Medpace Holdings, Inc. $MEDP Stock Acquired by EULAV Asset Management

Key Points

• EULAV Asset Management increased its Medpace stake by 35.7% in the third quarter, purchasing 11,594 additional shares and bringing its holdings to 44,103 shares worth approximately $27.5 million. Institutional investors and hedge funds collectively own 77.98% of MEDP.
• Medpace reported a strong third quarter, with EPS of $4.84 beating estimates and revenue of $716 million rising 8.5% year over year. Net new business awards and backlog also improved, supporting future growth.
• Analysts have raised price targets, but sentiment remains cautious: the stock has a consensus “Hold” rating and an average target of $642.91, while insiders sold more than $205 million of shares in the latest quarter.

EULAV Asset Management lifted its stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP - Free Report) by 35.7% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 44,103 shares of the company's stock after buying an additional 11,594 shares during the period. EULAV Asset Management owned approximately 0.16% of Medpace worth $27,528,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Novem Group raised its stake in Medpace by 1.0% in the 3rd quarter. Novem Group now owns 2,127 shares of the company's stock worth $1,328,000 after acquiring an additional 22 shares during the last quarter. Fifth Third Wealth Advisors LLC lifted its position in Medpace by 3.2% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 783 shares of the company's stock worth $489,000 after acquiring an additional 24 shares during the period. Balefire LLC grew its stake in Medpace by 6.1% during the 1st quarter. Balefire LLC now owns 451 shares of the company's stock valued at $217,000 after purchasing an additional 26 shares during the last quarter. Root Financial Partners LLC grew its stake in Medpace by 34.1% during the 1st quarter. Root Financial Partners LLC now owns 122 shares of the company's stock valued at $59,000 after purchasing an additional 31 shares during the last quarter. Finally, GAMMA Investing LLC grew its stake in Medpace by 2.8% during the 2nd quarter. GAMMA Investing LLC now owns 1,158 shares of the company's stock valued at $613,000 after purchasing an additional 32 shares during the last quarter. 77.98% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Medpace

In related news, CEO August Troendle sold 21,966 shares of the firm's stock in a transaction dated Wednesday, September 30th. The stock was sold at an average price of $625.47, for a total transaction of $13,739,074.02. Following the sale, the chief executive officer directly owned 338,225 shares of the company's stock, valued at $211,549,590.75. This trade represents a 6.10% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold a total of 332,412 shares of company stock valued at $205,768,359 in the last quarter. 20.50% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on MEDP shares. Royal Bank Of Canada increased their price objective on Medpace from $484.00 to $692.00 and gave the company an "outperform" rating in a report on Friday, July 24th. Jefferies Financial Group reaffirmed a "hold" rating on shares of Medpace in a report on Monday, September 14th. Leerink Partners set a $620.00 target price on Medpace in a research report on Thursday, July 23rd. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and issued a $535.00 target price on shares of Medpace in a research report on Thursday, July 23rd. Finally, TD Cowen increased their price target on shares of Medpace from $492.00 to $673.00 and gave the stock a "hold" rating in a report on Friday. Three investment analysts have rated the stock with a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of "Hold" and an average price target of $642.91.

Trending Headlines about Medpace

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: New $1 billion buyback: Medpace authorized a $1 billion repurchase program, replacing its previous authorization. The plan signals management’s confidence in cash generation and could support earnings per share by reducing the share count. Medpace Announces $1 Billion Stock Buyback Program
• Positive Sentiment: Raised 2026 outlook: The company forecast adjusted EPS of $17.97–$18.32, above the $17.68 analyst consensus, while revenue guidance of $2.8–$2.9 billion is broadly consistent with expectations. Medpace 2026 Guidance and Buyback
• Positive Sentiment: Q3 earnings beat: Medpace reported earnings of $4.84 per share versus the $4.45 consensus estimate, with revenue of approximately $716 million and year-over-year revenue growth of 8.5%. Margin expansion helped drive the earnings outperformance. Medpace Q3 Earnings Beat
• Positive Sentiment: Demand remains healthy: Net new business awards reached $873 million in the third quarter, and ending backlog increased 5.6% year over year to $3.2 billion, supporting future revenue visibility. Medpace Long-Term Investor Takeaways
• Neutral Sentiment: Analyst targets moved higher but ratings remain cautious: TD Cowen raised its target to $673 from $492 and kept a “hold” rating, while Deutsche Bank increased its target to $650 and also maintained “hold.” These revisions acknowledge the improved outlook but imply limited upside at recent trading levels. TD Cowen Medpace Rating
• Negative Sentiment: Valuation remains a concern: Commentary following the results questioned whether MEDP is already pricing in much of its growth, with some analysis describing the shares as materially overvalued despite the earnings beat. This may explain the initial post-earnings hesitation.

Medpace Price Performance

NASDAQ MEDP opened at $669.20 on Monday. The company has a market capitalization of $18.72 billion, a PE ratio of 37.10, a P/E/G ratio of 2.90 and a beta of 1.18. The company has a fifty day moving average of $611.66 and a 200 day moving average of $537.96. Medpace Holdings, Inc. has a 1 year low of $373.00 and a 1 year high of $684.52.

Medpace (NASDAQ:MEDP - Get Free Report) last announced its quarterly earnings results on Wednesday, October 21st. The company reported $4.84 earnings per share for the quarter, topping the consensus estimate of $4.44 by $0.40. The company had revenue of $716.00 million for the quarter, compared to the consensus estimate of $714.47 million. Medpace had a return on equity of 99.76% and a net margin of 18.24%. The firm's revenue for the quarter was up 8.5% compared to the same quarter last year. During the same period last year, the firm earned $3.86 EPS. Research analysts expect that Medpace Holdings, Inc. will post 18.06 earnings per share for the current year.

Medpace Profile

Medpace Holdings, Inc is a contract research organization (CRO) that provides clinical development services to biotechnology, pharmaceutical and medical device companies. The company supports sponsors throughout the development process, from early-stage planning and regulatory submissions through clinical trial execution, data management, analysis and reporting.

Medpace's services include Phase I through Phase IV clinical research, clinical monitoring, biostatistics, data management, medical writing, pharmacovigilance, regulatory consulting and central laboratory services.

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