IQVIA Holdings Inc (IQV)

In the past six months, IQVIA's stock price has experienced some volatility and has seen a decrease of approximately 20.71%. IQVIA reported mixed Q1 2025 results, with revenue increasing by 2.5% but experiencing delayed decision-making by customers. IQVIA rolled out new AI agents for life sciences and completed a $2 billion senior notes offering to repay debt. HSBC and Barclays downgraded IQVIA Holdings. A partnership with Sarah Cannon Research Institute to accelerate global oncology trials was announced. IQVIA was trading near its 52-week low, and according to InvestingPro analysis, the stock appeared undervalued based on its Fair Value estimate.

Information directly detailing the demand seasonality for IQVIA's products and services is not explicitly provided. IQVIA's business model blends project-based revenue with recurring revenue, suggesting a degree of stability. R&DS often involves large, long-term contracts, which can provide revenue predictability. Key economic drivers include the demand for drug development outsourcing and the adoption of data analytics and technology in healthcare. In Q1 2025, IQVIA experienced delayed decision-making by customers on new programs in its R&DS segment, reflecting incremental macroeconomic and industry sector uncertainty.

IQVIA Holdings Inc. is a global leader providing advanced analytics, technology solutions, and contract research services to the life sciences and healthcare industries. Formed in 2016 through the merger of IMS Health and Quintiles, IQVIA operates at the intersection of data science, technology, and human science expertise. Its business is categorized into three primary segments: Technology & Analytics Solutions (TAS), Research & Development Solutions (R&DS), and Contract Sales & Medical Solutions (CSMS). IQVIA's services are utilized by a diverse client base, including pharmaceutical, biotech, and medical device companies, as well as government agencies and healthcare stakeholders. The company's sector is Health Technology, and its industry is Biotechnology: Commercial Physical & Biological Research.

IQVIA Holdings Inc. has an extensive global presence, operating in over 100 countries across the Americas, Europe, Africa, and Asia-Pacific. As of early 2024, IQVIA had an estimated global workforce of around 87,000 professionals. Net sales are distributed geographically, with the Americas accounting for 47.8%, Europe and Africa for 31.9%, and Asia/Pacific for 20.3%.

IQVIA has maintained a strong brand reputation, being named No. 1 in its category on the Fortune World's Most Admired Companies list for the eighth consecutive year. It was also recognized in Forbes' World's Best Management Consulting Firms and received MedTech Breakthrough Awards for its SmartSolve® eQMS platform. Additionally, IQVIA received the Frost & Sullivan Global Customer Value Leadership Award and was named a Leader in the IDC MarketScape. Despite these accolades, the company has faced some challenges that could impact its reputation, such as legal proceedings and competitive pressures, as well as an uptick in cancellations and delays affecting bookings in Q3 2024.

IQVIA Holdings Inc. has significant institutional ownership, with 89.62% of its stock owned by institutional investors. As of June 24, 2025, there were 1795 institutional owners and shareholders holding a total of 178,263,177 shares. Major institutional owners include Vanguard Group Inc. and BlackRock, Inc. Major individual owners and insiders include Christopher R. Gordon and Ari Bousbib (CEO).