Quantinno Capital Management LP Boosts Holdings in IQVIA Holdings Inc. $IQV

Quantinno Capital Management LP raised its position in IQVIA Holdings Inc. (NYSE:IQV) by 127.2% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 233,974 shares of the medical research company’s stock after purchasing an additional 130,979 shares during the period. Quantinno Capital Management LP’s holdings in IQVIA were worth $39,902,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in IQV. Brighton Jones LLC grew its position in IQVIA by 244.4% during the fourth quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock worth $703,000 after buying an additional 2,537 shares in the last quarter. Empowered Funds LLC raised its holdings in shares of IQVIA by 102.1% in the 1st quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock valued at $1,715,000 after acquiring an additional 4,915 shares in the last quarter. Sivia Capital Partners LLC bought a new stake in shares of IQVIA during the 2nd quarter valued at about $514,000. First Trust Advisors LP grew its holdings in shares of IQVIA by 14.8% during the second quarter. First Trust Advisors LP now owns 92,015 shares of the medical research company’s stock worth $14,501,000 after purchasing an additional 11,845 shares in the last quarter. Finally, NewEdge Advisors LLC grew its holdings in shares of IQVIA by 5.4% during the second quarter. NewEdge Advisors LLC now owns 22,731 shares of the medical research company’s stock worth $3,582,000 after purchasing an additional 1,155 shares in the last quarter. Institutional investors own 89.62% of the company’s stock.

IQVIA Stock Performance

NYSE:IQV opened at $238.55 on Friday. The company has a market capitalization of $39.81 billion, a price-to-earnings ratio of 29.60, a PEG ratio of 2.20 and a beta of 1.20. The business has a 50 day moving average of $193.41 and a 200 day moving average of $186.86. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.71 and a quick ratio of 0.75. IQVIA Holdings Inc. has a 1-year low of $154.50 and a 1-year high of $251.36.

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

IQVIA announced that its board has authorized a stock repurchase 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 repurchase up to 6.8% of its shares through open market purchases. Shares repurchase programs are usually a sign that the company’s leadership believes its stock is undervalued.

Analyst Ratings Changes

IQV has been the topic of a number of recent analyst reports. Mizuho raised their target price on shares of IQVIA from $215.00 to $230.00 and gave the company an “outperform” rating in a research note on Monday, July 13th. Deutsche Bank Aktiengesellschaft set a $240.00 price target on shares of IQVIA in a research note on Thursday, July 9th. Weiss Ratings upgraded shares of IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, July 15th. BMO Capital Markets lifted their price objective on shares of IQVIA from $210.00 to $270.00 and gave the stock an “outperform” rating in a report on Wednesday. Finally, Barclays reiterated an “overweight” rating on shares of IQVIA in a research report on Tuesday. Thirteen equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $241.88.

Trending Headlines about IQVIA

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: IQVIA reported second-quarter adjusted earnings of $3.15 per share, exceeding the $3.03 consensus estimate, while revenue rose 8.7% year over year to $4.37 billion, above expectations of $4.30 billion. IQVIA Holdings Inc. Q2 2026 Earnings Call Summary
• Positive Sentiment: Management raised or reaffirmed a favorable full-year 2026 outlook, including adjusted EPS guidance of $12.80 to $13.00, reinforcing expectations for continued growth. IQVIA surges on Q2 beat and guidance hike
• Positive Sentiment: The earnings beat and improved outlook pushed IQVIA to a new 52-week high and extended its recent winning streak, signaling strong investor momentum. IQVIA Sets New 52-Week High Following Earnings Beat
• Positive Sentiment: Several analysts raised their price targets following the results: JPMorgan to $285, Stifel to $276, and Robert W. Baird to $287, with overweight, buy, or outperform ratings. Analyst price-target increases
• Neutral Sentiment: The analyst consensus remains constructive, with IQVIA receiving a “Moderate Buy” rating, but target changes have been mixed and the stock is trading near its recent high. IQVIA Receives Consensus Rating of Moderate Buy
• Negative Sentiment: One analysis downgraded IQVIA, arguing that it is a high-quality business but that its valuation has become too demanding after the rally. With a reported P/E near 30, valuation and profit-taking could limit near-term upside. IQVIA: A Great Business At The Wrong Price

About IQVIA

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.