B. Metzler seel. Sohn & Co. AG Lowers Holdings in IQVIA Holdings Inc. $IQV

Key Points

• B. Metzler reduced its IQVIA stake by 28.3% in the second quarter, selling 9,713 shares and retaining 24,610 shares valued at approximately $4.76 million. Institutional investors collectively own 89.62% of IQVIA.
• IQVIA exceeded quarterly expectations, reporting $3.15 in EPS versus the $3.03 consensus and $4.37 billion in revenue, up 8.7% year over year. The company also authorized a $2 billion share-repurchase program.
• Analyst sentiment remains positive, with a “Moderate Buy” consensus and an average price target of $243.62, although IQVIA’s stock recently traded near its 52-week high at $271.22. Insiders have sold 12,913 shares worth about $3.10 million over the past 90 days.

B. Metzler seel. Sohn & Co. AG cut its holdings in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 28.3% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,610 shares of the medical research company's stock after selling 9,713 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in IQVIA were worth $4,755,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in IQV. Legacy Financial Advisors Inc. boosted its stake in IQVIA by 2.6% in the second quarter. Legacy Financial Advisors Inc. now owns 5,049 shares of the medical research company's stock valued at $975,000 after acquiring an additional 130 shares in the last quarter. Proficio Capital Partners LLC purchased a new position in IQVIA during the 2nd quarter worth $303,000. Renasant Bank purchased a new position in IQVIA during the 2nd quarter worth $215,000. Rehmann Capital Advisory Group increased its position in IQVIA by 21.8% during the 2nd quarter. Rehmann Capital Advisory Group now owns 3,084 shares of the medical research company's stock valued at $596,000 after buying an additional 553 shares in the last quarter. Finally, Moore Capital Management LP raised its stake in IQVIA by 588.6% in the second quarter. Moore Capital Management LP now owns 55,756 shares of the medical research company's stock valued at $10,773,000 after buying an additional 47,659 shares during the last quarter. Hedge funds and other institutional investors own 89.62% of the company's stock.

Insider Buying and Selling at IQVIA

In other news, insider W. Richard Staub sold 5,500 shares of the firm's stock in a transaction dated Monday, August 3rd. The shares were sold at an average price of $232.68, for a total value of $1,279,740.00. Following the transaction, the insider directly owned 13,312 shares of the company's stock, valued at approximately $3,097,436.16. This trade represents a 29.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, insider Bhavik Patel sold 1,855 shares of the business's stock in a transaction dated Friday, July 31st. The stock was sold at an average price of $235.27, for a total transaction of $436,425.85. Following 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 12,913 shares of company stock worth $3,098,793. Company insiders own 1.70% of the company's stock.

IQVIA Trading Up 2.8%

NYSE IQV opened at $271.22 on Friday. IQVIA Holdings Inc. has a 1 year low of $154.50 and a 1 year high of $271.71. The company has a debt-to-equity ratio of 2.18, a current ratio of 0.71 and a quick ratio of 0.71. The company has a market capitalization of $44.64 billion, a PE ratio of 33.65, a P/E/G ratio of 2.25 and a beta of 1.18. The company has a fifty day moving average of $229.01 and a 200 day moving average of $192.13.

IQVIA (NYSE:IQV - Get Free Report) last released its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 EPS for the quarter, beating the consensus estimate of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The company had revenue of $4.37 billion for the quarter, compared to analyst estimates of $4.30 billion. During the same quarter last year, the business 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. Research analysts forecast that IQVIA Holdings Inc. will post 11.57 earnings per share for the current year.

IQVIA declared that its board has authorized a share repurchase program on Thursday, May 7th that allows the company to buyback $2.00 billion in shares. This buyback authorization allows the medical research company to purchase up to 6.8% of its stock through open market purchases. Stock buyback programs are often an indication that the company's management believes its stock is undervalued.

Analyst Upgrades and Downgrades

IQV has been the topic of a number of research analyst reports. Robert W. Baird boosted their price target on IQVIA from $252.00 to $287.00 and gave the stock an "outperform" rating in a research note on Wednesday, July 29th. Deutsche Bank Aktiengesellschaft set a $240.00 price objective on shares of IQVIA in a research report on Thursday, July 9th. Weiss Ratings raised shares of IQVIA from a "hold (c-)" rating to a "hold (c)" rating in a report on Wednesday, July 15th. Wall Street Zen lowered IQVIA from a "buy" rating to a "hold" rating in a research note on Saturday, August 29th. Finally, TD Cowen boosted their price target on IQVIA from $233.00 to $288.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, IQVIA has a consensus rating of "Moderate Buy" and an average target price of $243.62.

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.

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