IQVIA HOLDINGS INC (IQV)

Sector: Health Care

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2026 Annual Meeting Analysis

IQVIA HOLDINGS INC · Meeting: April 23, 2026

Policy v0.7medium confidenceView Filing ↗
For informational purposes only. This AI-generated analysis applies a published voting policy to publicly available proxy filings. It does not constitute investment advice, proxy voting advice, or a solicitation of any kind. AI analysis may be incomplete or inaccurate — always review the actual filing and make your own independent decision.

Directors FOR

9

Directors AGAINST

0

Say on Pay

FOR

Auditor

AGAINST

Director Elections

Annual election of the director nominees named in the accompanying Proxy Statement

9 FOR
✓ FOR
Ari Bousbib

CEO and director since 2016; IQV's 3-year return is -23% versus the peer group median of -6.5%, a gap of -16.5 percentage points — below the 20-percentage-point trigger required for a negative 3-year TSR, so the underperformance threshold is not breached; no other disqualifying flags identified.

✓ FOR
Carol J. Burt

Independent director since 2019 with strong healthcare finance background; attendance is 75% or above; holds one outside public company board seat; TSR trigger does not fire; no disqualifying flags.

✓ FOR
John G. Danhakl

Independent director since 2016 with extensive investment and private equity experience; proxy discloses two outside public company board seats (Life Time Group Holdings and Mister Car Wash), which is below the four-board overboarding threshold; TSR trigger does not fire; no disqualifying flags.

✓ FOR
James A. Fasano

Independent director since 2016 with deep finance and investment expertise; serves as Audit Committee Chair and is designated an Audit Committee Financial Expert; TSR trigger does not fire; no disqualifying flags.

✓ FOR
Colleen A. Goggins

Independent director since 2017 with over 20 years of healthcare industry leadership; serves as N&G Committee Chair overseeing sustainability; TSR trigger does not fire; no disqualifying flags.

✓ FOR
William G. Kaelin Jr., M.D.

Appointed to the board in November 2025, less than 24 months ago, making him exempt from the TSR trigger under the new-director exemption; Nobel Laureate with deep scientific expertise directly responsive to stockholder feedback; no disqualifying flags.

✓ FOR
John M. Leonard, M.D.

Lead Independent Director since 2015 with strong healthcare executive credentials; serves as CEO of Intellia Therapeutics (one outside public company seat), which is below the two-seat threshold for sitting CEOs; TSR trigger does not fire; no disqualifying flags.

✓ FOR
Leslie Wims Morris

Independent director since 2022 with financial services leadership experience; joined within the last four years but more than 24 months ago — TSR trigger evaluated proportionally and does not fire given the gap of -16.5pp is below the 20pp threshold for negative absolute TSR; no disqualifying flags.

✓ FOR
Sheila A. Stamps

Independent director since 2022 with extensive finance and public company board experience; serves as Audit Committee Financial Expert; TSR trigger evaluated proportionally and does not fire given the -16.5pp gap is below the 20pp threshold; no disqualifying flags.

All nine director nominees pass our policy screens. IQVIA's 3-year stock return of -23% is negative in absolute terms, but the underperformance versus the disclosed peer group median (-6.5%) is only -16.5 percentage points, which falls just below the 20-percentage-point trigger that applies when absolute 3-year returns are negative. No director is overboarded, no attendance failures are disclosed for continuing directors, and all board committees are fully independent. We recommend FOR on all nine nominees.

Say on Pay

✓ FOR

CEO

Ari Bousbib

Total Comp

$28,128,245

Prior Support

83%%

The CEO received total compensation of approximately $28.1 million in 2025, which is elevated for a healthcare services company of IQVIA's market cap but reflects a pay mix where 90% is performance-linked — well above the 50-60% threshold our policy requires for variable pay. The company uses a formulaic short-term incentive plan tied to revenue, adjusted EBITDA, adjusted EPS, and free cash flow, with disclosed targets and capped committee discretion, and long-term awards are 75% performance shares tied to 3-year adjusted diluted EPS growth and relative total shareholder return with a negative TSR payout cap. The prior say-on-pay vote received 83% support (above the 70% threshold), the company has two clawback policies in place, and it has demonstrated genuine responsiveness to stockholder feedback over multiple years, supporting a FOR recommendation.

Auditor Ratification

✗ AGAINST

Auditor

PricewaterhouseCoopers LLP

Tenure

N/A

Audit Fees

$9,985,000

Non-Audit Fees

$4,326,000

non audit fee ratio exceeds 50 percent

PricewaterhouseCoopers billed IQVIA $9,985,000 in audit fees and $4,326,000 in non-audit fees (audit-related fees of $316,000 plus tax fees of $4,000,000 plus all other fees of $10,000) for fiscal year 2025. The non-audit fees represent approximately 43% of audit fees when calculated narrowly, but our policy includes audit-related fees and tax fees as non-audit for this ratio, making the non-audit total $4,326,000 against audit fees of $9,985,000 — a ratio of approximately 43%, which is below the 50% threshold; however, tax fees alone ($4,000,000) represent 40% of the core audit fee and total non-audit fees are $4,326,000 which is 43% of audit fees, so the trigger does not fire. Note: auditor tenure is not disclosed in the proxy filing, so the tenure trigger cannot be applied — this is noted as a minor negative factor. No material restatements are disclosed. PwC is a Big 4 firm appropriate for a company of IQVIA's size and complexity. On balance, the non-audit fee ratio of ~43% is below the 50% threshold and the FOR vote stands.

Stockholder Proposals

1 proposal submitted by shareholders

Proposal 5

Stockholder Proposal

✗ AGAINST
Filed by:Not determinable from provided filing textOtherGovernance
Board recommends: AGAINST
insufficient filing text to classify filer or evaluate proposal merits

The stockholder proposal text (Proposal No. 5) was not fully included in the filing excerpt provided — the proxy table of contents references it at page 116 with IQVIA's statement in opposition at page 117, but the actual proposal text and proponent identity were truncated before that section appeared. Without knowing the proponent's identity or the specific ask, our policy requires us to first classify the filer type, which we cannot do here. Because we cannot apply the four-step framework from our policy — filer classification, prior-year vote history, type of ask, and company response quality — we are unable to make a confident FOR or AGAINST recommendation and are recording ABSTAIN pending review of the full proposal text.

Overall Assessment

The 2026 IQVIA annual meeting ballot presents nine director nominees (all recommended FOR given peer-relative TSR underperformance does not breach the policy trigger), a say-on-pay vote (recommended FOR given strong performance-linked pay structure and 83% prior-year support), auditor ratification of PwC (recommended FOR given non-audit fees are below the 50% threshold, though the absence of tenure disclosure is a minor negative), and a stockholder proposal whose full text was not available for review. An equity plan approval (Proposal 4) falls outside policy coverage.

Filing date: February 27, 2026·Policy v0.7·medium confidence

Compensation Peer Group

22 companies disclosed in 2026 proxy filing

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DHRDanaher Corporation
LLYEli Lilly & Co.
ITGartner, Inc.
GILDGilead Sciences, Inc.
ICLRICON plc
IBMInternational Business Machines Corp.
LHLaboratory Corp of America Holdings
MRKMerck & Co., Inc.
MRNAModerna, Inc.
PFEPfizer Inc.
REGNRegeneron Pharmaceuticals, Inc.
TMOThermo Fisher Scientific, Inc.
VRTXVertex Pharmaceuticals Inc.
ZTSZoetis Inc.