Wellington Management Group LLP Has $7.71 Million Stock Holdings in IQVIA Holdings Inc. $IQV

Wellington Management Group LLP lowered its stake in shares of IQVIA Holdings Inc. (NYSE:IQV) by 45.2% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 39,928 shares of the medical research company’s stock after selling 32,946 shares during the period. Wellington Management Group LLP’s holdings in IQVIA were worth $7,715,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in IQVIA by 244.4% during the fourth quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock worth $703,000 after buying an additional 2,537 shares during the last quarter. Empowered Funds LLC boosted its position in shares of IQVIA by 102.1% during the first quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock valued at $1,715,000 after buying an additional 4,915 shares during the last quarter. Sivia Capital Partners LLC bought a new stake in shares of IQVIA in the 2nd quarter worth $514,000. First Trust Advisors LP grew its position in IQVIA by 14.8% in the 2nd quarter. First Trust Advisors LP now owns 92,015 shares of the medical research company’s stock worth $14,501,000 after purchasing an additional 11,845 shares in the last quarter. Finally, NewEdge Advisors LLC increased its position in shares of IQVIA by 5.4% during the second quarter. NewEdge Advisors LLC now owns 22,731 shares of the medical research company’s stock valued at $3,582,000 after acquiring an additional 1,155 shares during the last quarter. 89.62% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have weighed in on IQV shares. Wall Street Zen cut IQVIA from a “buy” rating to a “hold” rating in a research report on Saturday, August 29th. Barclays reaffirmed an “overweight” rating on shares of IQVIA in a research report on Tuesday, July 28th. Mizuho lifted their target price on IQVIA from $215.00 to $230.00 and gave the stock an “outperform” rating in a research note on Monday, July 13th. HSBC restated a “buy” rating and set a $240.00 price target on shares of IQVIA in a research report on Monday, July 6th. Finally, Morgan Stanley restated an “equal weight” rating and set a $200.00 price objective (down from $225.00) on shares of IQVIA in a report on Wednesday, June 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, IQVIA has an average rating of “Moderate Buy” and a consensus price target of $243.62.

Insiders Place Their Bets

In related news, insider Keriann Cherofsky sold 558 shares of the business’s stock in a transaction 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 sale, the insider directly owned 2,989 shares in the company, valued at approximately $732,932.69. The trade was a 15.73% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider W. Richard Staub sold 5,500 shares of the firm’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $232.68, for a total value of $1,279,740.00. Following the completion of the transaction, the insider owned 13,312 shares of the company’s stock, valued at approximately $3,097,436.16. This represents a 29.24% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 15,581 shares of company stock worth $3,796,021 in the last three months. Insiders own 1.70% of the company’s stock.

IQVIA Trading Down 3.1%

Shares of IQV opened at $259.49 on Wednesday. IQVIA Holdings Inc. has a fifty-two week low of $154.50 and a fifty-two week high of $271.80. The business has a 50-day moving average of $233.34 and a 200 day moving average of $194.19. The firm has a market cap of $42.71 billion, a P/E ratio of 32.19, a price-to-earnings-growth ratio of 2.29 and a beta of 1.18. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.71 and a current ratio of 0.71.

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 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 firm had revenue of $4.37 billion during the quarter, compared to analyst estimates of $4.30 billion. During the same quarter last year, the business earned $2.81 earnings per share. 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. As a group, research analysts forecast that IQVIA Holdings Inc. will post 11.57 EPS for the current year.

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.