Schroder Investment Management Group Buys 474,511 Shares of CVS Health Corporation $CVS

Schroder Investment Management Group increased its stake in shares of CVS Health Corporation (NYSE:CVS) by 125.8% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 851,625 shares of the pharmacy operator’s stock after acquiring an additional 474,511 shares during the quarter. Schroder Investment Management Group’s holdings in CVS Health were worth $64,204,000 as of its most recent filing with the SEC.

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

Analyst Ratings Changes

Several research analysts have weighed in on CVS shares. Weiss Ratings reiterated a “hold (c-)” rating on shares of CVS Health in a research report on Monday, December 29th. Truist Financial set a $100.00 target price on shares of CVS Health in a research report on Wednesday, December 10th. Piper Sandler reaffirmed an “overweight” rating and set a $101.00 price target (up from $99.00) on shares of CVS Health in a research report on Wednesday, December 10th. Argus dropped their price objective on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, TD Cowen boosted their price objective on shares of CVS Health from $100.00 to $105.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Nineteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $94.91.

CVS Health Stock Performance

NYSE:CVS opened at $76.15 on Wednesday. The company has a market cap of $96.87 billion, a price-to-earnings ratio of 55.18, a PEG ratio of 0.82 and a beta of 0.49. CVS Health Corporation has a fifty-two week low of $58.35 and a fifty-two week high of $85.15. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84. The stock has a fifty day moving average price of $78.39 and a 200-day moving average price of $77.73.

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

CVS Health Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd were issued a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Thursday, January 22nd. CVS Health’s dividend payout ratio is 192.75%.

CVS Health Profile

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.