Jefferies Financial Group Inc. Has $4.24 Million Stake in CVS Health Corporation $CVS

Jefferies Financial Group Inc. grew its stake in CVS Health Corporation (NYSE:CVS) by 86.1% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 41,017 shares of the pharmacy operator’s stock after buying an additional 18,975 shares during the period. Jefferies Financial Group Inc.’s holdings in CVS Health were worth $4,243,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the stock. Handelsbanken Fonder AB raised its holdings in shares of CVS Health by 83.6% during the second quarter. Handelsbanken Fonder AB now owns 1,089,694 shares of the pharmacy operator’s stock valued at $112,729,000 after acquiring an additional 496,124 shares during the last quarter. State Street Corp increased its position in shares of CVS Health by 2.1% during the fourth quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock worth $4,776,182,000 after purchasing an additional 1,245,457 shares in the last quarter. Legal & General Group Plc raised its stake in CVS Health by 0.3% in the 4th quarter. Legal & General Group Plc now owns 9,309,182 shares of the pharmacy operator’s stock valued at $738,777,000 after purchasing an additional 31,249 shares during the last quarter. Deutsche Bank AG lifted its holdings in CVS Health by 28.4% in the 4th quarter. Deutsche Bank AG now owns 4,666,495 shares of the pharmacy operator’s stock valued at $370,333,000 after purchasing an additional 1,031,998 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. acquired a new stake in CVS Health during the 2nd quarter worth $49,622,000. 80.66% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several research firms have recently weighed in on CVS. Robert W. Baird set a $107.00 price target on shares of CVS Health in a research note on Thursday, August 6th. Royal Bank Of Canada increased their price objective on shares of CVS Health from $107.00 to $113.00 and gave the company an “outperform” rating in a report on Thursday, July 9th. Argus boosted their target price on CVS Health from $104.00 to $114.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. Barclays increased their price target on CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Finally, Truist Financial boosted their price objective on CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Twenty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $107.17.

CVS Health Price Performance

Shares of CVS opened at $93.15 on Friday. The stock has a market cap of $119.14 billion, a PE ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66. CVS Health Corporation has a 1-year low of $69.51 and a 1-year high of $110.68. The firm has a 50-day simple moving average of $101.42 and a two-hundred day simple moving average of $89.46.

CVS Health (NYSE:CVS) last issued its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, beating analysts’ consensus estimates of $1.87 by $0.71. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The business had revenue of $106.10 billion during the quarter, compared to analysts’ expectations of $100.03 billion. During the same period in the previous year, the firm posted $1.81 earnings per share. The company’s revenue was up 7.3% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, analysts forecast that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

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.