Jefferies Financial Group Inc. Makes New Investment in IQVIA Holdings Inc. $IQV

Jefferies Financial Group Inc. bought a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 84,902 shares of the medical research company’s stock, valued at approximately $16,405,000.

Other institutional investors have also recently made changes to their positions in the company. BlackRock Inc. purchased a new stake in shares of IQVIA during the second quarter worth approximately $2,811,292,000. Boston Partners acquired a new stake in shares of IQVIA in the third quarter valued at about $676,698,000. Norges Bank purchased a new position in shares of IQVIA in the fourth quarter worth about $497,445,000. Victory Capital Management Inc. lifted its stake in shares of IQVIA by 2,628.1% in the fourth quarter. Victory Capital Management Inc. now owns 1,675,479 shares of the medical research company’s stock worth $377,670,000 after buying an additional 1,614,063 shares in the last quarter. Finally, Canada Pension Plan Investment Board acquired a new position in IQVIA during the second quarter worth about $240,911,000. 89.62% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at IQVIA

In other news, insider Keriann Cherofsky sold 558 shares of the firm’s stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $245.21, for a total value of $136,827.18. Following the completion of the transaction, the insider owned 2,989 shares of the company’s stock, valued at approximately $732,932.69. This trade represents a 15.73% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Eric Sherbet sold 5,000 shares of the company’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the sale, the insider directly owned 20,999 shares in the company, valued at approximately $5,232,110.84. The trade was a 19.23% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 12,913 shares of company stock valued at $3,098,793. 1.70% of the stock is owned by insiders.

IQVIA Stock Up 0.3%

Shares of NYSE IQV opened at $262.18 on Friday. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $265.25. The business’s 50 day moving average is $220.29 and its two-hundred day moving average is $189.12. The firm has a market cap of $43.15 billion, a price-to-earnings ratio of 32.53, a PEG ratio of 2.23 and a beta of 1.18. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 2.18.

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

IQVIA declared that its board has approved a stock buyback program on Thursday, May 7th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the medical research company to reacquire up to 6.8% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s leadership believes its stock is undervalued.

Wall Street Analysts Forecast Growth

IQV has been the subject of a number of recent research reports. William Blair upgraded shares of IQVIA to a “strong-buy” rating in a report on Tuesday, July 28th. Stifel Nicolaus boosted their target price on IQVIA from $220.00 to $276.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Wall Street Zen raised IQVIA from a “hold” rating to a “buy” rating in a report on Saturday, August 1st. Morgan Stanley reiterated an “equal weight” rating and set a $200.00 price objective (down from $225.00) on shares of IQVIA in a research report on Wednesday, June 17th. Finally, Deutsche Bank Aktiengesellschaft set a $240.00 price objective on IQVIA in a research note on Thursday, July 9th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently 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.