IQVIA Holdings Inc. $IQV Shares Acquired by Modera Wealth Management LLC

Modera Wealth Management LLC increased its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV) by 42.1% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 14,314 shares of the medical research company’s stock after acquiring an additional 4,242 shares during the quarter. Modera Wealth Management LLC’s holdings in IQVIA were worth $2,719,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of IQV. Asset Dedication LLC boosted its holdings in shares of IQVIA by 224.0% during the 2nd quarter. Asset Dedication LLC now owns 243 shares of the medical research company’s stock worth $38,000 after purchasing an additional 168 shares during the last quarter. Trust Co. of Toledo NA OH acquired a new position in IQVIA during the second quarter worth $39,000. J.Safra Asset Management Corp grew its holdings in IQVIA by 208.6% in the 2nd quarter. J.Safra Asset Management Corp now owns 250 shares of the medical research company’s stock valued at $39,000 after buying an additional 169 shares in the last quarter. Rothschild Investment LLC increased its stake in shares of IQVIA by 85.5% in the 2nd quarter. Rothschild Investment LLC now owns 269 shares of the medical research company’s stock worth $42,000 after acquiring an additional 124 shares during the last quarter. Finally, Root Financial Partners LLC purchased a new position in shares of IQVIA during the 3rd quarter worth $43,000. Institutional investors and hedge funds own 89.62% of the company’s stock.

Analyst Ratings Changes

IQV has been the subject of several recent analyst reports. Evercore ISI raised their price objective on shares of IQVIA from $220.00 to $240.00 and gave the stock an “outperform” rating in a research report on Wednesday, October 8th. UBS Group lifted their price target on shares of IQVIA from $250.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday, January 8th. Morgan Stanley raised their target price on IQVIA from $250.00 to $265.00 and gave the stock an “overweight” rating in a research note on Monday, December 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of IQVIA in a research note on Thursday. Finally, Truist Financial increased their price target on IQVIA from $265.00 to $290.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and five have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $251.06.

Insider Buying and Selling

In other IQVIA news, insider Eric Sherbet sold 4,000 shares of the company’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $219.70, for a total transaction of $878,800.00. Following the sale, the insider owned 27,108 shares in the company, valued at $5,955,627.60. This represents a 12.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 1.60% of the stock is owned by insiders.

IQVIA Trading Down 1.6%

Shares of IQV stock opened at $235.20 on Friday. IQVIA Holdings Inc. has a fifty-two week low of $134.65 and a fifty-two week high of $247.04. The company has a 50 day moving average price of $229.10 and a 200 day moving average price of $205.90. The stock has a market capitalization of $40.05 billion, a P/E ratio of 32.26, a price-to-earnings-growth ratio of 2.39 and a beta of 1.36. The company has a debt-to-equity ratio of 2.03, a quick ratio of 0.70 and a current ratio of 0.70.

IQVIA (NYSE:IQV) last issued its quarterly earnings results on Tuesday, October 28th. The medical research company reported $3.00 EPS for the quarter, beating the consensus estimate of $2.98 by $0.02. IQVIA had a net margin of 8.07% and a return on equity of 30.70%. The company had revenue of $4.10 billion during the quarter, compared to analysts’ expectations of $4.07 billion. During the same quarter last year, the company posted $2.84 EPS. The firm’s revenue was up 5.2% compared to the same quarter last year. IQVIA has set its FY 2025 guidance at 11.850-11.950 EPS. Equities research analysts predict that IQVIA Holdings Inc. will post 10.84 EPS for the current fiscal year.

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.