Crestwood Advisors Group LLC Acquires 19,022 Shares of IQVIA Holdings Inc. $IQV

Crestwood Advisors Group LLC lifted its stake in IQVIA Holdings Inc. (NYSE:IQV) by 16.9% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 131,634 shares of the medical research company’s stock after purchasing an additional 19,022 shares during the quarter. Crestwood Advisors Group LLC owned about 0.08% of IQVIA worth $25,002,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Eubel Brady & Suttman Asset Management Inc. purchased a new stake in IQVIA during the third quarter valued at approximately $14,278,000. OPTIMAS CAPITAL Ltd bought a new stake in shares of IQVIA during the 3rd quarter valued at $4,008,000. Amundi increased its stake in shares of IQVIA by 46.3% in the 2nd quarter. Amundi now owns 1,279,817 shares of the medical research company’s stock worth $210,722,000 after purchasing an additional 405,250 shares in the last quarter. Diversified Trust Co raised its holdings in IQVIA by 57.2% in the 3rd quarter. Diversified Trust Co now owns 42,579 shares of the medical research company’s stock worth $8,087,000 after purchasing an additional 15,487 shares during the period. Finally, Nichols & Pratt Advisers LLP MA lifted its position in IQVIA by 8.6% during the third quarter. Nichols & Pratt Advisers LLP MA now owns 122,603 shares of the medical research company’s stock valued at $23,287,000 after purchasing an additional 9,684 shares in the last quarter. Institutional investors own 89.62% of the company’s stock.

Analyst Upgrades and Downgrades

IQV has been the topic of several recent research reports. Robert W. Baird set a $258.00 price objective on IQVIA and gave the stock an “outperform” rating in a research note on Wednesday, October 29th. Evercore restated an “outperform” rating and set a $225.00 target price on shares of IQVIA in a research note on Thursday, February 5th. Barclays reduced their price objective on shares of IQVIA from $230.00 to $210.00 and set an “equal weight” rating for the company in a research note on Friday, February 6th. Jefferies Financial Group lowered their target price on shares of IQVIA from $270.00 to $255.00 and set a “buy” rating on the stock in a research note on Friday, February 6th. Finally, Evercore ISI reiterated an “outperform” rating on shares of IQVIA in a research note on Thursday, February 5th. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $238.20.

IQVIA Stock Performance

Shares of NYSE IQV opened at $166.70 on Tuesday. The company has a market cap of $28.39 billion, a P/E ratio of 21.21, a P/E/G ratio of 1.61 and a beta of 1.37. IQVIA Holdings Inc. has a 52-week low of $134.65 and a 52-week high of $247.04. The company has a debt-to-equity ratio of 2.09, a quick ratio of 0.70 and a current ratio of 0.75. The firm’s fifty day moving average is $221.98 and its two-hundred day moving average is $209.06.

IQVIA (NYSE:IQV) last released its quarterly earnings data on Thursday, February 5th. The medical research company reported $3.42 EPS for the quarter, beating the consensus estimate of $3.40 by $0.02. IQVIA had a net margin of 8.34% and a return on equity of 30.50%. The business had revenue of $4.36 billion during the quarter, compared to the consensus estimate of $4.24 billion. During the same quarter in the prior year, the firm earned $3.12 EPS. The business’s revenue was up 10.3% on a year-over-year basis. IQVIA has set its FY 2026 guidance at 12.550-12.850 EPS. As a group, analysts anticipate that IQVIA Holdings Inc. will post 10.84 EPS for the current fiscal 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.