Curated Wealth Partners LLC Sells 12,002 Shares of IQVIA Holdings Inc. $IQV

Key Points

• Curated Wealth Partners cut its IQVIA position by 87.6% in the third quarter, selling 12,002 shares and retaining 1,706 shares valued at approximately $459,000.
• Institutional ownership remains high at 89.62%, with several major investors—including BlackRock and Deutsche Bank—initiating or adding significant positions.
• IQVIA reported quarterly revenue of $4.37 billion and EPS of $3.15, exceeding analyst expectations, while analysts maintained a generally positive outlook with a “Moderate Buy” consensus and an average price target of $276.

Curated Wealth Partners LLC lessened its holdings in shares of IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 87.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,706 shares of the medical research company's stock after selling 12,002 shares during the period. Curated Wealth Partners LLC's holdings in IQVIA were worth $459,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in IQV. Korea Investment CORP acquired a new position in shares of IQVIA during the second quarter valued at $13,918,000. Deutsche Bank AG bought a new stake in shares of IQVIA during the second quarter valued at about $143,074,000. BlackRock Inc. acquired a new stake in IQVIA in the second quarter worth about $2,811,292,000. Focus Partners Advisor Solutions LLC acquired a new stake in IQVIA in the second quarter worth about $976,000. Finally, Congress Asset Management Co. acquired a new stake in IQVIA in the third quarter worth about $24,560,000. 89.62% of the stock is currently owned by institutional investors and hedge funds.

IQVIA Trading Down 1.5%

Shares of IQVIA stock opened at $267.00 on Friday. The business has a fifty day simple moving average of $260.76 and a 200-day simple moving average of $212.85. IQVIA Holdings Inc. has a fifty-two week low of $154.50 and a fifty-two week high of $277.40. The firm has a market cap of $43.95 billion, a price-to-earnings ratio of 33.13, a price-to-earnings-growth ratio of 2.35 and a beta of 1.17. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 2.18.

IQVIA (NYSE:IQV - Get Free Report) last released its earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.03 by $0.12. IQVIA had a return on equity of 30.25% and a net margin of 8.10%. The firm had revenue of $4.37 billion for the quarter, compared to analyst estimates of $4.30 billion. During the same period in the previous year, the company earned $2.81 earnings per share. IQVIA'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, equities analysts forecast that IQVIA Holdings Inc. will post 11.56 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities analysts have commented on IQV shares. Stifel Nicolaus raised their target price on shares of IQVIA from $276.00 to $303.00 and gave the company a "buy" rating in a research note on Wednesday. TD Cowen upped their price target on shares of IQVIA from $233.00 to $288.00 and gave the stock a "buy" rating in a research note on Wednesday, July 29th. Wall Street Zen raised shares of IQVIA from a "hold" rating to a "buy" rating in a research note on Saturday, September 12th. BMO Capital Markets increased their price objective on shares of IQVIA from $210.00 to $270.00 and gave the company an "outperform" rating in a report on Wednesday, July 29th. Finally, Weiss Ratings upgraded shares of IQVIA from a "hold (c)" rating to a "hold (c+)" rating in a research note on Thursday, September 24th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average target price of $276.00.

Insider Activity at IQVIA

In other news, insider Bhavik Patel sold 1,855 shares of the firm's stock in a transaction dated Friday, July 31st. The shares were 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 approximately $317,143.96. This trade represents a 57.91% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider W. Richard Staub sold 5,500 shares of IQVIA stock in a transaction that occurred on 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 directly owned 13,312 shares in the company, valued at $3,097,436.16. This represents a 29.24% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 15,581 shares of company stock worth $3,796,021. Company insiders own 1.70% of the company's stock.

About IQVIA

IQVIA Holdings Inc NYSE: IQV is a global provider of technology, analytics and contract research services for the life sciences industry. The company helps pharmaceutical, biotechnology and medical device organizations develop products, manage clinical trials, understand healthcare markets and improve commercial performance.

IQVIA's offerings include clinical research and trial management, real-world data and evidence, healthcare analytics, technology platforms, consulting, and commercial services such as sales support and patient engagement.

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