CVS Health Corporation $CVS Holdings Reduced by Curated Wealth Partners LLC

Curated Wealth Partners LLC trimmed its position in shares of CVS Health Corporation (NYSE:CVS) by 94.5% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 7,150 shares of the pharmacy operator’s stock after selling 123,126 shares during the period. Curated Wealth Partners LLC’s holdings in CVS Health were worth $613,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of CVS. WealthPlan Investment Management LLC boosted its holdings in CVS Health by 76.0% in the 3rd quarter. WealthPlan Investment Management LLC now owns 3,470 shares of the pharmacy operator’s stock worth $297,000 after acquiring an additional 1,498 shares during the period. Nvwm LLC increased its position in shares of CVS Health by 12,778.8% in the 3rd quarter. Nvwm LLC now owns 6,697 shares of the pharmacy operator’s stock worth $574,000 after purchasing an additional 6,645 shares during the last quarter. HBW Advisory Services LLC increased its holdings in CVS Health by 3.5% in the third quarter. HBW Advisory Services LLC now owns 3,408 shares of the pharmacy operator’s stock valued at $292,000 after buying an additional 115 shares during the last quarter. Mather Group LLC. raised its position in shares of CVS Health by 41.2% during the 3rd quarter. Mather Group LLC. now owns 14,807 shares of the pharmacy operator’s stock valued at $1,269,000 after acquiring an additional 4,319 shares in the last quarter. Finally, Cliftonlarsonallen Wealth Advisors LLC lifted its position in shares of CVS Health by 9.5% in the 3rd quarter. Cliftonlarsonallen Wealth Advisors LLC now owns 12,130 shares of the pharmacy operator’s stock worth $1,039,000 after buying an additional 1,053 shares during the last quarter. Hedge funds and other institutional investors own 80.66% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently commented on CVS shares. Piper Sandler set a $112.00 price objective on CVS Health in a research note on Wednesday, September 9th. Royal Bank Of Canada upped their target price on CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a research report on Thursday, July 9th. Robert W. Baird set a $107.00 price objective on shares of CVS Health in a research report on Thursday, August 6th. Truist Financial raised 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. Finally, Wells Fargo & Company boosted their price target on shares of CVS Health from $103.00 to $123.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Twenty research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $107.80.

Key CVS Health News

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

• Positive Sentiment: Improving fundamentals and valuation support the stock. CVS has recently exceeded earnings and revenue expectations, while analysts cited stronger returns, rising earnings estimates and a lower valuation than Alignment Healthcare. Its Aetna turnaround is also viewed as a potential catalyst. CVS vs. ALHC: Which Medicare Advantage Stock Is the Better Pick Now?
• Positive Sentiment: Expanded care access and quality credentials reinforce CVS’s healthcare-services strategy. CVS opened its first pharmacy-focused location in the Boston area to improve access to medications, immunizations and other services. Separately, MinuteClinic received its seventh consecutive Joint Commission accreditation, with primary care available at more than 65% of its locations. CVS Pharmacy Celebrates Opening of First Pharmacy-Focused Location in Boston Area
• Neutral Sentiment: New women’s-health collaboration could support longer-term engagement. CVS is partnering with The Midlife Collective on a research study and documentary focused on women’s midlife health. The initiative may strengthen brand awareness and consumer relationships, but it is unlikely to have a near-term financial impact. CVS Health Collaborates With The Midlife Collective
• Positive Sentiment: Home-based heart monitoring expands value-added services. Signify Health, part of CVS, offers continuous heart-rhythm monitoring for eligible health-plan members, potentially enabling earlier detection of serious conditions and supporting preventive-care economics. CVS Health: Early Detection Matters
• Negative Sentiment: $315 million opioid settlement creates legal, financial and reputational pressure. CVS agreed to settle Justice Department allegations involving unlawful opioid dispensing and false claims. The company admitted no wrongdoing but will implement tighter controlled-substance oversight, adding costs and highlighting compliance risks. CVS Agrees to Pay $315M

CVS Health Trading Up 2.3%

Shares of CVS Health stock opened at $92.45 on Friday. CVS Health Corporation has a 52-week low of $69.51 and a 52-week high of $110.68. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66. The firm has a market capitalization of $118.25 billion, a PE ratio of 24.46, a price-to-earnings-growth ratio of 0.84 and a beta of 0.60. The company’s fifty day moving average price is $91.80 and its two-hundred day moving average price is $93.03.

CVS Health (NYSE:CVS) last posted its earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.71. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The business had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. During the same quarter in the prior year, the firm earned $1.81 EPS. The firm’s quarterly revenue was up 7.3% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, analysts expect that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 2nd. Shareholders of record on Thursday, October 22nd will be paid a $0.6650 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Thursday, October 22nd. CVS Health’s payout ratio is presently 70.37%.

About CVS Health

CVS Health Corp. is an integrated health care company that provides pharmacy, insurance and health services primarily in the United States. Its operations are designed to connect consumers, health plans, health care providers and pharmacy services across multiple points of care.

The company’s major businesses include CVS Pharmacy retail locations, prescription fulfillment and consumer health products; CVS Caremark, a pharmacy benefit management business; and Aetna, which offers health insurance products and related services for employers, individuals, government programs and other organizations.