Cornerstone Investment Partners LLC Buys 109,747 Shares of IQVIA Holdings Inc. $IQV

Key Points

• Cornerstone Investment Partners LLC increased its stake in IQVIA by 31.9% in Q4, buying 109,747 shares to hold 453,850 shares (about 0.27% of the company) worth roughly $102.3M, making IQVIA its 8th-largest position (~4.0% of the fund).
• IQVIA beat quarterly expectations with $3.42 EPS (vs. $3.40 est.) and $4.36B revenue (+10.3% YoY), set FY2026 EPS guidance of 12.55–12.85, and carries a consensus "Buy" rating from analysts with an average target of $226.63.

Cornerstone Investment Partners LLC boosted its holdings in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 31.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 453,850 shares of the medical research company's stock after buying an additional 109,747 shares during the quarter. IQVIA makes up about 4.0% of Cornerstone Investment Partners LLC's holdings, making the stock its 8th largest position. Cornerstone Investment Partners LLC owned 0.27% of IQVIA worth $102,302,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Eubel Brady & Suttman Asset Management Inc. purchased a new position in IQVIA in the third quarter valued at $14,278,000. Eagle Rock Investment Company LLC increased its holdings in IQVIA by 33.6% in the third quarter. Eagle Rock Investment Company LLC now owns 46,332 shares of the medical research company's stock valued at $8,800,000 after buying an additional 11,657 shares during the last quarter. OPTIMAS CAPITAL Ltd purchased a new position in IQVIA in the third quarter valued at $4,008,000. EDENTREE ASSET MANAGEMENT Ltd purchased a new position in IQVIA in the third quarter valued at $7,368,000. Finally, Candriam S.C.A. increased its holdings in IQVIA by 61.2% in the third quarter. Candriam S.C.A. now owns 272,747 shares of the medical research company's stock valued at $51,806,000 after buying an additional 103,567 shares during the last quarter. Hedge funds and other institutional investors own 89.62% of the company's stock.

IQVIA Stock Performance

NYSE IQV opened at $162.48 on Monday. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.09. IQVIA Holdings Inc. has a 52-week low of $134.65 and a 52-week high of $247.04. The business's 50-day moving average price is $170.03 and its 200 day moving average price is $202.74. The firm has a market cap of $27.57 billion, a P/E ratio of 20.67, a P/E/G ratio of 1.62 and a beta of 1.39.

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

Analyst Ratings Changes

Several equities analysts recently commented on the company. Mizuho set a $215.00 target price on IQVIA in a report on Monday, February 23rd. TD Cowen raised 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. Royal Bank Of Canada initiated coverage on IQVIA in a report on Tuesday, March 3rd. They set an "outperform" rating and a $221.00 price objective on the stock. Weiss Ratings reaffirmed a "hold (c)" rating on shares of IQVIA in a report on Tuesday, April 21st. Finally, Barclays raised IQVIA from an "equal weight" rating to an "overweight" rating and set a $210.00 price objective on the stock in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat.com, the company has a consensus rating of "Buy" and an average target price of $226.63.

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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