IQVIA Holdings Inc. $IQV is Redwood Grove Capital LLC’s 9th Largest Position

Posted by Geri Gentry on Jul 29th, 2026

Redwood Grove Capital LLC raised its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 103.7% in the first quarter, HoldingsChannel reports. The fund owned 93,500 shares of the medical research company’s stock after purchasing an additional 47,600 shares during the period. IQVIA accounts for approximately 5.1% of Redwood Grove Capital LLC’s investment portfolio, making the stock its 9th largest holding. Redwood Grove Capital LLC’s holdings in IQVIA were worth $15,945,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Ameliora Wealth Management Ltd. acquired a new position in shares of IQVIA in the 4th quarter valued at $25,000. Financial Freedom LLC purchased a new position in IQVIA in the first quarter valued at $25,000. Ascentis Independent Advisors acquired a new position in shares of IQVIA in the first quarter worth about $25,000. International Assets Investment Management LLC acquired a new position in shares of IQVIA in the fourth quarter worth about $27,000. Finally, Gilpin Wealth Management LLC purchased a new stake in shares of IQVIA during the 4th quarter worth about $27,000. 89.62% of the stock is owned by hedge funds and other institutional investors.

IQVIA Stock Performance

NYSE IQV opened at $245.34 on Wednesday. The company has a debt-to-equity ratio of 2.20, a current ratio of 0.75 and a quick ratio of 0.75. The stock’s 50 day simple moving average is $190.47 and its 200-day simple moving average is $186.86. The company has a market cap of $40.95 billion, a PE ratio of 30.40, a price-to-earnings-growth ratio of 1.91 and a beta of 1.20. IQVIA Holdings Inc. has a 1-year low of $154.50 and a 1-year high of $247.72.

IQVIA (NYSE:IQV – Get Free Report) last posted its quarterly earnings data on Tuesday, July 28th. The medical research company reported $3.15 EPS for the quarter, beating the consensus estimate of $3.03 by $0.12. The firm had revenue of $4.37 billion during the quarter, compared to the consensus estimate of $4.30 billion. IQVIA had a return on equity of 30.50% and a net margin of 8.33%.The firm’s revenue was up 8.7% compared to the same quarter last year. During the same period in the prior year, the company earned $2.81 EPS. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. As a group, equities research analysts anticipate that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA announced that its board has approved a share buyback plan on Thursday, May 7th that allows the company to repurchase $2.00 billion in shares. This repurchase authorization allows the medical research company to buy up to 6.8% of its stock through open market purchases. Stock repurchase plans are often an indication that the company’s management believes its shares are undervalued.

Trending Headlines about IQVIA

Here are the key news stories impacting IQVIA this week:

Positive Sentiment: IQVIA reported second-quarter adjusted earnings of $3.15 per share, above the consensus estimate of approximately $3.02-$3.03 and up from $2.81 a year earlier. Revenue increased 8.7% year over year to $4.37 billion, exceeding the $4.30 billion consensus. IQVIA Reports Second-Quarter 2026 Results
Positive Sentiment: The company raised its fiscal 2026 adjusted EPS guidance to $12.80-$13.00, above the prior consensus of $12.57. Revenue guidance was set at $17.3 billion-$17.5 billion, with the upper end above expectations. IQV Q2 Earnings Beat Estimates on R&D Bookings, Guidance Raised
Positive Sentiment: Management highlighted record R&D bookings, broad-based business growth, stronger clinical research demand, and a ballooning backlog. These trends improve revenue visibility and suggest that pharmaceutical and healthcare customers continue to fund research activity. IQVIA Stocks Rises on 2Q Gains, Ballooning Backlog
Neutral Sentiment: On the earnings call, IQVIA discussed its simplified organizational model implemented at the start of 2026, intended to improve collaboration and efficiency. Investors will likely monitor whether the restructuring produces further margin and execution benefits. IQVIA Q2 2026 Earnings Call Transcript

Wall Street Analyst Weigh In

Several brokerages recently weighed in on IQV. Deutsche Bank Aktiengesellschaft set a $240.00 price target on IQVIA in a research note on Thursday, July 9th. Barclays reissued an “overweight” rating on shares of IQVIA in a report on Tuesday. Weiss Ratings raised IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a research note on Wednesday, July 15th. HSBC reiterated a “buy” rating and set a $240.00 target price on shares of IQVIA in a research report on Monday, July 6th. Finally, Robert W. Baird boosted their price target on shares of IQVIA from $230.00 to $249.00 and gave the stock an “outperform” rating in a report on Wednesday, July 1st. Thirteen equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $225.71.

Check Out Our Latest Research Report on IQV

IQVIA Profile

(Free Report)

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.