Strategic Global Advisors LLC acquired a new stake in shares of Medpace Holdings, Inc. (NASDAQ:MEDP – Free Report) during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,152 shares of the company’s stock, valued at approximately $2,728,000.
A number of other institutional investors have also made changes to their positions in the stock. BlackRock Inc. bought a new stake in Medpace during the second quarter worth approximately $1,323,047,000. AQR Capital Management LLC raised its position in shares of Medpace by 31.6% in the fourth quarter. AQR Capital Management LLC now owns 1,349,703 shares of the company’s stock valued at $758,061,000 after purchasing an additional 324,293 shares during the period. Wasatch Advisors LP raised its position in shares of Medpace by 14.0% in the second quarter. Wasatch Advisors LP now owns 945,814 shares of the company’s stock valued at $296,853,000 after purchasing an additional 116,354 shares during the period. Geode Capital Management LLC lifted its stake in shares of Medpace by 3.8% in the fourth quarter. Geode Capital Management LLC now owns 667,298 shares of the company’s stock worth $374,836,000 after buying an additional 24,625 shares during the last quarter. Finally, Invesco Ltd. lifted its stake in shares of Medpace by 18.9% in the third quarter. Invesco Ltd. now owns 537,407 shares of the company’s stock worth $276,313,000 after buying an additional 85,517 shares during the last quarter. 77.98% of the stock is owned by institutional investors.
Insider Activity at Medpace
In other news, Director Fred B. Davenport, Jr. sold 7,283 shares of the company’s stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $606.15, for a total transaction of $4,414,590.45. Following the completion of the transaction, the director owned 3,798 shares of the company’s stock, valued at approximately $2,302,157.70. This represents a 65.73% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Brian T. Carley sold 5,000 shares of the stock in a transaction dated Wednesday, August 19th. The shares were sold at an average price of $608.63, for a total transaction of $3,043,150.00. Following the completion of the sale, the director owned 27,825 shares of the company’s stock, valued at approximately $16,935,129.75. The trade was a 15.23% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 125,290 shares of company stock worth $76,466,988. 20.50% of the stock is owned by company insiders.
Wall Street Analyst Weigh In
View Our Latest Research Report on MEDP
Key Medpace News
Here are the key news stories impacting Medpace this week:
- Positive Sentiment: Medpace remains near a potential technical buy point of $628.92 after its July advance. The stock is trading well above its 50-day and 200-day moving averages, indicating sustained momentum. Medpace Stock Hovers Near Entry, Offers Second Chance After July Spike
- Positive Sentiment: The company’s latest quarterly results exceeded expectations: adjusted earnings were $4.25 per share versus the $3.98 consensus estimate, while revenue rose 17.2% year over year to $707.33 million, surpassing forecasts. Fiscal 2026 EPS guidance remains $17.25 to $17.95.
- Positive Sentiment: Institutional investors and hedge funds own approximately 78% of Medpace, and several investment firms have recently increased their positions. Some analysts have also raised price targets, including RBC’s $692 target and Mizuho’s $665 target.
- Neutral Sentiment: Value-focused investors are comparing Medpace with Concentra Group, but the available report does not establish a clear valuation advantage for MEDP. The stock trades at roughly 36 times earnings, with a PEG ratio above 2.7, suggesting investors are already paying a premium for growth. CON vs. MEDP: Which Stock Should Value Investors Buy Now?
- Neutral Sentiment: Reported short interest was zero shares, producing a zero-day days-to-cover ratio. This provides no meaningful evidence of short-covering demand or downside pressure.
- Negative Sentiment: Several executives have recently sold shares near $620–$625. CEO August Troendle sold 15,978 shares in two transactions worth approximately $9.97 million, while CFO Kevin Brady sold 3,400 shares valued at about $2.13 million. Although both executives retain shares, the concentration of insider selling could weigh on sentiment. Medpace CEO August Troendle Sells 1,983 Shares
- Negative Sentiment: Analyst opinion remains cautious overall: the consensus rating is “Hold,” and the average price target of $584.18 is below recent trading levels. This may make additional upside more difficult without another earnings or guidance catalyst.
Medpace Trading Up 0.8%
Shares of Medpace stock opened at $619.05 on Thursday. Medpace Holdings, Inc. has a 1 year low of $373.00 and a 1 year high of $677.90. The company’s fifty day simple moving average is $559.49 and its 200-day simple moving average is $493.31. The company has a market cap of $17.28 billion, a price-to-earnings ratio of 36.29, a PEG ratio of 2.74 and a beta of 1.15.
Medpace (NASDAQ:MEDP – Get Free Report) last released its earnings results on Wednesday, July 22nd. The company reported $4.25 EPS for the quarter, beating the consensus estimate of $3.98 by $0.27. Medpace had a net margin of 17.67% and a return on equity of 110.15%. The firm had revenue of $707.33 million during the quarter, compared to analysts’ expectations of $689.51 million. During the same period in the prior year, the company earned $3.10 EPS. The business’s quarterly revenue was up 17.2% compared to the same quarter last year. Medpace has set its FY 2026 guidance at 17.250-17.950 EPS. As a group, research analysts forecast that Medpace Holdings, Inc. will post 17.54 earnings per share for the current fiscal year.
Medpace Company Profile
Medpace Holdings, Inc (NASDAQ: MEDP) is a global contract research organization (CRO) that provides comprehensive clinical development services to biotechnology, pharmaceutical and medical device companies. The company supports clinical trials across all phases (I–IV), offering end-to-end solutions designed to streamline the development process and accelerate the delivery of new therapies to market.
Medpace’s core service offerings include clinical pharmacology, regulatory affairs consulting, project management, central laboratory services, imaging, data management and biostatistics, pharmacovigilance and medical writing.
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