Capital International Investors Has $2.01 Billion Stock Position in CVS Health Corporation $CVS

Capital International Investors lifted its holdings in shares of CVS Health Corporation (NYSE:CVS) by 1.1% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 26,692,203 shares of the pharmacy operator’s stock after purchasing an additional 302,499 shares during the period. Capital International Investors owned 2.10% of CVS Health worth $2,012,347,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of CVS Health by 1.7% in the 2nd quarter. Vanguard Group Inc. now owns 120,399,131 shares of the pharmacy operator’s stock valued at $8,305,132,000 after buying an additional 2,063,737 shares during the last quarter. State Street Corp boosted its holdings in CVS Health by 1.4% in the second quarter. State Street Corp now owns 58,788,585 shares of the pharmacy operator’s stock valued at $4,055,237,000 after acquiring an additional 800,414 shares during the last quarter. Geode Capital Management LLC increased its position in CVS Health by 2.4% during the 2nd quarter. Geode Capital Management LLC now owns 28,635,233 shares of the pharmacy operator’s stock valued at $1,966,083,000 after purchasing an additional 675,824 shares during the period. Invesco Ltd. raised its holdings in CVS Health by 15.3% during the 2nd quarter. Invesco Ltd. now owns 23,532,479 shares of the pharmacy operator’s stock worth $1,623,270,000 after purchasing an additional 3,118,626 shares during the last quarter. Finally, Norges Bank acquired a new position in shares of CVS Health in the 2nd quarter worth approximately $1,358,698,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several research firms recently issued reports on CVS. Royal Bank Of Canada restated an “outperform” rating on shares of CVS Health in a report on Thursday, December 4th. TD Cowen upped their target price on CVS Health from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Sanford C. Bernstein reiterated a “market perform” rating and issued a $91.00 target price on shares of CVS Health in a report on Tuesday, January 6th. Morgan Stanley raised their price objective on shares of CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, Barclays boosted their target price on shares of CVS Health from $87.00 to $93.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Nineteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $94.91.

CVS Health Stock Performance

Shares of CVS opened at $78.25 on Tuesday. The firm has a market capitalization of $99.55 billion, a P/E ratio of 56.70, a P/E/G ratio of 0.81 and a beta of 0.49. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $85.15. The stock has a 50 day moving average price of $78.46 and a two-hundred day moving average price of $77.70. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84.

CVS Health (NYSE:CVS) last announced its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.09. The company had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.CVS Health’s quarterly revenue was up 8.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Equities analysts forecast that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd were paid a $0.665 dividend. The ex-dividend date was Thursday, January 22nd. This represents a $2.66 annualized dividend and a yield of 3.4%. CVS Health’s dividend payout ratio (DPR) is 192.75%.

About CVS Health

CVS Health Corporation is a diversified healthcare company that operates a large network of retail pharmacies, pharmacy benefit management services and health care solutions. Headquartered in Woonsocket, Rhode Island, the company traces its roots to the early 1960s and has grown into an integrated provider of prescription drugs, over‑the‑counter products, clinical services and health insurance offerings. Its operating model combines retail pharmacy locations and in‑store clinics with broader pharmacy and health plan capabilities.

Key business activities include CVS Pharmacy retail operations, MinuteClinic walk‑in medical clinics and HealthHUB locations that offer expanded clinical services.