EP Wealth Advisors LLC Takes $410,000 Position in IQVIA Holdings Inc. $IQV

Posted by Brenda Bartman on Aug 26th, 2026

EP Wealth Advisors LLC purchased a new stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 2,122 shares of the medical research company’s stock, valued at approximately $410,000.

Other institutional investors have also added to or reduced their stakes in the company. Financial Freedom LLC bought a new stake in shares of IQVIA in the first quarter valued at about $25,000. Ascentis Independent Advisors acquired a new stake in IQVIA in the 1st quarter valued at approximately $25,000. International Assets Investment Management LLC bought a new stake in IQVIA in the 4th quarter valued at approximately $27,000. Gilpin Wealth Management LLC bought a new position in shares of IQVIA during the 4th quarter worth approximately $27,000. Finally, CrossGen Wealth LLC acquired a new stake in shares of IQVIA in the fourth quarter valued at approximately $28,000. 89.62% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on IQV. Royal Bank Of Canada raised their target price on shares of IQVIA from $221.00 to $247.00 and gave the company an “outperform” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. increased their price objective on shares of IQVIA from $225.00 to $285.00 and gave the stock an “overweight” rating in a research note on Wednesday, July 29th. Weiss Ratings upgraded IQVIA from a “hold (c-)” rating to a “hold (c)” rating in a report on Wednesday, July 15th. Robert W. Baird upped their target price on IQVIA from $252.00 to $287.00 and gave the stock an “outperform” rating in a report on Wednesday, July 29th. Finally, William Blair raised IQVIA to a “strong-buy” rating in a research report on Tuesday, July 28th. One analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $241.88.

Read Our Latest Report on IQVIA

IQVIA Price Performance

NYSE:IQV opened at $259.97 on Wednesday. IQVIA Holdings Inc. has a 12-month low of $154.50 and a 12-month high of $261.88. The firm has a market capitalization of $42.79 billion, a price-to-earnings ratio of 32.25, a P/E/G ratio of 2.21 and a beta of 1.18. The stock’s 50 day moving average price is $216.59 and its two-hundred day moving average price is $188.02. The company has a quick ratio of 0.71, a current ratio of 0.71 and a debt-to-equity ratio of 2.18.

IQVIA (NYSE:IQV – Get Free Report) last issued its earnings results on Tuesday, July 28th. The medical research company reported $3.15 EPS for the quarter, topping the consensus estimate of $3.03 by $0.12. IQVIA had a return on equity of 30.25% and a net margin of 8.10%.The company had revenue of $4.37 billion during the quarter, compared to the consensus estimate of $4.30 billion. During the same period in the previous year, the company posted $2.81 EPS. The firm’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. On average, analysts anticipate that IQVIA Holdings Inc. will post 11.57 earnings per share for the current year.

IQVIA announced that its board has authorized a stock buyback program on Thursday, May 7th that permits the company to buyback $2.00 billion in shares. This buyback authorization permits the medical research company to purchase up to 6.8% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its stock is undervalued.

Insider Activity at IQVIA

In other IQVIA news, insider Bhavik Patel sold 1,855 shares of the stock in a transaction dated Friday, July 31st. The shares were sold at an average price of $235.27, for a total value of $436,425.85. Following the transaction, the insider directly owned 1,348 shares of the company’s stock, valued at $317,143.96. This represents a 57.91% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Keriann Cherofsky sold 558 shares of the firm’s stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $245.21, for a total transaction of $136,827.18. Following the sale, the insider owned 2,989 shares of the company’s stock, valued at $732,932.69. This trade represents a 15.73% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 12,913 shares of company stock worth $3,098,793. 1.70% of the stock is owned by corporate insiders.

About IQVIA

(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.