IQVIA Holdings Inc. $IQV Shares Acquired by Thematics Asset Management

Thematics Asset Management increased its stake in shares of IQVIA Holdings Inc. (NYSE:IQV) by 26.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 19,631 shares of the medical research company’s stock after acquiring an additional 4,122 shares during the quarter. Thematics Asset Management’s holdings in IQVIA were worth $3,729,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IQV. Boston Partners purchased a new position in shares of IQVIA during the third quarter worth about $676,698,000. Alliancebernstein L.P. boosted its position in shares of IQVIA by 0.6% in the 2nd quarter. Alliancebernstein L.P. now owns 3,555,929 shares of the medical research company’s stock valued at $560,379,000 after purchasing an additional 19,573 shares during the period. Artisan Partners Limited Partnership grew its stake in IQVIA by 4.9% during the 3rd quarter. Artisan Partners Limited Partnership now owns 3,433,957 shares of the medical research company’s stock worth $652,246,000 after buying an additional 161,085 shares during the last quarter. JPMorgan Chase & Co. grew its stake in IQVIA by 22.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,126,171 shares of the medical research company’s stock worth $492,659,000 after buying an additional 581,157 shares during the last quarter. Finally, Invesco Ltd. increased its position in IQVIA by 15.3% during the third quarter. Invesco Ltd. now owns 2,773,984 shares of the medical research company’s stock worth $526,891,000 after buying an additional 367,204 shares during the period. 89.62% of the stock is owned by hedge funds and other institutional investors.

IQVIA Stock Up 1.1%

Shares of NYSE:IQV opened at $164.78 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 quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.09. The firm’s 50-day simple moving average is $201.58 and its 200-day simple moving average is $206.67. The company has a market cap of $27.96 billion, a price-to-earnings ratio of 20.96, a PEG ratio of 1.57 and a beta of 1.39.

IQVIA (NYSE:IQV) last posted its quarterly earnings results on Thursday, February 5th. The medical research company reported $3.42 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.40 by $0.02. The firm had revenue of $4.36 billion during the quarter, compared to analysts’ expectations of $4.24 billion. IQVIA had a net margin of 8.34% and a return on equity of 30.50%. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. During the same period in the prior year, the company posted $3.12 earnings per share. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. As a group, equities research analysts predict that IQVIA Holdings Inc. will post 10.84 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on IQV. Evercore reissued an “outperform” rating and issued a $225.00 price objective on shares of IQVIA in a report on Thursday, February 5th. Jefferies Financial Group reduced their price target on shares of IQVIA from $270.00 to $255.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Wall Street Zen upgraded shares of IQVIA from a “hold” rating to a “buy” rating in a research note on Saturday, February 21st. Stifel Nicolaus dropped their price objective on shares of IQVIA from $273.00 to $220.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Finally, TD Cowen upgraded shares of IQVIA from a “hold” rating to a “buy” rating and increased their target price for the stock from $174.00 to $213.00 in a research note on Monday, March 9th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Buy” and an average target price of $229.13.

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.