Epoch Investment Partners Inc. Grows Position in Medpace Holdings, Inc. $MEDP

Epoch Investment Partners Inc. increased its position in Medpace Holdings, Inc. (NASDAQ:MEDP) by 386.8% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 140,959 shares of the company’s stock after buying an additional 112,001 shares during the quarter. Epoch Investment Partners Inc.’s holdings in Medpace were worth $67,687,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in MEDP. NewEdge Advisors LLC raised its stake in shares of Medpace by 22.1% during the first quarter. NewEdge Advisors LLC now owns 1,048 shares of the company’s stock valued at $319,000 after acquiring an additional 190 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in shares of Medpace by 3.8% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 81,817 shares of the company’s stock worth $24,929,000 after purchasing an additional 3,010 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in shares of Medpace by 64.9% in the first quarter. Geneos Wealth Management Inc. now owns 94 shares of the company’s stock worth $29,000 after purchasing an additional 37 shares during the last quarter. Sivia Capital Partners LLC purchased a new position in Medpace during the 2nd quarter valued at about $296,000. Finally, M&T Bank Corp increased its holdings in Medpace by 3.4% during the 2nd quarter. M&T Bank Corp now owns 939 shares of the company’s stock valued at $295,000 after purchasing an additional 31 shares during the period. 77.98% of the stock is currently owned by institutional investors.

Medpace News Summary

Here are the key news stories impacting Medpace this week:

• Positive Sentiment: Medpace reported stronger-than-expected Q2 results, with EPS of $4.25 topping estimates and revenue of $707.3 million exceeding forecasts, reinforcing momentum in the business. MarketWatch article
• Positive Sentiment: The company raised FY 2026 guidance to EPS of $17.25-$17.95 and revenue of about $2.8 billion-$2.9 billion, signaling confidence in continued growth and backlog conversion. Benzinga article
• Positive Sentiment: Bookings and backlog trends improved, with commentary highlighting a rebound in the net book-to-bill ratio and better revenue visibility, which supports investor optimism about future quarters. Seeking Alpha article
• Neutral Sentiment: Truist raised its price target to $609 from $462 but kept a hold rating, while Robert W. Baird lifted its target to $624 and maintained a neutral stance, suggesting analysts see upside but are not turning fully bullish. Benzinga article
• Neutral Sentiment: The stock’s move to a 52-week high reflects strong recent performance, but one Zacks note questioned whether the rally can continue, indicating the market may now be weighing valuation against the improved fundamentals. Zacks article

Analyst Upgrades and Downgrades

A number of brokerages have recently weighed in on MEDP. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $535.00 price objective on shares of Medpace in a research report on Thursday. Royal Bank Of Canada raised their price target on Medpace from $484.00 to $692.00 and gave the stock an “outperform” rating in a research note on Friday. Leerink Partners set a $620.00 price target on shares of Medpace in a report on Thursday. Robert W. Baird boosted their price objective on shares of Medpace from $547.00 to $624.00 and gave the company a “neutral” rating in a research report on Friday. Finally, Jefferies Financial Group lowered shares of Medpace from a “buy” rating to a “hold” rating and upped their price objective for the stock from $490.00 to $515.00 in a report on Tuesday, July 7th. Two research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $560.92.

Medpace Price Performance

MEDP stock opened at $601.38 on Friday. Medpace Holdings, Inc. has a 1-year low of $373.00 and a 1-year high of $677.90. The business has a fifty day moving average price of $492.09 and a 200-day moving average price of $494.49. The stock has a market capitalization of $17.18 billion, a P/E ratio of 35.25, a P/E/G ratio of 2.96 and a beta of 1.15.

Medpace (NASDAQ:MEDP) last announced its quarterly earnings results on Wednesday, July 22nd. The company reported $4.25 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $689.51 million. During the same quarter last year, the firm posted $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, analysts anticipate that Medpace Holdings, Inc. will post 17.45 earnings per share for the current year.

Insider Buying and Selling

In other news, General Counsel Stephen P. Ewald sold 16,349 shares of the business’s stock in a transaction on Thursday, May 28th. The shares were sold at an average price of $450.00, for a total transaction of $7,357,050.00. Following the completion of the sale, the general counsel owned 20,343 shares of the company’s stock, valued at $9,154,350. The trade was a 44.56% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Corporate insiders own 20.50% of the company’s stock.

About Medpace

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.