstone Capital Management now owns 2,931 shares of the medical research company’s stock valued at $661,000 after acquiring an additional 63 shares in the last quarter. Private Advisor Group LLC lifted its holdings in IQVIA by 1.0% in the third quarter. Private Advisor Group LLC now owns 6,122 shares of the medical research company’s stock valued at $1,163,000 after acquiring an additional 63 shares during the period. Finally, Keybank National Association OH lifted its holdings in IQVIA by 0.7% in the fourth quarter. Keybank National Association OH now owns 9,103 shares of the medical research company’s stock valued at $2,052,000 after acquiring an additional 67 shares during the period. 89.62% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting IQVIA

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

Insider Buying and Selling at IQVIA

In related news, insider Eric Sherbet sold 5,000 shares of the company’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the completion of the transaction, the insider owned 20,999 shares in the company, valued at $5,232,110.84. This represents a 19.23% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Keriann Cherofsky sold 558 shares of the firm’s stock in a transaction dated Wednesday, July 29th. The shares were sold at an average price of $245.21, for a total transaction of $136,827.18. Following the completion of the transaction, the insider directly owned 2,989 shares in the company, valued at $732,932.69. This represents a 15.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Company insiders own 1.70% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have recently commented on the stock. William Blair raised shares of IQVIA to a “strong-buy” rating in a research note on Tuesday. Evercore reiterated an “outperform” rating and issued a $185.00 target price on shares of IQVIA in a research note on Wednesday, April 8th. Weiss Ratings raised shares of IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft set a $240.00 price target on shares of IQVIA in a research report on Thursday, July 9th. Finally, BMO Capital Markets lifted their price objective on shares of IQVIA from $210.00 to $270.00 and gave the company an “outperform” rating in a report on Wednesday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $241.88.

IQVIA Trading Down 1.1%

Shares of IQV stock opened at $235.09 on Friday. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.71 and a quick ratio of 0.75. The company 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. The stock has a 50 day simple moving average of $194.75 and a 200-day simple moving average of $187.20. IQVIA Holdings Inc. has a 1-year low of $154.50 and a 1-year high of $251.36.

IQVIA (NYSE:IQV) last released its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.03 by $0.12. The firm had revenue of $4.37 billion for the quarter, compared to analysts’ expectations of $4.30 billion. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The firm’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same quarter last year, the company earned $2.81 EPS. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. On average, equities research analysts expect that IQVIA Holdings Inc. will post 11.6 EPS for the current fiscal year.

IQVIA declared that its Board of Directors has approved a share repurchase plan on Thursday, May 7th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the medical research company to buy up to 6.8% of its shares through open market purchases. Shares buyback plans are usually 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.