Exencial Wealth Advisors LLC Acquires 19,089 Shares of IQVIA Holdings Inc. $IQV

Exencial Wealth Advisors LLC grew its holdings in IQVIA Holdings Inc. (NYSE:IQV) by 47.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,600 shares of the medical research company’s stock after purchasing an additional 19,089 shares during the period. Exencial Wealth Advisors LLC’s holdings in IQVIA were worth $11,321,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. Brighton Jones LLC raised its position in IQVIA by 244.4% in the 4th quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock worth $703,000 after buying an additional 2,537 shares during the last quarter. Empowered Funds LLC grew its stake in shares of IQVIA by 102.1% in the first quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock worth $1,715,000 after acquiring an additional 4,915 shares during the period. Everpar Advisors LLC raised its holdings in shares of IQVIA by 4.6% during the second quarter. Everpar Advisors LLC now owns 1,404 shares of the medical research company’s stock valued at $221,000 after purchasing an additional 62 shares during the last quarter. MassMutual Private Wealth & Trust FSB boosted its holdings in IQVIA by 16.6% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 1,100 shares of the medical research company’s stock worth $173,000 after purchasing an additional 157 shares during the last quarter. Finally, Czech National Bank grew its position in IQVIA by 4.5% in the 2nd quarter. Czech National Bank now owns 40,172 shares of the medical research company’s stock worth $6,331,000 after purchasing an additional 1,747 shares during the period. 89.62% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on the company. HSBC raised IQVIA from a “hold” rating to a “buy” rating and increased their price target for the company from $195.00 to $235.00 in a report on Thursday, October 9th. Hsbc Global Res raised IQVIA from a “hold” rating to a “strong-buy” rating in a research report on Thursday, October 9th. Citigroup upped their price target on shares of IQVIA from $200.00 to $230.00 and gave the company a “neutral” rating in a research report on Wednesday, October 29th. UBS Group raised their price objective on shares of IQVIA from $250.00 to $280.00 and gave the stock a “buy” rating in a report on Thursday, January 8th. Finally, Wall Street Zen raised shares of IQVIA from a “hold” rating to a “buy” rating in a report on Saturday, December 20th. Two analysts have rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and six have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $249.19.

Insider Transactions at IQVIA

In other IQVIA news, insider Eric Sherbet sold 4,000 shares of the stock in a transaction on Wednesday, October 29th. The stock was sold at an average price of $219.70, for a total value of $878,800.00. Following the completion of the sale, the insider owned 27,108 shares in the company, valued at approximately $5,955,627.60. This represents a 12.86% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Insiders own 1.60% of the company’s stock.

IQVIA Trading Up 0.5%

IQVIA stock opened at $241.95 on Wednesday. IQVIA Holdings Inc. has a 12-month low of $134.65 and a 12-month high of $247.04. The firm has a market capitalization of $41.20 billion, a price-to-earnings ratio of 33.19, a P/E/G ratio of 2.45 and a beta of 1.36. The firm has a 50 day moving average of $225.53 and a 200 day moving average of $201.95. The company has a current ratio of 0.70, a quick 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 earnings per share for the quarter, topping analysts’ consensus estimates of $2.98 by $0.02. The business had revenue of $4.10 billion during the quarter, compared to analyst estimates of $4.07 billion. IQVIA had a net margin of 8.07% and a return on equity of 30.70%. The company’s revenue was up 5.2% on a year-over-year basis. During the same period in the prior year, the business posted $2.84 earnings per share. IQVIA has set its FY 2025 guidance at 11.850-11.950 EPS. As a group, research analysts predict that IQVIA Holdings Inc. will post 10.84 earnings per share for the current year.

IQVIA 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.