IQV — IQVIA Holdings Inc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates IQV Bullish with a Setup Score of 0, net conviction 28, actionability 0. How the Setup Score works →

Total Setup Score0
Directional BiasBullish
Net Conviction28
Actionability0 (extended)

Key signals behind this score

About IQVIA Holdings Inc

IQVIA Holdings Inc. provides clinical research services, commercial insights, and healthcare intelligence to the life sciences and healthcare industries in the Americas, Europe, Africa, and the Asia-Pacific. It operates through three segments: Technology & Analytics Solutions, Research & Development Solutions, and Contract Sales & Medical Solutions. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$259.42
Market Cap$42.61B
Float156.2M
Shares Outstanding164.6M
P/E (Forward)19.34
P/E (TTM)32.20
Price/Sales (TTM)2.51
vs. Analyst Target+6.1% to analyst PT
Profit Margin8.10%
Operating Margin (TTM)13.03%
Revenue (TTM)$16.98B
Earnings Growth (YoY)-0.60%
Dividend RateNone
Analyst Target Price$275.17 (23 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $11.36B $279M $3.86B $2.08B
2021 $13.87B $966M $4.64B $2.77B
2022 $14.41B $1.09B $5.03B $2.91B
2023 $14.98B $1.36B $5.24B $3.26B
2024 $15.40B $1.37B $5.38B $3.45B
2025 $16.31B $1.36B $4.29B $3.46B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $4.10B $331M
Dec 2025 $4.36B $514M
Mar 2026 $4.15B $274M
Jun 2026 $4.37B $256M

Ownership & Float

Insider Ownership1.1%
Institutional Ownership103.4%
Short Float2.9%
% of All Funds Holding12.21%
Number of Funds Holding1,074

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$225.00Near-term / short-term trend
Weekly40-Week SMA$199.56Medium-term trend
Weekly80-Week SMA$188.84Cyclical trend (business cycle)
Weekly200-Week SMA$205.48Secular trend (multi-year)
Monthly10-Month SMA$206.32Near-term monthly trend
Monthly20-Month SMA$193.28Medium-term monthly trend
Monthly40-Month SMA$206.63Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$161.00 support 1.12x 2 months ago
$158.00 support 1.28x 12 months ago
$140.00 support 1.35x 13 months ago

Historical Earnings Reactions (54 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap 0.41% 0.36% 66.67% 3.31% -3.54%
1 Day 0.57% 0.30% 55.56% 5.81% -5.41%
1 Week 0.02% 0.03% 50.00% 8.26% -10.25%
2 Weeks -0.40% -0.15% 48.15% 13.77% -16.03%
1 Month 0.95% 1.77% 62.26% 19.05% -35.17%

Next earnings: October 16, 2026 (50 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan0.4%69.2%13
Feb0.1%46.2%13
Mar-2.2%53.8%13
Apr0.9%30.8%13
May2.0%61.5%13
Jun3.6%71.4%14
Jul9.7%85.7%14
Aug0.3%53.8%13
Sep-3.5%23.1%13
Oct-0.1%38.5%13
Nov3.7%69.2%13
Dec1.3%53.8%13

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday -0.04% 50.3% 628
Tuesday 0.09% 51.4% 689
Wednesday 0.12% 50.6% 684
Thursday 0.02% 51.0% 671
Friday 0.15% 54.5% 670

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 103.4%

Insider Transactions — Smart Summary

Total insider ownership: 1.1%

12-Month Insider Activity Summary

Total Filings8
Net Value-$50.7M
Net Shares Change-12,913
% of Float-0.0%
C-Suite Filings8
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
BOUSBIB ARI Chairman, Chief Executive Officer & President Power of Attorney -$46.7M 3 6 sell
Sherbet Eric Executive Vice President, General Counsel Power of Attorney -$2.1M 2 3 sell
STAUB W RICHARD President, Research & Development Solutions Power of Attorney -$1.3M 1 1 sell
Patel Bhavik President, MedTech and Consumer Health Power of Attorney -$436,425.85 1 1 sell
Cherofsky Keriann SVP, Corporate Controller Power of Attorney -$136,827.18 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-07-31 – 2026-08-04 5 5 -$29.2M 5 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-07-31 BOUSBIB ARI Chairman, Chief Executive Officer & President Power of Attorney -$26.1M Transaction at $189.47, now +36.9%
2026-08-04 STAUB W RICHARD President, Research & Development Solutions Power of Attorney -$1.3M Transaction at $232.68, now +11.5%
2026-07-31 Sherbet Eric Executive Vice President, General Counsel Power of Attorney -$1.2M Transaction at $249.16, now +4.1%
2026-08-04 Patel Bhavik President, MedTech and Consumer Health Power of Attorney -$436,425.85 Transaction at $235.27, now +10.3%
2026-07-31 Cherofsky Keriann SVP, Corporate Controller Power of Attorney -$136,827.18 Transaction at $245.21, now +5.8%
2025-10-31 BOUSBIB ARI Chairman, Chief Executive Officer & President -$12.5M Transaction at $167.06, now +55.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for IQVIA Holdings Inc (IQV) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for IQV on Trend Edge →