Medpace Holdings, Inc. $MEDP Shares Sold by Baillie Gifford & Co.

Key Points

• Baillie Gifford & Co. cut its stake in Medpace by 6.4% in Q4, selling 37,718 shares and leaving it with 547,078 shares (about a 1.94% stake) valued at roughly $307.3 million.
• President Jesse J. Geiger sold 31,707 shares on March 17 for about $14.44 million, reducing his holding by 67.9% to 15,000 shares; insiders now own 20.5% of the company.
• Medpace reported a strong quarter with EPS and revenue beats (32% YoY revenue growth) and FY2026 EPS guidance of 16.68–17.50, but multiple securities class-action filings raise litigation risk and near‑term investor uncertainty.

Baillie Gifford & Co. cut its holdings in Medpace Holdings, Inc. (NASDAQ:MEDP - Free Report) by 6.4% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 547,078 shares of the company's stock after selling 37,718 shares during the period. Baillie Gifford & Co. owned 1.94% of Medpace worth $307,266,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. AQR Capital Management LLC increased its position in shares of Medpace by 65.1% during the third quarter. AQR Capital Management LLC now owns 1,025,410 shares of the company's stock worth $518,170,000 after acquiring an additional 404,226 shares during the period. Wasatch Advisors LP grew its stake in shares of Medpace by 14.0% during the second quarter. Wasatch Advisors LP now owns 945,814 shares of the company's stock worth $296,853,000 after purchasing an additional 116,354 shares in the last quarter. Invesco Ltd. grew its stake in shares of Medpace by 18.9% during the third quarter. Invesco Ltd. now owns 537,407 shares of the company's stock worth $276,313,000 after purchasing an additional 85,517 shares in the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in Medpace by 205.8% in the third quarter. Arrowstreet Capital Limited Partnership now owns 314,150 shares of the company's stock valued at $161,523,000 after acquiring an additional 211,411 shares in the last quarter. Finally, Bank of America Corp DE boosted its stake in Medpace by 20.7% in the third quarter. Bank of America Corp DE now owns 229,353 shares of the company's stock valued at $117,924,000 after acquiring an additional 39,389 shares in the last quarter. Hedge funds and other institutional investors own 77.98% of the company's stock.

Insider Buying and Selling at Medpace

In related news, President Jesse J. Geiger sold 31,707 shares of Medpace stock in a transaction on Tuesday, March 17th. The shares were sold at an average price of $455.30, for a total transaction of $14,436,197.10. Following the transaction, the president owned 15,000 shares in the company, valued at approximately $6,829,500. The trade was a 67.88% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Insiders own 20.50% of the company's stock.

Medpace Price Performance

Shares of MEDP opened at $493.53 on Monday. The firm has a market cap of $14.10 billion, a PE ratio of 32.26, a price-to-earnings-growth ratio of 2.37 and a beta of 1.39. The company's fifty day moving average is $472.89 and its two-hundred day moving average is $537.71. Medpace Holdings, Inc. has a fifty-two week low of $250.05 and a fifty-two week high of $628.92.

Medpace (NASDAQ:MEDP - Get Free Report) last announced its quarterly earnings results on Monday, February 9th. The company reported $4.67 earnings per share for the quarter, beating analysts' consensus estimates of $4.18 by $0.49. The company had revenue of $708.45 million for the quarter, compared to analyst estimates of $689.53 million. Medpace had a net margin of 17.83% and a return on equity of 118.82%. Medpace's revenue for the quarter was up 32.0% on a year-over-year basis. During the same quarter last year, the business earned $3.67 EPS. Medpace has set its FY 2026 guidance at 16.680-17.500 EPS. As a group, equities research analysts anticipate that Medpace Holdings, Inc. will post 12.29 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on MEDP. Barclays upgraded shares of Medpace from an "underweight" rating to an "equal weight" rating and set a $500.00 target price for the company in a research note on Friday, March 6th. BMO Capital Markets restated a "market perform" rating on shares of Medpace in a research report on Wednesday, February 11th. Wall Street Zen raised shares of Medpace from a "hold" rating to a "buy" rating in a report on Saturday, January 17th. Robert W. Baird raised shares of Medpace from a "neutral" rating to an "outperform" rating and set a $564.00 target price for the company in a report on Tuesday, February 10th. Finally, Truist Financial dropped their price objective on shares of Medpace from $555.00 to $539.00 and set a "hold" rating for the company in a research note on Wednesday, February 11th. Four analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, Medpace has an average rating of "Hold" and a consensus price target of $486.67.

Key Stories Impacting Medpace

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Recent fundamentals remain a tailwind: Medpace reported a strong quarter on Feb. 9 (EPS and revenue above expectations, ~32% revenue growth year/year) and provided FY2026 EPS guidance (16.680–17.500). Those results support the company’s premium valuation and longer‑term growth thesis.
• Neutral Sentiment: Short‑interest data for April appears to show 0 shares (0.0 days), which looks like either no material shorting or a data/reporting anomaly — this item does not explain today’s move.
• Negative Sentiment: Multiple national law firms have announced a securities class action (alleged violations covering purchases between Apr 22, 2025 and Feb 9, 2026) and are soliciting lead plaintiffs with early‑June deadlines — this raises litigation risk, potential future settlements or defense costs, and near‑term investor uncertainty, pressuring the share price. Medpace Holdings Inc. (MEDP) Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit MEDP Investors Have Opportunity to Lead Medpace Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm Glancy Prongay Wolke & Rotter LLP Encourages Medpace Shareholders To Inquire About Securities Fraud Class Action

Medpace Profile

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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