CVS Health Corporation $CVS Shares Acquired by Capital International Investors

Capital International Investors raised its holdings in CVS Health Corporation (NYSE:CVS) by 3.4% during the 4th quarter, Holdings Channel.com reports. The firm owned 27,592,356 shares of the pharmacy operator’s stock after acquiring an additional 900,153 shares during the period. Capital International Investors’ holdings in CVS Health were worth $2,189,793,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also modified their holdings of the stock. Alteri Wealth LLC lifted its holdings in shares of CVS Health by 3.2% in the 3rd 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 period. TOWER TRUST & INVESTMENT Co lifted its holdings in shares of CVS Health by 0.8% in the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after buying an additional 132 shares during the period. Holistic Financial Partners lifted its holdings in shares of CVS Health by 4.1% in the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after buying an additional 133 shares during the period. CYBER HORNET ETFs LLC lifted its holdings in shares of CVS Health by 4.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after buying an additional 134 shares during the period. Finally, LS Investment Advisors LLC lifted its holdings in shares of CVS Health by 3.9% in the 4th quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock valued at $284,000 after buying an additional 135 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

Insider Buying and Selling at CVS Health

In related news, Director Larry Robbins sold 1,983,538 shares of CVS Health stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the completion of the transaction, the director directly owned 6,213,261 shares of the company’s stock, valued at approximately $586,842,501.45. The trade was a 24.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, EVP Tilak Mandadi sold 69,551 shares of the company’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 value of $6,230,378.58. Following the completion of the sale, the executive vice president directly owned 10,133 shares in the company, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is currently owned by insiders.

CVS Health News Summary

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

• Positive Sentiment: CVS Health was upgraded to a Zacks Rank #2 (Buy), reflecting improved earnings optimism and adding to the bullish tone around the stock. Article Title
• Positive Sentiment: Broker sentiment remains constructive on CVS Health, with recent coverage pointing to favorable views from Wall Street analysts and broader confidence in the company’s outlook. Article Title
• Positive Sentiment: The managed-care group rallied after analysts cited softer medical cost and utilization trends across the sector, which can support margins and spill over positively to CVS Health. Article Title
• Neutral Sentiment: CVS Health highlighted community and affordable-housing projects in New Jersey and Massachusetts, underscoring its corporate social responsibility efforts, but these announcements are unlikely to move the stock materially. Article Title
• Neutral Sentiment: Media coverage noted CVS Health is up about 8.5% since its last earnings report and asked whether the rally can continue, mainly reflecting investor attention on post-earnings momentum rather than a new catalyst. Article Title
• Neutral Sentiment: CVS CEO comments on AI, “super apps,” and primary care suggest longer-term strategy focus, but there was no immediate financial update in the coverage. Article Title
• Neutral Sentiment: Additional community partnership news, including a job training lab in Lincoln Heights, is supportive of the brand but not a direct earnings driver. Article Title

Wall Street Analyst Weigh In

CVS has been the subject of several research reports. Barclays boosted their price objective on CVS Health from $101.00 to $106.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Wells Fargo & Company boosted their price objective on CVS Health from $102.00 to $103.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. HSBC boosted their price objective on CVS Health from $83.00 to $85.00 and gave the stock a “hold” rating in a research note on Tuesday, May 5th. UBS Group boosted their price objective on CVS Health from $97.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Argus boosted their price objective on CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Twenty-two investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $99.88.

CVS Health Price Performance

Shares of CVS opened at $96.11 on Friday. The company has a market cap of $122.62 billion, a P/E ratio of 42.34, a PEG ratio of 0.94 and a beta of 0.62. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. CVS Health Corporation has a fifty-two week low of $58.50 and a fifty-two week high of $98.43. The firm’s 50 day moving average price is $84.13 and its 200 day moving average price is $80.03.

CVS Health (NYSE:CVS) last issued its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.36. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The firm had revenue of $100.43 billion for the quarter, compared to analysts’ expectations of $94.99 billion. During the same quarter last year, the company earned $2.25 earnings per share. The firm’s revenue was up 6.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, research analysts forecast that CVS Health Corporation will post 7.44 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, May 4th. Shareholders of record on Thursday, April 23rd were given a dividend of $0.665 per share. The ex-dividend date was Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 2.8%. CVS Health’s payout ratio is presently 117.18%.

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.