Sunriver Management LLC Makes New Investment in IQVIA Holdings Inc. $IQV

Sunriver Management LLC purchased a new stake in shares of IQVIA Holdings Inc. (NYSE:IQV) in the 3rd quarter, Holdings Channel.com reports. The fund purchased 229,104 shares of the medical research company’s stock, valued at approximately $43,516,000. IQVIA comprises about 4.7% of Sunriver Management LLC’s investment portfolio, making the stock its 12th largest holding.

Several other institutional investors also recently modified their holdings of the business. Eubel Brady & Suttman Asset Management Inc. acquired a new stake in shares of IQVIA in the third quarter valued at about $14,278,000. Eagle Rock Investment Company LLC lifted its stake in shares of IQVIA by 33.6% in the third quarter. Eagle Rock Investment Company LLC now owns 46,332 shares of the medical research company’s stock worth $8,800,000 after acquiring an additional 11,657 shares during the period. OPTIMAS CAPITAL Ltd bought a new stake in IQVIA in the third quarter valued at approximately $4,008,000. Amundi increased its position in IQVIA by 46.3% during the 2nd quarter. Amundi now owns 1,279,817 shares of the medical research company’s stock valued at $210,722,000 after purchasing an additional 405,250 shares during the period. Finally, EDENTREE ASSET MANAGEMENT Ltd bought a new position in IQVIA during the 3rd quarter worth approximately $7,368,000. Institutional investors own 89.62% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the stock. Jefferies Financial Group decreased their price objective on shares of IQVIA from $270.00 to $255.00 and set a “buy” rating for the company in a research report on Friday, February 6th. JPMorgan Chase & Co. cut their price target on shares of IQVIA from $255.00 to $225.00 and set an “overweight” rating on the stock in a research report on Friday, February 6th. Mizuho set a $215.00 target price on IQVIA in a research report on Monday, February 23rd. BMO Capital Markets set a $250.00 target price on IQVIA in a report on Friday, February 6th. Finally, Stifel Nicolaus cut their price target on IQVIA from $273.00 to $220.00 and set a “buy” rating on the stock in a report on Friday, February 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Buy” and a consensus target price of $229.13.

IQVIA Stock Up 1.7%

Shares of IQV traded up $2.80 during trading hours on Friday, hitting $165.73. The stock had a trading volume of 59,960 shares, compared to its average volume of 2,199,955. IQVIA Holdings Inc. has a 1-year low of $134.65 and a 1-year high of $247.04. The firm has a market capitalization of $28.12 billion, a P/E ratio of 21.09, a price-to-earnings-growth ratio of 1.66 and a beta of 1.39. The firm has a 50 day simple moving average of $202.79 and a 200-day simple moving average of $206.83. The company has a debt-to-equity ratio of 2.09, a current ratio of 0.75 and a quick ratio of 0.75.

IQVIA (NYSE:IQV) last posted its quarterly earnings results on Thursday, February 5th. The medical research company reported $3.42 earnings per share for the quarter, topping analysts’ consensus estimates of $3.40 by $0.02. IQVIA had a return on equity of 30.50% and a net margin of 8.34%.The business had revenue of $4.36 billion for the quarter, compared to the consensus estimate of $4.24 billion. During the same period in the prior year, the business earned $3.12 EPS. The firm’s revenue for the quarter was up 10.3% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. Sell-side analysts predict that IQVIA Holdings Inc. will post 10.84 EPS for the current fiscal year.

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.