Mn Services Vermogensbeheer B.V. Increases Stake in CVS Health Corporation $CVS

Mn Services Vermogensbeheer B.V. raised its holdings in shares of CVS Health Corporation (NYSE:CVS) by 2.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 491,268 shares of the pharmacy operator’s stock after purchasing an additional 10,068 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in CVS Health were worth $38,987,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently modified their holdings of the company. National Pension Service boosted its holdings in CVS Health by 3.1% in the 3rd quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock worth $301,532,000 after buying an additional 119,189 shares during the period. Kingsview Wealth Management LLC lifted its position in shares of CVS Health by 316.2% during the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after acquiring an additional 79,340 shares in the last quarter. AE Wealth Management LLC lifted its position in shares of CVS Health by 6.2% during the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock worth $19,391,000 after acquiring an additional 14,983 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its holdings in shares of CVS Health by 11.2% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock worth $16,971,000 after acquiring an additional 22,653 shares during the period. Finally, Alpha Omega Wealth Management LLC grew its position in shares of CVS Health by 12.3% in the third quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator’s stock valued at $11,301,000 after purchasing an additional 16,418 shares in the last quarter. Hedge funds and other institutional investors own 80.66% of the company’s stock.

Key Stories Impacting CVS Health

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

A number of brokerages recently issued reports on CVS. Weiss Ratings reissued a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Morgan Stanley lifted their target price on CVS Health from $89.00 to $93.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Piper Sandler reissued an “overweight” rating and issued a $101.00 price target (up from $99.00) on shares of CVS Health in a report on Wednesday, December 10th. Sanford C. Bernstein upgraded shares of CVS Health from a “market perform” rating to an “outperform” rating and raised their price objective for the company from $91.00 to $94.00 in a research report on Thursday, March 12th. Finally, UBS Group reaffirmed an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. Twenty analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat, CVS Health has an average rating of “Moderate Buy” and a consensus target price of $95.05.

CVS Health Stock Performance

NYSE CVS opened at $69.98 on Tuesday. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $85.15. The company has a fifty day moving average of $76.45 and a 200-day moving average of $77.76. The company has a market capitalization of $89.02 billion, a P/E ratio of 50.71, a P/E/G ratio of 0.73 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 (NYSE:CVS) last issued its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.09. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The business had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. During the same period last year, the business earned $1.19 earnings per share. The business’s quarterly revenue was up 8.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities research 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. Stockholders of record on Thursday, April 23rd will be paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a dividend yield of 3.8%. The ex-dividend date of this dividend is Thursday, April 23rd. CVS Health’s dividend payout ratio is 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.