United Capital Financial Advisors LLC Takes Position in IQVIA Holdings Inc. $IQV

United Capital Financial Advisors LLC purchased a new position in shares of IQVIA Holdings Inc. (NYSE:IQV) in the second quarter, Holdings Channel.com reports. The institutional investor purchased 8,108 shares of the medical research company’s stock, valued at approximately $1,567,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of IQV. BlackRock Inc. acquired a new stake in shares of IQVIA in the second quarter valued at approximately $2,811,292,000. Geode Capital Management LLC grew its stake in IQVIA by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 4,374,971 shares of the medical research company’s stock valued at $982,272,000 after buying an additional 24,453 shares during the last quarter. Boston Partners raised its holdings in IQVIA by 14.9% in the 4th quarter. Boston Partners now owns 4,087,380 shares of the medical research company’s stock valued at $923,276,000 after acquiring an additional 530,672 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of IQVIA by 16.2% during the fourth quarter. JPMorgan Chase & Co. now owns 3,799,600 shares of the medical research company’s stock worth $856,468,000 after acquiring an additional 528,753 shares during the period. Finally, Invesco Ltd. boosted its stake in IQVIA by 15.3% in the 3rd quarter. Invesco Ltd. now owns 2,773,984 shares of the medical research company’s stock valued at $526,891,000 after purchasing an additional 367,204 shares during the period. Institutional investors own 89.62% of the company’s stock.

IQVIA Trading Down 0.7%

Shares of IQV opened at $260.48 on Friday. 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 Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $265.25. The firm has a market cap of $42.88 billion, a price-to-earnings ratio of 32.32, a PEG ratio of 2.24 and a beta of 1.18. The business’s fifty day moving average is $222.14 and its 200-day moving average is $189.62.

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

IQVIA declared that its Board of Directors has initiated a share repurchase plan on Thursday, May 7th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the medical research company to buy up to 6.8% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

Insider Activity at IQVIA

In related news, insider Bhavik Patel sold 1,855 shares of the business’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $235.27, for a total transaction of $436,425.85. Following the sale, the insider owned 1,348 shares in the company, valued at $317,143.96. The trade was a 57.91% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider Eric Sherbet sold 5,000 shares of the company’s stock in a transaction dated 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 completion of the transaction, the insider directly owned 20,999 shares of the company’s stock, valued at approximately $5,232,110.84. The trade was a 19.23% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 12,913 shares of company stock valued at $3,098,793. Company insiders own 1.70% of the company’s stock.

Analyst Ratings Changes

Several research firms have weighed in on IQV. JPMorgan Chase & Co. increased their price objective on IQVIA from $225.00 to $285.00 and gave the stock an “overweight” rating in a research report on Wednesday, July 29th. BMO Capital Markets upped their price target on shares of IQVIA from $210.00 to $270.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. William Blair raised shares of IQVIA to a “strong-buy” rating in a report on Tuesday, July 28th. Wall Street Zen cut shares of IQVIA from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Stifel Nicolaus lifted their price target on shares of IQVIA from $220.00 to $276.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat.com, IQVIA has an average rating of “Moderate Buy” and an average target price of $241.88.

About IQVIA

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.