Chesapeake Capital Corp IL Purchases Shares of 8,683 CVS Health Corporation $CVS

Chesapeake Capital Corp IL acquired a new stake in CVS Health Corporation (NYSE:CVS) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm acquired 8,683 shares of the pharmacy operator’s stock, valued at approximately $655,000.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. SOA Wealth Advisors LLC. increased its holdings in CVS Health by 36.9% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock worth $37,000 after purchasing an additional 131 shares in the last quarter. Alteri Wealth LLC boosted its position in shares of CVS Health by 3.2% during the third quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after buying an additional 131 shares during the last quarter. Holistic Financial Partners grew its holdings in CVS Health by 4.1% during the third quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock worth $256,000 after buying an additional 133 shares in the last quarter. Symmetry Partners LLC raised its position in CVS Health by 2.5% in the 3rd quarter. Symmetry Partners LLC now owns 5,826 shares of the pharmacy operator’s stock valued at $439,000 after buying an additional 141 shares during the last quarter. Finally, Harbor Capital Advisors Inc. lifted its stake in CVS Health by 72.1% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock valued at $26,000 after acquiring an additional 142 shares in the last quarter. 80.66% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on CVS. Bank of America cut their price objective on shares of CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Mizuho raised their price target on shares of CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of CVS Health in a research report on Wednesday, December 10th. Weiss Ratings reiterated a “hold (c-)” rating on shares of CVS Health in a research note on Monday, December 29th. Finally, Leerink Partners restated an “outperform” rating and issued a $98.00 target price on shares of CVS Health in a research note on Thursday, March 5th. Twenty investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $95.05.

CVS Health Stock Performance

NYSE CVS opened at $76.14 on Friday. The company has a market capitalization of $96.87 billion, a PE ratio of 55.17, a price-to-earnings-growth ratio of 0.79 and a beta of 0.49. 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 Corporation has a 52-week low of $58.35 and a 52-week high of $85.15. The company has a 50-day simple moving average of $78.17 and a 200 day simple moving average of $77.74.

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

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd were given a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 3.5%. The ex-dividend date was Thursday, January 22nd. CVS Health’s dividend payout ratio (DPR) is currently 192.75%.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Sanford C. Bernstein upgraded CVS to “outperform” with a $94 price target, signaling upward analyst momentum and providing a clear catalyst for investor sentiment. Occidental Petroleum, CVS, Petco: Top Analyst Calls
• Positive Sentiment: CVS announced a new AI-powered health platform, which could boost growth prospects for care management, digital engagement and margin improvement if adoption scales. CVS to launch new AI-powered health platform
• Positive Sentiment: CVS joined an international movement to become menopause accredited, strengthening its clinical services and retail clinic positioning in women’s health — a niche revenue/traffic driver over time. CVS Health joins international movement to become menopause accredited
• Neutral Sentiment: Analysts are revising fair‑value estimates modestly (one update moved fair value ~US$94→US$96), reflecting balanced views: upside from Medicare Advantage exposure but uncertainty on managed‑care earnings and capital allocation. How The CVS Health (CVS) Story Is Shifting With Medicare Advantage And Valuation Debates
• Neutral Sentiment: Competitive dynamics: a North Carolina health plan is triggering a bidding fight for 2028 Aetna/CVS contracts — potential upside if CVS wins, but outcome uncertain. N.C. Health Plan Sparks 2028 Bidding War Over Aetna And CVS Contracts
• Neutral Sentiment: Market reaction since earnings: commentary and data pieces note the stock has moved modestly since last quarter; investors are parsing guidance and EPS trajectory for cues. Why Is CVS Health (CVS) Down 1.7% Since Last Earnings Report?
• Negative Sentiment: Aetna, a CVS subsidiary, agreed to a $117.7M DOJ settlement over alleged inaccurate diagnosis coding in Medicare Advantage — a material legal headline that keeps compliance and MA reimbursement risk on investors’ radar. Aetna’s US$117.7m Settlement Puts CVS Health Compliance In Focus
• Negative Sentiment: Policy risk: CVS warned it may close 100+ Tennessee pharmacies if proposed PBM legislation passes, highlighting state‑level regulatory risk that could reduce retail footprint and revenues in affected markets. CVS threatens to close 100+ Tennessee pharmacies over PBM legislation

About CVS Health

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.