CVS Health Corporation $CVS Shares Sold by TD Private Client Wealth LLC

TD Private Client Wealth LLC decreased its holdings in shares of CVS Health Corporation (NYSE:CVS) by 4.6% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 111,339 shares of the pharmacy operator’s stock after selling 5,390 shares during the period. TD Private Client Wealth LLC’s holdings in CVS Health were worth $8,836,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the business. National Pension Service increased its stake in shares of CVS Health by 3.1% in the third quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock worth $301,532,000 after acquiring an additional 119,189 shares during the last quarter. Kingsview Wealth Management LLC increased its position in CVS Health by 316.2% during the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after buying an additional 79,340 shares during the last quarter. AE Wealth Management LLC increased its position in CVS Health by 6.2% during the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock worth $19,391,000 after buying an additional 14,983 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. increased its position in CVS Health by 11.2% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock worth $16,971,000 after buying an additional 22,653 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC increased its position in CVS Health by 186.6% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 396,368 shares of the pharmacy operator’s stock worth $30,568,000 after buying an additional 258,050 shares during the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Up 0.1%

CVS stock opened at $95.95 on Monday. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. CVS Health Corporation has a 52-week low of $58.50 and a 52-week high of $98.43. The company has a 50-day moving average of $78.71 and a two-hundred day moving average of $78.57. The stock has a market capitalization of $122.42 billion, a price-to-earnings ratio of 42.27, a price-to-earnings-growth ratio of 0.94 and a beta of 0.60.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The company had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. During the same period in the prior year, the company earned $2.25 earnings per share. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, equities research analysts anticipate that CVS Health Corporation will post 7.44 EPS for the current year.

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio (DPR) is presently 117.18%.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Morgan Stanley raised its price target on CVS Health and kept an overweight rating, signaling confidence in further upside after the company’s stronger-than-expected quarterly results. Morgan Stanley Issues Positive Forecast for CVS Health (NYSE:CVS) Stock Price
• Positive Sentiment: Argus also lifted its outlook for CVS Health, adding to the wave of analyst support that may be helping shares move higher. Argus Issues Positive Forecast for CVS Health (NYSE:CVS) Stock Price
• Positive Sentiment: CVS reported solid Q1 2026 earnings recently, beating estimates on both revenue and adjusted EPS, which continues to drive investor optimism about execution and valuation. Here is Why CVS Health (CVS) is One of the Cheap Stocks to Buy For the Next 10 Years
• Positive Sentiment: CVS and WGU launched an online pre-pharmacy degree program to help build a stronger pharmacist pipeline, a move that could support long-term staffing and service growth. CVS Health® and WGU launch online pre-pharmacy degree program for future pharmacists nationwide
• Neutral Sentiment: CVS advanced its portfolio reset by selling Omnicare after bankruptcy court approval, which simplifies the business and removes an underperforming unit, but also confirms ongoing restructuring. CVS Refocuses On Core Health Platform With Omnicare Sale And Drone Rollout
• Neutral Sentiment: CVS also highlighted community and brand-building initiatives in Rhode Island, including its economic impact report and expanded WIC acceptance, which are positive for reputation but less likely to move the stock on their own. CVS Health’s Annual Impact in Rhode Island

Insider Buying and Selling at CVS Health

In related news, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $89.58, for a total value of $6,230,378.58. Following the completion of the sale, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.85% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms have commented on CVS. Deutsche Bank Aktiengesellschaft increased their target price on shares of CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Royal Bank Of Canada increased their target price on shares of CVS Health from $93.00 to $107.00 and gave the stock an “outperform” rating in a research report on Thursday, May 7th. JPMorgan Chase & Co. increased their target price on shares of CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th. Sanford C. Bernstein increased their target price on shares of CVS Health from $94.00 to $106.00 and gave the stock an “outperform” rating in a research report on Tuesday, May 12th. Finally, DA Davidson increased their target price on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Twenty-two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $98.08.

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.