Sanctuary Advisors LLC Acquires New Shares in Medpace Holdings, Inc. $MEDP

Sanctuary Advisors LLC bought a new position in Medpace Holdings, Inc. (NASDAQ:MEDP) during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 2,805 shares of the company’s stock, valued at approximately $1,486,000.

Other large investors have also recently added to or reduced their stakes in the company. Johnson Financial Group Inc. acquired a new position in shares of Medpace during the second quarter valued at $27,000. Elyxium Wealth LLC acquired a new stake in shares of Medpace in the 4th quarter worth about $30,000. Allied Private Wealth LLC acquired a new stake in shares of Medpace in the 2nd quarter worth about $31,000. Kilter Group LLC bought a new stake in Medpace in the 2nd quarter valued at about $31,000. Finally, Mitsubishi UFJ Asset Management Co. Ltd. bought a new stake in Medpace in the 2nd quarter valued at about $34,000. 77.98% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Medpace

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Medpace remains near a potential technical buy point of $628.92 after its July advance. The stock is trading well above its 50-day and 200-day moving averages, indicating sustained momentum. Medpace Stock Hovers Near Entry, Offers Second Chance After July Spike
• Positive Sentiment: The company’s latest quarterly results exceeded expectations: adjusted earnings were $4.25 per share versus the $3.98 consensus estimate, while revenue rose 17.2% year over year to $707.33 million, surpassing forecasts. Fiscal 2026 EPS guidance remains $17.25 to $17.95.
• Positive Sentiment: Institutional investors and hedge funds own approximately 78% of Medpace, and several investment firms have recently increased their positions. Some analysts have also raised price targets, including RBC’s $692 target and Mizuho’s $665 target.
• Neutral Sentiment: Value-focused investors are comparing Medpace with Concentra Group, but the available report does not establish a clear valuation advantage for MEDP. The stock trades at roughly 36 times earnings, with a PEG ratio above 2.7, suggesting investors are already paying a premium for growth. CON vs. MEDP: Which Stock Should Value Investors Buy Now?
• Neutral Sentiment: Reported short interest was zero shares, producing a zero-day days-to-cover ratio. This provides no meaningful evidence of short-covering demand or downside pressure.
• Negative Sentiment: Several executives have recently sold shares near $620–$625. CEO August Troendle sold 15,978 shares in two transactions worth approximately $9.97 million, while CFO Kevin Brady sold 3,400 shares valued at about $2.13 million. Although both executives retain shares, the concentration of insider selling could weigh on sentiment. Medpace CEO August Troendle Sells 1,983 Shares
• Negative Sentiment: Analyst opinion remains cautious overall: the consensus rating is “Hold,” and the average price target of $584.18 is below recent trading levels. This may make additional upside more difficult without another earnings or guidance catalyst.

Insider Activity at Medpace

In other Medpace news, VP Susan E. Burwig sold 7,500 shares of the company’s stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $600.00, for a total value of $4,500,000.00. Following the completion of the sale, the vice president directly owned 62,984 shares in the company, valued at $37,790,400. This represents a 10.64% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Fred B. Davenport, Jr. sold 7,283 shares of the stock in a transaction on Wednesday, August 19th. The shares were sold at an average price of $606.15, for a total value of $4,414,590.45. Following the transaction, the director directly owned 3,798 shares of the company’s stock, valued at approximately $2,302,157.70. The trade was a 65.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 125,290 shares of company stock valued at $76,466,988. Insiders own 20.50% of the company’s stock.

Analyst Ratings Changes

MEDP has been the subject of several recent analyst reports. Truist Financial upped their target price on shares of Medpace from $462.00 to $609.00 and gave the stock a “hold” rating in a research report on Friday, July 24th. BMO Capital Markets lifted their price target on Medpace from $400.00 to $600.00 and gave the company a “market perform” rating in a report on Friday, July 24th. Leerink Partners set a $620.00 price objective on Medpace in a research report on Thursday, July 23rd. Jefferies Financial Group lowered Medpace from a “buy” rating to a “hold” rating and increased their price objective for the stock from $490.00 to $515.00 in a report on Tuesday, July 7th. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $535.00 target price on shares of Medpace in a research report on Thursday, July 23rd. Three equities research analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and a consensus price target of $584.18.

Medpace Stock Up 0.8%

MEDP stock opened at $619.05 on Thursday. The company has a 50-day simple moving average of $559.49 and a 200 day simple moving average of $493.31. The company has a market capitalization of $17.28 billion, a P/E ratio of 36.29, a PEG ratio of 2.74 and a beta of 1.15. Medpace Holdings, Inc. has a fifty-two week low of $373.00 and a fifty-two week high of $677.90.

Medpace (NASDAQ:MEDP) last released its earnings results on Wednesday, July 22nd. The company reported $4.25 EPS for the quarter, beating the consensus estimate of $3.98 by $0.27. Medpace had a net margin of 17.67% and a return on equity of 110.15%. The firm had revenue of $707.33 million for the quarter, compared to analysts’ expectations of $689.51 million. During the same quarter last year, the company earned $3.10 EPS. Medpace’s quarterly revenue was up 17.2% on a year-over-year basis. Medpace has set its FY 2026 guidance at 17.250-17.950 EPS. Equities analysts anticipate that Medpace Holdings, Inc. will post 17.54 EPS for the current year.

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.