IQVIA Holdings Inc. $IQV Shares Purchased by Sei Investments Co.

Sei Investments Co. boosted its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV) by 7.3% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 130,461 shares of the medical research company’s stock after purchasing an additional 8,925 shares during the quarter. Sei Investments Co.’s holdings in IQVIA were worth $22,248,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. grew 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 worth $4,429,426,000 after acquiring an additional 159,899 shares in the last quarter. Geode Capital Management LLC lifted its position in shares of IQVIA by 0.6% during 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 purchasing an additional 24,453 shares during the last quarter. Boston Partners increased its holdings in IQVIA by 14.9% in the fourth quarter. Boston Partners now owns 4,087,380 shares of the medical research company’s stock valued at $923,276,000 after buying an additional 530,672 shares during the last quarter. JPMorgan Chase & Co. raised its stake in IQVIA by 16.2% during 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 buying an additional 528,753 shares in the last quarter. Finally, Invesco Ltd. lifted its holdings in IQVIA by 15.3% during the 3rd quarter. Invesco Ltd. now owns 2,773,984 shares of the medical research company’s stock worth $526,891,000 after buying an additional 367,204 shares during the last quarter. 89.62% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting IQVIA

Here are the key news stories impacting IQVIA this week:

• Positive Sentiment: IQVIA reported second-quarter adjusted earnings of $3.15 per share, above the consensus estimate of approximately $3.02-$3.03 and up from $2.81 a year earlier. Revenue increased 8.7% year over year to $4.37 billion, exceeding the $4.30 billion consensus. IQVIA Reports Second-Quarter 2026 Results
• Positive Sentiment: The company raised its fiscal 2026 adjusted EPS guidance to $12.80-$13.00, above the prior consensus of $12.57. Revenue guidance was set at $17.3 billion-$17.5 billion, with the upper end above expectations. IQV Q2 Earnings Beat Estimates on R&D Bookings, Guidance Raised
• Positive Sentiment: Management highlighted record R&D bookings, broad-based business growth, stronger clinical research demand, and a ballooning backlog. These trends improve revenue visibility and suggest that pharmaceutical and healthcare customers continue to fund research activity. IQVIA Stocks Rises on 2Q Gains, Ballooning Backlog
• Neutral Sentiment: On the earnings call, IQVIA discussed its simplified organizational model implemented at the start of 2026, intended to improve collaboration and efficiency. Investors will likely monitor whether the restructuring produces further margin and execution benefits. IQVIA Q2 2026 Earnings Call Transcript

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on IQV shares. Barclays reiterated an “overweight” rating on shares of IQVIA in a report on Tuesday. HSBC reaffirmed a “buy” rating and issued a $240.00 price objective on shares of IQVIA in a report on Monday, July 6th. Deutsche Bank Aktiengesellschaft set a $240.00 target price on shares of IQVIA in a report on Thursday, July 9th. Evercore reaffirmed an “outperform” rating and issued a $185.00 price target on shares of IQVIA in a report on Wednesday, April 8th. Finally, Robert W. Baird increased their price objective on shares of IQVIA from $230.00 to $249.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 1st. Thirteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $225.71.

IQVIA Price Performance

Shares of NYSE IQV opened at $245.34 on Wednesday. The company has a debt-to-equity ratio of 2.20, a current ratio of 0.75 and a quick ratio of 0.75. The firm has a market capitalization of $40.95 billion, a PE ratio of 30.40, a P/E/G ratio of 1.91 and a beta of 1.20. IQVIA Holdings Inc. has a 1-year low of $154.50 and a 1-year high of $247.72. The business’s fifty day moving average price is $190.47 and its two-hundred day moving average price is $186.86.

IQVIA (NYSE:IQV) last announced its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, beating the consensus estimate of $3.03 by $0.12. IQVIA had a net margin of 8.33% and a return on equity of 30.50%. The company had revenue of $4.37 billion during the quarter, compared to the consensus estimate of $4.30 billion. During the same quarter in the previous year, the company posted $2.81 earnings per share. The company’s revenue for the quarter was up 8.7% compared to the same quarter last year. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. On average, research analysts expect that IQVIA Holdings Inc. will post 11.57 EPS for the current year.

IQVIA announced that its board has authorized a share buyback plan on Thursday, May 7th that allows the company to buyback $2.00 billion in outstanding shares. This buyback authorization allows the medical research company to reacquire up to 6.8% of its shares through open market purchases. Shares buyback plans are usually an indication that the company’s management believes its stock is undervalued.

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.