CVS Health Corporation $CVS Stake Increased by Severin Investments LLC

Severin Investments LLC boosted its stake in CVS Health Corporation (NYSE:CVS) by 124.9% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,789 shares of the pharmacy operator’s stock after acquiring an additional 8,212 shares during the period. CVS Health accounts for 1.0% of Severin Investments LLC’s portfolio, making the stock its 16th largest position. Severin Investments LLC’s holdings in CVS Health were worth $1,115,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in CVS. National Pension Service lifted its position in shares of CVS Health by 3.1% during the third quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock worth $301,532,000 after purchasing an additional 119,189 shares during the last quarter. Kingsview Wealth Management LLC increased its holdings in CVS Health by 316.2% in the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock valued at $7,873,000 after buying an additional 79,340 shares during the last quarter. AE Wealth Management LLC increased its holdings in CVS Health by 6.2% in the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock valued at $19,391,000 after buying an additional 14,983 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in CVS Health by 11.2% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock valued at $16,971,000 after buying an additional 22,653 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC lifted its holdings in CVS Health by 12.3% during the 3rd quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator’s stock worth $11,301,000 after buying an additional 16,418 shares during the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Wolfe Research lowered their price target on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. UBS Group restated an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. Piper Sandler reaffirmed an “overweight” rating and issued a $101.00 price objective (up from $99.00) on shares of CVS Health in a report on Wednesday, December 10th. Weiss Ratings reissued a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Finally, Morgan Stanley raised their price target 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. Twenty investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, CVS Health currently has an average rating of “Moderate Buy” and a consensus price target of $95.05.

CVS Health Trading Down 2.4%

NYSE:CVS opened at $73.03 on Thursday. The firm has a market capitalization of $92.91 billion, a P/E ratio of 52.92, a P/E/G ratio of 0.78 and a beta of 0.49. The business has a 50 day simple moving average of $77.83 and a 200 day simple moving average of $77.83. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. CVS Health Corporation has a 12-month low of $58.35 and a 12-month high of $85.15.

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

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be given a $0.665 dividend. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 3.6%. CVS Health’s dividend payout ratio (DPR) is currently 192.75%.

CVS Health Company 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.