Is IQVIA Holdings (IQV) an Attractive Investment Opportunity?

Oakmark Funds, advised by Harris Associates, released its “Oakmark Select Fund” second quarter 2025 investor letter. A copy of the letter can be downloaded here. In the quarter, the fund underperformed the benchmark, the S&P 500 Index, while it has outperformed the benchmark since inception. Financials and consumer discretionary were the largest contributors at the sector level, while health care and energy detracted. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second quarter 2025 investor letter, Oakmark Select Fund highlighted stocks such as IQVIA Holdings Inc. (NYSE:IQV). IQVIA Holdings Inc. (NYSE:IQV) is an analytical technology services and clinical research-providing company to the life sciences industry. The one-month return IQVIA Holdings Inc. (NYSE:IQV) was -2.61%, and its shares lost 31.11% of their value over the last 52 weeks. On July 16, 2025, IQVIA Holdings Inc. (NYSE:IQV) stock closed at $158.64 per share with a market capitalization of $27.445 billion.

Oakmark Select Fund stated the following regarding IQVIA Holdings Inc. (NYSE:IQV) in its second quarter 2025 investor letter:

“IQVIA Holdings Inc. (NYSE:IQV) was the top detractor during the quarter. The U.S.-headquartered provider of biopharma services saw its stock price decline amidst uncertainty related to possible price controls on drugs, concerns about potential pharma tariffs and government agency budget cuts. IQV’s first-quarter results in its Contract Research Organization segment held up better than peers and its Technology and Analytic Solutions segment is performing well, but the overall outlook for the near-term is weak due to a slowdown in biopharma R&D spending. This pressure notwithstanding, we believe the company’s intermediate and long-term prospects remain solid. With the shares trading close to an all-time low multiple and management stepping up the level of repurchases, we believe that IQV is an attractive investment today.”

IQVIA Holdings Inc. (IQV): Among Billionaire Israel Englander’s Stock Picks with Huge Upside Potential

A researcher in a lab with a microscope examining a sample.

IQVIA Holdings Inc. (NYSE:IQV) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 67 hedge fund portfolios held IQVIA Holdings Inc. (NYSE:IQV) at the end of the first quarter, which was 51 in the previous quarter. IQVIA Holdings Inc. (NYSE:IQV) reported first quarter revenue of $3,829 million, up 2.5% reported, 3.5% at constant currency. While we acknowledge the risk and potential of IQV as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than IQV and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered IQVIA Holdings Inc. (NYSE:IQV) and shared the list of most undervalued NYSE stocks to buy. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.