Vise Technologies Inc. Purchases New Position in IQVIA Holdings Inc. $IQV

Vise Technologies Inc. acquired a new position in shares of IQVIA Holdings Inc. (NYSE:IQV) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,190 shares of the medical research company’s stock, valued at approximately $1,583,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. increased its holdings in IQVIA by 0.8% during the 4th quarter. Vanguard Group Inc. now owns 19,650,532 shares of the medical research company’s stock valued at $4,429,426,000 after purchasing an additional 159,899 shares in the last quarter. BlackRock Inc. acquired a new stake in IQVIA in the 2nd quarter valued at about $2,811,292,000. Geode Capital Management LLC raised its stake in shares of IQVIA by 0.6% in the fourth quarter. Geode Capital Management LLC now owns 4,374,971 shares of the medical research company’s stock worth $982,272,000 after acquiring an additional 24,453 shares during the last quarter. Boston Partners grew its stake in shares of IQVIA by 14.9% during the fourth quarter. Boston Partners now owns 4,087,380 shares of the medical research company’s stock valued at $923,276,000 after purchasing an additional 530,672 shares during the last quarter. Finally, JPMorgan Chase & Co. boosted its holdings in IQVIA by 16.2% in the fourth quarter. JPMorgan Chase & Co. now owns 3,799,600 shares of the medical research company’s stock valued at $856,468,000 after acquiring an additional 528,753 shares during the last quarter. 89.62% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other IQVIA news, insider W Richard Staub sold 5,500 shares of the stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $232.68, for a total value of $1,279,740.00. Following the completion of the transaction, the insider directly owned 13,312 shares in the company, valued at approximately $3,097,436.16. This trade represents a 29.24% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Eric Sherbet sold 5,000 shares of IQVIA stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total value of $1,245,800.00. Following the transaction, the insider directly owned 20,999 shares in the company, valued at $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. Insiders sold 12,913 shares of company stock valued at $3,098,793 in the last 90 days. 1.70% of the stock is owned by corporate insiders.

IQVIA Trading Up 1.6%

IQVIA stock opened at $260.17 on Friday. The stock has a 50-day simple moving average of $213.32 and a 200 day simple moving average of $187.52. The stock has a market capitalization of $42.82 billion, a P/E ratio of 32.28, a PEG ratio of 2.17 and a beta of 1.18. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.71 and a current ratio of 0.71. IQVIA Holdings Inc. has a 52 week low of $154.50 and a 52 week high of $260.40.

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

IQVIA announced that its board has approved a share repurchase program on Thursday, May 7th that authorizes the company to repurchase $2.00 billion in shares. This repurchase authorization authorizes the medical research company to purchase up to 6.8% of its stock through open market purchases. Stock repurchase programs are usually a sign that the company’s management believes its stock is undervalued.

Wall Street Analysts Forecast Growth

IQV has been the topic of a number of recent analyst reports. William Blair upgraded IQVIA to a “strong-buy” rating in a report on Tuesday, July 28th. TD Cowen raised their target price on shares of IQVIA from $233.00 to $288.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Wall Street Zen raised shares of IQVIA from a “hold” rating to a “buy” rating in a research 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 report on Wednesday, June 17th. Finally, Mizuho boosted their target price on IQVIA from $215.00 to $230.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $241.88.

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.