Tulsa Wealth Advisors INC Acquires New Holdings in IQVIA Holdings Inc. $IQV

Tulsa Wealth Advisors INC bought a new position in IQVIA Holdings Inc. (NYSE:IQV) in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 3,614 shares of the medical research company’s stock, valued at approximately $698,000.

Several other large investors also recently made changes to their positions in the company. International Assets Investment Management LLC acquired a new position in shares of IQVIA during the fourth quarter worth approximately $27,000. Gilpin Wealth Management LLC acquired a new stake in IQVIA in the 4th quarter valued at approximately $27,000. CrossGen Wealth LLC acquired a new stake in IQVIA in the 4th quarter valued at approximately $28,000. Activest Wealth Management raised its stake in IQVIA by 590.0% during the 4th quarter. Activest Wealth Management now owns 138 shares of the medical research company’s stock valued at $31,000 after acquiring an additional 118 shares in the last quarter. Finally, Financial Freedom LLC acquired a new position in IQVIA during the 1st quarter worth $25,000. Institutional investors and hedge funds own 89.62% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently issued reports on IQV shares. HSBC reissued a “buy” rating and issued a $240.00 price target on shares of IQVIA in a research note on Monday, July 6th. TD Cowen upped their price objective on shares of IQVIA from $233.00 to $288.00 and gave the stock a “buy” rating in a report on Wednesday, July 29th. Mizuho increased their target price on shares of IQVIA from $215.00 to $230.00 and gave the company an “outperform” rating in a research report on Monday, July 13th. Wall Street Zen raised shares of IQVIA from a “hold” rating to a “buy” rating in a research note on Saturday, August 1st. Finally, Stifel Nicolaus upped their price target on shares of IQVIA from $220.00 to $276.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. One research analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $241.88.

IQVIA Stock Down 0.2%

IQV opened at $236.18 on Monday. The company has a debt-to-equity ratio of 2.18, a quick ratio of 0.71 and a current ratio of 0.71. The company has a market capitalization of $38.87 billion, a PE ratio of 29.30, a P/E/G ratio of 2.01 and a beta of 1.18. The stock’s fifty day moving average is $206.65 and its 200-day moving average is $186.72. IQVIA Holdings Inc. has a one year low of $154.50 and a one year high of $251.36.

IQVIA (NYSE:IQV) last announced its earnings results on Tuesday, July 28th. The medical research company reported $3.15 earnings per share for the quarter, beating the consensus estimate of $3.03 by $0.12. The business had revenue of $4.37 billion during the quarter, compared to analysts’ expectations of $4.30 billion. IQVIA had a return on equity of 30.25% and a net margin of 8.10%.The company’s quarterly revenue was up 8.7% on a year-over-year basis. During the same quarter last year, the business posted $2.81 earnings per share. IQVIA has set its FY 2026 guidance at 12.800-13.000 EPS. On average, equities analysts predict that IQVIA Holdings Inc. will post 11.57 EPS for the current fiscal year.

IQVIA announced that its Board of Directors has approved a share repurchase plan on Thursday, May 7th that authorizes the company to buyback $2.00 billion in shares. This buyback authorization authorizes the medical research company to reacquire up to 6.8% of its stock through open market purchases. Stock buyback plans are often a sign that the company’s board believes its shares are undervalued.

Insider Buying and Selling at IQVIA

In related news, insider W Richard Staub sold 5,500 shares of the firm’s stock in a transaction that occurred on Monday, August 3rd. The shares were sold at an average price of $232.68, for a total transaction of $1,279,740.00. Following the completion of the sale, the insider directly owned 13,312 shares in the company, valued at approximately $3,097,436.16. This trade represents a 29.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Keriann Cherofsky sold 558 shares of IQVIA stock in a transaction that occurred on Wednesday, July 29th. The stock was sold at an average price of $245.21, for a total transaction of $136,827.18. Following the completion of 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. In the last quarter, insiders have sold 12,913 shares of company stock worth $3,098,793. Company insiders own 1.70% of the company’s stock.

IQVIA Company Profile

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.