CVS Health Corporation $CVS Shares Acquired by Foundations Investment Advisors LLC

Foundations Investment Advisors LLC lifted its stake in CVS Health Corporation (NYSE:CVS) by 117.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 40,085 shares of the pharmacy operator’s stock after buying an additional 21,612 shares during the period. Foundations Investment Advisors LLC’s holdings in CVS Health were worth $3,181,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of CVS. Alteri Wealth LLC grew its position in CVS Health by 3.2% in the third 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 in the last quarter. TOWER TRUST & INVESTMENT Co lifted its position in shares of CVS Health by 0.8% during the fourth quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock worth $1,247,000 after purchasing an additional 132 shares in the last quarter. Holistic Financial Partners boosted its stake in shares of CVS Health by 4.1% in the third quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after purchasing an additional 133 shares during the period. CYBER HORNET ETFs LLC grew its holdings in CVS Health by 4.1% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after purchasing an additional 134 shares in the last quarter. Finally, LS Investment Advisors LLC increased its stake in CVS Health by 3.9% during the 4th quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock worth $284,000 after buying an additional 135 shares during the period. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

CVS Health News Roundup

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

• Positive Sentiment: CVS Caremark said it will restore coverage of Eli Lilly’s Zepbound and add Lilly’s new obesity pill to its standard drug plans, a move that could boost CVS’s pharmacy-benefit relevance and improve customer access to GLP-1 medications. CVS brings back coverage for Lilly’s obesity drug Zepbound
• Positive Sentiment: The company announced expanded GLP-1 coverage options, which management framed as improving affordability and access while supporting more sustainable long-term coverage. CVS Caremark Delivers Affordability and Access to GLP-1 Weight Management Medications with Expanded Coverage Options
• Positive Sentiment: CVS Health expanded its collaboration with Salesforce to streamline call center interactions using AI, which could improve service quality and operating efficiency across its member and provider base. CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforce’s Agentforce Health
• Positive Sentiment: CVS Health also launched Aetna Mental Health On Demand and continued building out digital health capabilities, reinforcing its integrated care strategy. CVS Health Expands Integrated Care With Virtual Mental Health AI And GLP 1
• Neutral Sentiment: CVS received a Newsweek AI Impact Award for prescription-interpretation technology, highlighting innovation in pharmacy workflow and medication safety. CVS Health recognized for technology that improves medication safety and patient care
• Neutral Sentiment: Glenview Capital said CVS remains one of its top holdings, which supports investor confidence but does not by itself change fundamentals. Glenview Capital Keeps CVS Health (CVS) Among Top Holdings

Insider Activity at CVS Health

In other CVS Health news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the sale, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Larry Robbins sold 370,462 shares of the company’s stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the sale, the director directly owned 4,824,799 shares of the company’s stock, valued at $450,877,466.55. This represents a 7.13% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Company insiders own 0.85% of the company’s stock.

CVS Health Trading Down 2.2%

CVS Health stock opened at $90.97 on Friday. CVS Health Corporation has a 1 year low of $58.50 and a 1 year high of $98.43. The firm’s 50-day moving average is $82.07 and its 200-day moving average is $79.55. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The company has a market cap of $116.06 billion, a P/E ratio of 40.07, a PEG ratio of 0.91 and a beta of 0.60.

CVS Health (NYSE:CVS) last announced its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating the consensus estimate 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 the consensus estimate of $94.99 billion. During the same quarter in the previous year, the company posted $2.25 earnings per share. The company’s revenue for the quarter 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. On average, equities analysts expect that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Thursday, April 23rd. CVS Health’s payout ratio is presently 117.18%.

Analyst Ratings Changes

CVS has been the subject of several recent analyst reports. Wells Fargo & Company raised their target price on CVS Health from $102.00 to $103.00 and gave the company an “overweight” rating in a research note on Friday, May 8th. Weiss Ratings reissued a “hold (c)” rating on shares of CVS Health in a report on Friday, May 8th. Morgan Stanley raised their price objective on CVS Health from $93.00 to $106.00 and gave the company an “overweight” rating in a research note on Thursday, May 14th. Sanford C. Bernstein upped their target price on CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Finally, Robert W. Baird increased their target price on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Twenty-two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $98.88.

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.