Cornerstone Investment Partners LLC Raises Stake in IQVIA Holdings Inc. $IQV

Cornerstone Investment Partners LLC increased its holdings in IQVIA Holdings Inc. (NYSE:IQV) by 21.9% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 344,103 shares of the medical research company’s stock after buying an additional 61,725 shares during the quarter. IQVIA comprises approximately 2.7% of Cornerstone Investment Partners LLC’s investment portfolio, making the stock its 17th largest holding. Cornerstone Investment Partners LLC owned 0.20% of IQVIA worth $65,359,000 at the end of the most recent quarter.

Other large investors have also made changes to their positions in the company. Alliancebernstein L.P. raised its holdings in shares of IQVIA by 0.6% during the second quarter. Alliancebernstein L.P. now owns 3,555,929 shares of the medical research company’s stock worth $560,379,000 after purchasing an additional 19,573 shares during the last quarter. Artisan Partners Limited Partnership acquired a new stake in IQVIA during the 2nd quarter worth about $515,772,000. JPMorgan Chase & Co. raised its stake in shares of IQVIA by 22.8% during the 2nd quarter. JPMorgan Chase & Co. now owns 3,126,171 shares of the medical research company’s stock valued at $492,659,000 after buying an additional 581,157 shares during the last quarter. Nordea Investment Management AB lifted its holdings in shares of IQVIA by 12.3% in the 3rd quarter. Nordea Investment Management AB now owns 2,314,219 shares of the medical research company’s stock valued at $421,257,000 after buying an additional 253,759 shares during the period. Finally, Cantillon Capital Management LLC boosted its stake in shares of IQVIA by 27.3% in the third quarter. Cantillon Capital Management LLC now owns 1,926,934 shares of the medical research company’s stock worth $366,002,000 after buying an additional 413,256 shares during the last quarter. 89.62% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently weighed in on IQV shares. UBS Group reduced their price target on IQVIA from $280.00 to $240.00 and set a “buy” rating for the company in a research report on Friday, February 6th. Evercore reaffirmed an “outperform” rating and set a $225.00 target price on shares of IQVIA in a report on Thursday, February 5th. BMO Capital Markets set a $250.00 price target on shares of IQVIA in a report on Friday, February 6th. Citigroup cut their price objective on shares of IQVIA from $230.00 to $200.00 and set a “neutral” rating for the company in a report on Friday, February 6th. Finally, Morgan Stanley set a $240.00 target price on shares of IQVIA in a research note on Wednesday. Two research analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, IQVIA has an average rating of “Moderate Buy” and a consensus price target of $238.20.

IQVIA Stock Down 3.0%

IQV opened at $177.01 on Thursday. The company has a market cap of $30.14 billion, a PE ratio of 22.52, a price-to-earnings-growth ratio of 1.76 and a beta of 1.37. IQVIA Holdings Inc. has a twelve month low of $134.65 and a twelve month high of $247.04. The company has a 50-day moving average price of $225.42 and a 200 day moving average price of $209.47. The company has a quick ratio of 0.70, a current ratio of 0.75 and a debt-to-equity ratio of 2.09.

IQVIA (NYSE:IQV) last posted its quarterly earnings data on Thursday, February 5th. The medical research company reported $3.42 EPS 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 company had revenue of $4.36 billion during the quarter, compared to analyst estimates of $4.24 billion. During the same period in the previous year, the business earned $3.12 EPS. IQVIA’s quarterly revenue was up 10.3% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. Sell-side analysts expect 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.