CVS Health Corporation (NYSE:CVS) Receives Consensus Rating of “Moderate Buy” from Analysts

Shares of CVS Health Corporation (NYSE:CVS) have been given a consensus rating of “Moderate Buy” by the twenty-three analysts that are currently covering the firm, Marketbeat reports. One analyst has rated the stock with a hold recommendation and twenty-two have assigned a buy recommendation to the company. The average 12 month price objective among brokerages that have covered the stock in the last year is $107.24.

Several equities analysts recently issued reports on the company. BMO Capital Markets set a $112.00 price objective on CVS Health in a report on Wednesday, September 9th. Truist Financial upped their target price on CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Weiss Ratings upgraded CVS Health from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 5th. Wells Fargo & Company lifted their price target on CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Finally, Piper Sandler set a $112.00 price objective on shares of CVS Health in a research report on Wednesday, September 9th.

Trending Headlines about CVS Health

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

• Positive Sentiment: CVS Health began distributing updated 2026–2027 COVID-19 vaccines through CVS Pharmacy and MinuteClinic locations. The rollout should support pharmacy traffic and vaccination-related service revenue while reinforcing CVS’s role in preventive care. What Does CVS Health Updated COVID Vaccine Rollout Mean For Patients?
• Positive Sentiment: Analyst commentary highlighted CVS’s Health Services segment, citing pharmacy strength, improving care delivery and better clinic economics as potential drivers of longer-term growth. This supports the investment case, although it does not represent a new earnings forecast or guidance change. Here’s How CVS’ Health Services Arm Is Positioned for Long-Term Growth
• Positive Sentiment: CVS executives discussed using AI simulations to improve research and recreate human behavior, suggesting potential efficiency gains and better customer insights over time. The technology initiatives are strategically encouraging but are unlikely to have an immediate effect on results. How CVS Health Uses AI Simulations to Accelerate Research
• Neutral Sentiment: CVS’s Aetna Better Health of Illinois and Oak Street Health supported a Chicago community event and awarded a grant to Windy City Harvest. The initiative may improve community relationships but has limited direct financial significance. CVS Health Awards Grant to Windy City Harvest
• Neutral Sentiment: Coverage of CVS’s strategy, including responses to emerging competitors and “clone” business models, offers limited detail on immediate financial results. Attack of the Clones Speeds Up CVS Strategy
• Negative Sentiment: Market coverage noted that CVS declined more than the overall market in the latest session, indicating continued near-term investor caution despite the company’s strong recent earnings performance and 2026 EPS guidance. A separate analysis also argued that CVS’s substantial shareholder cash returns have not translated into market-beating performance, which may weigh on sentiment. CVS Health Suffers a Larger Drop Than the General Market

CVS Health Trading Down 1.1%

Shares of CVS opened at $94.49 on Friday. CVS Health has a twelve month low of $69.51 and a twelve month high of $110.68. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.74. The firm has a market capitalization of $120.85 billion, a P/E ratio of 25.00, a PEG ratio of 0.93 and a beta of 0.59. The firm’s 50-day moving average is $99.59 and its two-hundred day moving average is $91.14.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.71. The company had revenue of $106.10 billion during the quarter, compared to the consensus estimate of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. During the same period last year, the firm earned $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, research analysts predict that CVS Health will post 8.02 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were given a dividend of $0.665 per share. The ex-dividend date was Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.8%. CVS Health’s payout ratio is presently 70.37%.

Institutional Trading of CVS Health

Several large investors have recently modified their holdings of the business. The Manufacturers Life Insurance Company raised its position in shares of CVS Health by 5.8% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,287,441 shares of the pharmacy operator’s stock worth $133,186,000 after purchasing an additional 70,197 shares during the last quarter. Tortoise Investment Management LLC acquired a new stake in CVS Health during the 2nd quarter valued at $254,000. Sequoia Financial Advisors LLC increased its position in CVS Health by 3.0% during the second quarter. Sequoia Financial Advisors LLC now owns 55,759 shares of the pharmacy operator’s stock worth $5,768,000 after buying an additional 1,646 shares in the last quarter. Tidal Investments LLC increased its position in CVS Health by 14.6% during the second quarter. Tidal Investments LLC now owns 235,491 shares of the pharmacy operator’s stock worth $24,362,000 after buying an additional 30,024 shares in the last quarter. Finally, MCF Advisors LLC raised its holdings in shares of CVS Health by 5.3% in the second quarter. MCF Advisors LLC now owns 8,375 shares of the pharmacy operator’s stock worth $866,000 after acquiring an additional 420 shares during the last quarter. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health Company Profile

CVS Health Corporation is an American health care company headquartered in Woonsocket, Rhode Island. Founded in 1963 as Consumer Value Stores, the company has expanded from a chain of retail pharmacies into an integrated health care organization serving consumers, employers, health plans, government programs and health care providers.

CVS Health operates through several major businesses. Its Health Care Benefits segment, anchored by Aetna, provides health insurance products and related services for employers, individuals, Medicare and Medicaid members.