SG Americas Securities LLC Buys 26,161 Shares of IQVIA Holdings Inc. $IQV

Key Points

• SG Americas Securities LLC increased its stake in IQVIA by 108.8% in Q4, buying 26,161 shares to hold 50,206 shares worth about $11.32 million.
• Wall Street sentiment is broadly positive with a consensus rating of Buy and an average target price of $229.13, supported by recent upgrades from Barclays, RBC and TD Cowen (targets $210–$221), though Citi trimmed its target to $200.
• IQVIA beat Q4 estimates with EPS of $3.42 (vs. $3.40) and revenue of $4.36B (vs. $4.24B), and issued FY2026 guidance of EPS $12.55–$12.85.

SG Americas Securities LLC grew its stake in IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 108.8% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 50,206 shares of the medical research company's stock after purchasing an additional 26,161 shares during the period. SG Americas Securities LLC's holdings in IQVIA were worth $11,317,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the stock. Claret Asset Management Corp grew its position in IQVIA by 1.1% during the third quarter. Claret Asset Management Corp now owns 4,527 shares of the medical research company's stock worth $860,000 after buying an additional 49 shares in the last quarter. Versant Capital Management Inc raised its holdings in IQVIA by 6.3% in the 3rd quarter. Versant Capital Management Inc now owns 899 shares of the medical research company's stock valued at $171,000 after acquiring an additional 53 shares in the last quarter. Private Advisor Group LLC lifted its position in shares of IQVIA by 1.0% in the 3rd quarter. Private Advisor Group LLC now owns 6,122 shares of the medical research company's stock worth $1,163,000 after acquiring an additional 63 shares during the period. CVA Family Office LLC grew its holdings in shares of IQVIA by 11.6% during the 3rd quarter. CVA Family Office LLC now owns 654 shares of the medical research company's stock worth $124,000 after purchasing an additional 68 shares in the last quarter. Finally, Huntington National Bank increased its position in shares of IQVIA by 7.8% during the third quarter. Huntington National Bank now owns 969 shares of the medical research company's stock valued at $184,000 after purchasing an additional 70 shares during the period. Institutional investors and hedge funds own 89.62% of the company's stock.

Wall Street Analyst Weigh In

Several brokerages recently commented on IQV. Barclays raised IQVIA from an "equal weight" rating to an "overweight" rating and set a $210.00 target price for the company in a research report on Friday, March 6th. Royal Bank Of Canada started coverage on shares of IQVIA in a research note on Tuesday, March 3rd. They issued an "outperform" rating and a $221.00 price objective for the company. TD Cowen upgraded shares of IQVIA from a "hold" rating to a "buy" rating and lifted their target price for the company from $174.00 to $213.00 in a research report on Monday, March 9th. Citigroup lowered their target price on shares of IQVIA from $230.00 to $200.00 and set a "neutral" rating on the stock in a research note on Friday, February 6th. Finally, Weiss Ratings restated a "hold (c)" rating on shares of IQVIA in a research note on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have given a Buy rating and two have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company has a consensus rating of "Buy" and a consensus target price of $229.13.

IQVIA Price Performance

Shares of IQVIA stock opened at $164.08 on Monday. IQVIA Holdings Inc. has a 1-year low of $134.65 and a 1-year high of $247.04. The firm's 50-day moving average price is $186.70 and its two-hundred day moving average price is $205.47. The company has a current ratio of 0.75, a quick ratio of 0.75 and a debt-to-equity ratio of 2.09. The stock has a market capitalization of $27.84 billion, a price-to-earnings ratio of 20.88, a P/E/G ratio of 1.58 and a beta of 1.40.

IQVIA (NYSE:IQV - Get Free Report) last posted its earnings results on Thursday, February 5th. The medical research company reported $3.42 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $3.40 by $0.02. The company had revenue of $4.36 billion during the quarter, compared to analysts' expectations of $4.24 billion. IQVIA had a net margin of 8.34% and a return on equity of 30.50%. IQVIA's quarterly revenue was up 10.3% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.12 earnings per share. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. On average, equities analysts predict that IQVIA Holdings Inc. will post 10.84 earnings per share for the current fiscal year.

IQVIA Company 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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.