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$IQV

21 stories mentioning IQVUpdated 3d ago

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Insider Trading

Iqvia Holdings Insider Sold Shares Worth $1,245,800, According to a Recent SEC Filing

Eric Sherbet, Executive Vice President, General Counsel, on July 29, 2026, sold 5,000 shares in Iqvia Holdings (IQV) for $1,245,800. Following the Form 4 filing with the SEC, Sherbet has control over a total of 20,999 common shares of the company, with 20,999 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1478242/000162828026051451/xslF345X05/wk-form4_1785531837.xml

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Wire

Mizuho Adjusts Price Target on IQVIA Holdings to $275 From $230, Maintains Outperform Rating

IQVIA Holdings (IQV) has an average rating of overweight and mean price target of $268.61, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)Price: $236.72, Change: $-10.84, Percent Change: -4.38%

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Wire

IQVIA has Favorable Setup for Margin Expansion Into 2027, RBC Says

IQVIA (IQV) has a favorable setup for margin expansion into 2027 on efficiencies, margin accretion through the commercial solutions segment, and operating leverage, RBC Capital Markets said in a Tuesday research report.The company's tech differentiation is gaining market share, and the inflection in contract research organization activity should continue to accelerate, according to the note.The company's Q2 beat and raise on record bookings growth point to sustainable growth in its research and development solutions business, analysts wrote.IQVIA's fiscal 2026 EBITDA guidance is achievable as operational efficiencies, including AI, should mostly offset any higher pass-through costs, according to RBC.The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $247 per share from $221.Price: $245.67, Change: $+2.72, Percent Change: +1.12%

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Japan

US Equity Markets Mixed as Oil Drops, Chip Shares Slide

US equity indexes were mixed Tuesday as crude oil prices fell and semiconductor stocks led a pullback in technology shares.* President Donald Trump said talks with Iran were continuing but again threatened to destroy Iranian bridges and power plants if no deal is made, CNN reported. Iran's military said any ships belonging to a country or company using frozen Iranian assets will be blocked from transiting the Strait of Hormuz, CNN said, citing Iranian state media.* The Conference Board's measure of consumer confidence decreased to 90.8 in July from 92.2 in June, below the 92.4 expected in a Bloomberg survey.* The Case-Shiller National Home Price Index rose 0.6% in May after a 0.8% increase in April, before seasonal adjustment. National home prices rose 1.1% after a 0.9% gain in April.* September West Texas Intermediate crude oil fell $3.54 to settle at $79.07 per barrel, while September Brent crude, the global benchmark, was last seen down $4.58 at $83.78.* IQVIA Holdings (IQV) shares rose 14%, the top gainer on the S&P 500, after the company reported an increase in Q2 adjusted earnings and revenue and raised its 2026 outlook.* Corning (GLW) shares fell 12%, the second-biggest drop on the S&P, after the company reported Q2 results and set guidance for Q3.

Dow JonesNasdaq CompositeS&P 500$GLW$IQV
Sectors

Sector Update: Healthcare Stocks Gain Late Afternoon

Healthcare stocks were higher late Tuesday afternoon, with the NYSE Healthcare Index rising 2.3% and the State Street Health Care Select Sector SPDR ETF (XLV) adding 2.4%.The iShares Biotechnology ETF (IBB) was up 0.8%.In corporate news, Iqvia (IQV) shares surged 13% after it reported a year-over-year increase in Q2 adjusted earnings and revenue. The company also raised its 2026 outlook.GSK (GSK) shares advanced 3.3% after it posted higher Q2 core earnings and sales that also beat analysts' estimates. Separately, GSK licensor Hansoh's phase 3 trial of risvutatug rezetecan to treat osteosarcoma, the most common primary bone cancer, achieved its primary endpoint in progression-free survival, GSK said Tuesday.Seer (SEER) shareholders Bradley Radoff and Michael Torok said Tuesday they have submitted their fourth non-binding proposal to buy the company, raising their offer to $2.55 per share in cash. Seer shares jumped past 9%.Zimmer Biomet (ZBH) shares climbed 3.7% after UBS upgraded the stock to buy from sell, and raised the price target to $115 from $89.

$GSK$IQV$SEER$ZBH
Wire

Top Midday Gainers

Kiniksa Pharmaceuticals International (KNSA) reported Tuesday a Q2 net income and sales above market expectations.Separately, Wedbush said in a report the firm is benefiting from continued momentum for Arcalyst, its treatment for recurrent pericarditis, a condition in which the sac around the heart becomes inflamed in repeated episodes.Shares surged 23% as intraday trading volume grew to over 1.9 million from a daily average of about 734,000.IQVIA (IQV) reported a year-over-year increase in Q2 adjusted earnings and revenue, and raised its 2026 outlook.Shares jumped 12%, with intraday trading volume rising to more than 3.3 million from a daily average of about 1.6 million.Incyte (INCY) on Tuesday reported Q2 non-GAAP earnings and sales above market expectations, and raised net sales guidance for 2026.Shares climbed up 8% amid a surge in intraday trading volume to over 3.3 million from a daily average of about 1.7 million.Price: $78.52, Change: $+14.98, Percent Change: +23.58%

$INCY$IQV$KNSA
Sectors

Sector Update: Healthcare Stocks Gain in Afternoon Trading

Healthcare stocks rose Tuesday afternoon, with the NYSE Healthcare Index adding 2.2% and the State Street Health Care Select Sector SPDR ETF (XLV) rising 2.3%.The iShares Biotechnology ETF (IBB) was up 0.8%.In corporate news, GSK (GSK) shares gained 3.9% after the firm posted higher Q2 core earnings and sales that also beat analysts' estimates. Separately, GSK licensor Hansoh's phase 3 trial of risvutatug rezetecan to treat osteosarcoma, the most common primary bone cancer, achieved its primary endpoint in progression-free survival, GSK said Tuesday.Seer (SEER) shareholders Bradley Radoff and Michael Torok said Tuesday they have submitted their fourth non-binding proposal to buy the company, raising their offer to $2.55 per share in cash. Seer shares jumped past 5%.Iqvia (IQV) shares surged 12% after it reported higher Q2 adjusted earnings and revenue, and raised its 2026 outlook.

$GSK$IQV$SEER
Asia Markets

Update: US Equity Indexes Mixed as Chipmakers Restrain Nasdaq, Crude Oil Slides

(Updates with index/price moves, macroeconomic data, and company/geopolitical news from the first paragraph.)US equity indexes traded mixed, as chipmakers continued to weigh on the Nasdaq Composite and crude oil slumped after a pause in Washington's strikes on Iran appeared to extend.The Dow Jones Industrial Average jumped 1.3% to 52,877.4, with the S&P 500 up 0.4% to 7,442.7 after midday Tuesday. The Nasdaq Composite was little changed at 24,933.8.Energy, technology, and industrials were the sole decliners while consumer staples, healthcare, and materials topped the gainers.VanEck Semiconductor ETF (SMH), with net assets of $77.2 billion, slumped 3%. Among companies with a market capitalization of more than $200 billion, seven of the 10 worst performers were from the semiconductors and semiconductor equipment and materials industries, according to data compiled by Finviz.Shares of Corning (GLW) sank 16%, the worst performer on the S&P 500, after the company reported Q2 results and set guidance for the next quarter.In geopolitical news, President Donald Trump said talks with Iran were continuing but again threatened to destroy Iranian bridges and power plants if no deal is made, CNN reported. Iran's foreign ministry spokesman, Esmaeil Baghaei, said Tehran was not negotiating with the US but added that "intermediaries may convey messages from the American side to us regarding ongoing developments in the region," Al Jazeera, a Middle East broadcaster, reported.The front-month US West Texas Intermediate slumped 4.7% to $78.71 a barrel, and global benchmark North Sea Brent dropped 5.3% to $83.69 a barrel.US Treasury yields fell, with the 10-year down 4.7 basis points to 4.59% and the two-year lower by 5.9 basis points to 4.26%.In precious metal markets, gold futures fell 1% to $4,038.2, and silver futures declined 1.8% to $57.64.In economic news, the Conference Board's measure of consumer confidence decreased to 90.8 in July from 92.2 in June, below the 92.4 expected in a Bloomberg-compiled survey.The Case-Shiller National Home Price Index rose 0.6% in May, after a 0.8% increase in April, before seasonal adjustment. National home prices were up 1.1% year-over-year, up from 0.9% in April.Further in company news, IQVIA (IQV) reported a year-over-year increase in Q2 adjusted earnings and revenue, and raised its 2026 outlook. Its shares surged 14%, the top gainer on the S&P 500.

Dow JonesNasdaq CompositeS&P 500$GLW$IQV$SMH
Sectors

Sector Update: Healthcare Stocks Flat to Higher Pre-Bell Tuesday

Healthcare stocks were flat to higher pre-bell Tuesday, with the iShares Biotechnology ETF (IBB) inactive and the State Street Health Care Select Sector SPDR ETF (XLV) up 1.2%.GSK (GSK) shares were up more than 2% after the company posted higher Q2 core earnings and sales.IQVIA (IQV) stock was up more than 11% after the company reported higher Q2 adjusted earnings and revenue, and raised its 2026 outlook.Centene (CNC) shares were down more than 5% even after the company reported that it swung to Q2 adjusted earnings as revenue increased during the period. Centene also lifted its 2026 guidance.

$CNC$GSK$IBB$IQV$XLV
Wire

Leerink Partners Adjusts IQVIA Price Target to $240 From $213, Maintains Outperform Rating

Leerink Partners Adjusts IQVIA Price Target to $240 From $213, Maintains Outperform Rating

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Wire

Baird Adjusts IQVIA Price Target to $252 From $249, Maintains Outperform Rating

IQVIA Holdings (IQV) has an average rating of overweight and mean price target of $228.50, according to analysts polled by FactSet.Price: $208.27, Change: $+0.42, Percent Change: +0.20%

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Wire

IQVIA Shares Fall After Morgan Stanley Downgrade

IQVIA (IQV) shares were down over 3% in Wednesday trading after Morgan Stanley downgraded the stock to equal weight from overweight and lowered its price target to $200 from $225.Trading volume stood at more than 1 million shares, compared with a daily average of about 1.6 million.Price: $173.50, Change: $-5.67, Percent Change: -3.16%

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Wire

Sector Update: Healthcare Stocks Decline Wednesday Afternoon

Healthcare stocks declined Wednesday afternoon, with the NYSE Healthcare Index decreasing 0.4% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.7%.The iShares Biotechnology ETF (IBB) rose 2.2%.In corporate news, IQVIA (IQV) shares fell 3.3% after Morgan Stanley downgraded the company to equalweight from overweight and cut its price target to $200 from $225.Novo Nordisk (NVO) said it is aware of claims by cyber extortion group FulcrumSec that it stole company data and sought a $25 million payment, Reuters reported. Novo shares were up 1.8%.Moderna (MRNA) plans to invest in production sites in Germany and is interested in the plants that BioNTech (BNTX) has slated for closure, according to a Google translation of a Wednesday report from German news outlet Handelsblatt. Moderna shares jumped past 8%, and BioNTech was up 4%.

$BNTX$IQV$MRNA$NVO
Sectors

Sector Update: Healthcare

Healthcare stocks declined Wednesday afternoon, with the NYSE Healthcare Index decreasing 0.3% and the State Street Health Care Select Sector SPDR ETF (XLV) shedding 0.6%.The iShares Biotechnology ETF (IBB) rose 2.1%.In corporate news, IQVIA (IQV) shares fell 3.8% after Morgan Stanley downgraded the company to equalweight from overweight and cut its price target to $200 from $225.

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Research

Morgan Stanley Downgrades IQVIA Holdings to Equalweight From Overweight, Adjusts Price Target to $200 From $225

IQVIA Holdings Inc (IQV) has an average rating of buy and mean price target of $223.28, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://finwires.com/en/contact)

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Treasury

IQVIA Reports Pricing of Senior Notes Offering

IQVIA (IQV) said Thursday that a subsidiary has priced an offering of 950 million euros ($1.10 billion) of 4.625% senior notes due June 15, 2033.Proceeds will be used to refinance its debt, the company said. It expects to issue the notes on June 11.IQVIA shares were up about 3% in morning trading.Price: $187.71, Change: $+5.66, Percent Change: +3.11%

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Research

Research Alert: CFRA Moderates Rating On Shares Of Iqvia Holdings Inc. To Hold From Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our 12-month price target to $190 from $210, a 14.8x multiple of our 2026 EPS estimate (unchanged at $12.80; 2027 estimate up $0.07 to $14.19), below IQV's one-and-three year historical forward averages of 15.6x and 18.3x, respectively. We think headwinds may persist across key life sciences end markets due to macroeconomic pressures, uncertain tariff and research funding policy, and weaker biotech spending and clinical trial activity. Positively, we think IQV benefits from its diversification compared with peers, with significant earnings coming from health care technology and analytics, as well as contract research and commercialization services. We think recent bookings figures indicate a gradually improving biopharma spending environment despite the macroeconomic headwinds, though there could be a multi-quarter lag effect for emerging biopharma funding to flow through to IQV's bookings, based on company commentary at the recent Bank of America Global Healthcare Conference.

$IQV
Wire

IQVIA's Growth Setup Looks Positive After Q1 Beat, RBC Says

IQVIA (IQV) posted better-than-expected Q1 revenue and EPS, reinforcing contract research organization recovery thesis, RBC Capital Markets said in a note Tuesday."We believe the setup is positive," the report said, pointing toaccelerated organic growth, AI tailwind, and mid-to-high single digits growth in forward-looking demand indicators.The note pointed to improving growth in Commercial, driven in part by strength in Patient Solutions and analytics & consulting.The report said it reflects large pharma deploying capital towards late-stage assets with the highest probability of success.AI-enabled offerings are also gaining traction, with clients selecting IQVIA to build AI-ready data foundations and record pipelines in analytics & consulting, the report added.RBC kept its outperform rating and $221 price target.Price: $177.38, Change: $+0.96, Percent Change: +0.54%

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Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Iqvia

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We keep our 12-month price target at $210, based on 16.4x our 2026 EPS estimate, above IQV's one-year historical forward average of 15.6x but a discount to its five-year historical forward average of 20.6x. This is justified by recent headwinds for key life sciences end markets due to macroeconomic pressures, uncertain tariff and research funding policy, and weaker biotech spending and clinical trial activity, in our view. We raise our 2026 EPS estimate to $12.80 from $12.70 and lower our 2027 estimate by $0.07 to $14.12. Adjusted for IQV's new segment reporting, R&DS saw net new bookings of $2.5B in Q1 2026 (up 3.6% Y/Y), generating a book-to-bill ratio of 1.04x, somewhat weaker than recent trends. Management attributed this to an unfavorable clinical trial mix rather than an indicator of weakening demand. Per Q1 earnings commentary, the company has deployed 192 AI agents across 64 use cases, with 19 of the top-20 pharmaceutical companies having adopted some of these offerings.

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Research

Research Alert: Iqvia: Encouraging Q1 Results, Eps Guidance Raised Modestly

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IQVIA reported Q1 2026 revenue of $4,151M (+8.4% Y/Y), led by robust Commercial Solutions growth (+11.6% Y/Y) and steady R&D Solutions performance (+6.2% Y/Y). Adjusted EPS of $2.90 (+7.4% Y/Y) exceeded guidance and beat consensus by $0.08. R&D Solutions bookings were encouraging, in our view, with net new bookings of $2.5B generating a book-to-bill ratio of 1.04x amid what management described as a stabilizing biopharmaceutical market. IQV raised 2026 adjusted EPS guidance to $12.65-$12.95 (up $0.10 at the midpoint) while reaffirming revenue and EBITDA guidance. The contracted backlog of $34.2B supports revenue visibility, with $8.9B expected to convert over the next twelve months (+7.6% Y/Y), though EBITDA margin declined to 22.5% from 23.1%. We view mid-to-high single digit growth in forward-looking demand indicators as suggesting continued client momentum, while the company maintained flexibility with $552M in share repurchases and 15% FCF growth to $491M.

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