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$IQVIQVIA Holdings Inc. · Medical - Diagnostics & Research · $42.8B
Street Buy · PT $237.38 (-0.1%)
$259.82
+1.5%
Event thread
Key events, in time order
14 items
CapitalBull
Empowered Funds Raises IQVIA Stake by 147.8%
Institutional investor disclosed a 147.8% stake increase in 13F filing, indicating growing institutional allocation.
D1 -2.2% · +5d +6.9%
CapitalBear
IQVIA CEO and Executives Continue Selling, Q2 Bookings Hit Record
CEO exercised-and-sold ~106k shares worth $26.1M via expiring SARs; another insider sold 5,000 shares for ~$1.25M.
D1 -1.1% · +5d +20.5%
›7 waves of this story
2026-07-21 California Public Employees Retirement System increased stake by 2.0%, Andra AP fonden raised stake by 320.1%, Cantillon Capital Management lowered position by 11.9%
2026-07-21 Swedish pension fund raises stake 320.1%, while over $2M in unusual call options detected, signaling ongoing institutional activity
2026-07-25 Arrowstreet Capital raised stake by 3.1% in Q1, adding to prior institutional interest as Q2 earnings approach
2026-07-28 Castleark's new stake contrasts with Dai-ichi's cut, as earnings loom
2026-07-28 Q2 EPS $3.15 beat, record R&D bookings, shares up 11%
2026-08-03 CEO exercised expiring SARs for $26.1M; other insiders sold; Q2 clinical bookings hit record $3.15B
2026-08-03 CEO exercised-and-sold ~106k shares worth $26.1M via expiring SARs; another insider sold 5,000 shares for ~$1.25M.
12 earlier events›
CapitalBear
Multiple IQVIA Insiders Sell Shares
CEO and several insiders sold shares on July 29, totaling over $27 million
D1 -0.7% · +5d +3.7%
EarningsBull
IQVIA Q2 Earnings Beat and Raised Full-Year Guidance
Key metrics beat estimates, but analyst downgrades rating
D1 +1.9% · +5d -4.6%
›2 waves of this story
2026-07-29 EPS of $3.15 beat estimates, record R&D bookings, 2026 outlook raised
2026-07-29 Key metrics beat estimates, but analyst downgrades rating
内部人卖出Bear
Insider selling $27.5M (3)
D1 +1.9% · +5d -4.6%
Earnings
Earnings report
D1 +13.9% · +5d -6.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +13.9% · +5d -6.1%
AnalystBear
Morgan Stanley downgrades to Equal Weight
D1 -4.7% · +5d +9.2%
8-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 -0.6% · +5d -7.3%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +2.7% · +5d -3.1%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +0.8% · +5d +0.1%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +1.2% · +5d -4.5%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +9.6% · +5d -0.8%
Earnings
Earnings report
Q1 2026 revenue of $4.151 billion, up 8.4% reported and 6% at constant currency, exceeding high end of guidance
D1 +9.6% · +5d -0.8%
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Facts and opinions separated · All items sourced · Not investment advice
Event thread
Key events, in time order
14 items
CapitalBull
Empowered Funds Raises IQVIA Stake by 147.8%
Institutional investor disclosed a 147.8% stake increase in 13F filing, indicating growing institutional allocation.
D1 -2.2% · +5d +6.9%
CapitalBear
IQVIA CEO and Executives Continue Selling, Q2 Bookings Hit Record
CEO exercised-and-sold ~106k shares worth $26.1M via expiring SARs; another insider sold 5,000 shares for ~$1.25M.
D1 -1.1% · +5d +20.5%
›7 waves of this story
2026-07-21 California Public Employees Retirement System increased stake by 2.0%, Andra AP fonden raised stake by 320.1%, Cantillon Capital Management lowered position by 11.9%
2026-07-21 Swedish pension fund raises stake 320.1%, while over $2M in unusual call options detected, signaling ongoing institutional activity
2026-07-25 Arrowstreet Capital raised stake by 3.1% in Q1, adding to prior institutional interest as Q2 earnings approach
2026-07-28 Castleark's new stake contrasts with Dai-ichi's cut, as earnings loom
2026-07-28 Q2 EPS $3.15 beat, record R&D bookings, shares up 11%
2026-08-03 CEO exercised expiring SARs for $26.1M; other insiders sold; Q2 clinical bookings hit record $3.15B
2026-08-03 CEO exercised-and-sold ~106k shares worth $26.1M via expiring SARs; another insider sold 5,000 shares for ~$1.25M.
CapitalBear
Multiple IQVIA Insiders Sell Shares
CEO and several insiders sold shares on July 29, totaling over $27 million
D1 -0.7% · +5d +3.7%
EarningsBull
IQVIA Q2 Earnings Beat and Raised Full-Year Guidance
Key metrics beat estimates, but analyst downgrades rating
D1 +1.9% · +5d -4.6%
›2 waves of this story
2026-07-29 EPS of $3.15 beat estimates, record R&D bookings, 2026 outlook raised
2026-07-29 Key metrics beat estimates, but analyst downgrades rating
内部人卖出Bear
Insider selling $27.5M (3)
D1 +1.9% · +5d -4.6%
9 earlier events›
Earnings
Earnings report
D1 +13.9% · +5d -6.1%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +13.9% · +5d -6.1%
AnalystBear
Morgan Stanley downgrades to Equal Weight
D1 -4.7% · +5d +9.2%
8-K filing
8-K: Item 1.01, Item 2.03, Item 9.01
D1 -0.6% · +5d -7.3%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +2.7% · +5d -3.1%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +0.8% · +5d +0.1%
8-K filing
8-K: Item 8.01, Item 9.01
D1 +1.2% · +5d -4.5%
8-K filing
8-K: Item 2.02, Item 9.01
D1 +9.6% · +5d -0.8%
Earnings
Earnings report
Q1 2026 revenue of $4.151 billion, up 8.4% reported and 6% at constant currency, exceeding high end of guidance
