CVS Health (NYSE:CVS) Stock Price Expected to Rise, UBS Group Analyst Says

CVS Health (NYSE:CVS) had its price target boosted by analysts at UBS Group from $97.00 to $100.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the pharmacy operator’s stock. UBS Group’s target price would indicate a potential upside of 10.50% from the company’s previous close.

CVS has been the topic of a number of other research reports. Royal Bank Of Canada boosted their target price on shares of CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a report on Thursday. The Goldman Sachs Group lifted their price target on CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Leerink Partners reiterated an “outperform” rating and set a $98.00 price objective on shares of CVS Health in a research note on Thursday, March 5th. Bank of America dropped their price objective on CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Finally, HSBC lifted their target price on CVS Health from $83.00 to $85.00 and gave the company a “hold” rating in a report on Tuesday. Twenty-two analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat, CVS Health presently has a consensus rating of “Moderate Buy” and an average price target of $95.92.

CVS Health Price Performance

Shares of NYSE:CVS opened at $90.50 on Thursday. The firm has a market capitalization of $115.47 billion, a PE ratio of 39.87, a P/E/G ratio of 0.88 and a beta of 0.60. The company has a quick ratio of 0.63, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. The company has a 50-day moving average price of $76.86 and a two-hundred day moving average price of $78.03. CVS Health has a twelve month low of $58.35 and a twelve month high of $90.89.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating the consensus estimate 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 0.72% and a return on equity of 11.88%. The company’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Equities analysts forecast that CVS Health will post 7.43 EPS for the current year.

Hedge Funds Weigh In On CVS Health

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Norges Bank bought a new stake in shares of CVS Health during the 4th quarter valued at about $1,666,265,000. Wellington Management Group LLP increased its position in shares of CVS Health by 193.2% in the fourth quarter. Wellington Management Group LLP now owns 18,564,392 shares of the pharmacy operator’s stock worth $1,473,270,000 after purchasing an additional 12,233,675 shares during the last quarter. Amundi increased its position in shares of CVS Health by 95.3% in the third quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after purchasing an additional 3,637,943 shares during the last quarter. Capital Research Global Investors raised its stake in CVS Health by 24.5% in the third quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock valued at $864,667,000 after purchasing an additional 2,253,531 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its position in CVS Health by 70.5% during the third quarter. Arrowstreet Capital Limited Partnership now owns 5,294,134 shares of the pharmacy operator’s stock valued at $399,125,000 after purchasing an additional 2,188,307 shares during the last quarter. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

CVS Health News Summary

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

• Positive Sentiment: CVS beat Wall Street expectations on Q1 earnings and revenue, reporting about $2.9 billion in profit, with improved Aetna profitability helping drive the upside. The company also raised its 2026 outlook, which investors are reading as a sign that the turnaround is gaining traction. CVS Raises 2026 Outlook As Shares Jump 9.8%
• Positive Sentiment: Several brokerages lifted price targets on CVS, including UBS to $100, Truist to $102, and Deutsche Bank to $92, reinforcing the view that recent operating improvements could support more upside from here.
• Positive Sentiment: Analysts and media reports highlighted improving Medicare Advantage metrics, better medical benefit ratios, and operational efficiencies, suggesting CVS’s health insurance business is moving back toward its longer-term margin targets.
• Positive Sentiment: Commentary from investors and media noted that CVS’s prescription volume and pharmacy operations remain solid, while biosimilar and AI initiatives may support long-term cost control and affordability efforts.
• Neutral Sentiment: Pieces discussing Jim Cramer’s prior favorable view on CVS and articles questioning whether the stock is still attractive mainly reinforce sentiment around the name, but do not add new fundamental information.
• Negative Sentiment: Some articles pointed to ongoing structural pressure in the PBM business and the risk that temporary insurance profit strength may not fully offset longer-term margin challenges.

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.