The Broyhill Q1 2026 Portfolio Strategy And Positioning

Valvoline was Broyhill's largest contributor in the quarter, as the underlying unit economics are intact, while unit growth, service mix, and price continue moving in the same direction. Honeywell management accelerated the aerospace spin-off to the end of June, leaving behind a pure-play automation business that Broyhill believes is worth meaningfully more than the whole. Large pharma is structurally reliant on IQVIA's clinical trial architecture and proprietary data assets, and Broyhill thinks it is highly unlikely that AI can automate away the FDA approval process.

Seeking Alpha • an hour ago

IQVIA Holdings Inc. (IQV) Presents at Bank of America Global Healthcare Conference 2026 Transcript

IQVIA Holdings Inc. (IQV) Presents at Bank of America Global Healthcare Conference 2026 Transcript

Seeking Alpha • May 13, 2026

IQVIA and Kexing Biopharm Expand Strategic Collaboration to Accelerate Global Biosimilar Development using AI-Enabled Capabilities

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--IQVIA (NYSE:IQV), a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries, is advancing its strategic collaboration with Kexing Biopharm to support a global, multi-product biosimilar development and commercialization program. Kexing Biopharm (Stock Code: 688136.SH) is an innovative biopharmaceutical enterprise mainly engaged in the R&D, production an.

Business Wire • May 13, 2026

Why IQVIA Holdings (IQV) is a Top Value Stock for the Long-Term

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • May 12, 2026

IQVIA Q1 Earnings Call Highlights

IQVIA NYSE: IQV reported record first-quarter revenue and adjusted diluted earnings per share for 2026, with management citing accelerating organic growth across its Commercial Solutions and R&D Solutions businesses, increased demand tied to artificial intelligence offerings and continued strength in forward-looking clinical development metrics.

MarketBeat • May 11, 2026

IQVIA Board of Directors Approves $2 Billion Increase in Share Repurchase Authorization

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--IQVIA Holdings Inc. (“IQVIA”) (NYSE:IQV), a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries, announced today that its board of directors authorized the repurchase of an additional $2 billion of IQVIA's common stock under IQVIA's existing equity repurchase program (the “Repurchase Program”), bringing the total remaining authorization to $3.2 billion.

Business Wire • May 7, 2026

IQVIA CFO to Speak at Bank of America Health Care Conference 2026

RESEARCH TRIANGLE PARK, N.C.--(BUSINESS WIRE)--IQVIA Holdings Inc. (“IQVIA”) (NYSE:IQV), a leading global provider of clinical research services, commercial insights and healthcare intelligence to the life sciences and healthcare industries, announced today that Mike Fedock, executive vice president and chief financial officer, will speak at the Bank of America Health Care Conference in Las Vegas, NV on Wednesday, May 13, 2026, at 1:40 p.m. ET (10:40 a.m. local PT). A live audio webcast of the.

Business Wire • May 6, 2026

Here's What Key Metrics Tell Us About IQVIA (IQV) Q1 Earnings

The headline numbers for IQVIA (IQV) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Zacks Investment Research • May 6, 2026

Artisan Value Fund Q1 2026 Portfolio Activity

We initiated four new positions in Q1, an above-average pace of activity. We also used the increased volatility to upgrade overall portfolio quality. Our three largest new positions were Amazon.com, Universal Music Group and IQVIA Holdings. In addition to sales of Humana and PayPal, we also exited our positions in social technology leader Meta Platforms and beverages company Diageo.

Seeking Alpha • May 6, 2026

IQVIA Holdings Inc. (IQV) Q1 2026 Earnings Call Transcript

IQVIA Holdings Inc. (IQV) Q1 2026 Earnings Call Transcript

Seeking Alpha • May 5, 2026