Horizon Investments LLC Acquires New Stake in Medpace Holdings, Inc. $MEDP

Key Points

• Horizon Investments LLC disclosed a new Q4 stake in Medpace of 8,774 shares, valued at about $4.93 million.
• A class action has been filed over the Apr 22, 2025–Feb 9, 2026 period and multiple plaintiff firms are soliciting lead plaintiffs after Medpace flagged rising cancellations, heightening litigation and settlement risk.
• Medpace beat Q1 estimates (EPS $4.28 vs. $3.74; revenue $706.6M vs. $697.8M) and set FY2026 guidance of $16.68–$17.50 EPS, but several brokers have cut price targets and the consensus rating remains a Hold.

Horizon Investments LLC acquired a new stake in Medpace Holdings, Inc. (NASDAQ:MEDP - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor acquired 8,774 shares of the company's stock, valued at approximately $4,928,000.

Several other hedge funds have also recently added to or reduced their stakes in MEDP. NewEdge Advisors LLC raised its stake in Medpace by 22.1% in the 1st quarter. NewEdge Advisors LLC now owns 1,048 shares of the company's stock valued at $319,000 after purchasing an additional 190 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its holdings in Medpace by 3.8% in the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 81,817 shares of the company's stock valued at $24,929,000 after buying an additional 3,010 shares in the last quarter. Geneos Wealth Management Inc. grew its holdings in Medpace by 64.9% in the 1st quarter. Geneos Wealth Management Inc. now owns 94 shares of the company's stock valued at $29,000 after buying an additional 37 shares in the last quarter. Sivia Capital Partners LLC purchased a new stake in Medpace in the 2nd quarter valued at $296,000. Finally, M&T Bank Corp grew its holdings in Medpace by 3.4% in the 2nd quarter. M&T Bank Corp now owns 939 shares of the company's stock valued at $295,000 after buying an additional 31 shares in the last quarter. 77.98% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about Medpace

Here are the key news stories impacting Medpace this week:

• Neutral Sentiment: Bares Capital trims its stake in Medpace, a portfolio move that may reflect manager rebalancing or concern about near-term risks. Bares Capital Trims Stake
• Negative Sentiment: A class action has been filed against Medpace and certain officers alleging violations of the federal securities laws for the period Apr 22, 2025–Feb 9, 2026; this formal filing increases legal exposure and investor uncertainty. Bronstein, Gewirtz & Grossman Class Action
• Negative Sentiment: Multiple plaintiff firms are actively soliciting lead plaintiffs and issuing investor alerts (Schall, Gross, BFA Law, Pomerantz, Rosen, Faruqi & Faruqi, Portnoy, Robbins, SueWallSt, Frank R. Cruz, Robbins LLP). The flurry of filings/solicitations heightens the probability of consolidated litigation, potential discovery, legal fees and settlement risk. Examples: Schall Law Firm Gross Law Firm BFA Law Pomerantz
• Negative Sentiment: Media coverage highlights that peers (Agios) posted strong results while reporting noted Medpace flagged rising cancellations—this operational disclosure appears to be the proximate cause of the stock weakness and underpins many litigation claims alleging the company misrepresented backlog/cancellation risks. Agios / Medpace Cancellations Coverage

Medpace Stock Performance

Shares of NASDAQ:MEDP opened at $417.54 on Monday. The business has a 50-day moving average price of $468.91 and a 200 day moving average price of $532.96. The company has a market capitalization of $11.92 billion, a price-to-earnings ratio of 26.24, a PEG ratio of 2.12 and a beta of 1.19. Medpace Holdings, Inc. has a 12-month low of $284.10 and a 12-month high of $628.92.

Medpace (NASDAQ:MEDP - Get Free Report) last issued its quarterly earnings data on Wednesday, April 22nd. The company reported $4.28 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.74 by $0.54. The firm had revenue of $706.60 million during the quarter, compared to the consensus estimate of $697.82 million. Medpace had a return on equity of 120.89% and a net margin of 17.19%.The company's quarterly revenue was up 26.5% on a year-over-year basis. During the same period last year, the company earned $3.67 EPS. Medpace has set its FY 2026 guidance at 16.680-17.500 EPS. As a group, equities research analysts predict that Medpace Holdings, Inc. will post 17.04 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on MEDP. Robert W. Baird dropped their target price on Medpace from $565.00 to $477.00 and set an "outperform" rating for the company in a report on Friday, April 24th. Zacks Research lowered shares of Medpace from a "strong-buy" rating to a "hold" rating in a report on Monday, January 12th. BMO Capital Markets decreased their target price on shares of Medpace from $460.00 to $400.00 and set a "market perform" rating on the stock in a report on Friday, April 24th. Barclays cut their price target on shares of Medpace from $500.00 to $450.00 and set an "equal weight" rating for the company in a report on Friday, April 24th. Finally, Royal Bank Of Canada cut their price target on shares of Medpace from $522.00 to $484.00 and set an "outperform" rating for the company in a report on Friday, April 24th. Four investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Hold" and a consensus target price of $467.08.

Insider Activity

In related news, President Jesse J. Geiger sold 31,707 shares of the firm's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $455.30, for a total transaction of $14,436,197.10. Following the completion of the sale, the president directly owned 15,000 shares of the company's stock, valued at approximately $6,829,500. This trade represents a 67.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders own 20.50% of the company's stock.

About Medpace

Medpace Holdings, Inc NASDAQ: MEDP is a global contract research organization (CRO) that provides comprehensive clinical development services to biotechnology, pharmaceutical and medical device companies. The company supports clinical trials across all phases (I–IV), offering end-to-end solutions designed to streamline the development process and accelerate the delivery of new therapies to market.

Medpace's core service offerings include clinical pharmacology, regulatory affairs consulting, project management, central laboratory services, imaging, data management and biostatistics, pharmacovigilance and medical writing.

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