Medpace Holdings, Inc. $MEDP Stake Cut by Allianz Asset Management GmbH

Key Points

• Allianz Asset Management cut its Medpace stake by 29.1% in the second quarter, selling 8,674 shares and retaining 21,163 shares worth approximately $11.2 million. Institutional investors collectively own 77.98% of the company.
• Medpace reported quarterly EPS of $4.25, beating estimates of $3.98, while revenue rose 17.2% year over year to $707.33 million. The company issued fiscal 2026 EPS guidance of $17.25–$17.95.
• Medpace shares opened at $590.89, near the analyst consensus target of $595.20; analysts maintain a consensus “Hold” rating. Insiders have sold 134,471 shares worth about $82.2 million over the past 90 days.

Allianz Asset Management GmbH reduced its stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP - Free Report) by 29.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 21,163 shares of the company's stock after selling 8,674 shares during the quarter. Allianz Asset Management GmbH owned approximately 0.08% of Medpace worth $11,208,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in MEDP. Johnson Financial Group Inc. purchased a new position in Medpace in the second quarter valued at about $27,000. Elyxium Wealth LLC bought a new stake in shares of Medpace in the 4th quarter valued at approximately $30,000. Jones Financial Companies Lllp acquired a new position in Medpace in the second quarter worth approximately $30,000. Allied Private Wealth LLC acquired a new position in Medpace in the second quarter worth approximately $31,000. Finally, Kilter Group LLC bought a new position in Medpace during the second quarter valued at approximately $31,000. 77.98% of the stock is owned by hedge funds and other institutional investors.

Medpace Price Performance

NASDAQ MEDP opened at $590.89 on Wednesday. The firm has a market capitalization of $16.49 billion, a price-to-earnings ratio of 34.64, a P/E/G ratio of 2.64 and a beta of 1.15. The company's fifty day moving average is $577.04 and its two-hundred day moving average is $502.19. Medpace Holdings, Inc. has a 52-week low of $373.00 and a 52-week high of $677.90.

Medpace (NASDAQ:MEDP - Get Free Report) last announced its quarterly earnings data on Wednesday, July 22nd. The company reported $4.25 EPS for the quarter, beating analysts' consensus estimates of $3.98 by $0.27. Medpace had a net margin of 17.67% and a return on equity of 110.15%. The business had revenue of $707.33 million during the quarter, compared to analyst estimates of $689.51 million. During the same quarter in the prior year, the business earned $3.10 earnings per share. The firm's revenue for the quarter was up 17.2% on a year-over-year basis. Medpace has set its FY 2026 guidance at 17.250-17.950 EPS. As a group, sell-side analysts expect that Medpace Holdings, Inc. will post 17.54 earnings per share for the current fiscal year.

Analyst Ratings Changes

MEDP has been the subject of several recent research reports. Weiss Ratings raised shares of Medpace from a "hold (c+)" rating to a "buy (b-)" rating in a research report on Wednesday, August 12th. Robert W. Baird increased their target price on shares of Medpace from $547.00 to $624.00 and gave the stock a "neutral" rating in a research report on Friday, July 24th. Barclays set a $600.00 target price on Medpace in a report on Thursday, July 23rd. Jefferies Financial Group downgraded Medpace from a "buy" rating to a "hold" rating and upped their price target for the stock from $490.00 to $515.00 in a research note on Tuesday, July 7th. Finally, Truist Financial raised their price objective on Medpace from $462.00 to $609.00 and gave the company a "hold" rating in a research note on Friday, July 24th. Three equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $595.20.

Insider Buying and Selling at Medpace

In other Medpace news, CEO August Troendle sold 27,174 shares of the firm's stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $618.79, for a total transaction of $16,814,999.46. Following the completion of the transaction, the chief executive officer owned 561,195 shares in the company, valued at $347,261,854.05. This trade represents a 4.62% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, VP Susan Burwig sold 7,500 shares of Medpace stock in a transaction that occurred on Tuesday, July 28th. The shares were sold at an average price of $600.00, for a total value of $4,500,000.00. Following the sale, the vice president directly owned 62,984 shares in the company, valued at $37,790,400. The trade was a 10.64% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 134,471 shares of company stock worth $82,151,311. 20.50% of the stock is currently owned by company insiders.

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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