IQVIA (NYSE:IQV – Get Free Report) had its target price dropped by research analysts at JPMorgan Chase & Co. from $255.00 to $225.00 in a report released on Friday,Benzinga reports. The firm currently has an “overweight” rating on the medical research company’s stock. JPMorgan Chase & Co.‘s target price suggests a potential upside of 20.00% from the stock’s previous close.
A number of other research firms have also recently commented on IQV. Jefferies Financial Group cut their target price on shares of IQVIA from $270.00 to $255.00 and set a “buy” rating for the company in a research note on Friday. Stifel Nicolaus cut their price objective on IQVIA from $273.00 to $220.00 and set a “buy” rating for the company in a research note on Friday. Morgan Stanley increased their target price on IQVIA from $250.00 to $265.00 and gave the company an “overweight” rating in a report on Monday, December 1st. Evercore reaffirmed an “outperform” rating and issued a $225.00 price target on shares of IQVIA in a research note on Thursday. Finally, BMO Capital Markets set a $250.00 price objective on IQVIA in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, IQVIA presently has an average rating of “Moderate Buy” and an average price target of $241.75.
Get Our Latest Analysis on IQVIA
IQVIA Price Performance
IQVIA (NYSE:IQV – Get Free Report) last announced 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. The company had revenue of $4.36 billion for the quarter, compared to the consensus estimate of $4.24 billion. IQVIA had a return on equity of 30.50% and a net margin of 8.34%.The firm’s revenue for the quarter was up 10.3% compared to the same quarter last year. During the same period last year, the firm earned $3.12 EPS. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. On average, sell-side analysts expect that IQVIA will post 10.84 earnings per share for the current year.
Institutional Investors Weigh In On IQVIA
Several large investors have recently added to or reduced their stakes in IQV. Brighton Jones LLC raised its stake in shares of IQVIA by 244.4% in the fourth quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock valued at $703,000 after acquiring an additional 2,537 shares in the last quarter. Empowered Funds LLC increased its holdings in IQVIA by 102.1% during the 1st quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock worth $1,715,000 after purchasing an additional 4,915 shares during the period. Sivia Capital Partners LLC purchased a new stake in IQVIA during the 2nd quarter worth about $514,000. DAVENPORT & Co LLC raised its position in IQVIA by 6.7% in the 2nd quarter. DAVENPORT & Co LLC now owns 2,449 shares of the medical research company’s stock valued at $386,000 after purchasing an additional 153 shares in the last quarter. Finally, KLP Kapitalforvaltning AS boosted its stake in shares of IQVIA by 1.7% in the 2nd quarter. KLP Kapitalforvaltning AS now owns 64,675 shares of the medical research company’s stock valued at $10,192,000 after buying an additional 1,100 shares during the period. 89.62% of the stock is owned by hedge funds and other institutional investors.
Key Stories Impacting IQVIA
Here are the key news stories impacting IQVIA this week:
- Positive Sentiment: Q4 results beat consensus: IQV reported Q4 EPS of $3.42 and revenue of $4.36B, both above estimates and showing double‑digit Y/Y sales growth — a core reason buyers are stepping in. IQVIA Holdings (IQV) Q4 Earnings and Revenues Top Estimates
- Positive Sentiment: FY‑2026 guidance modestly raised on revenue and EPS ranges (EPS 12.55–12.85; revenue $17.2B–$17.4B) — guidance came in around or slightly above Street revenue/consensus EPS, supporting near‑term sentiment. IQVIA’s (NYSE:IQV) Q4 CY2025 Sales Top Estimates
- Positive Sentiment: Jefferies lowered its price target to $255 but kept a “buy” rating — that still implies sizable upside vs. the current price and helps underpin demand from buy‑side holders. Jefferies PT Cut (Benzinga)
- Neutral Sentiment: Citigroup trimmed its price target to $200 and moved to “neutral” — a calibration of expectations but not a full sell signal. Citigroup PT Change (Benzinga)
- Neutral Sentiment: Analyst commentary and value‑style writeups (Zacks) highlight IQV as a longer‑term value play based on style scores — useful for longer‑horizon investors rather than short‑term movers. Why IQVIA Is a Top Value Stock (Zacks)
- Negative Sentiment: IQV warned that higher interest expenses will weigh on annual profit, and Reuters notes the company forecast annual profit below Street expectations — this is increasing focus on leverage and interest‑rate sensitivity. IQV Forecasts Weak Annual Profit (Reuters)
- Negative Sentiment: Market headlines flagged that shares fell after management’s outlook for adjusted earnings missed some expectations — that knee‑jerk reaction pressured the stock before buyers re‑entered. Shares Down After Outlook Misses (MarketWatch)
- Negative Sentiment: BTIG cut its rating to neutral citing sector headwinds — another signal that some sell‑side shops are taking a more cautious near‑term stance. BTIG Cuts Rating to Neutral (MSN)
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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