Nisa Investment Advisors LLC Has $28.82 Million Stock Position in CVS Health Corporation $CVS

Nisa Investment Advisors LLC boosted its holdings in CVS Health Corporation (NYSE:CVS) by 5.7% during the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 363,095 shares of the pharmacy operator’s stock after purchasing an additional 19,709 shares during the period. Nisa Investment Advisors LLC’s holdings in CVS Health were worth $28,815,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the business. SOA Wealth Advisors LLC. increased its position in CVS Health by 36.9% during the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock worth $37,000 after acquiring an additional 131 shares during the period. Alteri Wealth LLC grew its position in CVS Health by 3.2% in the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock worth $316,000 after purchasing an additional 131 shares during the last quarter. Holistic Financial Partners increased its holdings in shares of CVS Health by 4.1% during the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock worth $256,000 after purchasing an additional 133 shares during the period. CYBER HORNET ETFs LLC increased its holdings in shares of CVS Health by 4.1% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock worth $259,000 after purchasing an additional 134 shares during the period. Finally, Fayez Sarofim & Co lifted its stake in shares of CVS Health by 2.1% in the third quarter. Fayez Sarofim & Co now owns 6,913 shares of the pharmacy operator’s stock valued at $521,000 after buying an additional 140 shares during the period. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Performance

NYSE CVS opened at $71.86 on Wednesday. CVS Health Corporation has a 1-year low of $58.35 and a 1-year high of $85.15. The company has a 50 day moving average of $76.29 and a 200-day moving average of $77.74. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. The firm has a market cap of $91.42 billion, a price-to-earnings ratio of 52.07, a PEG ratio of 0.73 and a beta of 0.49.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, topping analysts’ consensus estimates of $1.00 by $0.09. The business had revenue of $105.69 billion for the quarter, compared to analyst estimates of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.CVS Health’s revenue for the quarter was up 8.2% on a year-over-year basis. During the same period in the prior year, the company earned $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. On average, equities analysts forecast that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be given a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date is Thursday, April 23rd. CVS Health’s dividend payout ratio is presently 192.75%.

Analysts Set New Price Targets

Several equities analysts have commented on the company. The Goldman Sachs Group upped their price target on CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a report on Thursday, February 12th. UBS Group restated an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. TD Cowen reiterated a “buy” rating on shares of CVS Health in a research note on Friday, March 13th. Royal Bank Of Canada reissued an “outperform” rating on shares of CVS Health in a report on Thursday, December 4th. Finally, Morgan Stanley raised their price objective on shares of CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Twenty research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, CVS Health currently has a consensus rating of “Moderate Buy” and an average price target of $94.95.

CVS Health News Roundup

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

• Positive Sentiment: CVS is expanding its retail footprint in 2026 — management plans roughly 60 store openings this year (including nearly 20 smaller pharmacy‑only or “apothecary” sites) as it pivots from prior net closures; the company opened its first pharmacy‑only location in Chicago. CVS Pharmacy® celebrates opening of first pharmacy-only location in Chicago
• Positive Sentiment: Market reaction to the store strategy: coverage highlights (Bloomberg/WSJ) that CVS will open more stores than it closes in 2026 — signals management sees profitable opportunities in community pharmacy. CVS to Grow Store Footprint This Year With 60 New Locations
• Positive Sentiment: Unusually heavy call‑option activity: traders purchased ~30,223 calls (about +52% vs. average), indicating speculative bullish positioning that can amplify intraday upside.
• Neutral Sentiment: Piper Sandler trimmed its price target from $101 to $99 but kept an Overweight rating — a modest PT cut that still implies sizable upside vs. the current level, so the note is supportive but slightly cautious. Benzinga
• Neutral Sentiment: Analyst/education pieces (Zacks/Yahoo) are flagging CVS as a company to watch with earnings‑beat potential using tools like Earnings ESP — these stories can attract short‑term interest but are speculative ahead of actual results. CVS Health (CVS) Increases Yet Falls Behind Market: What Investors Need to Know
• Negative Sentiment: Regulatory/legal risk: CVS reached a proposed FTC settlement over insulin pricing — the final terms and any financial penalties or behavioral remedies remain a potential headwind. CVS Health (CVS) Reaches Proposed FTC Settlement on Insulin Pricing

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.