Focus Partners Advisor Solutions LLC Acquires New Shares in IQVIA Holdings Inc. $IQV

Key Points

• Focus Partners Advisor Solutions acquired 5,053 IQVIA shares worth approximately $976,000 in the second quarter. Institutional investors collectively own 89.62% of the company.
• IQVIA exceeded quarterly expectations, reporting $3.15 adjusted EPS versus a $3.03 estimate 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 favorable, with a consensus “Moderate Buy” rating and a $241.88 price target, although insiders sold 12,913 shares worth about $3.10 million over the past 90 days.

Focus Partners Advisor Solutions LLC bought a new position in shares of IQVIA Holdings Inc. (NYSE:IQV - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 5,053 shares of the medical research company's stock, valued at approximately $976,000.

A number of other institutional investors and hedge funds have also recently made changes to their positions in the stock. Financial Freedom LLC acquired a new position in shares of IQVIA during the first quarter worth $25,000. Ascentis Independent Advisors acquired a new position in shares of IQVIA in the first quarter valued at approximately $25,000. International Assets Investment Management LLC acquired a new position in shares of IQVIA in the fourth quarter valued at approximately $27,000. Gilpin Wealth Management LLC acquired a new stake in IQVIA during the 4th quarter worth approximately $27,000. Finally, CrossGen Wealth LLC acquired a new position in shares of IQVIA during the fourth quarter worth $28,000. Institutional investors own 89.62% of the company's stock.

Insiders Place Their Bets

In other IQVIA news, insider W Richard Staub sold 5,500 shares of the business's stock in a transaction that occurred on Monday, August 3rd. The stock was 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. The trade was a 29.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Eric Sherbet sold 5,000 shares of the stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the transaction, the insider directly owned 20,999 shares in the company, valued at approximately $5,232,110.84. This represents a 19.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 12,913 shares of company stock valued at $3,098,793 in the last ninety days. 1.70% of the stock is owned by corporate insiders.

IQVIA Stock Performance

Shares of IQV opened at $236.18 on Monday. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 2.18. The firm's fifty day simple moving average is $206.65 and its two-hundred day simple moving average is $186.72. IQVIA Holdings Inc. has a 12 month low of $154.50 and a 12 month high of $251.36. The stock has a market capitalization of $38.87 billion, a P/E ratio of 29.30, a price-to-earnings-growth ratio of 2.01 and a beta of 1.18.

IQVIA (NYSE:IQV - Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 earnings per share for the quarter, topping the consensus estimate 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 during the quarter, compared to analyst estimates of $4.30 billion. During the same period last year, the company posted $2.81 EPS. The business's quarterly revenue was up 8.7% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. As a group, analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current year.

IQVIA announced that its board has initiated a stock repurchase plan on Thursday, May 7th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the medical research company to reacquire up to 6.8% of its shares through open market purchases. Shares repurchase plans are often an indication that the company's management believes its stock is undervalued.

Analyst Ratings Changes

Several brokerages recently issued reports on IQV. Weiss Ratings raised IQVIA from a "hold (c-)" rating to a "hold (c)" rating in a research report on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft set a $240.00 price target on IQVIA in a research note on Thursday, July 9th. Barclays reaffirmed an "overweight" rating on shares of IQVIA in a research note on Tuesday, July 28th. Robert W. Baird upped their target price on IQVIA from $252.00 to $287.00 and gave the company an "outperform" rating in a report on Wednesday, July 29th. Finally, Wall Street Zen raised shares of IQVIA from a "hold" rating to a "buy" rating in a research report on Saturday, August 1st. One investment analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat.com, IQVIA currently has a consensus rating of "Moderate Buy" and a consensus price target of $241.88.

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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