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Broyhill Asset Management's investment thesis on IQVIA Holdings Inc. ($IQV) — Q4 2025 | Buyside Digest

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$IQVNYSEIQVIA Holdings Inc.

BULL

Broyhill Asset Management—IQV

Fund Letter

Q4 2025

Published February 17, 2026

View Fund Profile

$268.85USD

+0.4% vs last month

$165.62Pitched

+62.3% since pitch

Market Cap$38.0B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

Broyhill Asset Management 2025 Q4 (IQV)

— Christopher R. Pavese

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What other investors think about $IQV, and what else Broyhill Asset Management is buying.

Other pitches on $IQV

Other investors who've written on IQVIA Holdings Inc.

Broyhill Asset ManagementBULL

Pitched Sep 1, 2026

IQVIA Holdings ($IQV) is a global leader in clinical research outsourcing, advanced healthcare analytics, and pharmaceutical commercial intelligence. Broyhill holds a...

Sycamore Mid Cap Value EquityBULL

Pitched Mar 31, 2026

The company's shares fell due to conservative guidance and investor anxiety regarding artificial intelligence's impact on clinical trial workflows. The manager believes...

Broyhill Asset ManagementBULL

Pitched Feb 17, 2026

IQVIA contributed meaningfully as fears around biotech funding and clinical activity began to ease.

View all $IQV pitches →