Healthcare of Ontario Pension Plan Trust Fund Increases Position in IQVIA Holdings Inc. $IQV

Posted by Geri Gentry on Aug 1st, 2026

Healthcare of Ontario Pension Plan Trust Fund lifted its stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) by 58.3% in the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,656 shares of the medical research company’s stock after acquiring an additional 3,924 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in IQVIA were worth $1,817,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in IQV. Brighton Jones LLC lifted its position in shares of IQVIA by 244.4% during the fourth quarter. Brighton Jones LLC now owns 3,575 shares of the medical research company’s stock valued at $703,000 after buying an additional 2,537 shares during the last quarter. Empowered Funds LLC grew its position in shares of IQVIA by 102.1% in the 1st quarter. Empowered Funds LLC now owns 9,728 shares of the medical research company’s stock worth $1,715,000 after buying an additional 4,915 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in shares of IQVIA in the 2nd quarter worth approximately $514,000. First Trust Advisors LP raised its stake in shares of IQVIA by 14.8% during the 2nd quarter. First Trust Advisors LP now owns 92,015 shares of the medical research company’s stock worth $14,501,000 after acquiring an additional 11,845 shares in the last quarter. Finally, NewEdge Advisors LLC lifted its position in IQVIA by 5.4% during the second quarter. NewEdge Advisors LLC now owns 22,731 shares of the medical research company’s stock valued at $3,582,000 after acquiring an additional 1,155 shares during the last quarter. 89.62% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at IQVIA

In related news, insider Keriann Cherofsky sold 558 shares of the firm’s stock in a transaction on Wednesday, July 29th. The stock was sold at an average price of $245.21, for a total value of $136,827.18. Following the completion of the transaction, the insider owned 2,989 shares in the company, valued at $732,932.69. This trade represents a 15.73% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Eric Sherbet sold 5,000 shares of IQVIA stock in a transaction dated Wednesday, July 29th. The stock was sold at an average price of $249.16, for a total value of $1,245,800.00. Following the sale, the insider directly owned 20,999 shares of the company’s stock, valued at approximately $5,232,110.84. This represents a 19.23% decrease in their position. The SEC filing for this sale provides additional information. 1.70% of the stock is owned by corporate insiders.

IQVIA Stock Down 1.1%

NYSE:IQV opened at $235.09 on Friday. The company has a market cap of $38.70 billion, a PE ratio of 29.17, a P/E/G ratio of 2.01 and a beta of 1.20. IQVIA Holdings Inc. has a twelve month low of $154.50 and a twelve month high of $251.36. The company has a current ratio of 0.71, a quick ratio of 0.75 and a debt-to-equity ratio of 2.18. The company’s 50 day moving average is $194.75 and its two-hundred day moving average is $187.20.

IQVIA (NYSE:IQV – Get Free Report) last issued its quarterly earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $3.03 by $0.12. IQVIA had a net margin of 8.10% and a return on equity of 30.25%. The business had revenue of $4.37 billion for the quarter, compared to analyst estimates of $4.30 billion. During the same quarter in the prior year, the business posted $2.81 EPS. IQVIA’s revenue for the quarter was up 8.7% compared to the same quarter last year. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. Analysts anticipate that IQVIA Holdings Inc. will post 11.6 EPS for the current year.

IQVIA declared that its Board of Directors has authorized a stock buyback program on Thursday, May 7th that allows the company to repurchase $2.00 billion in outstanding shares. This repurchase authorization allows the medical research company to buy up to 6.8% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s management believes its shares are undervalued.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on IQV shares. Stifel Nicolaus raised their target price on shares of IQVIA from $220.00 to $276.00 and gave the company a “buy” rating in a research note on Wednesday. Royal Bank Of Canada increased their price objective on IQVIA from $221.00 to $247.00 and gave the company an “outperform” rating in a report on Wednesday. Morgan Stanley reissued an “equal weight” rating and issued a $200.00 price objective (down from $225.00) on shares of IQVIA in a research report on Wednesday, June 17th. BMO Capital Markets boosted their target price on IQVIA from $210.00 to $270.00 and gave the stock an “outperform” rating in a research note on Wednesday. Finally, Robert W. Baird upped their target price on IQVIA from $252.00 to $287.00 and gave the company an “outperform” rating in a research report on Wednesday. One research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, IQVIA currently has an average rating of “Moderate Buy” and a consensus price target of $241.88.

Read Our Latest Analysis on IQVIA

More IQVIA News

Here are the key news stories impacting IQVIA this week:

Positive Sentiment: William Blair upgraded IQVIA to “strong buy,” adding to the favorable analyst outlook. Ticker Report article
Positive Sentiment: Robert W. Baird raised its IQVIA price target to $287, implying substantial upside from the cited trading level. JPMorgan and Stifel Nicolaus also expressed expectations for further appreciation. American Banking News article on Baird price target American Banking News article on JPMorgan forecast American Banking News article on Stifel outlook
Positive Sentiment: IQVIA’s second-quarter results exceeded expectations, with adjusted earnings of $3.15 per share versus the $3.03 consensus and revenue of $4.37 billion versus $4.30 billion expected. Revenue increased 8.7% year over year, reinforcing the company’s growth profile. IQVIA Q2 2026 earnings call summary
Neutral Sentiment: Analysts maintain a “moderate buy” consensus, indicating generally favorable sentiment but not unanimous conviction. IQVIA analyst consensus article
Negative Sentiment: Two insiders sold shares on July 29: Keriann Cherofsky sold 558 shares for approximately $136,827, while Eric Sherbet sold 5,000 shares for about $1.25 million. Although both retain meaningful holdings, the transactions may create short-term investor concern. SEC insider sale filing for Keriann Cherofsky SEC insider sale filing for Eric Sherbet

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.