Madison Asset Management LLC Sells 4,419 Shares of Medpace Holdings, Inc. $MEDP

Madison Asset Management LLC lowered its position in shares of Medpace Holdings, Inc. (NASDAQ:MEDP) by 1.5% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 292,629 shares of the company’s stock after selling 4,419 shares during the period. Medpace comprises about 1.7% of Madison Asset Management LLC’s investment portfolio, making the stock its 13th largest position. Madison Asset Management LLC’s holdings in Medpace were worth $150,458,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank purchased a new position in Medpace in the 2nd quarter worth about $66,597,000. Clarkston Capital Partners LLC bought a new stake in shares of Medpace in the second quarter worth approximately $40,569,000. Mawer Investment Management Ltd. grew its stake in shares of Medpace by 17.4% in the second quarter. Mawer Investment Management Ltd. now owns 817,432 shares of the company’s stock worth $256,559,000 after acquiring an additional 121,213 shares during the period. Bares Capital Management Inc. raised its holdings in shares of Medpace by 319.2% during the second quarter. Bares Capital Management Inc. now owns 157,084 shares of the company’s stock valued at $49,302,000 after purchasing an additional 119,608 shares during the last quarter. Finally, JPMorgan Chase & Co. raised its holdings in shares of Medpace by 79.3% during the second quarter. JPMorgan Chase & Co. now owns 265,270 shares of the company’s stock valued at $83,258,000 after purchasing an additional 117,301 shares during the last quarter. 77.98% of the stock is owned by hedge funds and other institutional investors.

Medpace News Summary

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Q4 beat on revenue and EPS — Medpace reported $708.5M revenue and $4.67 EPS, topping expectations and showing 32% YoY revenue growth; the strong quarter underpins organic demand for CRO services. Medpace Reports Fourth Quarter and Full Year 2025 Results
• Positive Sentiment: Raised FY2026 guidance — Medpace set EPS guidance of $16.68–$17.50 and revenue guidance of $2.8B–$2.9B, above consensus, signaling management expects continued top-line growth despite some near-term headwinds. Medpace FY2026 Guidance
• Positive Sentiment: New CRO win — Zelluna selected Medpace as CRO for its ZIMA-101 first-in-human trial, adding client work that supports future service revenue. Zelluna selects Medpace as CRO
• Positive Sentiment: Analyst upgrade — Robert W. Baird upgraded MEDP to Outperform with a $564 PT, signaling increased analyst conviction and potential catalyst for buying interest. Baird upgrades Medpace
• Neutral Sentiment: Investor materials and call transparency — Earnings call transcript and slide deck are available for details on bookings, backlog and margin drivers; useful for modeling but not immediate catalysts. Earnings call transcript
• Negative Sentiment: Backlog normalization and trial timing drove the selloff — Despite the beat, investors reacted to management commentary about backlog growth slowing and timing shifts in metabolic trials, which compress near-term revenue visibility and prompted a roughly 5% intraday drop. Medpace shares tumble despite Q4 beat

Medpace Stock Down 15.9%

Shares of MEDP opened at $446.05 on Wednesday. The business has a 50-day simple moving average of $575.55 and a two-hundred day simple moving average of $539.56. Medpace Holdings, Inc. has a 52 week low of $250.05 and a 52 week high of $628.92. The stock has a market cap of $12.57 billion, a price-to-earnings ratio of 29.15, a PEG ratio of 1.78 and a beta of 1.42.

Medpace (NASDAQ:MEDP) last announced its quarterly earnings data on Monday, February 9th. The company reported $4.67 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.18 by $0.49. The company had revenue of $708.45 million during the quarter, compared to the consensus estimate of $689.53 million. Medpace had a return on equity of 127.72% and a net margin of 17.83%.The firm’s revenue was up 32.0% on a year-over-year basis. During the same period in the previous year, the company posted $3.67 EPS. Medpace has set its FY 2026 guidance at 16.680-17.500 EPS. On average, equities analysts anticipate that Medpace Holdings, Inc. will post 12.29 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CEO August J. Troendle sold 59,025 shares of the stock in a transaction on Monday, November 24th. The shares were sold at an average price of $607.78, for a total value of $35,874,214.50. Following the completion of the sale, the chief executive officer directly owned 774,602 shares of the company’s stock, valued at $470,787,603.56. This represents a 7.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, VP Susan E. Burwig sold 20,000 shares of the firm’s stock in a transaction on Monday, November 24th. The shares were sold at an average price of $609.15, for a total transaction of $12,183,000.00. Following the sale, the vice president owned 27,500 shares in the company, valued at $16,751,625. The trade was a 42.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 296,880 shares of company stock valued at $178,815,404. Company insiders own 20.30% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have commented on MEDP. Barclays lifted their target price on shares of Medpace from $485.00 to $525.00 and gave the stock an “underweight” rating in a research report on Monday, December 15th. Mizuho set a $660.00 price objective on Medpace in a research report on Friday, January 9th. Wall Street Zen raised Medpace from a “hold” rating to a “buy” rating in a report on Saturday, January 17th. Truist Financial set a $555.00 price target on Medpace in a research note on Monday, October 27th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Medpace in a research report on Wednesday, January 28th. Three analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the company presently has a consensus rating of “Hold” and an average target price of $486.82.

About Medpace

Medpace Holdings, Inc (NASDAQ: MEDP) is a global contract research organization (CRO) that provides comprehensive clinical development services to biotechnology, pharmaceutical and medical device companies. The company supports clinical trials across all phases (I–IV), offering end-to-end solutions designed to streamline the development process and accelerate the delivery of new therapies to market.

Medpace’s core service offerings include clinical pharmacology, regulatory affairs consulting, project management, central laboratory services, imaging, data management and biostatistics, pharmacovigilance and medical writing.