M&T Bank Corp Grows Stake in Medpace Holdings, Inc. $MEDP

Key Points

• M&T Bank Corp increased its stake by 1,596% in Q4, boosting ownership to 14,128 shares (about $7.94M), and joins other institutions in a stock that is ~77.98% institutionally held.
• Medpace beat Q1 estimates and raised FY2026 guidance, reporting EPS $4.28 (vs. $3.74 est.) and revenue $706.6M (vs. $697.8M est.) with FY2026 EPS guidance of $16.68–$17.50.
• Material near‑term risks include a large insider sale and the president's resignation, several securities‑fraud class action filings, and analyst downgrades/price‑target cuts that weigh on sentiment.

M&T Bank Corp lifted its position in Medpace Holdings, Inc. (NASDAQ:MEDP - Free Report) by 1,596.0% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 14,128 shares of the company's stock after buying an additional 13,295 shares during the period. M&T Bank Corp owned approximately 0.05% of Medpace worth $7,935,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of MEDP. NewEdge Advisors LLC boosted its stake in shares of Medpace by 22.1% in the 1st quarter. NewEdge Advisors LLC now owns 1,048 shares of the company's stock worth $319,000 after buying an additional 190 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in shares of 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 worth $24,929,000 after buying an additional 3,010 shares during the last quarter. Geneos Wealth Management Inc. boosted its stake in shares of Medpace by 64.9% in the 1st quarter. Geneos Wealth Management Inc. now owns 94 shares of the company's stock worth $29,000 after buying an additional 37 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of Medpace in the 2nd quarter worth $296,000. Finally, First Trust Advisors LP boosted its stake in shares of Medpace by 105.2% in the 2nd quarter. First Trust Advisors LP now owns 42,219 shares of the company's stock worth $13,251,000 after buying an additional 21,641 shares during the last quarter. 77.98% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Medpace

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Q1 beat and raised outlook — Medpace reported Q1 EPS of $4.28 and revenue of $706.6M, both above consensus, and gave FY2026 EPS guidance of $16.68–$17.50. Strong revenue growth and guidance are the primary bullish catalyst. Article Title
• Positive Sentiment: Analyst support remains — Robert W. Baird kept an Outperform rating with a $477 target (still implying upside), providing some analyst backing despite volatility. Article Title
• Positive Sentiment: Technical/buy‑the‑dip narratives — Some outlets note MEDP moved into oversold territory after recent selling, which can attract short‑term bargain hunters. Article Title
• Neutral Sentiment: Short‑interest data unclear — April short‑interest reporting shows effectively 0 days to cover based on the provided figure, an anomalous data point that appears neutral until clarified by exchanges/brokers.
• Neutral Sentiment: Backlog conversion but rising cancellations — Management highlighted roughly $1.94B of backlog conversion over 12 months, but cancellation rates have increased; this is a mixed operational signal that could either load revenue or indicate instability in bookings. Article Title
• Negative Sentiment: Multiple securities‑fraud class action notices filed and law‑firm solicitations — Several firms have announced lawsuits and are soliciting lead‑plaintiff motions with a June 8, 2026 deadline, increasing legal and investor‑sentiment risk. This is a material near‑term overhang. Article Title
• Negative Sentiment: Analyst caution and downgrades tied to cancellations/elevated costs — Some analysts cut stance or reduced price targets citing the spike in backlog cancellations and higher direct costs (e.g., Seeking Alpha coverage and a BMO price‑target cut to $400), which can pressure sentiment and valuation. Article Title
• Negative Sentiment: Executive departure — Medpace’s president announced his resignation after 18 years, adding leadership transition risk at a sensitive time. Article Title

Insiders Place Their Bets

In other news, President Jesse J. Geiger sold 31,707 shares of the business's stock in a transaction dated Tuesday, March 17th. The stock was sold at an average price of $455.30, for a total value of $14,436,197.10. Following the transaction, the president directly owned 15,000 shares in the company, valued at $6,829,500. The trade was a 67.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Company insiders own 20.50% of the company's stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently issued reports on MEDP shares. Weiss Ratings downgraded Medpace from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Monday, April 6th. Royal Bank Of Canada lowered their target price on Medpace from $522.00 to $484.00 and set an "outperform" rating on the stock in a research report on Friday. BMO Capital Markets lowered their target price on Medpace from $460.00 to $400.00 and set a "market perform" rating on the stock in a research report on Friday. Barclays lowered their target price on Medpace from $500.00 to $450.00 and set an "equal weight" rating on the stock in a research report on Friday. Finally, Wall Street Zen downgraded Medpace from a "buy" rating to a "hold" rating in a research report on Saturday. Four analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, Medpace presently has a consensus rating of "Hold" and an average target price of $467.08.

Medpace Stock Performance

NASDAQ MEDP opened at $410.54 on Friday. The company has a market capitalization of $11.73 billion, a PE ratio of 25.80, a price-to-earnings-growth ratio of 1.85 and a beta of 1.39. The business's fifty day moving average is $470.61 and its 200 day moving average is $535.72. Medpace Holdings, Inc. has a fifty-two week low of $284.10 and a fifty-two week high of $628.92.

Medpace (NASDAQ:MEDP - Get Free Report) last released its earnings results on Wednesday, April 22nd. The company reported $4.28 earnings per share for the quarter, beating the consensus estimate of $3.74 by $0.54. The company had revenue of $706.60 million for 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%.Medpace's quarterly revenue was up 26.5% compared to the same quarter last year. During the same period in the previous year, the business earned $3.67 earnings per share. Medpace has set its FY 2026 guidance at 16.680-17.500 EPS. On average, sell-side analysts forecast that Medpace Holdings, Inc. will post 17.05 EPS for the current year.

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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