IQV
IQVIANYSEHealth CareDiagnostics & ResearchSnapshot 2026-05-08
As of May 8, 2026, IQV has a composite score of 28.1, categorized under a signal label of "mild favorable." The score is influenced by a high confidence level of 83.1 and a guidance credibility of 86.0. Key drivers include macroeconomic factors such as labor, rates, growth, and inflation, with a notable risk label of "elevated" and a valuation score of 79.8, indicating it is considered inexpensive.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)0.08
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Joint read: strong + robust historically delivered 80%+ NI-grew rate over T+1y in IT 2024–26 (small N).
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $3.02 → $3.04 (+0.7% / 30d). 3 raised, 1 cut, 17 covering analysts.
0 upgrades, 0 downgrades / 30d. 91% of analysts rate Buy.
1 PT revisions / 30d. Avg target 25.5% above current price.
1 positive, 0 negative / 30d. See F4 management tile for the event list.
Market and fundamentals agree — analysts are positioned bullishly on a fundamentally strong name.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
4 material events in the last 24 months — top 4 listed below.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Expand R&D Solutions backloggrowthbehind14% progressprovisional
2/5: “CEO: 'R&D Solutions contracted backlog of $32.7 billion, up 5.3% year-over-year.'”
Why this status
Stated in 2 of last 2 quarters. R&D Solutions contracted backlog reached $32.7 billion, up 5.3% year-over-year, indicating a focus on future revenue growth. The backlog increase aligns with management's emphasis on expanding this segment, showing delivering progress.
- 2.Reaffirm full-year 2026 revenue guidancegrowthbehind14% progress
5/5: “The company is reaffirming its full-year 2026 guidance for revenue to be between $17,150 million and $17,350 million.”
Why this status
Stated in 2 of last 2 quarters. The company reaffirmed its full-year 2026 revenue guidance between $17,150 million and $17,350 million. This consistent guidance suggests management's confidence in achieving these targets, though actual delivery remains to be seen.
- 3.Increase share repurchase authorizationcapital allocationmixed44% progress
5/7: “Board authorized the repurchase of an additional $2,000 million of the Company’s common stock.”
Why this status
Newly stated in 2026-Q2. The board authorized an additional $2,000 million for share repurchases, increasing the total remaining authorization to $3,217 million. This move indicates a strategic focus on capital allocation, though its impact on shareholder value will depend on execution.
Guidance track record
Last 5 quarters of EPS guidance with actuals.
Per-quarter detail
| Period | Guidance | Actual | Result |
|---|---|---|---|
| 2019-03-31 | $1.48 – $1.53 | $1.53 | inside |
| 2019-09-30 | $1.53 – $1.59 | $1.60 | beat |
| 2020-03-31 | $1.46 – $1.51 | $1.50 | inside |
| 2020-09-30 | $1.47 – $1.55 | $1.63 | beat |
| 2022-03-31 | $2.40 – $2.46 | $2.47 | beat |
Beat / inside / miss is computed from the guided range when issued; for point-estimate quarters a ±5% tolerance band around the mid is used. surprise_pct_vs_mid is unstable when guided EPS is near zero, so it is not surfaced as a headline.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 45%; 252d 41%.
Drawdown — Max 1y −36%. Bad day move −4%.
Beta to sector ETF (XLV) — 1.41 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 31/100, drawdown 28/100, beta 59/100, earnings vol —.
via XLV
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
Met or beat guidance 80% of the last 5 guided quarters · 2.1% avg surprise
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Expand R&D Solutions backlog
GrowthFocus on increasing the R&D Solutions contracted backlog to drive future revenue growth.
BehindStated in 2 of last 2 quarters. R&D Solutions contracted backlog reached $32.7 billion, up 5.3% year-over-year, indicating a focus on future revenue growth. The backlog increase aligns with management's emphasis on expanding this segment, showing delivering progress.
R&D Solutions contracted backlog of $32.7 billion, up 5.3% year-over-year14%CEO/CFO:“CEO: 'R&D Solutions contracted backlog of $32.7 billion, up 5.3% year-over-year.'”Press releaseSource dated 2026-02-05Stated 2 of last 8 quartersFirst seen 2026-02-05provisionalShow history (2)
- 2025-Q4Press release
“R&D Solutions contracted backlog of $32.7 billion, up 5.3% year-over-year.”
- 2025-Q3Earnings call
“R&D Solutions backlog increased, supporting future growth.”
- #2
Reaffirm full-year 2026 revenue guidance
GrowthNew since 2026-05-05Maintain the revenue guidance for 2026 between $17,150 million and $17,350 million.
BehindStated in 2 of last 2 quarters. The company reaffirmed its full-year 2026 revenue guidance between $17,150 million and $17,350 million. This consistent guidance suggests management's confidence in achieving these targets, though actual delivery remains to be seen.
14%CEO/CFO:“The company is reaffirming its full-year 2026 guidance for revenue to be between $17,150 million and $17,350 million.”Press releaseSource dated 2026-05-05Stated 2 of last 8 quartersFirst seen 2026-05-05Show history (2)
- 2026-Q1Press release
“Reaffirming its full-year 2026 guidance for revenue to be between $17,150 million and $17,350 million.”
- 2025-Q4Press release
“Expects revenue to be between $17,150 million to $17,350 million for 2026.”
- #3
Increase share repurchase authorization
Capital allocationNew since 2026-05-07Expand the share repurchase program with an additional $2,000 million authorization.
MixedNewly stated in 2026-Q2. The board authorized an additional $2,000 million for share repurchases, increasing the total remaining authorization to $3,217 million. This move indicates a strategic focus on capital allocation, though its impact on shareholder value will depend on execution.
44%CEO/CFO:“Board authorized the repurchase of an additional $2,000 million of the Company’s common stock.”Press releaseSource dated 2026-05-07Stated 1 of last 8 quartersFirst seen 2026-05-07Show history (1)
- 2026-Q2Press release
“Board authorized the repurchase of an additional $2,000 million of the Company’s common stock.”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
71 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
IQV IQVIA | +28 | inexpensive | elevated |
LLY Lilly (Eli) | +21 | full | moderate |
JNJ Johnson & Johnson | +18 | full | low |
ABBV AbbVie | +12 | fair | low |
UNH UnitedHealth Group | +24 | fair | elevated |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If health_care sector trend rises from +0.06 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-05-05)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-05-05)-8.0 pts
- If labor state reverses from -0.31 (negative) to +0.31 (positive)-6.8 pts
- If health_care sector trend falls from +0.06 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-05-053d agoItem 2.02
Results of Operations and Financial Condition On May 5, 2026, IQVIA Holdings Inc. (the “Company”) issued a press release announcing its financial results for the first quarter ended March 31, 2026. The full text of the press release was posted on the Company’s internet website and is furnished as Exhibit 99.1 hereto and incorporated herein by reference. Pursuant to General Instruction B.2 of Current Report on Form 8-K, the information contained in, or incorporated into, Item 2.02, including t…
earnings preannouncementneutralscore 61 - 2026-05-071d agoItem 8.01
Other Events. On May 7, 2026, IQVIA Holdings Inc. (the “Company”) announced that the Company’s board of directors authorized the repurchase of an additional $2,000 million of the Company’s common stock under the Company’s existing equity repurchase program (the “Repurchase Program”), bringing the total remaining authorization to $3,217 million. A copy of the press release is attached and incorporated herein by reference as Exhibit 99.1. The Repurchase Program does not obligate the Company to…
capital allocationpositivescore 51 - 2026-04-2315d agoItem 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On April 23, 2026, IQVIA Holdings Inc. (the “Company”) held its 2026 Annual Meeting of Stockholders (the “Annual Meeting”). At the Annual Meeting, the Company’s stockholders approved the 2026 Incentive and Stock Award Plan (the “2026 Plan”). The material terms of the 2026 Plan are described in “Proposal No. 4 – Approval of IQVIA Holdings Inc. 2026…
executive changeneutralscore 40 - 2026-02-053mo agoItem 2.02
Results of Operations and Financial Condition On February 5, 2026, IQVIA Holdings Inc. (the “Company”) issued a press release announcing its financial results for the fourth-quarter and full-year ended December 31, 2025. The full text of the press release was posted on the Company’s internet website and is furnished as Exhibit 99.1 hereto and incorporated herein by reference. Pursuant to General Instruction B.2 of Current Report on Form 8-K, the information contained in, or incorporated into,…
earnings preannouncementneutralscore 8 - 2025-06-0411mo agoItem 2.01
and involving acquisitions of Persons that had revenues in excess of $500,000,000 for the last four completed fiscal quarters prior to the consummation of the acquisition) of a Current Report on Form 8-K (as in effect of the Issue Date); provided , that (a) no such report or information will be required to be so furnished if the Issuer determines in good faith that such event is not material to the Holders or the business, assets, operations or financial condition of the Issuer and its Restri…
mna activitypositivescore 0
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.