Risk Intelligence
Core Model
C+
66 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Around the middle of the covered universe.
Suggestions
IQV · NYSE
IQVIA HOLDINGS INC
Private betaSector unavailable · Industry unavailable
$261.77
+1.74%
Close on Sep 11, 2026
Defensively Qualified
Updated 6/30/2026
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
IQVIA HOLDINGS INC
Sector unavailable · Data confidence good
54 / 100
Rank #284 of 1,152 qualified companies
Top 41% · Not Currently Suggested
Long-Term Potential
Research Model
C+
70 / 100
Ordinary Compounder
Does the business have the characteristics needed to create value over many years?
Around the middle of the covered universe.
Fundamental Momentum
Research Model
D+
51 / 100
Deteriorating
Is the underlying business getting stronger or weaker?
Weaker than most covered companies on this measure.
Ownership Intelligence
Supplemental Intelligence
D
47 / 100
Positive disclosed activity
What are important owners actually doing?
Weaker than most covered companies on this measure.
Valuation Intelligence
Research Model
B−
70 / 100
Attractive
Is today's price reasonable?
Above average on this measure — and valuation is researched separately from the Suggested Investment Score.
Capital Returns Intelligence
Research Model
B
76 / 100
Strong Capital Returns
How effectively does the company reward shareholders?
Above average on this measure — and capital returns are researched separately from the Suggested Investment Score.
Why it stands out
- Business Quality meets the frozen IA Defensive qualification.
- More disclosed holders are new or increasing than reducing or exiting.
- Attractive valuation: the stock reads 70 out of 100 on Valuation Intelligence (Attractive) relative to its own history and comparable companies.
What holds it back
- The Fundamental Momentum research model shows deterioration.
Long-term view
IQVIA HOLDINGS INC scores 70 on Long-Term Potential (C+), described by the research model as ordinary compounder. This describes business characteristics only — it is not a forecast of future returns.
Ownership view
Disclosed ownership evidence reads 47 (D): Positive disclosed activity. 3 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
Valuation view
IQVIA HOLDINGS INC reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital returns view
IQVIA HOLDINGS INC reads 76 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a share count falling about 3.0% a year. Direct capital returns are limited because the company continues reinvesting most of its cash. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What changed
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare IQV with other companiesAppears in
Rule-based membership
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
The 60-Second Investment Brief
Written from stored research readings only. No hype. No trading signals. Just better evidence.
Why it's interesting
IQVIA HOLDINGS INC (IQV) scores 54 out of 100 and ranks #284 of 1,152 qualified companies today. That places it in the top 41% of ranked companies. The stored tier for that score is not currently suggested.
Business strength
Risk Intelligence reads 66 out of 100 (C+), recorded as fundamentally qualified. Around the middle of the covered universe.
Long-term opportunity
Long-Term Potential reads 70 out of 100 (C+), recorded as ordinary compounder. Around the middle of the covered universe.
What's improving or weakening
Fundamental Momentum reads 51 out of 100 (D+), recorded as deteriorating. Weaker than most covered companies on this measure.
What important owners are doing
Ownership Intelligence reads 47 out of 100 (D), recorded as positive disclosed activity. Weaker than most covered companies on this measure.
What kind of price you'd be paying
Valuation currently appears favourable: Valuation Intelligence reads 70 out of 100 (B−), recorded as Attractive. IQVIA HOLDINGS INC reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
How the company rewards shareholders
Capital Returns Intelligence reads 76 out of 100 (B), recorded as Strong Capital Returns. IQVIA HOLDINGS INC reads 76 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a share count falling about 3.0% a year. Direct capital returns are limited because the company continues reinvesting most of its cash. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What could go wrong
The Fundamental Momentum research model shows deterioration. Data confidence for this company is good.
Bottom line
No individual layer reaches the strongest band today. Fundamental Momentum and Ownership Intelligence remain the main area to watch. Separately from the score, valuation reads attractive at today's price.
Composite discovery model
Pro Investor Score
Pro Investor Score™
54 / 100
Not Currently Suggested
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
- Rank
- #284 of 694
- Percentile
- Top 41%
- Ranking updated
- September 12, 2026
160Rank weakened by 160 positions. Rank weakened by 160 positions.
- Risk Intelligence
- 66
- Long-Term Potential
- 70
- Fundamental Momentum
- 51
- Ownership Intelligence
- 47
30% contribution
30% contribution
20% contribution
20% contribution
Ownership Intelligence
47 / 100 · Mixed · 20% of the Pro Investor Score
SUPPLEMENTAL / DESCRIPTIVE INTELLIGENCE
Coverage: Good
- Elite Investor Activity
- 33 · Weak
- Institutional Activity
- 82 · Strong
- Insider Activity
- Insufficient Data
- Strategic Ownership
- Insufficient Data
50% of Ownership Intelligence · 10% of the total score
Tracked professional-manager activity is weak.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Why it ranks here
Exceptional long-term potential
Stored profitability, capital efficiency and reinvestment readings rank near the top of the qualified universe.
What holds it back
Fundamental Momentum is softer
Reported business trends rank below the qualified median.
Ownership evidence is not uniformly supportive
Disclosed elite investor activity evidence is weak or neutral. Ownership evidence is supplemental and never automatically positive.
Ownership evidence disagrees
Different owner groups point in different directions, so the combined reading is best read as mixed rather than uniformly favourable.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Excellent. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 70 · Attractive
RESEARCH MODEL
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 76 · Strong Capital Returns
RESEARCH MODEL
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Why this company scores the way it does
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 54.1 of the stored score (54.1).
Risk Intelligence
30% of the score · contributes 16.1 points
How strong and defensively sound is the company?
Stands at the 54 percentile of eligible companies · stored reading 66 · 30% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
How this area is measured
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 26.3 points
Does the business have the characteristics needed to create value over many years?
Stands at the 88 percentile of eligible companies · stored reading 70 · 49% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
How this area is measured
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 10.0 points
Is the underlying business getting stronger or weaker?
Stands at the 50 percentile of eligible companies · stored reading 51 · 18% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
How this area is measured
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 1.7 points
What are important owners actually doing?
Stands at the 8 percentile of eligible companies · stored reading 47 · 3% of this company’s total score
What large reporting owners have actually been doing with their positions.
How this area is measured
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodology
What is helping the score
- Long-Term Potential — 88 percentile, adding 26.3 points.
What deserves attention
- Ownership Intelligence — 8 percentile, adding only 1.7 of a possible 20 points.
Outside the score
Additional research — not currently included in the primary Suggested Investment Score.
- Valuation Intelligence — IQVIA HOLDINGS INC reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
- Capital Returns Intelligence — IQVIA HOLDINGS INC reads 76 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a share count falling about 3.0% a year. Direct capital returns are limited because the company continues reinvesting most of its cash.
Pro Investor Intelligence™
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
Loading professional-investor activity…
Stored snapshots only
What changed
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Learn the metrics on this page
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence
Is today's price reasonable?
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
70/ 100
Attractive
RESEARCH MODEL
Excellent coverage
Compared with its history
71
Attractive
Is this company expensive or inexpensive compared with its own history?
Compared with peers
80
Very Attractive
How expensive is this stock compared with similar companies?
Earnings & cash flow
56
Reasonable
How much financial output does an investor receive relative to the price paid?
Growth-adjusted
73
Very Attractive
Does the company's growth help justify the valuation investors are paying?
IQVIA HOLDINGS INC reads 70 out of 100 on Valuation Intelligence, recorded as Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Valuation history
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 31.3x · own median 38.5x · peer median 33.4x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence
How effectively does the company reward shareholders?
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
76/ 100
Strong Capital Returns
RESEARCH MODEL
Excellent coverage
Dividend Quality
—
Not Applicable — No Dividend
Dividend reliability
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
Buyback Effectiveness
81
Strong Capital Returns
Do buybacks actually reduce shares?
Dilution Control
78
Strong Capital Returns
Is your ownership share protected?
Capital Return Sustainability
76
Strong Capital Returns
Can the cash flow support it?
Shareholder Yield
60
Favorable Capital Returns
Cash returned versus company value
IQVIA HOLDINGS INC reads 76 out of 100 on Capital Returns Intelligence (Strong Capital Returns), reflecting a share count falling about 3.0% a year. Direct capital returns are limited because the company continues reinvesting most of its cash.
This company currently retains rather than distributes cash through dividends. Capital Returns Intelligence therefore places more emphasis on its other measurable shareholder-return behaviors according to the frozen V1 methodology.
How returned cash was used
Dividends $0.00 · net repurchases $1.24B · total returned $1.24B · 55% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026
Capital returns history
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
Why higher yield isn't always better
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Why buybacks can be misleading
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
What these terms mean
- Dividend Yield
- The annual dividend relative to the current share price.
- Payout Ratio
- The share of company earnings used to pay dividends.
- Free Cash Flow Payout
- How much of the company's available cash is being used for dividends.
- Share Repurchases
- When a company buys back its own stock.
- Dilution
- When the number of shares increases, reducing each existing share's percentage ownership of the company.
- Shareholder Yield
- A combined view of dividends and net share repurchases relative to the company's market value.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
Ranking history
| Today | #284 | Score 54 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | #284 | |
In the company’s own words
What this company does
IQVIA is a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries. IQVIA’s portfolio of solutions are powered by IQVIA Connected Intelligence to deliver actionable insights and services built on high-quality health data, Healthcare-grade AI , advanced analytics, the latest technologies and extensive domain expertise. We are committed to using artificial intelligence ("AI") responsibly, with AI-powered capabilities built on best-in-class approaches to privacy, regulatory compliance and patient safety, and delivering AI to the high standards of trust, scalability and precision demanded by the industry. With approximately 93,000 employees in over 100 countries, including experts in healthcare, life sciences, data science, technology and operational excellence, we are dedicated to accelerating the development and commercialization of innovative medical treatments to help improve patient outcomes and population health worldwide.
We are a global leader in protecting individual patient privacy. We use a wide variety of privacy-enhancing technologies and safeguards to protect individual privacy while generating and analyzing information on a scale that helps healthcare stakeholders identify disease patterns and correlate with the precise treatment path and therapy needed for better outcomes. Our insights and execution capabilities help biotech, medical device and pharmaceutical companies, medical researchers, government agencies, payers and other healthcare stakeholders tap into a deeper understanding of diseases, human behaviors and scientific advances, in an effort to advance their path toward cures.
We have one of the largest and most comprehensive collections of healthcare information in the world spanning sales, prescription, promotional and social media data, as well as medical claims, electronic medical records, and genomics data, including more than 1.2 billion comprehensive, longitudinal, unique non-identified patient records. Our scaled and growing information set contains approximately 68 petabytes of unique proprietary data sourced from approximately 150,000 data suppliers and covering over one million data feeds globally. Based on this data, we deliver information and insights on approximately 90% of the world’s pharmaceuticals, as measured by 2024 sales. We standardize, curate, structure and integrate this information by applying our sophisticated analytics and leveraging our global technology infrastructure. Longitudinal analysis across disparate datasets is enabled via internally developed fully compliant tokenization engines. This helps our clients run their organizations more efficiently and make better decisions to improve their clinical, commercial and financial performance. We have developed a comprehensive portfolio of intelligent, actionable information offerings over a period of many years through innovation, expertise and hard work that differentiates our capabilities to support customers throughout the world.
We combine our proprietary information assets with advanced analytics, transformative technology and domain expertise to develop clinical and commercial capabilities that enable us to grow our relationships with healthcare stakeholders throughout the life science’s value chain. This set of capabilities includes:
Quoted from the business section of this company’s 10-K filed February 17, 2026. Read the filing
Four distinct intelligence areas
The IA view
Risk Intelligence
Production core
66
Fundamentally Qualified
-4.9 vs Jun 30, 2026
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
Long-Term Potential
Research model
70
Elite Compounder
+12.3 vs Jun 30, 2026
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
Fundamental Momentum
Research model
51
Middle
+38.7 vs Jun 30, 2026
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
Elite Investor Activity
Supplemental
33
Lower range
0 vs Jun 30, 2026
Only 3 tracked managers disclosed a position — treat as limited coverage.
As of Sep 11, 2026
Company intelligence
IQV score history
Each area is measured and reported separately. No combined score exists.
IQV intelligence history from 2023-09-30 to 2026-09-11. Risk Intelligence 65.6 on 2026-09-11, down 4.9 from 70.5 on 2026-06-30. Long-Term Potential 69.8 on 2026-09-11, up 12.3 from 57.5 on 2026-06-30. Fundamental Momentum 50.9 on 2026-09-11, up 38.7 from 12.2 on 2026-06-30. Elite Investor Activity 33.3 on 2026-09-11, unchanged 0 from 33.3 on 2026-06-30. Each area is reported separately and is never combined into a single score.
Risk Intelligence 65.6 as of Sep 11, 2026 (-4.9 vs prior period) · Production core
Long-Term Potential 69.8 as of Sep 11, 2026 (+12.3 vs prior period) · Research model
Fundamental Momentum 50.9 as of Sep 11, 2026 (+38.7 vs prior period) · Research model
Elite Investor Activity 33.3 as of Sep 11, 2026 (0 vs prior period) · Supplemental
Share price
IQV price history
Closing prices adjusted for splits and dividends. Past prices do not indicate future results.
- 6M change
- +60.7%
- 1Y change
- +37.3%
- 3Y change
- +20.9%
- 5Y change
- +1.5%
- Max change
- +67.4%
Last stored close $261.77 · +37.3% over the selected range · 52 sessions shown
Balanced evidence
Why IA likes it
- Business Quality meets the frozen IA Defensive qualification.
- More disclosed holders are new or increasing than reducing or exiting.
Risk and uncertainty
What IA doesn’t like
- The Fundamental Momentum research model shows deterioration.
What would change our view
- Business Quality falling below the frozen qualification threshold.
- Price Risk moving to a less favorable category.
- A sustained reversal in the Fundamental Momentum research evidence.
- New material public ownership disclosures.
Public filings · descriptive only
Elite Investor Activity
Reporting holders
1
New holders
1
Increasing
0
Reducing
0
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2018-06-30 · Public 12/22/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
What changed
- Risk Intelligence
IA Defensive weakened
Business Quality qualification score moved from 70.5 to 66.9.
- Risk Intelligence
Price Risk category changed
Price Risk moved from Not Available to Higher risk.
- Fundamental Momentum
Fundamental Momentum improved
Fundamental Momentum research score moved from 12.2 to 48.2.
- Fundamental Momentum
Fundamental Momentum softened
Fundamental Momentum research score moved from 35.0 to 12.2.
- Elite Investor Activity
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 67 to 33 for the reporting period ending 2026-03-31.
- Elite Investor Activity
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 75 to 67 for the reporting period ending 2025-12-31.
- Elite Investor Activity
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 33 to 75 for the reporting period ending 2025-09-30.
- Elite Investor Activity
Elite Investor Consensus strengthened
Disclosed agreement among tracked managers moved from 20 to 33 for the reporting period ending 2025-03-31.
- Elite Investor Activity
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 92 to 20 for the reporting period ending 2024-12-31.
- Elite Investor Activity
Tracked managers exited positions
2 tracked managers no longer disclosed a position for the reporting period ending 2024-12-31.
Ownership timeline
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.