William Blair Has Bullish Forecast for IQVIA FY2025 Earnings

Key Points

• William Blair has increased its FY2025 earnings per share (EPS) estimate for IQVIA Holdings Inc. from $10.60 to $10.78, maintaining an "Outperform" rating on the stock.
• The consensus target price for IQVIA shares has been raised by several analysts, with Truist Financial setting a new target at $235.00 and Mizuho at $225.00.
• IQVIA's recent quarterly earnings report showed a net margin of 7.88% and a year-over-year revenue increase of 5.3%, reporting $4.02 billion in revenue against estimates of $3.96 billion.

IQVIA Holdings Inc. (NYSE:IQV - Free Report) - Investment analysts at William Blair lifted their FY2025 EPS estimates for IQVIA in a research report issued to clients and investors on Wednesday, July 23rd. William Blair analyst M. Smock now anticipates that the medical research company will post earnings per share of $10.78 for the year, up from their prior forecast of $10.60. William Blair has a "Outperform" rating on the stock. The consensus estimate for IQVIA's current full-year earnings is $10.84 per share. William Blair also issued estimates for IQVIA's Q4 2025 earnings at $3.17 EPS, Q1 2026 earnings at $2.73 EPS, Q2 2026 earnings at $2.81 EPS, Q3 2026 earnings at $3.01 EPS, Q4 2026 earnings at $3.50 EPS and FY2026 earnings at $12.05 EPS.

Several other analysts also recently weighed in on the stock. Citigroup reissued a "neutral" rating on shares of IQVIA in a research note on Thursday, May 22nd. Robert W. Baird boosted their target price on IQVIA from $159.00 to $196.00 and gave the company a "neutral" rating in a research note on Wednesday, July 23rd. Cowen restated a "buy" rating on shares of IQVIA in a report on Wednesday. Truist Financial increased their target price on IQVIA from $209.00 to $235.00 and gave the company a "buy" rating in a report on Wednesday, July 23rd. Finally, Mizuho increased their target price on IQVIA from $190.00 to $225.00 and gave the company an "outperform" rating in a report on Friday. Seven investment analysts have rated the stock with a hold rating, seventeen have assigned a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $228.62.

IQVIA Trading Down 0.8%

Shares of IQV opened at $199.17 on Monday. The firm has a market cap of $33.86 billion, a price-to-earnings ratio of 28.82, a PEG ratio of 2.18 and a beta of 1.30. The company has a debt-to-equity ratio of 2.45, a quick ratio of 0.84 and a current ratio of 0.84. IQVIA has a fifty-two week low of $134.65 and a fifty-two week high of $252.88. The firm has a 50 day moving average price of $157.09 and a 200-day moving average price of $170.04.

IQVIA (NYSE:IQV - Get Free Report) last announced its earnings results on Tuesday, July 22nd. The medical research company reported $2.81 earnings per share for the quarter, beating analysts' consensus estimates of $2.77 by $0.04. The business had revenue of $4.02 billion for the quarter, compared to the consensus estimate of $3.96 billion. IQVIA had a net margin of 7.88% and a return on equity of 30.05%. IQVIA's quarterly revenue was up 5.3% on a year-over-year basis. During the same period last year, the firm posted $2.64 earnings per share.

Insider Buying and Selling at IQVIA

In related news, insider Eric Sherbet sold 5,800 shares of IQVIA stock in a transaction on Wednesday, July 23rd. The shares were sold at an average price of $190.05, for a total value of $1,102,290.00. Following the sale, the insider owned 27,178 shares in the company, valued at $5,165,178.90. The trade was a 17.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Keriann Cherofsky sold 549 shares of the business's stock in a transaction on Wednesday, July 23rd. The shares were sold at an average price of $191.53, for a total transaction of $105,149.97. Following the sale, the insider owned 2,910 shares in the company, valued at approximately $557,352.30. This trade represents a 15.87% decrease in their position. The disclosure for this sale can be found here. Insiders own 1.60% of the company's stock.

Institutional Trading of IQVIA

A number of hedge funds have recently modified their holdings of the business. Canada Pension Plan Investment Board boosted its holdings in shares of IQVIA by 7.3% during the 1st quarter. Canada Pension Plan Investment Board now owns 4,594,831 shares of the medical research company's stock valued at $810,069,000 after buying an additional 312,807 shares in the last quarter. Geode Capital Management LLC boosted its holdings in shares of IQVIA by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 4,175,524 shares of the medical research company's stock valued at $818,315,000 after buying an additional 77,981 shares in the last quarter. Invesco Ltd. boosted its stake in IQVIA by 53.4% in the 4th quarter. Invesco Ltd. now owns 2,590,260 shares of the medical research company's stock worth $509,012,000 after purchasing an additional 902,226 shares in the last quarter. JPMorgan Chase & Co. boosted its stake in IQVIA by 45.7% in the 1st quarter. JPMorgan Chase & Co. now owns 2,545,014 shares of the medical research company's stock worth $448,686,000 after purchasing an additional 798,534 shares in the last quarter. Finally, Northern Trust Corp boosted its stake in IQVIA by 16.2% in the 4th quarter. Northern Trust Corp now owns 1,791,229 shares of the medical research company's stock worth $351,994,000 after purchasing an additional 250,141 shares in the last quarter. Institutional investors own 89.62% of the company's stock.

IQVIA Company Profile

IQVIA Holdings Inc engages in the provision of advanced analytics, technology solutions, and clinical research services to the life sciences industry in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest and most accurate reporting. This story was reviewed by MarketBeat's editorial team prior to publication. Please send any questions or comments about this story to contact@marketbeat.com.