Boston Partners Acquires 530,672 Shares of IQVIA Holdings Inc. $IQV

Boston Partners grew its holdings in IQVIA Holdings Inc. (NYSE:IQV) by 14.9% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 4,087,380 shares of the medical research company’s stock after purchasing an additional 530,672 shares during the quarter. IQVIA makes up 1.0% of Boston Partners’ portfolio, making the stock its 14th biggest position. Boston Partners’ holdings in IQVIA were worth $923,276,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. Brighton Jones LLC increased its stake in IQVIA by 244.4% during the 4th quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock valued at $703,000 after purchasing an additional 2,537 shares in the last quarter. Empowered Funds LLC boosted its holdings in IQVIA by 102.1% during the first quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock worth $1,715,000 after buying an additional 4,915 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in IQVIA during the second quarter worth $514,000. First Trust Advisors LP boosted its holdings in 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 buying an additional 11,845 shares in the last quarter. Finally, NewEdge Advisors LLC boosted its holdings in 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 buying an additional 1,155 shares in the last quarter. Institutional investors own 89.62% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have issued reports on IQV. Morgan Stanley set a $225.00 price objective on shares of IQVIA in a report on Thursday, May 7th. HSBC set a $210.00 price objective on shares of IQVIA in a research report on Wednesday, June 3rd. TD Cowen raised shares of IQVIA from a “hold” rating to a “buy” rating and increased their target price for the stock from $174.00 to $213.00 in a research note on Monday, March 9th. Evercore reaffirmed an “outperform” rating and set a $185.00 target price on shares of IQVIA in a research note on Wednesday, April 8th. Finally, Weiss Ratings lowered shares of IQVIA from a “hold (c)” rating to a “hold (c-)” rating in a research note on Monday, May 4th. Two equities research analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Buy” and a consensus price target of $224.13.

IQVIA Stock Performance

Shares of IQV opened at $181.10 on Friday. The company has a debt-to-equity ratio of 2.20, a quick ratio of 0.75 and a current ratio of 0.75. IQVIA Holdings Inc. has a 1 year low of $153.01 and a 1 year high of $247.04. The stock has a market capitalization of $30.23 billion, a P/E ratio of 22.44, a P/E/G ratio of 1.55 and a beta of 1.21. The company’s fifty day moving average is $173.56 and its two-hundred day moving average is $193.68.

IQVIA (NYSE:IQV) last posted its quarterly earnings results on Tuesday, May 5th. The medical research company reported $2.90 earnings per share for the quarter, topping analysts’ consensus estimates of $2.83 by $0.07. The business had revenue of $4.15 billion for the quarter, compared to analysts’ expectations of $4.10 billion. IQVIA had a net margin of 8.33% and a return on equity of 30.50%. The business’s revenue for the quarter was up 8.4% on a year-over-year basis. During the same period in the prior year, the company posted $2.70 EPS. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. On average, sell-side analysts predict that IQVIA Holdings Inc. will post 11.6 earnings per share for the current year.

IQVIA declared that its Board of Directors has authorized a stock buyback program on Thursday, May 7th that authorizes the company to buyback $2.00 billion in outstanding shares. This buyback authorization authorizes the medical research company to repurchase up to 6.8% of its stock through open market purchases. Stock buyback programs are generally an indication that the company’s board of directors believes its stock is undervalued.

IQVIA 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.