Calamos Wealth Management LLC Invests $11.93 Million in IQVIA Holdings Inc. $IQV

Key Points

• Calamos Wealth Management acquired a new position of 52,910 shares of IQVIA in Q4, valued at about $11.93 million.
• Other institutions also increased exposure—most notably Calamos Advisors boosted its stake 268.1% to 188,707 shares (≈$42.5M)—and institutional investors now own 89.62% of the stock.
• Analysts are broadly positive: IQVIA has a consensus Buy rating with a $226.63 average target, and several firms (TD Cowen, Barclays, Wall Street Zen) have recently upgraded the stock.

Calamos Wealth Management LLC acquired a new position in IQVIA Holdings Inc. (NYSE:IQV - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 52,910 shares of the medical research company's stock, valued at approximately $11,926,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Calamos Advisors LLC lifted its holdings in IQVIA by 268.1% in the fourth quarter. Calamos Advisors LLC now owns 188,707 shares of the medical research company's stock worth $42,536,000 after buying an additional 137,441 shares during the period. Lebenthal Global Advisors LLC lifted its holdings in IQVIA by 1.4% in the fourth quarter. Lebenthal Global Advisors LLC now owns 6,269 shares of the medical research company's stock worth $1,413,000 after buying an additional 86 shares during the period. Diversified Enterprises LLC purchased a new stake in IQVIA in the fourth quarter worth about $218,000. Chicago Partners Investment Group LLC lifted its holdings in IQVIA by 39.7% in the fourth quarter. Chicago Partners Investment Group LLC now owns 4,565 shares of the medical research company's stock worth $1,074,000 after buying an additional 1,297 shares during the period. Finally, Turtle Creek Wealth Advisors LLC lifted its holdings in IQVIA by 37.3% in the fourth quarter. Turtle Creek Wealth Advisors LLC now owns 2,463 shares of the medical research company's stock worth $555,000 after buying an additional 669 shares during the period. 89.62% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several brokerages have commented on IQV. TD Cowen upgraded shares of IQVIA from a "hold" rating to a "buy" rating and raised their price objective for the stock from $174.00 to $213.00 in a report on Monday, March 9th. Morgan Stanley set a $240.00 target price on shares of IQVIA in a research note on Wednesday, February 11th. BMO Capital Markets set a $250.00 target price on shares of IQVIA in a research note on Friday, February 6th. Wall Street Zen raised shares of IQVIA from a "hold" rating to a "buy" rating in a research note on Sunday, April 19th. Finally, Barclays raised shares of IQVIA from an "equal weight" rating to an "overweight" rating and set a $210.00 target price for the company in a research note on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of "Buy" and a consensus target price of $226.63.

IQVIA Price Performance

Shares of NYSE IQV opened at $162.48 on Friday. IQVIA Holdings Inc. has a fifty-two week low of $134.65 and a fifty-two week high of $247.04. The company has a 50 day simple moving average of $170.03 and a two-hundred day simple moving average of $202.71. The company has a market capitalization of $27.57 billion, a price-to-earnings ratio of 20.67, a P/E/G ratio of 1.60 and a beta of 1.39. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.75 and a current ratio of 0.75.

IQVIA (NYSE:IQV - Get Free Report) last announced its quarterly earnings results on Thursday, February 5th. The medical research company reported $3.42 earnings per share for the quarter, beating the consensus estimate of $3.40 by $0.02. The company had revenue of $4.36 billion during the quarter, compared to the consensus estimate of $4.24 billion. IQVIA had a net margin of 8.34% and a return on equity of 30.50%. The firm's quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter last year, the firm earned $3.12 earnings per share. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. Analysts expect that IQVIA Holdings Inc. will post 11.5 EPS for the current fiscal year.

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.

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