Hsbc Holdings PLC Has $60.90 Million Position in IQVIA Holdings Inc. $IQV

Key Points

• HSBC reduced its IQVIA stake by 8.6% in the second quarter, selling 29,591 shares and retaining 315,338 shares valued at approximately $60.9 million. Institutional investors collectively own 89.62% of IQVIA.
• Analysts remain broadly positive, with a consensus “Moderate Buy” rating and an average price target of $243.62. Recent targets ranged as high as $276, while IQVIA shares opened at $267.34.
• IQVIA exceeded quarterly expectations, reporting adjusted EPS of $3.15 versus the $3.03 consensus and revenue of $4.37 billion versus $4.30 billion. Revenue increased 8.7% year over year, and the company issued fiscal 2026 EPS guidance of $12.80–$13.00.

Hsbc Holdings PLC decreased its position in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 8.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 315,338 shares of the medical research company's stock after selling 29,591 shares during the period. Hsbc Holdings PLC owned approximately 0.19% of IQVIA worth $60,904,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. BlackRock Inc. acquired a new position in shares of IQVIA during the 2nd quarter worth approximately $2,811,292,000. Boston Partners acquired a new stake in IQVIA during the 3rd quarter worth approximately $676,698,000. Norges Bank bought a new stake in IQVIA in the 4th quarter valued at $497,445,000. Victory Capital Management Inc. grew its holdings in IQVIA by 2,628.1% in the 4th quarter. Victory Capital Management Inc. now owns 1,675,479 shares of the medical research company's stock valued at $377,670,000 after buying an additional 1,614,063 shares in the last quarter. Finally, Canada Pension Plan Investment Board acquired a new position in IQVIA in the 2nd quarter valued at $240,911,000. Institutional investors own 89.62% of the company's stock.

Insider Transactions at IQVIA

In other news, insider Bhavik Patel sold 1,855 shares of the firm's stock in a transaction that occurred on Friday, July 31st. The shares were sold at an average price of $235.27, for a total value of $436,425.85. Following the sale, the insider directly 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 hyperlink. Also, insider Eric Sherbet sold 5,000 shares of IQVIA stock in a transaction that occurred on Wednesday, July 29th. The shares were sold at an average price of $249.16, for a total transaction of $1,245,800.00. Following the sale, the insider directly owned 20,999 shares in the company, valued at $5,232,110.84. This trade represents a 19.23% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 15,581 shares of company stock valued at $3,796,021. 1.70% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several equities analysts recently commented on IQV shares. HSBC restated a "buy" rating and issued a $240.00 price target on shares of IQVIA in a research note on Monday, July 6th. Mizuho boosted their price objective on shares of IQVIA from $215.00 to $230.00 and gave the company an "outperform" rating in a report on Monday, July 13th. Deutsche Bank Aktiengesellschaft set a $240.00 target price on shares of IQVIA in a research report on Thursday, July 9th. William Blair upgraded shares of IQVIA to a "strong-buy" rating in a research report on Tuesday, July 28th. Finally, Stifel Nicolaus boosted their price target on IQVIA from $220.00 to $276.00 and gave the company a "buy" rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have given a Hold rating to the company's stock. According to data from MarketBeat.com, IQVIA currently has a consensus rating of "Moderate Buy" and a consensus price target of $243.62.

IQVIA Trading Down 0.2%

Shares of IQV opened at $267.34 on Tuesday. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.71 and a current ratio of 0.71. IQVIA Holdings Inc. has a 52-week low of $154.50 and a 52-week high of $271.80. The firm has a market cap of $44.00 billion, a price-to-earnings ratio of 33.17, a PEG ratio of 2.29 and a beta of 1.18. The business's fifty day moving average is $232.02 and its 200-day moving average is $193.57.

IQVIA (NYSE:IQV - Get Free Report) last announced 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. The business had revenue of $4.37 billion during the quarter, compared to the consensus estimate of $4.30 billion. IQVIA had a return on equity of 30.25% and a net margin of 8.10%.IQVIA's revenue for the quarter was up 8.7% on a year-over-year basis. During the same period in the prior year, the company earned $2.81 EPS. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. Equities analysts anticipate that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA 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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