Pacer Advisors Inc. lifted its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 5,108.6% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 729,043 shares of the medical research company’s stock after buying an additional 715,046 shares during the quarter. Pacer Advisors Inc.’s holdings in IQVIA were worth $124,331,000 at the end of the most recent quarter.
Other hedge funds have also bought and sold shares of the company. Lombard Odier Asset Management Europe Ltd raised its holdings in IQVIA by 38.3% during the 1st quarter. Lombard Odier Asset Management Europe Ltd now owns 69,585 shares of the medical research company’s stock valued at $11,867,000 after acquiring an additional 19,255 shares during the period. Militia Capital Management LLC purchased a new stake in shares of IQVIA during the first quarter worth $2,899,000. NewEdge Advisors LLC boosted its holdings in shares of IQVIA by 21.5% in the first quarter. NewEdge Advisors LLC now owns 35,368 shares of the medical research company’s stock worth $6,032,000 after acquiring an additional 6,252 shares during the period. Glenmede Trust Co. NA grew its position in shares of IQVIA by 6.7% in the first quarter. Glenmede Trust Co. NA now owns 213,118 shares of the medical research company’s stock valued at $36,345,000 after purchasing an additional 13,468 shares in the last quarter. Finally, Axiom Investment Management LLC bought a new stake in shares of IQVIA during the 1st quarter valued at $138,000. 89.62% of the stock is currently owned by hedge funds and other institutional investors.
Trending Headlines about IQVIA
Here are the key news stories impacting IQVIA this week:
- Positive Sentiment: William Blair upgraded IQVIA to “strong buy,” adding to the favorable analyst outlook. Ticker Report article
- Positive Sentiment: Robert W. Baird raised its IQVIA price target to $287, implying substantial upside from the cited trading level. JPMorgan and Stifel Nicolaus also expressed expectations for further appreciation. American Banking News article on Baird price target American Banking News article on JPMorgan forecast American Banking News article on Stifel outlook
- Positive Sentiment: IQVIA’s second-quarter results exceeded expectations, with adjusted earnings of $3.15 per share versus the $3.03 consensus and revenue of $4.37 billion versus $4.30 billion expected. Revenue increased 8.7% year over year, reinforcing the company’s growth profile. IQVIA Q2 2026 earnings call summary
- Neutral Sentiment: Analysts maintain a “moderate buy” consensus, indicating generally favorable sentiment but not unanimous conviction. IQVIA analyst consensus article
- Negative Sentiment: Two insiders sold shares on July 29: Keriann Cherofsky sold 558 shares for approximately $136,827, while Eric Sherbet sold 5,000 shares for about $1.25 million. Although both retain meaningful holdings, the transactions may create short-term investor concern. SEC insider sale filing for Keriann Cherofsky SEC insider sale filing for Eric Sherbet
IQVIA Stock Performance
IQVIA (NYSE:IQV – Get Free Report) last released its 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. IQVIA had a return on equity of 30.25% and a net margin of 8.10%.The business had revenue of $4.37 billion for the quarter, compared to analysts’ expectations of $4.30 billion. During the same quarter in the prior year, the firm earned $2.81 earnings per share. The firm’s revenue was up 8.7% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. On average, equities research analysts expect that IQVIA Holdings Inc. will post 11.61 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.
Insider Activity
In other IQVIA news, insider Eric Sherbet sold 5,000 shares of the stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the transaction, the insider directly owned 20,999 shares in the company, valued at $5,232,110.84. This trade represents a 19.23% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Keriann Cherofsky sold 558 shares of IQVIA stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $245.21, for a total transaction of $136,827.18. Following the transaction, the insider directly owned 2,989 shares in the company, valued at $732,932.69. This trade represents a 15.73% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 1.70% of the stock is currently owned by corporate insiders.
Analysts Set New Price Targets
A number of analysts recently issued reports on the company. Mizuho increased their price objective on IQVIA from $215.00 to $230.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. TD Cowen lifted their target price on IQVIA from $233.00 to $288.00 and gave the company a “buy” rating in a report on Wednesday. Evercore reissued an “outperform” rating and issued a $185.00 price target on shares of IQVIA in a report on Wednesday, April 8th. HSBC restated a “buy” rating and issued a $240.00 price objective on shares of IQVIA in a research report on Monday, July 6th. Finally, BMO Capital Markets boosted their price objective on shares of IQVIA from $210.00 to $270.00 and gave the company an “outperform” rating in a research note on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $241.88.
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.
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