IQVIA (NYSE:IQV) Updates FY 2026 Earnings Guidance

IQVIA (NYSE:IQV) updated its FY 2026 earnings guidance on Thursday. The company provided earnings per share guidance of 12.550-12.850 for the period, compared to the consensus earnings per share estimate of 12.480. The company issued revenue guidance of $17.2 billion-$17.4 billion, compared to the consensus revenue estimate of $17.1 billion.

IQVIA Stock Performance

IQV stock traded down $21.92 during midday trading on Thursday, hitting $180.62. The company’s stock had a trading volume of 4,391,259 shares, compared to its average volume of 1,605,577. The stock has a market cap of $30.76 billion, a price-to-earnings ratio of 24.78, a PEG ratio of 2.07 and a beta of 1.37. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 2.03. The stock’s 50-day moving average price is $228.83 and its 200 day moving average price is $209.42. IQVIA has a 1 year low of $134.65 and a 1 year high of $247.04.

Wall Street Analyst Weigh In

IQV has been the subject of a number of research analyst reports. Citigroup raised their price objective on shares of IQVIA from $200.00 to $230.00 and gave the stock a “neutral” rating in a report on Wednesday, October 29th. Hsbc Global Res upgraded shares of IQVIA from a “hold” rating to a “strong-buy” rating in a research note on Thursday, October 9th. Truist Financial upped their price objective on IQVIA from $265.00 to $290.00 and gave the company a “buy” rating in a research note on Thursday, January 8th. TD Cowen upped their price target on IQVIA from $215.00 to $245.00 and gave the company a “hold” rating in a research report on Thursday, January 22nd. Finally, Barclays set a $230.00 price objective on IQVIA in a report on Monday, December 15th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, IQVIA currently has an average rating of “Moderate Buy” and a consensus price target of $251.06.

Key IQVIA News

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: Q4 results beat consensus — IQVIA reported Q4 EPS of $3.42 (vs. $3.40 consensus) and revenue growth of ~10% year-over-year, with strong segment performance. This shows improving demand from pharma clients. IQVIA Holdings (IQV) Q4 Earnings and Revenues Top Estimates
• Positive Sentiment: Revenue and segment outlook supportive — company reported double-digit Y/Y sales growth and issued revenue guidance for FY2026 above Street revenue consensus (guidance range $17.2B–$17.4B vs. ~$17.1B consensus). IQVIA Q4 Earnings & Revenues Beat Estimates, Increase Y/Y
• Neutral Sentiment: Full transcript/slides available — management provided detail on quarterly performance and strategic priorities (useful for investors digging into growth drivers and margin dynamics). IQVIA (IQV) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Longer-term valuation discussion — several pieces look at IQVIA’s valuation after recent volatility; useful context but not an immediate catalyst. A Look At IQVIA Holdings (IQV) Valuation After Recent Share Price Volatility
• Negative Sentiment: Profit/outlook concerns — management flagged higher interest expenses that pressure annual profit; some outlets report FY2026 profit outlook is below Wall Street expectations, which undermined the positive Q4 print. IQVIA forecasts weak annual profit on higher interest expenses
• Negative Sentiment: Market reaction to guidance/adjusted-earnings framing — media and analysts reported the company’s outlook for adjusted earnings missed expectations or was viewed as disappointing, triggering sell-side reaction. IQVIA Holdings’ Shares Down After Outlook for Adjusted Earnings Misses
• Negative Sentiment: Analyst downgrade and skepticism on strategy — BTIG cut its rating to neutral and some analysts questioned the near-term impact of IQVIA’s AI strategy, adding to investor caution. BTIG cuts IQVIA stock rating to neutral amid sector headwinds
• Negative Sentiment: Shares underperforming peers — commentary noted IQVIA underperformed competitors in recent sessions, amplifying downside risk in a weak sector environment. IQVIA Holdings Inc. stock underperforms Thursday when compared to competitors

Hedge Funds Weigh In On IQVIA

Large investors have recently modified their holdings of the company. Brighton Jones LLC lifted its stake in IQVIA by 244.4% in the 4th quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock worth $703,000 after purchasing an additional 2,537 shares in the last quarter. Empowered Funds LLC raised its position in shares of IQVIA by 102.1% in the first quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock worth $1,715,000 after buying an additional 4,915 shares in the last quarter. Sivia Capital Partners LLC purchased a new position in IQVIA during the second quarter worth about $514,000. First Trust Advisors LP increased its stake 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 acquiring an additional 11,845 shares during the last quarter. Finally, NewEdge Advisors LLC raised its holdings in shares of IQVIA by 5.4% in the 2nd 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 in the last quarter. 89.62% of the stock is currently owned by institutional investors.

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.