Castlefield Investment Partners LLP Takes Position in IQVIA Holdings Inc. $IQV

Castlefield Investment Partners LLP acquired a new stake in IQVIA Holdings Inc. (NYSE:IQV) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund acquired 3,110 shares of the medical research company’s stock, valued at approximately $601,000. IQVIA comprises approximately 0.4% of Castlefield Investment Partners LLP’s investment portfolio, making the stock its 27th biggest position.

A number of other hedge funds have also recently modified their holdings of IQV. Financial Freedom LLC bought a new position in IQVIA during the 1st quarter valued at approximately $25,000. Ascentis Independent Advisors bought a new stake in IQVIA during the 1st quarter valued at approximately $25,000. International Assets Investment Management LLC purchased a new position in shares of IQVIA in the 4th quarter valued at approximately $27,000. Compass Financial Management LLC bought a new position in IQVIA in the second quarter worth $27,000. Finally, Gilpin Wealth Management LLC purchased a new stake in shares of IQVIA in the 4th quarter worth about $27,000. Hedge funds and other institutional investors own 89.62% of the company’s stock.

Insiders Place Their Bets

In related news, insider Bhavik Patel sold 1,855 shares of the business’s stock in a transaction on Friday, July 31st. The stock was sold at an average price of $235.27, for a total transaction of $436,425.85. Following the completion of the transaction, the insider owned 1,348 shares in the company, valued at $317,143.96. The trade was a 57.91% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider W Richard Staub sold 5,500 shares of the company’s stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $232.68, for a total transaction of $1,279,740.00. Following the completion of the transaction, the insider owned 13,312 shares in the company, valued at approximately $3,097,436.16. The trade was a 29.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 12,913 shares of company stock worth $3,098,793 in the last 90 days. 1.70% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on IQV. Wall Street Zen upgraded IQVIA from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. William Blair raised IQVIA to a “strong-buy” rating in a research report on Tuesday, July 28th. Mizuho lifted their target price on IQVIA from $215.00 to $230.00 and gave the stock an “outperform” rating in a report on Monday, July 13th. HSBC restated a “buy” rating and issued a $240.00 price target on shares of IQVIA in a research note on Monday, July 6th. Finally, TD Cowen increased their price objective on IQVIA from $233.00 to $288.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. One investment analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $241.88.

IQVIA Trading Up 0.1%

Shares of IQV stock opened at $260.17 on Monday. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.71 and a current ratio of 0.71. The stock has a fifty day simple moving average of $213.32 and a two-hundred day simple moving average of $187.21. The firm has a market capitalization of $42.82 billion, a PE ratio of 32.28, a PEG ratio of 2.21 and a beta of 1.18. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $260.40.

IQVIA (NYSE:IQV) last posted its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 earnings per share for the quarter, beating analysts’ consensus estimates of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. 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 previous year, the business posted $2.81 earnings per share. The business’s revenue 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, analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA announced that its board has authorized a stock repurchase plan on Thursday, May 7th that permits the company to repurchase $2.00 billion in shares. This repurchase authorization permits the medical research company to repurchase up to 6.8% of its stock through open market purchases. Stock repurchase plans are usually a sign 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.