IQV IQVIA Holdings Inc.

XNYS 278.00 Delayed
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Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

IQV $278.00 —
Key stats
$278.00
52-Week Range
$154.50 – $277.40
YTD
+23.35%
IV Rank (30D)
85.43
Straddle Price
$31.25
P/C Vol Ratio
1.20
Market Cap
$44.1B
Open
$264.46
Day Range
$263.97 – $277.28
Volume
1,755,899
Prev Close
$267.85
Fair Value
MODEL: LONG

A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.

  • DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
  • Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
  • DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
  • P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
  • Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
  • Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
  • Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
  • Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
10-yr Treasury (rf)5.15%
Beta vs SPY1.11
Cost of Equity (CAPM)11.25% (VRP-adj)
WACC9.97%
Volatility Risk Premium+52.4pp (IV − HV30), ERP adj +50bps
Effective Tax Rate16.0%
Rev. Growth (YoY, DCF input)+6.5%
DCF Horizon10 years explicit + fade
Forward Tilt (NTM/TTM)×1.07 (applied to P/E, EV/EBITDA, P/S)
Free Cash Flow (TTM)$2.2B
Return on Equity (TTM)22.3%
Book / Price13.4%
Gross Margin (TTM)33.0%
FCF Margin (TTM)12.9%
Debt / Equity2.18
Quality Score2/6 — normal (10y DCF)
Market-Implied Growth+14.4% (reverse-DCF on current price)
SMA 50$261.74 (Market Anchor value)
SMA 20 / Bollinger Mid$265.46
Bollinger Width / SMA203.1% (drives anchor stability)
Net Debt$11.8B
Market Cap$47B
Peers used for multiples: AMGN, DXCM, GILD, ISRG, MRNA, NTRA, RMD, VEEV
60-Day Conviction
77%
20-Day Fair Value
≈ by Nov 20, 2026
$277.92
α +0.5% rank 37%
conviction
32%
40-Day Fair Value
≈ by Dec 21, 2026
$281.69
α +1.8% rank 33%
conviction
58%
60-Day Fair Value
≈ by Jan 19, 2027
$283.76
α +2.6% rank 37%
conviction
77%
MethodImplied PriceWeightDetail
DCF $152.35 20%
DDM (Gordon) n/a 0%
Peer P/E $277.53 9% median 32.4× · 5 peers
Peer EV/EBITDA $590.57 9% median 29.8× · 6 peers
Peer P/B $491.85 2% median 13.3× · 8 peers
Peer P/S $1088.82 6% median 10.3× · 8 peers
Market Anchor (SMA50) $261.74 39% stability 100% (BB-width)
Options Expected (B-L 30d) $280.36 16% 16 strikes · skew +0.36
As of 2026-10-22 · updated
About
Industry (SIC)
SERVICES-COMMERCIAL PHYSICAL & BIOLOGICAL RESEARCH (8731) · industry map
Exchange
XNYS
Market Cap
$44.1B
Employees
94,000
List Date
2013-05-09
CIK
0001478242
Next Earnings
2026-10-27 (Pre-Market)
EPS Forecast
$2.94 (6 est.)
Headquarters
Durham, NC
Homepage
https://www.iqvia.com

Iqvia is a global leader in clinical research and technology solutions for the life science industry. Formed in 2016 from the merger of Quintiles and IMS Health, it combined clinical trial services with extensive healthcare data and analytics. Its research and development solutions segment provides outsourced clinical development services spanning drug discovery, trial design, patient recruitment, site management, clinical testing, real-world studies, and the regulatory approval process. Its commercial solutions segment helps companies optimize product commercialization through analytics, tech…

Summary
—
composite
—
No summary data available for this symbol yet.

Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.

Chart
Seasonality
'21'22'23'24'25'26Avg
Jan0.68%-10.48%12.53%-9.62%3.20%2.12%-0.26%
Feb6.84%-6.87%-10.72%16.97%-5.18%-22.67%-3.61%
Mar-0.64%1.48%-5.64%0.17%-4.63%-2.14%-1.90%
Apr18.49%-9.29%-5.85%-6.87%-9.44%-8.14%-3.52%
May2.65%-0.83%3.64%-5.95%-7.13%15.49%1.31%
Jun2.14%3.27%12.97%-2.32%13.29%3.43%5.46%
Jul0.23%11.73%1.22%18.10%14.30%15.82%10.23%
Aug5.03%-10.79%1.60%1.28%4.58%11.93%2.27%
Sep-8.65%-14.40%-12.29%-4.76%3.37%4.06%-5.45%
Oct8.23%12.60%-6.73%-11.04%6.22%6.10%*2.56%
Nov0.09%4.12%18.94%-3.98%7.54%--5.34%
Dec8.83%-7.10%6.67%-2.62%-1.34%--0.89%
Total50.53%-26.96%11.54%-14.15%23.82%21.37%11.03%
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $265.46
SMA 50: $261.74
SMA 200: $208.37
Current: $276.63
EMA 12: $266.73
EMA 26: $264.40
MACD: 2.3306 | Signal: 0.6548
BULLISH
ADX (14): 24.05
WEAK TREND
+DI: 25.36
−DI: 10.56

Momentum Oscillators

RSI (14): 63.43
NEUTRAL
Stoch %K: 76.37
Stoch %D: 71.04
Williams %R: -2.63

Volume & Volatility

BB Upper: $276.54
BB Lower: $254.39
OVERBOUGHT
OBV: -18,632,918
Vol SMA 20: 1,333,026
Vol ROC: 24.88%
ATR: $7.90
True Range: $13.31
HV 20: 28.6%
HV 30: 25.0%
HV 60: 27.8%

Data Summary

Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary

Overall Assessment: NEUTRAL (Confidence Level: 6/10)

Key Drivers and Primary Risks:

  • Technical indicators suggest a trend continuation, but momentum oscillators indicate neutral sentiment.
  • News headlines are overwhelmingly positive, which may lead to further price increases.

Investment Thesis: IQV's stock performance is driven by the company's strong fundamentals in the eClinical solutions market. While there are some underlying risks, such as beta and volatility, the overall assessment remains NEUTRAL due to mixed technical and news signals.

Recent News Sentiment Impact: The recent news headlines have a positive impact on the stock price, with themes of growth, expansion, and partnerships driving sentiment.

Technical Analysis

Trend Direction: Short-term: Uptrend (1-4 weeks), Medium-term: Uptrend (1-3 months), Long-term: Trend continuation

Support/Resistance Levels:

  • Key resistance levels:
    • Upper Bollinger Band: $252.36
    • SMA 20: $220.34
  • Key support levels:
    • Lower Bollinger Band: $188.31
    • SMA 50: $200.68

Momentum Signals:

  • RSI interpretation: Neutral (67.03), not indicating overbought or oversold conditions.
  • MACD signal: Bullish momentum, with a bullish crossover above the signal line.

Volume Analysis:

  • Volume trends:
    • Volume SMA 20: 1480966.20
    • On-Balance Volume (OBV): -20579151.86 (showing selling pressure)
  • Institutional interest signals:
    • Low put/call volume ratio: 0.84

News & Sentiment Analysis

Recent Headlines Summary: Positive themes of growth, expansion, and partnerships.

Sentiment Assessment: Overall sentiment is positive (76.5%), driven by the recent news headlines.

Catalyst Identification: Upcoming earnings release, potential product launches, and regulatory changes in the eClinical solutions market.

Market Narrative: The technical signals are mixed, with an uptrend in place but some cautionary signs from the RSI and volume indicators. The positive news sentiment may continue to drive price increases.

Risk & Volatility Assessment

Beta Interpretation: Low risk relative to the market (beta: 0.85).

Volatility Regime: Moderate volatility, with an IV rank of 3.6% indicating a relatively low level of implied volatility.

Options Market Signals:

  • IV premium vs HV30: -15.3%, suggesting that options market pricing is relatively conservative.
  • Put/call volume ratio: 0.84 (Neutral sentiment)
  • Unusual activity: None

Downside Protection: Support levels at $220.34 (SMA 20) and $188.31 (Lower Bollinger Band).

Market Context & Positioning

Sector Performance: The healthcare sector has been trending upward, with some cautionary signs from the recent decline in hospital stocks.

Institutional Activity: Moderate institutional interest, with a low put/call volume ratio indicating a neutral sentiment.

Correlation Analysis: IQV's stock performance is relatively independent of the market, with a correlation coefficient of 0.26.

Relative Valuation: The stock is trading within its historical range, with some room for further price increases.

Key Levels & Action Items

Critical Price Levels:

  • Support at $220.34 (SMA 20) and $188.31 (Lower Bollinger Band)
  • Resistance at $252.36 (Upper Bollinger Band)

Breakout/Breakdown Levels: None identified, but watch for potential breaks above or below the critical price levels.

Time-Sensitive Catalysts:

  • Upcoming earnings release
  • Potential product launches and regulatory changes in the eClinical solutions market

Risk Management: Consider setting a stop-loss level at $220.34 (SMA 20) to manage risk, with an eye on potential breakouts above or below critical price levels.

By analyzing the data provided, it appears that IQV's stock is poised for further price increases, driven by positive news sentiment and technical indicators suggesting a trend continuation. However, there are some underlying risks to consider, such as beta and volatility, which may impact the stock's performance in the short term.

Generated
Earnings History
18 of 23 under expected move
Avg Expected Move
7.51%
Avg Actual Move
5.21%
Each row pairs the pre-earnings straddle-implied expected move with the realized close-to-close move. Sorted oldest first.
Earnings Date Timing Expected Move Actual Move Ratio Outcome
2021-02-10 Pre-Market 5.60% 3.39% 0.61x Within
2021-04-22 Pre-Market 6.78% 3.17% 0.47x Within
2021-07-27 Pre-Market 4.75% 1.66% 0.35x Within
2021-10-21 Pre-Market 6.47% 1.32% 0.20x Within
2022-02-15 Pre-Market 5.39% 4.69% 0.87x Within
2022-04-27 Pre-Market 8.85% 1.70% 0.19x Within
2022-07-21 Pre-Market 8.43% 2.28% 0.27x Within
2022-10-26 Pre-Market 9.71% 2.25% 0.23x Within
2023-02-10 Pre-Market 5.07% 3.24% 0.64x Within
2023-04-27 Pre-Market 7.16% 3.33% 0.47x Within
2023-08-01 Pre-Market 5.77% 2.07% 0.36x Within
2023-11-01 Pre-Market 6.47% 0.45% 0.07x Within
2024-02-14 Pre-Market 5.62% 13.10% 2.33x Exceeded
2024-05-02 Pre-Market 6.31% 4.64% 0.74x Within
2024-07-22 Pre-Market 7.77% 9.20% 1.18x Exceeded
2024-10-31 Pre-Market 8.19% 4.73% 0.58x Within
2025-02-06 Pre-Market 7.28% 2.20% 0.30x Within
2025-05-06 Pre-Market 8.90% 4.01% 0.45x Within
2025-07-22 Pre-Market 9.69% 17.88% 1.85x Exceeded
2025-10-28 Pre-Market 9.06% 0.32% 0.04x Within
2026-02-05 Pre-Market 8.00% 10.65% 1.33x Exceeded
2026-05-05 Pre-Market 9.94% 9.62% 0.97x Within
2026-07-28 Pre-Market 11.54% 13.94% 1.21x Exceeded

Earnings calendar: this week’s reports with expected vs actual moves →

IQV Options Activity & IV Rank

IQV IV rank history, 52-week IV rank and IV percentile →

Volatility Metrics

Current IV: 49.0%
7-DTE IV: —
Expected Move: $31.25
7-DTE Move: $31.25
Days to Exp: 30 (2026-11-20)

Options Flow

Call Volume: 1,485
Put Volume: 1,777
P/C Volume: 1.197
NEUTRAL
Call OI: 3,152
Put OI: 3,041
P/C OI: 0.965
Total OI: 6,193

ATM Options Pricing

ATM Call: $14.15
ATM Put: $17.10
Call %: 5.1%
Put %: 6.2%

Chain Summary

Chain Volume: 4,649
Chain OI: 11,656
Last Updated: 10/21/2026
Spread Scanner GPU
Full Algorithm Docs ↗

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Dealer Positioning
TYPICAL γ

Estimated net dealer gamma is at the 75th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.

Gamma percentile
75%
vs own history
GEX tilt
+0.18
OI-weighted, today
Vanna tilt
+0.67
δ-sensitivity to IV
Charm tilt
-0.69
δ-decay vs time
Vanna tilt +0.67: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.69: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.

Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.

Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.

Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.

This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.

· 38 ATM contracts, 7k total OI
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
as of Oct 21 · No data
30 DTE / 10d 58%
+6.9 pts EXTREME
as of Oct 21 · ATM 48.8% / Wing 55.7%

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)85.4HighOct 21
Straddle Price (30 DTE)$31.25Oct 21
Beta Analysis

Risk Metrics

Beta: 0.7310
Alpha: 20.68%
Correlation: 0.2310
R-Squared: 5.3%
Stock Volatility: 40.2%
Market Volatility: 12.7%

Analysis Details

Benchmark: SPY
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own IQV
6 of 37 tracked investors
InvestorValueShare of their portfolioRankQ/Q sharesSource
Millennium Management Hedge fund
Izzy Englander
$99.8M
0.07%
#339 of 3716+92.7%13F
Point72 Hedge fund
Steve Cohen
$54.0M
0.08%
#310 of 1945new13F
Citadel Hedge fund
Ken Griffin
$44.3M
0.03%
#750 of 6285-41.2%13F
Markel Group Holding company
Tom Gayner
$9.1M
0.07%
#108 of 1300.0%13F
Bridgewater Associates Hedge fund
Ray Dalio
$5.1M
0.02%
#481 of 997-44.4%13F
Rockefeller Capital Management Family office
Rockefeller family
$4.9M
0.01%
#977 of 4729+11.0%13F

Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions

IQV Institutional Ownership (13F)

Latest filings — 2026-09-30
Diluted shares outstanding: 170,575,000 (as of 2026-06-30)

Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.

  • Shares — long equity positions in this name, aggregated across share classes.
  • Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
  • % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
  • Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.

Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.

1,145 filers179,204,160 shares$35.41B value105.06% of float
# Filer Shares Value % of Total % of Float Period
1 Vanguard Group Inc Custodian 19,650,532 $4.43B 12.51% 11.52% 2025-12-31
2 BlackRock, Inc. Custodian 14,549,693 $2.81B 7.94% 8.53% 2026-06-30
3 HARRIS ASSOCIATES L P 12,183,830 $2.35B 6.65% 7.14% 2026-06-30
4 Vanguard Capital Management LLC 10,905,053 $2.11B 5.95% 6.39% 2026-06-30
5 State Street Corp 7,508,244 $1.45B 4.10% 4.40% 2026-06-30
6 Vanguard Portfolio Management LLC 7,501,993 $1.45B 4.09% 4.40% 2026-06-30
7 JPMorgan Chase & Co Custodian 6,139,775 $1.19B 3.35% 3.60% 2026-06-30
8 Artisan Partners Limited Partnership 4,743,434 $916.53M 2.59% 2.78% 2026-06-30
9 Boston Partners 4,466,016 $865.50M 2.44% 2.62% 2026-06-30
10 Geode Capital Management, LLC Custodian 4,454,134 $857.16M 2.42% 2.61% 2026-06-30
11 Invesco Ltd. Custodian 3,275,141 $632.82M 1.79% 1.92% 2026-06-30
12 Morgan Stanley Custodian 2,707,252 $523.10M 1.48% 1.59% 2026-06-30
13 Norges Bank 2,264,944 $437.63M 1.24% 1.33% 2026-06-30
14 Franklin Resources, Inc. Custodian 2,105,185 $406.76M 1.15% 1.23% 2026-06-30
15 Goldman Sachs Group Inc Custodian 1,949,797 $376.74M 1.06% 1.14% 2026-06-30
16 Dimensional Fund Advisors LP Custodian 1,735,452 $335.33M 0.95% 1.02% 2026-06-30
17 Northern Trust Corp Custodian 1,709,161 $330.24M 0.93% 1.00% 2026-06-30
18 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Custodian 1,634,264 $315.77M 0.89% 0.96% 2026-06-30
19 AQR Capital Management, LLC Custodian 1,536,874 $296.95M 0.84% 0.90% 2026-06-30
20 CIBC Private Wealth Group LLC 1,299,272 $292.87M 0.83% 0.76% 2025-12-31
21 Longview Partners (Guernsey) LTD 1,500,760 $289.98M 0.82% 0.88% 2026-06-30
22 Charles Schwab Investment Management, Inc. 1,484,047 $286.75M 0.81% 0.87% 2026-06-30
23 AllianceBernstein L.P. 1,643,102 $280.21M 0.79% 0.96% 2026-06-30
24 LYRICAL ASSET MANAGEMENT LP 1,259,894 $243.44M 0.69% 0.74% 2026-06-30
25 Arrowstreet Capital, Limited Partnership 1,250,053 $241.54M 0.68% 0.73% 2026-06-30
16 filers$76.78M notional
# Filer Notional Value % of Total Period
1 Citadel Advisors LLC Custodian $15.90M 20.71% 2026-06-30
2 Oribel Capital Management, LP $10.96M 14.27% 2026-06-30
3 Susquehanna International Group, LLP Custodian $9.35M 12.18% 2026-06-30
4 Jane Street Group, LLC Custodian $9.10M 11.85% 2026-06-30
5 Wolverine Trading, LLC Custodian $7.59M 9.89% 2025-09-30
6 Fore Capital, LLC $6.18M 8.05% 2026-06-30
7 Walleye Capital LLC $3.46M 4.50% 2026-06-30
8 PEAK6 LLC $3.38M 4.40% 2026-06-30
9 Cubist Systematic Strategies, LLC $3.34M 4.35% 2025-09-30
10 Millennium Management LLC Custodian $2.92M 3.80% 2026-06-30
11 Allianz Asset Management GmbH $1.74M 2.26% 2026-06-30
12 BOOTHBAY FUND MANAGEMENT, LLC $1.12M 1.46% 2026-06-30
13 Point72 Asset Management, L.P. $521.69K 0.68% 2026-06-30
14 Squarepoint Ops LLC $502.37K 0.65% 2026-06-30
15 TUDOR INVESTMENT CORP ET AL $405.76K 0.53% 2026-06-30
16 Volterra Technologies LP $309.15K 0.40% 2026-06-30
16 filers$89.60M notional
# Filer Notional Value % of Total Period
1 Susquehanna International Group, LLP Custodian $23.51M 26.24% 2026-06-30
2 PEAK6 LLC $18.88M 21.07% 2026-06-30
3 Citadel Advisors LLC Custodian $18.49M 20.64% 2026-06-30
4 UBS Group AG Custodian $6.76M 7.55% 2026-06-30
5 Jane Street Group, LLC Custodian $5.56M 6.21% 2026-06-30
6 Cubist Systematic Strategies, LLC $5.47M 6.11% 2025-09-30
7 Allianz Asset Management GmbH $2.96M 3.30% 2026-06-30
8 Millennium Management LLC Custodian $2.55M 2.85% 2026-06-30
9 Twin Tree Management, LP $1.66M 1.85% 2026-06-30
10 Wolverine Trading, LLC Custodian $1.27M 1.41% 2025-09-30
11 Walleye Capital LLC $695.59K 0.78% 2026-06-30
12 Volterra Technologies LP $463.73K 0.52% 2026-06-30
13 Squarepoint Ops LLC $405.76K 0.45% 2026-06-30
14 CAPSTONE INVESTMENT ADVISORS, LLC $386.44K 0.43% 2026-06-30
15 TUDOR INVESTMENT CORP ET AL $289.83K 0.32% 2026-06-30
16 One Wealth Map LLC $247.56K 0.28% 2026-06-30

IQV Insider Trading (Form 4)

Latest: 2026-09-04
Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
Filed Reporter Role Action Shares Avg Price Net $ Link
2026-09-04 James G. Berkshire See Remarks Mixed — $196.63 -$697.5K EDGAR
2026-08-04 W Richard Staub See Remarks Sell (S) −5,500 $232.68 -$1.28M EDGAR
2026-08-04 Bhavik Patel See Remarks Sell (S) −1,855 $235.27 -$436.4K EDGAR
2026-07-31 Eric Sherbet See Remarks Sell (S) −5,000 $249.16 -$1.25M EDGAR
2026-07-31 Keriann Cherofsky See Remarks Sell (S) −558 $245.21 -$136.8K EDGAR
2026-07-31 Ari Bousbib See Remarks Mixed — $161.73 -$26.09M EDGAR
2026-07-16 Morris Leslie Wims Director Grant (A) +148 RSU — EDGAR
2026-07-16 Jim Fasano Director Grant (A) +195 RSU — EDGAR
2026-07-16 John G Danhakl Director Grant (A) +160 RSU — EDGAR
2026-07-16 Colleen A Goggins Director Grant (A) +183 RSU — EDGAR
2026-05-11 John G Danhakl Director Grant (A) +185 RSU — EDGAR
2026-05-11 Jim Fasano Director Grant (A) +228 RSU — EDGAR
2026-05-11 Colleen A Goggins Director Grant (A) +214 RSU — EDGAR
2026-05-11 Morris Leslie Wims Director Grant (A) +171 RSU — EDGAR
2026-04-27 Carol Burt Director Award (A) +1,571 — EDGAR
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.

IQV Insider Holdings

18 insiders · @ $276.63
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
# Insider Role Shares Disclosed Exposure Lifetime OM Net Filings Last Filed
1 Ari Bousbib See Remarks 1,482,361 $410.07M -$236.10M 39 2026-07-31
2 Ronald E Bruehlman See Remarks 62,797 $17.37M $1.60M 15 2026-02-10
3 Alistair Grenfell See Remarks 29,669 $8.21M $0 2 2026-02-11
4 Bernd Haas See Remarks 24,394 $6.75M $0 3 2026-02-17
5 Eric Sherbet See Remarks 20,999 $5.81M -$4.02M 20 2026-07-31
6 John M Leonard Director 16,946 $4.69M -$3.09M 10 2026-04-27
7 Colleen A Goggins Director 14,453 $4.00M $0 20 2026-07-16
8 W Richard Staub See Remarks 13,312 $3.68M -$14.22M 22 2026-08-04
9 Michael J. Fedock See Remarks 9,472 $2.62M $0 4 2026-02-17
10 James G. Berkshire See Remarks 8,177 $2.26M -$697.2K 3 2026-09-04
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.

IQV Board & Officers

As of SEC filings through Sep 4, 2026

Directors 9

Officers 10

  • Ari Bousbib · Chairman, Chief Executive Officer & President · listed since Jun 2020
  • W Richard Staub · President, Research & Development Solutions · listed since Oct 2018
  • Eric Sherbet · Executive Vice President, General Counsel · listed since Feb 2019
  • Alistair Grenfell · President, Commercial Solutions · since Dec 31, 2025
  • Bhavik Patel · President, MedTech and Consumer Health · listed since Feb 2026
  • Ronald E Bruehlman · EVP & Chief Financial Officer · listed since Feb 2021
  • Bernd Haas · EVP, AI and Technology Solutions. · since Dec 31, 2025
  • James G. Berkshire · EVP, Global Infrastructure and Operations · since Dec 31, 2025
  • Keriann Cherofsky · SVP, Corporate Controller · since Aug 1, 2022
  • Michael J. Fedock · SVP, Fp&a · since Dec 31, 2025
Changes in the last 10 years (62)
Feb 10, 2026Bhavik Patel listed as President, MedTech and Consumer Health (previously President, Commercial Solutions) in SEC filings
Dec 31, 2025Michael J. Fedock became SVP, Fp&a
Dec 31, 2025James G. Berkshire became EVP, Global Infrastructure and Operations
Dec 31, 2025Bernd Haas became EVP, AI and Technology Solutions.
Dec 31, 2025Alistair Grenfell became President, Commercial Solutions
Nov 5, 2025William G Kaelin Jr became a director
May 7, 2024Bhavik Patel became President, Commercial Solutions
May 6, 2024The company announced the departure of Kevin C Knightly as President, Corporate Strategy & Enterprise Networks in an SEC filing
Sep 24, 2023The company announced the departure of Constantinos Panagos as President, Research & Development Solutions in an SEC filing
Feb 9, 2023Kevin C Knightly listed as President, Corporate Strategy & Enterprise Networks (previously President, Technology & Commercial Solutions) in SEC filings
Oct 2, 2022The company announced the departure of Ronald A Rittenmeyer from the board in an SEC filing
Aug 1, 2022Keriann Cherofsky became SVP, Corporate Controller
Jul 25, 2022The company announced the departure of Emmanuel N Korakis as SVP, Controller & Treasurer in an SEC filing
Mar 17, 2022Constantinos Panagos became President, Research & Development Solutions
Feb 11, 2022Emmanuel N Korakis listed as SVP, Controller & Treasurer (previously Sr. Vice President, Controller) in SEC filings
Jan 26, 2022Sheila A Stamps became a director
Jan 24, 2022Morris Leslie Wims became a director
Feb 4, 2021Ronald E Bruehlman listed as EVP & Chief Financial Officer (previously EVP & interim Chief Financial Officer) in SEC filings
Aug 1, 2020Ronald E Bruehlman became EVP & interim Chief Financial Officer
Jul 29, 2020TPG Group Holdings (SBS) Advisors, Inc. reported in an SEC filing no longer being a director
Not reported recently (9)
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.

IQV Proposed Insider Sales (Form 144)

Latest: 2026-08-03
Last 30d: 0 filings  ·  Last 90d: 5 filings · $29.2M notice value · 5 unique filers

What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.

How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.

10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.

"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.

Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.

Top 90-day filers: ARI BOUSBIB (1, $26.1M) · WALTER STAUB (1, $1.3M) · ERIC SHERBET (1, $1.2M) · BHAVIK PATEL (1, $436K) · KERIANN CHEROFSKY (1, $137K)
Filed Filer Role Shares Notice Value Planned Sale Broker Plan Link
2026-08-03 WALTER STAUB Officer 5,500 $1.28M 2026-08-03 Morgan Stanley Smith Barney LLC … — EDGAR
2026-07-31 BHAVIK PATEL Officer 1,855 $436.4K 2026-07-31 Morgan Stanley Smith Barney LLC … — EDGAR
2026-07-29 KERIANN CHEROFSKY Officer 558 $136.8K 2026-07-29 Morgan Stanley Smith Barney LLC … — EDGAR
2026-07-29 ERIC SHERBET Officer 5,000 $1.25M 2026-07-29 Morgan Stanley Smith Barney LLC … — EDGAR
2026-07-29 ARI BOUSBIB Officer, Director 106,279 $26.09M 2026-07-29 Morgan Stanley Smith Barney LLC … — EDGAR
2025-12-18 ARI BOUSBIB Officer, Director 36,564 $8.13M 2025-12-18 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-29 ARI BOUSBIB Officer, Director 56,557 $12.46M 2025-10-29 Morgan Stanley Smith Barney LLC … — EDGAR
2025-10-29 ERIC SHERBET Officer 4,000 $878.8K 2025-10-29 Morgan Stanley Smith Barney LLC … — EDGAR
2025-07-23 ERIC SHERBET Officer 5,800 $1.10M 2025-07-23 Morgan Stanley Smith Barney LLC … — EDGAR
2025-07-23 KERIANN CHEROFSKY Officer 549 $105.1K 2025-07-23 Morgan Stanley Smith Barney LLC … — EDGAR
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-06-04
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
Filing Date Accession Link
2026-06-04 0001193125-26-257730 EDGAR
2026-06-03 0001193125-26-255635 EDGAR
2026-05-07 0001193125-26-212463 EDGAR
2026-05-05 0001628280-26-030118 EDGAR
2026-04-23 0001193125-26-173771 EDGAR
2026-02-05 0001628280-26-005605 EDGAR
2025-12-09 0001193125-25-312900 EDGAR
2025-11-05 0001193125-25-267053 EDGAR
2025-10-28 0001628280-25-046554 EDGAR
2025-09-02 0001193125-25-193510 EDGAR
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Filing Date Accession Link
2026-02-17 0001628280-26-008322 EDGAR
2025-02-13 0001478242-25-000045 EDGAR
2024-02-15 0001478242-24-000038 EDGAR
2023-02-15 0001478242-23-000044 EDGAR
2022-02-16 0001478242-22-000041 EDGAR
2021-02-12 0001478242-21-000020 EDGAR
2020-02-18 0001564590-20-004901 EDGAR
2019-02-19 0001564590-19-003180 EDGAR
2018-02-16 0001564590-18-002340 EDGAR
2017-02-16 0001193125-17-046709 EDGAR
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
Filing Date Accession Link
2026-05-05 0001628280-26-030675 EDGAR
2025-10-28 0001628280-25-046794 EDGAR
2025-07-22 0001478242-25-000106 EDGAR
2025-05-06 0001478242-25-000087 EDGAR
2024-10-31 0001478242-24-000117 EDGAR
2024-07-22 0001478242-24-000097 EDGAR
2024-05-02 0001478242-24-000068 EDGAR
2023-11-01 0001478242-23-000101 EDGAR
2023-08-01 0001478242-23-000086 EDGAR
2023-04-28 0001478242-23-000061 EDGAR
ETF Holders
277 ETFs hold IQV
25 shown · $7.12B total exposure · 0.09% AUM-weighted avg weight
# ETF Provider Weight $ Exposure ETF AUM As Of
1 VTI Vanguard Morningstar Total Stock Market ETF Vanguard 0.06% $1.4B — 2026-09-30
2 VOO Vanguard S&P 500 ETF Vanguard 0.07% $1.2B — 2026-09-30
3 VO Vanguard Morningstar Mid-Cap ETF Vanguard 0.44% $947.6M — 2026-09-30
4 IVV iShares Core S&P 500 ETF iShares (BlackRock) 0.07% $586.0M $890.4B 2026-10-20
5 SPY State Street® SPDR® S&P 500® ETF Trust SPDR (State Street) 0.07% $541.0M $818.4B 2026-10-20
6 VTV Vanguard Morningstar Value ETF Vanguard 0.17% $421.6M — 2026-09-30
7 XLV State Street® Health Care Select Sector SPDR® ETF SPDR (State Street) 0.68% $321.4M $47.5B 2026-10-20
8 VOE Vanguard Morningstar Mid-Cap Value ETF Vanguard 0.75% $276.3M — 2026-09-30
9 RSP Invesco S&P 500 Equal Weight ETF Invesco 0.21% $204.6M — 2026-10-20
10 IWR iShares Russell Mid-Cap ETF iShares (BlackRock) 0.32% $183.0M $57.3B 2026-10-20
11 VHT Vanguard Health Care ETF Vanguard 0.63% $137.1M — 2026-09-30
12 SPYM State Street® SPDR® Portfolio S&P 500® ETF SPDR (State Street) 0.07% $121.6M $183.5B 2026-10-20
13 COWZ Pacer US Cash Cows 100 ETF Nport 0.62% $112.3M — 2026-04-30
14 IWD iShares Russell 1000 Value ETF iShares (BlackRock) 0.12% $97.7M $84.5B 2026-10-20
15 DFAC Dimensional US Core Equity 2 ETF Dimensional 0.10% $87.7M — 2026-10-20
16 IVE iShares S&P 500 Value ETF iShares (BlackRock) 0.15% $73.3M $50.4B 2026-10-20
17 IWS iShares Russell Mid-Cap Value ETF iShares (BlackRock) 0.43% $66.5M $15.6B 2026-10-20
18 SCHG Schwab U.S. Large-Cap Growth ETF Nport 0.11% $65.8M — 2026-05-31
19 ITOT iShares Core S&P Total U.S. Stock Market ETF iShares (BlackRock) 0.06% $57.3M $97.4B 2026-10-20
20 SPYV State Street® SPDR® Portfolio S&P 500® Value ETF SPDR (State Street) 0.15% $55.9M $38.3B 2026-10-20
21 VV Vanguard Morningstar Large-Cap ETF Vanguard 0.07% $52.1M — 2026-09-30
22 IUSV iShares Core S&P U.S. Value ETF iShares (BlackRock) 0.14% $39.1M $28.3B 2026-10-20
23 VT Vanguard Total World Stock ETF Vanguard 0.04% $38.4M — 2026-09-30
24 DCOR Dimensional US Core Equity 1 ETF Dimensional 0.08% $34.8M — 2026-10-20
25 SCHX Schwab U.S. Large-Cap ETF Nport 0.05% $32.8M — 2026-05-31
Fundamentals

Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.

Metrics
  • Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
  • Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
  • Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
  • Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
  • Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
  • YoY growth — compare to the same quarter a year earlier to remove seasonality.
  • Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
  • Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.

TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.

Trailing P/E
34.36
TTM Diluted EPS
$8.05
TTM Revenue
$16.98B
TTM Net Income
$1.38B
TTM Op. Cash Flow
$2.82B
Quarterly figures (12 quarters)
QuarterPeriod EndRevenueNet IncomeDiluted EPSOp. Cash Flow
Q2 '262026-06-30$4.37B$256.00M$1.53$558.00M
Q1 '262026-03-31$4.15B$274.00M$1.61$618.00M
Q4 '252025-12-31$4.36B$514.00M$2.98$735.00M
Q3 '252025-09-30$4.10B$331.00M$1.93$908.00M
Q2 '252025-06-30$4.02B$266.00M$1.54$443.00M
Q1 '252025-03-31$3.83B$249.00M$1.40$568.00M
Q4 '242024-12-31$3.96B$437.00M$2.41$885.00M
Q3 '242024-09-30$3.90B$285.00M$1.55$721.00M
Q2 '242024-06-30$3.81B$363.00M$1.97$588.00M
Q1 '242024-03-31$3.74B$288.00M$1.56$522.00M
Q4 '232023-12-31$3.87B$469.00M$2.53$747.00M
Q3 '232023-09-30$3.74B$303.00M$1.63$583.00M
Q2 2026 • period ending 2026-06-30 • filed 2026-07-28
Valuation

Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.

Price Multiples
  • P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
  • P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
  • P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
  • EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
  • EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
  • ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
  • ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
  • Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
  • FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
  • Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
  • Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
  • Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
  • Multiples expanding while earnings are flat = sentiment-driven rally.
  • Multiples compressing while earnings grow = value coming from fundamentals.
P/E
34.36
P/B
7.49
P/S
2.78
EV/EBITDA
16.66
EV/Sales
3.47
ROE
21.8%
ROA
4.6%
Div Yield
0.00%
FCF Yield
5.97%
Debt/Equity
2.18
Current Ratio
—
Market Cap
$47.19B
as of 2026-10-21
Short Interest & Float

Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.

Metric definitions
  • Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
  • SI % of Float — short interest / free float. The key crowding metric.
  • Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
  • Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
  • Free Float — shares available for public trading (total shares minus insider / restricted).
  • Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
  • SI % of Float < 5% — typical, no particular signal.
  • 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
  • 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
  • >30% — extreme; borrow is likely expensive and squeeze risk is material.
  • Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
  • Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
  • A sudden drop in SI after a rally may indicate a squeeze in progress.

Short interest is reported mid-month and end-of-month; short volume is daily.

Short Interest
3.22M
SI % of Float
2.15%
Days to Cover
1.74
Short Vol Ratio
37.9%
Free Float
149.57M
Float %
90.9%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-08-24