Cwm LLC Raises Stock Holdings in IQVIA Holdings Inc. $IQV

Cwm LLC lifted its holdings in IQVIA Holdings Inc. (NYSE:IQV) by 37.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,068 shares of the medical research company’s stock after buying an additional 12,363 shares during the quarter. Cwm LLC’s holdings in IQVIA were worth $8,560,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in IQV. Asset Dedication LLC increased its position in IQVIA by 224.0% during the 2nd quarter. Asset Dedication LLC now owns 243 shares of the medical research company’s stock valued at $38,000 after buying an additional 168 shares in the last quarter. Trust Co. of Toledo NA OH purchased a new position in IQVIA in the second quarter worth about $39,000. J.Safra Asset Management Corp grew its holdings in shares of IQVIA by 208.6% during the second quarter. J.Safra Asset Management Corp now owns 250 shares of the medical research company’s stock valued at $39,000 after buying an additional 169 shares during the last quarter. Rothschild Investment LLC raised its holdings in IQVIA by 85.5% in the 2nd quarter. Rothschild Investment LLC now owns 269 shares of the medical research company’s stock worth $42,000 after acquiring an additional 124 shares during the last quarter. Finally, NewSquare Capital LLC boosted its stake in IQVIA by 185.3% during the 2nd quarter. NewSquare Capital LLC now owns 291 shares of the medical research company’s stock valued at $46,000 after purchasing an additional 189 shares during the last quarter. Institutional investors own 89.62% of the company’s stock.

IQVIA Stock Performance

NYSE IQV opened at $227.08 on Tuesday. The business has a 50-day moving average price of $221.47 and a 200-day moving average price of $195.83. The firm has a market cap of $38.67 billion, a price-to-earnings ratio of 31.15, a price-to-earnings-growth ratio of 2.51 and a beta of 1.37. IQVIA Holdings Inc. has a twelve month low of $134.65 and a twelve month high of $234.29. The company has a quick ratio of 0.70, a current ratio of 0.70 and a debt-to-equity ratio of 2.03.

IQVIA (NYSE:IQV) last posted its quarterly earnings results on Tuesday, October 28th. The medical research company reported $3.00 EPS for the quarter, topping analysts’ consensus estimates of $2.98 by $0.02. The company had revenue of $4.10 billion for the quarter, compared to analysts’ expectations of $4.07 billion. IQVIA had a return on equity of 30.70% and a net margin of 8.07%.The firm’s revenue was up 5.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.84 EPS. IQVIA has set its FY 2025 guidance at 11.850-11.950 EPS. As a group, equities research analysts predict that IQVIA Holdings Inc. will post 10.84 EPS for the current fiscal year.

Insider Transactions at IQVIA

In other IQVIA news, insider Eric Sherbet sold 4,000 shares of the business’s stock in a transaction on Wednesday, October 29th. The shares were sold at an average price of $219.70, for a total value of $878,800.00. Following the sale, the insider owned 27,108 shares in the company, valued at $5,955,627.60. The trade was a 12.86% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 1.60% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have issued reports on IQV shares. TD Cowen cut shares of IQVIA from a “buy” rating to a “hold” rating and upped their target price for the company from $206.00 to $215.00 in a research note on Monday, November 3rd. Redburn Partners set a $214.00 price objective on IQVIA in a report on Wednesday, September 3rd. BMO Capital Markets started coverage on IQVIA in a research note on Thursday, November 13th. They set an “outperform” rating and a $260.00 price target for the company. JPMorgan Chase & Co. upped their target price on shares of IQVIA from $177.00 to $255.00 and gave the company an “overweight” rating in a report on Wednesday, October 29th. Finally, Hsbc Global Res raised shares of IQVIA from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 9th. Two research analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, IQVIA presently has a consensus rating of “Moderate Buy” and an average price target of $243.19.

About IQVIA

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.