Spire Wealth Management Has $2.09 Million Position in CVS Health Corporation $CVS

Spire Wealth Management boosted its stake in CVS Health Corporation (NYSE:CVS) by 254.8% in the fourth quarter, HoldingsChannel reports. The firm owned 26,295 shares of the pharmacy operator’s stock after buying an additional 18,883 shares during the period. Spire Wealth Management’s holdings in CVS Health were worth $2,087,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CVS. Elevation Point Wealth Partners LLC acquired a new position in CVS Health during the 2nd quarter worth approximately $54,000. Loomis Sayles & Co. L P grew its stake in CVS Health by 11.0% in the second quarter. Loomis Sayles & Co. L P now owns 1,674 shares of the pharmacy operator’s stock valued at $115,000 after acquiring an additional 166 shares during the period. Schroder Investment Management Group increased its holdings in shares of CVS Health by 4.9% during the second quarter. Schroder Investment Management Group now owns 377,114 shares of the pharmacy operator’s stock valued at $26,013,000 after acquiring an additional 17,679 shares in the last quarter. Legacy Capital Wealth Partners LLC raised its position in shares of CVS Health by 12.9% during the second quarter. Legacy Capital Wealth Partners LLC now owns 4,710 shares of the pharmacy operator’s stock worth $325,000 after purchasing an additional 537 shares during the period. Finally, Leuthold Group LLC acquired a new position in shares of CVS Health during the second quarter worth approximately $2,838,000. 80.66% of the stock is owned by institutional investors.

CVS Health News Roundup

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

• Positive Sentiment: CVS plans to expand its retail footprint with ~60 new store openings this year, including 20 small pharmacy‑only sites and Target-based locations — a reversal after years of downsizing that could lift pharmacy revenues and local market access over time. CVS to Grow Store Footprint This Year With 60 New Locations
• Positive Sentiment: CVS opened its first pharmacy‑only, apothecary‑style location in Chicago and says it will open nearly 20 such small neighborhood pharmacies this year — a push to increase access to meds, immunizations and pharmacist services that can boost prescription volumes and convenience-driven traffic. CVS Pharmacy® celebrates opening of first pharmacy-only location in Chicago
• Positive Sentiment: Industry research highlights growth in the chemotherapy‑at‑home market and lists CVS among market leaders — an expanding, higher‑margin services opportunity that could drive longer‑term revenue diversification beyond retail prescriptions. Trends and Opportunities in the Chemotherapy-At-Home Services Market
• Neutral Sentiment: State-level policy developments in Tennessee could affect local store economics but remain uncertain — some reporting says reform language might allow CVS to keep pharmacies open, which is a mixed operational signal for investors. CVS could keep pharmacies open under Tennessee reform bill, local pharmacists say
• Negative Sentiment: CVS reached a proposed FTC settlement related to insulin pricing; the company says the process should conclude in coming weeks. That regulatory overhang introduces potential remediation costs, fines or operational limits that can weigh on near‑term sentiment and multiples. CVS Health (CVS) Reaches Proposed FTC Settlement on Insulin Pricing
• Negative Sentiment: Local reporting and opinion pieces highlight threats or disputes around potential pharmacy closures in Tennessee — a reminder of operational, regulatory and community‑relations risks that can amplify short‑term negative sentiment. The real reason CVS is threatening to close TN pharmacies | Letters

Analyst Ratings Changes

Several analysts recently issued reports on the stock. JPMorgan Chase & Co. lifted their price target on shares of CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Leerink Partners restated an “outperform” rating and set a $98.00 price objective on shares of CVS Health in a report on Thursday, March 5th. Argus reduced their price objective on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Royal Bank Of Canada reissued an “outperform” rating on shares of CVS Health in a research report on Thursday, December 4th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Twenty equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat.com, CVS Health currently has a consensus rating of “Moderate Buy” and an average target price of $95.05.

CVS Health Trading Down 0.1%

NYSE CVS opened at $69.98 on Tuesday. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. The business has a fifty day simple moving average of $76.45 and a 200 day simple moving average of $77.76. CVS Health Corporation has a 12 month low of $58.35 and a 12 month high of $85.15. The firm has a market capitalization of $89.02 billion, a P/E ratio of 50.71, a PEG ratio of 0.73 and a beta of 0.49.

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

CVS Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd will be given a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date of this dividend is Thursday, April 23rd. CVS Health’s dividend payout ratio is presently 192.75%.

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.