Vest Financial LLC Has $3.36 Million Stock Position in CVS Health Corporation $CVS

Vest Financial LLC raised its holdings in CVS Health Corporation (NYSE:CVS) by 47.1% during the fourth quarter, HoldingsChannel.com reports. The fund owned 42,369 shares of the pharmacy operator’s stock after purchasing an additional 13,561 shares during the period. Vest Financial LLC’s holdings in CVS Health were worth $3,362,000 at the end of the most recent reporting period.

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

CVS Health Trading Up 3.4%

Shares of CVS Health stock opened at $83.72 on Thursday. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $85.15. The stock’s 50-day simple moving average is $76.20 and its 200 day simple moving average is $77.94. The stock has a market capitalization of $107.29 billion, a P/E ratio of 60.67, a P/E/G ratio of 0.82 and a beta of 0.51. 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 quarterly earnings data on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share (EPS) for the quarter, beating 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 business had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. During the same period in the previous year, the business posted $1.19 EPS. The firm’s quarterly revenue was up 8.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, research analysts anticipate that CVS Health Corporation will post 7.14 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 paid a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date is Thursday, April 23rd. CVS Health’s payout ratio is currently 192.75%.

Wall Street Analyst Weigh In

CVS has been the topic of a number of recent research reports. Argus cut their target price on CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Wolfe Research cut their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a report on Monday, March 2nd. Robert W. Baird increased their target price on CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. Piper Sandler decreased their price target on CVS Health from $101.00 to $99.00 and set an “overweight” rating for the company in a report on Tuesday, March 31st. Finally, Leerink Partners reiterated an “outperform” rating and set a $98.00 target price on shares of CVS Health in a research note on Thursday, March 5th. Twenty research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $95.05.

Key Stories Impacting CVS Health

Here are the key news stories impacting CVS Health this week:

• Positive Sentiment: CVS won industry awards for enterprise and customer‑experience AI, highlighting scalable AI use across retail and healthcare operations — a signal to investors that technology could drive efficiency and customer engagement gains. CVS Health’s Award Winning AI Raises Questions For Investors To Watch
• Positive Sentiment: CVS launched an AI health platform in partnership with Google Cloud, which may accelerate product rollouts, data analytics, and customer‑facing services — a strategic tie that supports long‑term margin and service improvements. CVS launches AI health platform with Google Cloud partnership
• Positive Sentiment: Options and flow data show heavy call buying and unusual call activity ahead of CVS’s May earnings, indicating some investors are positioning bullishly for the outlook or guidance cadence. This can amplify upside moves into the report. Unusual Call Option Activity in CVS Ahead of Its Earnings Shows Investors are Bullish
• Positive Sentiment: CVS revamped its loyalty program with a two‑tier structure, which could improve customer retention and same‑store economics at retail pharmacies over time. CVS revamps loyalty program with two-tiered benefits
• Positive Sentiment: Sector tailwinds: CMS finalized a Medicare Advantage/Part D rate update that was better than feared for 2027, which supports Aetna’s medium‑term revenue outlook; CVS has previously reiterated mid‑term EPS targets and guidance that investors are watching. CVS rises as investors focus on earnings outlook and Medicare Advantage tailwinds
• Neutral Sentiment: Investor interest has spiked (search and attention metrics), and recent analyst coverage shows a cluster of buy/overweight ratings and mid‑$90s median price targets — supportive background but not new fundamental catalysts. Investors Heavily Search CVS Health Corporation (CVS): Here is What You Need to Know
• Neutral Sentiment: Corporate hires and security leadership changes were announced (new security chief), a routine governance update with limited immediate revenue impact. CVS taps former Sutter Health executive as security chief
• Negative Sentiment: Analysts expect a decline in near‑term earnings for the upcoming quarter, and Zacks previews suggest CVS may lack the mix for an earnings beat — a potential headwind that could cap upside if the print confirms weaker margins or PBM dynamics. Analysts Estimate CVS Health (CVS) to Report a Decline in Earnings: What to Look Out for

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.