IQVIA (NYSE:IQV – Free Report) had its target price hoisted by Stifel Nicolaus from $220.00 to $276.00 in a research note issued to investors on Wednesday morning,Benzinga reports. Stifel Nicolaus currently has a buy rating on the medical research company’s stock.
Several other equities analysts have also issued reports on the stock. Robert W. Baird boosted their target price on shares of IQVIA from $252.00 to $287.00 and gave the company an “outperform” rating in a report on Wednesday. Mizuho increased their target price on IQVIA from $215.00 to $230.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. BMO Capital Markets raised their price objective on IQVIA from $210.00 to $270.00 and gave the company an “outperform” rating in a research note on Wednesday. Morgan Stanley reiterated an “equal weight” rating and issued a $200.00 target price (down from $225.00) on shares of IQVIA in a research note on Wednesday, June 17th. Finally, HSBC reiterated a “buy” rating and set a $240.00 price target on shares of IQVIA in a report on Monday, July 6th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $241.88.
Read Our Latest Stock Report on IQV
IQVIA Price Performance
IQVIA (NYSE:IQV – Get Free Report) last released its quarterly 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 analysts’ expectations of $4.30 billion. During the same period in the previous year, the business posted $2.81 earnings per share. The business’s quarterly 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 anticipate that IQVIA will post 11.6 earnings per share for the current fiscal year.
IQVIA declared that its board has approved a stock buyback program on Thursday, May 7th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares repurchase programs are often an indication that the company’s management believes its shares are undervalued.
Insider Buying and Selling
In other IQVIA news, insider Keriann Cherofsky sold 558 shares of IQVIA stock in a transaction dated 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 $732,932.69. The trade was a 15.73% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider Eric Sherbet sold 5,000 shares of the stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the completion of the sale, the insider owned 20,999 shares in the company, valued at $5,232,110.84. This represents a 19.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.70% of the stock is currently owned by insiders.
Institutional Investors Weigh In On IQVIA
Institutional investors have recently made changes to their positions in the business. Boston Partners purchased a new stake in IQVIA during the 3rd quarter valued at $676,698,000. Norges Bank purchased a new stake in shares of IQVIA during the fourth quarter worth about $497,445,000. Victory Capital Management Inc. grew its stake in shares of IQVIA by 2,628.1% in the fourth quarter. Victory Capital Management Inc. now owns 1,675,479 shares of the medical research company’s stock worth $377,670,000 after purchasing an additional 1,614,063 shares during the last quarter. Orbis Allan Gray Ltd increased its holdings in IQVIA by 96.5% during the 4th quarter. Orbis Allan Gray Ltd now owns 1,901,091 shares of the medical research company’s stock valued at $428,525,000 after purchasing an additional 933,554 shares during the period. Finally, AQR Capital Management LLC raised its position in IQVIA by 130.2% during the 2nd quarter. AQR Capital Management LLC now owns 1,555,298 shares of the medical research company’s stock valued at $245,099,000 after purchasing an additional 879,701 shares during the last quarter. Hedge funds and other institutional investors own 89.62% of the company’s stock.
IQVIA News Summary
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 Company 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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