7,369 Shares in CVS Health Corporation $CVS Acquired by Indivisible Partners

Indivisible Partners purchased a new stake in CVS Health Corporation (NYSE:CVS) during the 4th quarter, Holdings Channel.com reports. The fund purchased 7,369 shares of the pharmacy operator’s stock, valued at approximately $585,000.

Other hedge funds have also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd raised its holdings in CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after buying an additional 281 shares during the period. Corundum Trust Company INC purchased a new position in CVS Health in the third quarter valued at approximately $29,000. Ares Financial Consulting LLC purchased a new position in CVS Health in the fourth quarter valued at approximately $29,000. GoalVest Advisory LLC purchased a new position in CVS Health in the fourth quarter valued at approximately $32,000. Finally, Financial Consulate Inc. raised its holdings in CVS Health by 99.6% in the fourth quarter. Financial Consulate Inc. now owns 499 shares of the pharmacy operator’s stock valued at $40,000 after buying an additional 249 shares during the period. Hedge funds and other institutional investors own 80.66% of the company’s stock.

CVS Health Trading Up 7.7%

CVS opened at $86.89 on Thursday. The firm has a market capitalization of $111.35 billion, a P/E ratio of 62.96, a P/E/G ratio of 0.84 and a beta of 0.60. The firm’s 50 day moving average is $76.60 and its 200-day moving average is $78.00. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $88.63. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80.

CVS Health (NYSE:CVS) last posted its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. The company had revenue of $100.43 billion for the quarter, compared to analyst estimates of $94.99 billion. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The business’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Analysts expect that CVS Health Corporation will post 7.14 EPS for the current fiscal year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date was Thursday, April 23rd. CVS Health’s payout ratio is 192.75%.

More CVS Health News

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

• Positive Sentiment: Q1 beat and guidance raise — CVS reported adjusted EPS $2.57 vs. $2.21 expected, revenue $100.4B vs. ~$95B expected, and raised FY2026 adjusted EPS guidance to $7.30–7.50 (above street). Management cited improved medical cost controls at Aetna and stronger pharmacy/benefits performance, which explains the rally. PR Newswire: CVS first-quarter results
• Positive Sentiment: Improved insurance margins — Aetna reported a materially lower medical benefit ratio (~84.6% vs. 87.3% year-ago), helping margins and cash-flow outlook, a key driver of the upside in the stock. Reuters: CVS raises 2026 forecast
• Positive Sentiment: Cost control via formulary changes — CVS Caremark will prefer interchangeable biosimilars over some branded drugs (effective July 1), which should lower drug spend for clients and help pharmacy margins over time. PR Newswire: CVS Caremark biosimilar adoption
• Neutral Sentiment: Analyst and market context — HSBC nudged its price target slightly higher to $85 (hold), a modest validation but not a major catalyst. Macro beats (private payrolls) and calmer geopolitical headlines helped broader market sentiment. MarketScreener: HSBC raises PT Zacks: Private payrolls up
• Negative Sentiment: Formulary changes could trigger pushback — preferring biosimilars and dropping J&J’s Stelara from main formularies may prompt manufacturer, provider or political pushback and legal scrutiny, which could create noise or revenue disruption in specific categories. Reuters: CVS drops Stelara

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Wolfe Research cut their price target on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a report on Monday, March 2nd. Piper Sandler cut their price target on shares of CVS Health from $101.00 to $99.00 and set an “overweight” rating on the stock in a report on Tuesday, March 31st. Leerink Partners restated an “outperform” rating and issued a $98.00 price target on shares of CVS Health in a report on Thursday, March 5th. Argus cut their price target on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Finally, The Goldman Sachs Group lifted their price objective on shares of CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, CVS Health presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.61.

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.