Vivaldi Capital Management LP Sells 7,752 Shares of CVS Health Corporation $CVS

Vivaldi Capital Management LP decreased its holdings in shares of CVS Health Corporation (NYSE:CVS) by 7.8% in the 1st quarter, HoldingsChannel.com reports. The firm owned 91,700 shares of the pharmacy operator’s stock after selling 7,752 shares during the period. Vivaldi Capital Management LP’s holdings in CVS Health were worth $6,586,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in CVS. TOWER TRUST & INVESTMENT Co lifted its position in CVS Health by 0.8% during the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock worth $1,247,000 after buying an additional 132 shares in the last quarter. CYBER HORNET ETFs LLC grew 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 acquiring an additional 134 shares in the last quarter. LS Investment Advisors LLC increased its position in shares of CVS Health by 3.9% in the fourth quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock valued at $284,000 after acquiring an additional 135 shares during the last quarter. Moss Adams Wealth Advisors LLC raised its holdings in CVS Health by 4.7% during the fourth quarter. Moss Adams Wealth Advisors LLC now owns 3,016 shares of the pharmacy operator’s stock worth $239,000 after acquiring an additional 135 shares in the last quarter. Finally, Northwestern Mutual Investment Management Company LLC boosted its position in CVS Health by 0.3% during the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 40,560 shares of the pharmacy operator’s stock valued at $3,219,000 after purchasing an additional 136 shares during the last quarter. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CVS has been the subject of a number of analyst reports. Truist Financial raised their price target on CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Bank of America increased their price objective on CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Argus raised their target price on shares of CVS Health from $90.00 to $104.00 and gave the company a “buy” rating in a research note on Thursday, May 14th. DA Davidson upped their price target on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, Sanford C. Bernstein increased their price target on shares of CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Twenty-one research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $105.67.

CVS Health Price Performance

NYSE:CVS opened at $107.64 on Friday. CVS Health Corporation has a 12-month low of $58.99 and a 12-month high of $110.68. The firm has a market capitalization of $137.34 billion, a price-to-earnings ratio of 47.42, a P/E/G ratio of 1.04 and a beta of 0.61. The stock’s 50 day moving average price is $100.21 and its two-hundred day moving average price is $86.12. 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 (NYSE:CVS) last issued its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, topping the consensus estimate of $2.21 by $0.36. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The company had revenue of $100.43 billion during the quarter, compared to the consensus estimate of $94.99 billion. During the same period in the previous year, the company posted $2.25 EPS. The firm’s revenue for the quarter 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, analysts anticipate that CVS Health Corporation will post 7.46 earnings per share for the current year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd will be issued a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 2.5%. The ex-dividend date is Thursday, July 23rd. CVS Health’s payout ratio is currently 117.18%.

Insider Activity

In related news, EVP Tilak Mandadi sold 69,551 shares of the company’s stock in a transaction dated 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 transaction, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. This represents a 87.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Larry Robbins sold 1,983,538 shares of the stock in a transaction dated Tuesday, May 19th. The shares were 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 in the company, valued at approximately $586,842,501.45. This represents a 24.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 3,441,551 shares of company stock worth $323,703,977 over the last three months. Insiders own 0.85% of the company’s stock.

CVS Health News Roundup

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

• Positive Sentiment: CVS is getting a sentiment boost from multiple headlines around its expanded pharmacy services, including nationwide filling of select pet prescriptions and a new service for harder-to-find medications, which could support retail pharmacy traffic and reinforce its convenience-driven growth story.
• Positive Sentiment: Analyst commentary remains constructive, with Zacks calling CVS a top long-term momentum stock and other reports noting a “Moderate Buy” consensus and higher price targets, suggesting Wall Street still sees upside tied to pharmacy, PBM, and Medicare Advantage execution. Article Title
• Positive Sentiment: Options activity also pointed to bullish trading interest, with unusually heavy call buying in CVS, often interpreted as a sign that traders expect further upside or a continued positive trend.
• Neutral Sentiment: A recent report on CVS’s dividend noted that payouts have been unchanged for 10 quarters, framing the dividend as a question for income investors rather than a clear catalyst for the stock.
• Neutral Sentiment: CVS stock has already had a strong run over the past year, and one article highlighted the shares nearing valuation levels that depend heavily on continued operational execution and policy stability.
• Negative Sentiment: Henry Ford Health filed a lawsuit alleging CVS used fraudulent reimbursement practices tied to the 340B drug discount program, which could create legal costs, headline risk, and potential pressure on margins if the claims gain traction. Article Title

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.