Global Retirement Partners LLC Purchases New Holdings in IQVIA Holdings Inc. $IQV

Global Retirement Partners LLC bought a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor bought 7,179 shares of the medical research company’s stock, valued at approximately $1,387,000.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Bank of New York Mellon Corp acquired a new position in IQVIA during the second quarter valued at approximately $180,296,000. Focus Partners Advisor Solutions LLC acquired a new stake in shares of IQVIA in the 2nd quarter valued at $976,000. State of Wyoming bought a new stake in shares of IQVIA during the 2nd quarter worth $154,000. Kelleher Financial Advisors acquired a new stake in IQVIA in the second quarter valued at about $290,000. Finally, One Wealth Advisors LLC bought a new position in IQVIA in the second quarter valued at about $269,000. Institutional investors own 89.62% of the company’s stock.

IQVIA Trading Up 1.9%

NYSE IQV opened at $241.09 on Tuesday. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 2.18. The business has a fifty day simple moving average of $207.80 and a 200 day simple moving average of $186.72. IQVIA Holdings Inc. has a 12 month low of $154.50 and a 12 month high of $251.36. The firm has a market capitalization of $39.68 billion, a P/E ratio of 29.91, a PEG ratio of 2.01 and a beta of 1.18.

IQVIA (NYSE:IQV) last posted its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $3.03 by $0.12. The firm had revenue of $4.37 billion for the quarter, compared to the consensus estimate of $4.30 billion. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The business’s revenue for the quarter was up 8.7% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.81 EPS. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. On average, analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA announced that its board has initiated a stock repurchase plan on Thursday, May 7th that allows the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the medical research company to buy up to 6.8% of its shares through open market purchases. Shares repurchase plans are typically an indication that the company’s leadership believes its stock is undervalued.

Insider Activity

In other IQVIA news, insider Bhavik Patel sold 1,855 shares of IQVIA stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $235.27, for a total transaction of $436,425.85. Following the transaction, the insider owned 1,348 shares of the company’s stock, valued at $317,143.96. This trade represents a 57.91% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Eric Sherbet sold 5,000 shares of IQVIA stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total value of $1,245,800.00. Following the sale, the insider owned 20,999 shares in the company, valued at $5,232,110.84. The trade was a 19.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 12,913 shares of company stock worth $3,098,793. Corporate insiders own 1.70% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have issued reports on IQV shares. Wall Street Zen raised IQVIA from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. HSBC reaffirmed a “buy” rating and issued a $240.00 price objective on shares of IQVIA in a research note on Monday, July 6th. Morgan Stanley reissued an “equal weight” rating and set a $200.00 target price (down from $225.00) on shares of IQVIA in a report on Wednesday, June 17th. Robert W. Baird raised their target price on IQVIA from $252.00 to $287.00 and gave the stock an “outperform” rating in a research report on Wednesday, July 29th. Finally, Mizuho lifted 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. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $241.88.

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.