CVS Health Corporation (NYSE:CVS) Given Consensus Rating of “Moderate Buy” by Analysts

Shares of CVS Health Corporation (NYSE:CVS) have been given an average rating of “Moderate Buy” by the twenty-four ratings firms that are covering the firm, Marketbeat.com reports. Three investment analysts have rated the stock with a hold rating and twenty-one have given a buy rating to the company. The average 12 month price target among brokerages that have issued a report on the stock in the last year is $105.6667.

A number of equities analysts recently issued reports on CVS shares. Royal Bank Of Canada upped their price objective on shares of CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a research report on Thursday, July 9th. Barclays increased their target price on shares of CVS Health from $101.00 to $106.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. TD Cowen boosted their price objective on CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, May 11th. DA Davidson boosted their target price on shares of CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Finally, Morgan Stanley increased their price target on CVS Health from $106.00 to $111.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th.

CVS Health Trading Down 3.0%

CVS opened at $106.02 on Thursday. The company has a 50-day simple moving average of $100.99 and a 200 day simple moving average of $86.74. CVS Health has a twelve month low of $61.00 and a twelve month high of $110.68. 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 stock has a market capitalization of $135.27 billion, a price-to-earnings ratio of 46.70, a P/E/G ratio of 1.07 and a beta of 0.61.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business had revenue of $100.43 billion for the quarter, compared to analysts’ expectations of $94.99 billion. During the same period last year, the firm posted $2.25 earnings per share. The firm’s quarterly 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. Analysts predict that CVS Health will post 7.46 EPS for the current fiscal year.

CVS Health Announces Dividend

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

Key CVS Health News

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

• Positive Sentiment: Analysts expect CVS Health’s upcoming earnings to show continued growth, with favorable earnings and revenue trends cited as potential catalysts for a beat. The outlook is supported by resilient healthcare demand and the company’s latest reported quarter, when CVS exceeded consensus EPS and revenue estimates. CVS Health Earnings Expected to Grow
• Positive Sentiment: CVS Pharmacy has begun offering common prescription medications for dogs and cats at approximately 9,000 locations, expanding its retail healthcare offering and creating a potential incremental source of pharmacy traffic and revenue. Pet Medications Now Available at CVS Pharmacy
• Positive Sentiment: Health100, a CVS subsidiary, earned DirectTrust accreditation under the CARIN Code of Conduct for consumer-facing applications. The recognition may strengthen confidence in the Health100 app’s data privacy and security, although the near-term financial effect is likely limited. Health100 Earns Industry Accreditation
• Neutral Sentiment: X and the World Federation of Advertisers settled litigation related to an alleged advertiser boycott. CVS was previously identified among companies accused by X, but the settlement appears unlikely to have a material direct effect on CVS’s operations or earnings. X and WFA Settle Litigation
• Negative Sentiment: Potentially ending Medicare Part D subsidies for 2027 is the most significant near-term concern. Investors may be reassessing CVS’s Medicare exposure, even as the company continues to benefit from expectations for earnings growth and recent operating momentum. Potential Medicare Part D Subsidy Changes

Insider Buying and Selling at CVS Health

In related news, Director Larry Robbins sold 370,462 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the completion of the sale, the director owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. This represents a 7.13% decrease in their ownership of the stock. The sale was disclosed in a filing 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 on Friday, May 8th. The stock was sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of 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 SEC filing for this sale provides additional information. Insiders have sold 3,441,551 shares of company stock valued at $323,703,977 in the last quarter. 0.85% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On CVS Health

Several institutional investors have recently added to or reduced their stakes in the stock. Norges Bank bought a new position in shares of CVS Health during the 4th quarter valued at approximately $1,666,265,000. Wellington Management Group LLP lifted its position in shares of CVS Health by 193.2% during the 4th quarter. Wellington Management Group LLP now owns 18,564,392 shares of the pharmacy operator’s stock valued at $1,473,270,000 after buying an additional 12,233,675 shares during the last quarter. Pacer Advisors Inc. grew its stake in shares of CVS Health by 1,020.7% during the 1st quarter. Pacer Advisors Inc. now owns 4,845,221 shares of the pharmacy operator’s stock worth $347,984,000 after acquiring an additional 4,412,882 shares during the period. Amundi increased its holdings in CVS Health by 95.3% in the 3rd quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after acquiring an additional 3,637,943 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in CVS Health by 44.0% during the first quarter. Arrowstreet Capital Limited Partnership now owns 6,219,756 shares of the pharmacy operator’s stock valued at $446,703,000 after purchasing an additional 1,899,932 shares during the last quarter. Institutional investors own 80.66% of the company’s stock.

About CVS Health

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.