Services-Prepackaged Software · SIC 7372

VEEVA SYSTEMS INC

VEEV

Watch

Latest revenue

$811.2M

as of 2025-10-31

Latest net income

$236.2M

as of 2025-10-31

Net margin

29.1%

as of 2025-10-31

Price · 5Y

-11.3% / yr 25.1 pts / yr vs S&P 500 45.0% total
Compare:

Live market

delayed ≤15 min
$160.17
1.20%
Market cap
$26.16B
Enterprise value
$26.16B
P/E (trailing)
28.8×
Forward P/E
P/B
Dividend yield
0.0%
52-wk high
$310.50
52-wk low
$148.05
Beta
Shares out
163.3M

5-year trend

What this company does

AI

ITEM 1. BUSINESS. Overview Veeva is the leading provider of industry cloud solutions for the global life sciences industry. Our offerings span cloud software, data, and business consulting and are designed to meet the unique needs of our customers and their most strategic business functions—from research and development (“R&D”) through commercialization. Our solutions help life sciences companies develop and bring products to market faster and more efficiently, market and sell more effectively, and maintain compliance with government regulations. Our goal is to become the most strategic software, data, and business consulting partner to the life sciences industry, supporting the industry’s…

AI summary unavailable — showing raw filing excerpt

Generated from VEEV's filing dated 2026-03-20

Key risks

AI

Table of Contents ITEM 1A. RISK FACTORS. Investing in our common stock involves a high degree of risk. You should consider carefully the risks and uncertainties described below and in “Management’s Discussion and Analysis of Financial Condition and Results of Operations,” together with all of the other information in this report, including our consolidated financial statements and related notes, before investing in our common stock. The risks and uncertainties described below are not the only ones we face. If any of the following risks actually occurs, our business, financial condition, results of operations, and prospects could be materially and adversely affected. In that event, the price…

AI summary unavailable — showing raw filing excerpt

Generated from VEEV's filing dated 2026-03-20

Profitability

Gross margin

75.5%

1.3%

Operating margin

28.7%

13.9%

Net margin

28.4%

9.4%

Return on equity

12.6%

2.9%

Return on assets

10.1%

4.0%

Leverage

Debt / equity

0.24×

5.4%

Debt / assets

19.7%

4.3%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-01-31

$836.0M+16.0%$244.2M+24.8%29.2%

Q4 2025

2025-10-31

$811.2M+16.0%$236.2M+27.1%29.1%

Q3 2025

2025-07-31

$789.1M+16.7%$200.3M+17.1%25.4%

Q2 2025

2025-04-30

$759.0M+16.7%$228.2M+41.2%30.1%

Q1 2025

2025-01-31

$720.9M$195.6M27.1%

Q4 2024

2024-10-31

$699.2M+13.4%$185.8M+37.5%26.6%

Q3 2024

2024-07-31

$676.2M+14.6%$171.0M+53.2%25.3%

Q2 2024

2024-04-30

$650.3M$161.7M24.9%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Services-Prepackaged Software · SIC 7372

Your notes

Keep private notes on VEEV — thesis, target price, catalysts to watch.

Visible only to you. Never shared. Never used to train AI.

Sign in to write a note

Insider activity

Insider buying

$0

Insider selling

$8.8M

Net activity

−$8.8M

Distinct insiders

5

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-04-30

Priscilla Hung

Director

Sale750$155.64$116.7K
2026-04-10

Priscilla Hung

Director

Sale750$153.50$115.1K
2026-03-05

Thomas D. Schwenger

Pres. & Chief Customer Officer

Sale1,000$200.00$200.0K
2026-01-13

Thomas D. Schwenger

Pres. & Chief Customer Officer

Sale1,000$231.43$231.4K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns VEEV

Institutional value

$12.74B

Total shares held

75.3M

Distinct holders

712

As of

2026-03-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.11.6M$2.03BNew
2VANGUARD PORTFOLIO MANAGEMENT LLC7.4M$1.30BNew
3VANGUARD CAPITAL MANAGEMENT LLC6.7M$1.17BNew
4PRINCIPAL FINANCIAL GROUP INC4.1M$727.5MNew
5JPMORGAN CHASE & CO2.4M$427.3MNew
6FEDERATED HERMES, INC.1.7M$290.7MNew
7Swedbank AB1.6M$289.0MNew
8Pictet Asset Management Holding SA1.6M$280.0MNew
9UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1.6M$272.9MNew
10Nuveen, LLC1.5M$267.4MNew
11EDMOND DE ROTHSCHILD HOLDING S.A.1.1M$190.6MNew
12BLAIR WILLIAM & CO/IL1.1M$187.5MNew
13Legal & General Group Plc1.0M$179.4MNew
14VANGUARD FIDUCIARY TRUST CO952.7K$167.3MNew
15UBS Group AG894.8K$157.2MNew
16Robeco Institutional Asset Management B.V.891.8K$156.7MNew
17Capital World Investors869.7K$152.8MNew
18Allianz Asset Management GmbH743.5K$130.6MNew
19Champlain Investment Partners, LLC738.4K$129.7MNew
20BAILLIE GIFFORD & CO735.0K$129.1MNew

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once VEEV's latest filing finishes processing.