Peak Asset Management LLC Invests $474,000 in IQVIA Holdings Inc. $IQV

Posted by Francis Steltz on Aug 25th, 2026

Peak Asset Management LLC acquired a new stake in IQVIA Holdings Inc. (NYSE:IQV – Free Report) during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm acquired 2,454 shares of the medical research company’s stock, valued at approximately $474,000.

Several other large investors also recently made changes to their positions in the company. Apella Capital LLC boosted its position in shares of IQVIA by 5.1% during the first quarter. Apella Capital LLC now owns 1,196 shares of the medical research company’s stock worth $211,000 after buying an additional 58 shares during the period. Quadrant Capital Group LLC boosted its position in IQVIA by 1.3% during the 4th quarter. Quadrant Capital Group LLC now owns 4,792 shares of the medical research company’s stock worth $1,080,000 after acquiring an additional 60 shares during the period. Private Advisor Group LLC grew its stake in shares of IQVIA by 1.0% in the third quarter. Private Advisor Group LLC now owns 6,122 shares of the medical research company’s stock worth $1,163,000 after purchasing an additional 63 shares in the last quarter. Breakwater Capital Group increased its holdings in shares of IQVIA by 3.2% during the second quarter. Breakwater Capital Group now owns 2,073 shares of the medical research company’s stock valued at $401,000 after purchasing an additional 64 shares during the period. Finally, Keybank National Association OH grew its position in IQVIA by 0.7% in the 4th quarter. Keybank National Association OH now owns 9,103 shares of the medical research company’s stock valued at $2,052,000 after buying an additional 67 shares in the last quarter. Institutional investors and hedge funds own 89.62% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have commented on IQV shares. Deutsche Bank Aktiengesellschaft set a $240.00 price target on shares of IQVIA in a research report on Thursday, July 9th. Morgan Stanley reissued an “equal weight” rating and set a $200.00 target price (down from $225.00) on shares of IQVIA in a report on Wednesday, June 17th. Royal Bank Of Canada boosted their price objective on IQVIA from $221.00 to $247.00 and gave the stock an “outperform” rating in a research note on Wednesday, July 29th. BMO Capital Markets raised their target price on IQVIA from $210.00 to $270.00 and gave the company an “outperform” rating in a research note on Wednesday, July 29th. Finally, HSBC reiterated a “buy” rating and issued a $240.00 price target on shares of IQVIA in a research report on Monday, July 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $241.88.

Read Our Latest Report on IQVIA

Insider Transactions at IQVIA

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

IQVIA Price Performance

NYSE IQV opened at $260.30 on Tuesday. The company has a current ratio of 0.71, a quick ratio of 0.71 and a debt-to-equity ratio of 2.18. IQVIA Holdings Inc. has a 1 year low of $154.50 and a 1 year high of $261.88. The company has a market cap of $42.85 billion, a PE ratio of 32.30, a PEG ratio of 2.21 and a beta of 1.18. The stock’s 50-day moving average price is $214.97 and its two-hundred day moving average price is $187.62.

IQVIA (NYSE:IQV – Get Free Report) last released 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 previous year, the business earned $2.81 earnings per share. The firm’s revenue 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 predict that IQVIA Holdings Inc. will post 11.57 EPS for the current year.

IQVIA declared that its board has initiated a stock repurchase program on Thursday, May 7th that authorizes the company to buyback $2.00 billion in shares. This buyback authorization authorizes the medical research company to repurchase up to 6.8% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board of directors believes its stock is undervalued.

IQVIA Company 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.