Medpace Holdings, Inc. $MEDP Stock Position Reduced by New York State Teachers Retirement System

New York State Teachers Retirement System decreased its stake in Medpace Holdings, Inc. (NASDAQ:MEDP) by 6.2% in the fourth quarter, Holdings Channel reports. The institutional investor owned 29,712 shares of the company’s stock after selling 1,969 shares during the quarter. New York State Teachers Retirement System’s holdings in Medpace were worth $16,688,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of MEDP. Cibc World Market Inc. purchased a new stake in shares of Medpace during the third quarter worth $5,033,000. Wealth Enhancement Advisory Services LLC grew its stake in Medpace by 150.0% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 15,193 shares of the company’s stock valued at $8,080,000 after purchasing an additional 9,117 shares in the last quarter. Capital Fund Management S.A. increased its position in Medpace by 129.5% in the 3rd quarter. Capital Fund Management S.A. now owns 32,412 shares of the company’s stock worth $16,665,000 after purchasing an additional 18,287 shares during the last quarter. Dorsey Wright & Associates acquired a new position in Medpace in the 3rd quarter worth about $5,082,000. Finally, Baillie Gifford & Co. raised its stake in shares of Medpace by 12.0% during the 3rd quarter. Baillie Gifford & Co. now owns 584,796 shares of the company’s stock worth $300,679,000 after purchasing an additional 62,503 shares in the last quarter. Institutional investors and hedge funds own 77.98% of the company’s stock.

Insider Activity

In related news, President Jesse J. Geiger sold 31,707 shares of the company’s stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $455.30, for a total value of $14,436,197.10. Following the completion of the transaction, the president directly owned 15,000 shares in the company, valued at approximately $6,829,500. This represents a 67.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Corporate insiders own 20.50% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on MEDP. BMO Capital Markets lowered their price target on Medpace from $460.00 to $400.00 and set a “market perform” rating for the company in a research note on Friday, April 24th. Barclays cut their price objective on shares of Medpace from $500.00 to $450.00 and set an “equal weight” rating on the stock in a research report on Friday, April 24th. Leerink Partners decreased their target price on shares of Medpace from $575.00 to $485.00 and set a “market perform” rating for the company in a research report on Wednesday, February 11th. Jefferies Financial Group upgraded shares of Medpace from a “hold” rating to a “buy” rating and set a $560.00 price target on the stock in a research note on Friday, February 13th. Finally, Royal Bank Of Canada cut their price target on shares of Medpace from $522.00 to $484.00 and set an “outperform” rating on the stock in a report on Friday, April 24th. Four investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $467.08.

Medpace Stock Performance

Shares of MEDP opened at $417.54 on Monday. The company has a 50-day simple moving average of $468.91 and a 200-day simple moving average of $532.96. The firm has a market capitalization of $11.92 billion, a P/E ratio of 26.24, a P/E/G ratio of 2.12 and a beta of 1.19. Medpace Holdings, Inc. has a 52 week low of $284.10 and a 52 week high of $628.92.

Medpace (NASDAQ:MEDP) last released its earnings results on Wednesday, April 22nd. The company reported $4.28 earnings per share for the quarter, topping analysts’ consensus estimates of $3.74 by $0.54. The business had revenue of $706.60 million for the quarter, compared to the consensus estimate of $697.82 million. Medpace had a return on equity of 120.89% and a net margin of 17.19%.The firm’s revenue for the quarter was up 26.5% compared to the same quarter last year. During the same period last year, the business earned $3.67 earnings per share. Medpace has set its FY 2026 guidance at 16.680-17.500 EPS. As a group, equities analysts forecast that Medpace Holdings, Inc. will post 17.04 earnings per share for the current year.

Medpace News Roundup

Here are the key news stories impacting Medpace this week:

• Neutral Sentiment: Bares Capital trims its stake in Medpace, a portfolio move that may reflect manager rebalancing or concern about near-term risks. Bares Capital Trims Stake
• Negative Sentiment: A class action has been filed against Medpace and certain officers alleging violations of the federal securities laws for the period Apr 22, 2025–Feb 9, 2026; this formal filing increases legal exposure and investor uncertainty. Bronstein, Gewirtz & Grossman Class Action
• Negative Sentiment: Multiple plaintiff firms are actively soliciting lead plaintiffs and issuing investor alerts (Schall, Gross, BFA Law, Pomerantz, Rosen, Faruqi & Faruqi, Portnoy, Robbins, SueWallSt, Frank R. Cruz, Robbins LLP). The flurry of filings/solicitations heightens the probability of consolidated litigation, potential discovery, legal fees and settlement risk. Examples: Schall Law Firm Gross Law Firm BFA Law Pomerantz
• Negative Sentiment: Media coverage highlights that peers (Agios) posted strong results while reporting noted Medpace flagged rising cancellations—this operational disclosure appears to be the proximate cause of the stock weakness and underpins many litigation claims alleging the company misrepresented backlog/cancellation risks. Agios / Medpace Cancellations Coverage

Medpace Profile

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.