Gateway Wealth Partners LLC Takes $529,000 Position in CVS Health Corporation $CVS

Gateway Wealth Partners LLC acquired a new stake in CVS Health Corporation (NYSE:CVS) in the 1st quarter, according to its most recent filing with the SEC. The fund acquired 7,363 shares of the pharmacy operator’s stock, valued at approximately $529,000.

Several other hedge funds have also recently bought and sold shares of the stock. Sei Investments Co. boosted its stake in CVS Health by 17.4% in the 2nd quarter. Sei Investments Co. now owns 905,715 shares of the pharmacy operator’s stock worth $62,474,000 after purchasing an additional 134,535 shares during the period. The Manufacturers Life Insurance Company increased its holdings in CVS Health by 1.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,121,377 shares of the pharmacy operator’s stock worth $77,353,000 after purchasing an additional 13,329 shares in the last quarter. Treasurer of the State of North Carolina raised its stake in shares of CVS Health by 1.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 585,073 shares of the pharmacy operator’s stock valued at $40,358,000 after purchasing an additional 7,588 shares during the period. HUB Investment Partners LLC lifted its holdings in shares of CVS Health by 25.0% in the second quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after purchasing an additional 3,011 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its position in shares of CVS Health by 8.0% during the second quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock worth $111,017,000 after buying an additional 119,439 shares during the period. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at CVS Health

In related news, Director Larry Robbins sold 1,983,538 shares of the business’s stock in a transaction on 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 transaction, the director directly owned 6,213,261 shares in the company, 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 filing with the Securities & Exchange Commission, which is accessible through this hyperlink. 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 sale, the executive vice president directly owned 10,133 shares in the company, valued at $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 3,441,551 shares of company stock valued at $323,703,977 over the last three months. 0.85% of the stock is owned by company insiders.

CVS Health Price Performance

NYSE:CVS opened at $105.21 on Friday. CVS Health Corporation has a 52-week low of $61.19 and a 52-week high of $110.68. The company has a market cap of $134.24 billion, a P/E ratio of 46.35, a P/E/G ratio of 1.03 and a beta of 0.61. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The stock’s 50-day simple moving average is $101.22 and its 200 day simple moving average is $86.91.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, beating the consensus estimate of $2.21 by $0.36. The firm had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.25 earnings per share. 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 company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 23rd will be paid a $0.665 dividend. The ex-dividend date of this dividend is Thursday, July 23rd. This represents a $2.66 annualized dividend and a dividend yield of 2.5%. CVS Health’s dividend payout ratio (DPR) is currently 117.18%.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on CVS shares. JPMorgan Chase & Co. increased their price objective on CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Morgan Stanley boosted their target price on CVS Health from $106.00 to $111.00 and gave the company an “overweight” rating in a research note on Thursday, June 4th. Deutsche Bank Aktiengesellschaft upped their price target on CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Mizuho lifted their price objective on shares of CVS Health from $110.00 to $115.00 and gave the company an “outperform” rating in a report on Monday, June 8th. Finally, Argus boosted their price objective on shares of CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Twenty-one investment 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 a consensus target price of $105.67.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Analysts expect CVS Health’s upcoming results to show earnings growth, supported by favorable estimates and recent positive estimate revisions. The outlook reinforces expectations that the company can continue its earnings recovery after reporting quarterly EPS and revenue above consensus in its latest report. CVS Health Earnings Expected to Grow
• Positive Sentiment: UnitedHealth’s second-quarter results—featuring improved margins, a lower medical cost ratio and raised earnings guidance—provide a constructive read-through for managed-care companies including CVS Health, suggesting industry cost pressures may be easing. UnitedHealth Turnaround Signal
• Positive Sentiment: CVS received the overall winner award and four gold awards at the 2026 US Customer Experience Awards, including recognition for AI innovation and consumer-centric culture. The recognition supports management’s efforts to improve customer engagement and digital operations, though it has limited immediate earnings impact. CVS Customer Experience Awards
• Positive Sentiment: CVS expanded its pharmacy offering to include common prescription medications for dogs and cats across approximately 9,000 stores, creating a potential new convenience and prescription-volume opportunity. Pet Medications Available at CVS Pharmacy
• Neutral Sentiment: Health100 earned accreditation for consumer data privacy and security, while CVS settled-related litigation involving X and the World Federation of Advertisers. Both developments may reduce reputational or compliance concerns but are unlikely to materially affect near-term earnings. Health100 Accreditation
• Negative Sentiment: Reports that the Trump administration may discontinue subsidies that help hold down Medicare Part D premiums in 2027 are weighing on health-insurance stocks. The change could increase pricing pressure, membership risk and medical-cost uncertainty for CVS’s Aetna business. Medicare Subsidy Report

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.