Universal Beteiligungs und Servicegesellschaft mbH Raises Stake in CVS Health Corporation $CVS

Universal Beteiligungs und Servicegesellschaft mbH increased its stake in CVS Health Corporation (NYSE:CVS) by 7.1% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 889,460 shares of the pharmacy operator’s stock after buying an additional 59,228 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in CVS Health were worth $70,643,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. SOA Wealth Advisors LLC. raised its stake in CVS Health by 36.9% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock valued at $37,000 after acquiring an additional 131 shares during the period. Alteri Wealth LLC raised its stake in CVS Health by 3.2% in the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after acquiring an additional 131 shares during the period. TOWER TRUST & INVESTMENT Co raised its stake in CVS Health by 0.8% in the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after acquiring an additional 132 shares during the period. Holistic Financial Partners raised its stake in CVS Health by 4.1% in the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after acquiring an additional 133 shares during the period. Finally, CYBER HORNET ETFs LLC raised its stake in CVS Health by 4.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after acquiring an additional 134 shares during the period. 80.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages recently issued reports on CVS. Leerink Partners restated an “outperform” rating and issued a $98.00 price objective on shares of CVS Health in a research note on Thursday, March 5th. Robert W. Baird upped their price target on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Bank of America decreased their price target on CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Weiss Ratings reiterated a “hold (c-)” rating on shares of CVS Health in a research report on Monday, December 29th. Finally, Argus decreased their price target on CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a research report on Wednesday, January 28th. Twenty analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $95.05.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Zacks says CVS is well positioned to beat upcoming earnings again due to its earnings-surprise history and current business mix, which could support upside to estimates and investor confidence. Why CVS Health (CVS) is Poised to Beat Earnings Estimates Again
• Positive Sentiment: The Motley Fool frames CVS as an improved value play after its turnaround, which can attract value-seeking investors and support longer-term share stability. Is CVS Health the Ultimate Value Stock to Buy Right Now?
• Positive Sentiment: CVS’s primary care tie-up with Mass General Brigham is projected to raise annual care spending by about $40M, indicating revenue growth potential from expanded primary-care services and deeper care integration. That supports the company’s long-term care-services strategy. CVS, Mass General Brigham primary care deal would increase annual care spending by $40M, report predicts
• Neutral Sentiment: Headline pieces note the share decline amid a broader market uptick, suggesting some of today’s move is market-driven rather than tied to new fundamental news. CVS Health (CVS) Stock Falls Amid Market Uptick: What Investors Need to Know
• Neutral Sentiment: UnitedHealth’s stronger profit outlook and commentary about Optum’s strategic shift are moving sector sentiment; UNH strength can be both a tailwind (validating managed-care economics) and a comparative benchmark that pressures peers on execution. UnitedHealth Boosts Profit Forecast Without Committing to Medicare Obesity Drug Coverage How UNH Stock Is Trading Short-Term Margins For Long-Term Moats
• Neutral Sentiment: Preview pieces outline what to expect from CVS’s next earnings report — useful context for near-term volatility but not new catalyst news. Here’s what to expect from CVS Health’s next earnings report
• Negative Sentiment: Tennessee lawmakers advanced legislation that could force pharmacy closures; CVS has warned of a federal lawsuit. Regulatory and legal risk could lead to store closures, added costs, and local revenue loss, creating near-term downside risk to operations in that state. Tennessee House passes bill targeting CVS, pharmacy closures in question TN Senate passes bill that could close 100+ CVS stores

CVS Health Stock Down 1.3%

CVS stock opened at $76.38 on Thursday. 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 company’s 50 day moving average is $76.01 and its 200 day moving average is $77.84. The stock has a market cap of $97.89 billion, a price-to-earnings ratio of 55.35, a price-to-earnings-growth ratio of 0.81 and a beta of 0.51. CVS Health Corporation has a 1-year low of $58.35 and a 1-year high of $85.15.

CVS Health (NYSE:CVS) last posted its quarterly earnings data on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.09. The company had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. CVS Health’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same period in the prior year, the business earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Sell-side analysts predict that CVS Health Corporation will post 7.14 EPS for the current fiscal year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be given a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 3.5%. The ex-dividend date is Thursday, April 23rd. CVS Health’s dividend payout ratio is 192.75%.

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.