Crestwood Advisors Group LLC Trims Stake in IQVIA Holdings Inc. $IQV

Key Points

• Crestwood Advisors Group LLC trimmed its IQVIA stake by 10.8%, selling 14,169 shares to leave 117,465 shares worth about $26.48 million (roughly 0.07% of the company) at quarter-end.
• IQVIA beat quarterly expectations (EPS $2.90 vs. $2.83; revenue $4.15B vs. $4.10B), set FY2026 guidance of $12.65–$12.95 EPS, and authorized a $2.0 billion share buyback (up to ~6.8% of shares).
• Analyst sentiment is broadly positive, with a consensus "Buy" rating and a consensus target price near $225.69 after several recent upgrades and target adjustments.

Crestwood Advisors Group LLC lowered its stake in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 10.8% during the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 117,465 shares of the medical research company's stock after selling 14,169 shares during the quarter. Crestwood Advisors Group LLC owned approximately 0.07% of IQVIA worth $26,478,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Ameliora Wealth Management Ltd. purchased a new stake in IQVIA in the 4th quarter valued at approximately $25,000. Physician Wealth Advisors Inc. lifted its stake in IQVIA by 1,340.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 144 shares of the medical research company's stock valued at $27,000 after buying an additional 134 shares in the last quarter. Westside Investment Management Inc. lifted its stake in IQVIA by 219.6% in the 3rd quarter. Westside Investment Management Inc. now owns 147 shares of the medical research company's stock valued at $30,000 after buying an additional 101 shares in the last quarter. Measured Wealth Private Client Group LLC purchased a new stake in IQVIA in the 3rd quarter valued at approximately $30,000. Finally, Activest Wealth Management lifted its stake in IQVIA by 590.0% in the 4th quarter. Activest Wealth Management now owns 138 shares of the medical research company's stock valued at $31,000 after buying an additional 118 shares in the last quarter. Hedge funds and other institutional investors own 89.62% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on IQV. Royal Bank Of Canada started coverage on IQVIA in a research note on Tuesday, March 3rd. They issued an "outperform" rating and a $221.00 target price on the stock. TD Cowen raised IQVIA from a "hold" rating to a "buy" rating and increased their price target for the stock from $174.00 to $213.00 in a research note on Monday, March 9th. UBS Group reduced their price target on IQVIA from $280.00 to $240.00 and set a "buy" rating on the stock in a research note on Friday, February 6th. Truist Financial reduced their price target on IQVIA from $290.00 to $245.00 and set a "buy" rating on the stock in a research note on Thursday, February 19th. Finally, Wall Street Zen raised IQVIA from a "hold" rating to a "buy" rating in a research note on Sunday, April 19th. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of "Buy" and a consensus target price of $225.69.

IQVIA Trading Up 1.4%

Shares of IQVIA stock opened at $178.95 on Friday. The firm has a market cap of $29.87 billion, a PE ratio of 22.17, a P/E/G ratio of 1.75 and a beta of 1.18. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.20. The business's fifty day moving average is $170.14 and its two-hundred day moving average is $200.95. IQVIA Holdings Inc. has a fifty-two week low of $134.65 and a fifty-two week high of $247.04.

IQVIA (NYSE:IQV - Get Free Report) last released its quarterly earnings data on Tuesday, May 5th. The medical research company reported $2.90 EPS for the quarter, topping analysts' consensus estimates of $2.83 by $0.07. The business had revenue of $4.15 billion during the quarter, compared to the consensus estimate of $4.10 billion. IQVIA had a return on equity of 30.50% and a net margin of 8.33%.The business's revenue for the quarter was up 8.4% on a year-over-year basis. During the same period in the prior year, the firm posted $2.70 EPS. IQVIA has set its FY 2026 guidance at 12.650-12.950 EPS. Analysts anticipate that IQVIA Holdings Inc. will post 11.5 earnings per share for the current year.

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

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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