IQVIA (IQV)

• Market cap: $24.9B
• 1 day: -1.87%
• 5 days: -5.40%
• 1 month: -24.03%
• 3 months: -31.34%
• 6 months: -38.92%
• Year to date: -27.62%
• 1 year: -38.96%
• 5 years: 15.75%
• 10 years: 111.72%
• Sector: Healthcare
• Industry: Diagnostics & Research

About: IQVIA is the result of the 2016 merger of Quintiles, a leading global contract research organization, and IMS Health, a leading healthcare data and analytics provider. The research and development segment focuses primarily on providing outsourced late-stage clinical trials for pharmaceutical, device, and diagnostic firms. The technology and analytics segment provides aggregated information and technology services to clients in the healthcare industry, including pharmaceutical companies, providers, payers, and policymakers, as well as data and analytics capabilities for clinical trials, including virtual trials. The company also has a small contract sales business.

Employees: 88,000

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

0.11% less ownership

Funds ownership: 84.74% [Q3] → 84.64% (-0.11%) [Q4]

5% less funds holding

Funds holding: 1,043 [Q3] → 986 (-57) [Q4]

17% less capital invested

Capital invested by funds: $36.5B [Q3] → $30.2B (-$6.34B) [Q4]

23% less first-time investments, than exits

New positions opened: 130 | Existing positions closed: 169

23% less repeat investments, than reductions

Existing positions increased: 323 | Existing positions reduced: 421

29% less funds holding in top 10

Funds holding in top 10: 14 [Q3] → 10 (-4) [Q4]

36% less call options, than puts

Call options by funds: $165M | Put options by funds: $260M

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $170 20% upside
• Avg. target: $230 63% upside
• High target: $270 91% upside

9 analyst ratings

• positive: 7 78%
• neutral: 2 22%
• negative: 0 0%

Truist Securities Jailendra Singh 34% 1-year accuracy 12 / 35 met price target	53% upside $216	Buy Maintained	10 Apr 2025
Barclays Luke Sergott 28% 1-year accuracy 16 / 57 met price target	20% upside $170	Equal-Weight Downgraded	10 Apr 2025
Mizuho Ann Hynes 67% 1-year accuracy 16 / 24 met price target	49% upside $210	Outperform Maintained	9 Apr 2025
Citigroup Patrick Donnelly 26% 1-year accuracy 8 / 31 met price target	49% upside $210	Neutral Maintained	4 Mar 2025
JP Morgan Anne Samuel 47% 1-year accuracy 16 / 34 met price target	64% upside $232	Overweight Maintained	18 Feb 2025