Community Bank N.A. Sells 10,438 Shares of CVS Health Corporation $CVS

Community Bank N.A. trimmed its position in shares of CVS Health Corporation (NYSE:CVS) by 67.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,050 shares of the pharmacy operator’s stock after selling 10,438 shares during the period. Community Bank N.A.’s holdings in CVS Health were worth $401,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its position in shares of CVS Health by 407.2% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 281 shares during the period. Ares Financial Consulting LLC bought a new stake in CVS Health in the 4th quarter valued at $29,000. Dogwood Wealth Management LLC increased its holdings in CVS Health by 93.7% in the 4th quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock valued at $29,000 after acquiring an additional 179 shares during the last quarter. GoalVest Advisory LLC bought a new stake in CVS Health in the 4th quarter valued at $32,000. Finally, Financial Consulate Inc. increased its holdings in CVS Health by 99.6% in the 4th quarter. Financial Consulate Inc. now owns 499 shares of the pharmacy operator’s stock valued at $40,000 after acquiring an additional 249 shares during the last quarter. 80.66% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

CVS has been the topic of a number of research reports. Leerink Partners reiterated an “outperform” rating and issued a $98.00 price target on shares of CVS Health in a report on Thursday, March 5th. Argus reduced their price target on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. JPMorgan Chase & Co. lifted their price target on shares of CVS Health from $101.00 to $111.00 and gave the company an “overweight” rating in a report on Tuesday. UBS Group upped their price target on shares of CVS Health from $97.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Finally, Piper Sandler cut their price target on shares of CVS Health from $101.00 to $99.00 and set an “overweight” rating on the stock in a report on Tuesday, March 31st. Twenty-two equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, CVS Health currently has a consensus rating of “Moderate Buy” and an average target price of $97.00.

Insiders Place Their Bets

In other CVS Health news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the sale, the executive vice president owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Corporate insiders own 0.85% of the company’s stock.

CVS Health Trading Up 3.1%

NYSE CVS opened at $98.14 on Thursday. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. The firm has a market cap of $125.22 billion, a PE ratio of 43.24, a price-to-earnings-growth ratio of 0.93 and a beta of 0.60. The company has a 50 day moving average price of $78.07 and a 200 day moving average price of $78.36. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $98.22.

CVS Health (NYSE:CVS) last released its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, topping the consensus estimate of $2.21 by $0.36. The company had revenue of $100.43 billion for the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. CVS Health’s revenue was up 6.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, sell-side analysts forecast that CVS Health Corporation will post 7.46 EPS for the current fiscal year.

CVS Health Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were given a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Thursday, April 23rd. CVS Health’s payout ratio is currently 117.18%.

Key CVS Health News

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

• Positive Sentiment: Analysts at JPMorgan and Sanford C. Bernstein raised their price targets on CVS Health, reinforcing confidence that the stock still has room to run after strong quarterly results. Analyst target raises and company news
• Positive Sentiment: CVS Health won Gold in Enterprise AI and Silver in Customer Experience AI at the 2026 Stevie Awards, highlighting continued progress in using technology to improve operations and customer service. CVS Health wins awards for AI innovation
• Positive Sentiment: MinuteClinic is expanding its clinically supervised weight-loss and preventive care offerings, which supports CVS’s broader strategy to grow higher-value healthcare services. MinuteClinic weight-loss program
• Positive Sentiment: Omnicare, a CVS subsidiary, received court approval to sell its business to GenieRx, removing uncertainty around a distressed asset and potentially simplifying CVS’s portfolio. Reuters Omnicare sale approval

CVS Health 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.