Wealth Enhancement Advisory Services LLC Purchases 9,480 Shares of IQVIA Holdings Inc. $IQV

Key Points

• Wealth Enhancement Advisory Services LLC increased its stake in IQVIA by 35.8%, adding 9,480 shares to hold 35,960 shares valued at $8.674 million according to its latest 13F filing.
• IQVIA has a consensus Buy rating with a $229.13 price target after recent upgrades, and the company recently beat quarterly expectations (EPS $3.42 vs. $3.40) while setting FY2026 guidance of $12.55–$12.85 EPS.

Wealth Enhancement Advisory Services LLC grew its position in shares of IQVIA Holdings Inc. (NYSE:IQV - Free Report) by 35.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 35,960 shares of the medical research company's stock after acquiring an additional 9,480 shares during the period. Wealth Enhancement Advisory Services LLC's holdings in IQVIA were worth $8,674,000 as of its most recent SEC filing.

Other hedge funds also recently bought and sold shares of the company. Physician Wealth Advisors Inc. lifted its holdings in IQVIA by 1,340.0% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 144 shares of the medical research company's stock worth $27,000 after buying an additional 134 shares during the period. Westside Investment Management Inc. lifted its stake in IQVIA by 219.6% in the third quarter. Westside Investment Management Inc. now owns 147 shares of the medical research company's stock worth $30,000 after acquiring an additional 101 shares during the period. Measured Wealth Private Client Group LLC bought a new stake in IQVIA in the third quarter valued at $30,000. Atlantic Union Bankshares Corp bought a new position in IQVIA in the 3rd quarter worth $36,000. Finally, Root Financial Partners LLC purchased a new stake in shares of IQVIA in the 3rd quarter worth about $43,000. Hedge funds and other institutional investors own 89.62% of the company's stock.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on IQV. TD Cowen upgraded shares of IQVIA from a "hold" rating to a "buy" rating and boosted their price target for the company from $174.00 to $213.00 in a research report on Monday, March 9th. Mizuho set a $215.00 price objective on IQVIA in a research report on Monday, February 23rd. Wall Street Zen upgraded IQVIA from a "hold" rating to a "buy" rating in a report on Saturday, February 21st. Stifel Nicolaus lowered their target price on IQVIA from $273.00 to $220.00 and set a "buy" rating for the company in a research note on Friday, February 6th. Finally, JPMorgan Chase & Co. dropped their price target on IQVIA from $255.00 to $225.00 and set an "overweight" rating on the stock in a research report on Friday, February 6th. Two analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and two have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of "Buy" and a consensus price target of $229.13.

IQVIA Price Performance

Shares of NYSE IQV opened at $164.08 on Friday. The company has a 50 day moving average of $186.70 and a 200 day moving average of $205.21. The company has a quick ratio of 0.75, a current ratio of 0.75 and a debt-to-equity ratio of 2.09. IQVIA Holdings Inc. has a twelve month low of $134.65 and a twelve month high of $247.04. The firm has a market cap of $27.84 billion, a P/E ratio of 20.88, a PEG ratio of 1.64 and a beta of 1.39.

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

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