Swedbank AB Grows Position in CVS Health Corporation $CVS

Swedbank AB raised its holdings in CVS Health Corporation (NYSE:CVS) by 0.2% in the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 2,278,233 shares of the pharmacy operator’s stock after acquiring an additional 5,460 shares during the quarter. Swedbank AB’s holdings in CVS Health were worth $163,623,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in the stock. Swiss RE Ltd. purchased a new stake in shares of CVS Health during the 4th quarter worth approximately $26,000. Caitong International Asset Management Co. Ltd increased its stake in CVS Health by 407.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 281 shares in the last quarter. Sankala Group LLC acquired a new position in CVS Health during the fourth quarter worth $28,000. Mcguire Capital Advisors Inc. purchased a new stake in CVS Health during the fourth quarter worth $28,000. Finally, Ares Financial Consulting LLC acquired a new stake in CVS Health in the fourth quarter valued at $29,000. 80.66% of the stock is owned by institutional investors and hedge funds.

CVS Health Trading Up 1.9%

NYSE CVS traded up $1.95 during mid-day trading on Tuesday, reaching $104.03. 991,825 shares of the stock were exchanged, compared to its average volume of 8,472,365. The stock has a market capitalization of $132.74 billion, a PE ratio of 45.84, a PEG ratio of 1.03 and a beta of 0.61. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. CVS Health Corporation has a 1-year low of $58.50 and a 1-year high of $106.15. The business’s fifty day simple moving average is $94.56 and its 200 day simple moving average is $83.31.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, topping analysts’ consensus estimates of $2.21 by $0.36. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The company had revenue of $100.43 billion for the quarter, compared to analyst estimates of $94.99 billion. During the same quarter in the prior year, the company posted $2.25 EPS. The business’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, research analysts anticipate that CVS Health Corporation will post 7.44 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on CVS shares. Barclays lifted their price target on CVS Health from $101.00 to $106.00 and gave the stock an “overweight” rating in a research note on Tuesday, May 26th. Morgan Stanley lifted their target price on shares of CVS Health from $106.00 to $111.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. Robert W. Baird increased their price target on shares of CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. Wells Fargo & Company raised their price objective on shares of CVS Health from $102.00 to $103.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Finally, TD Cowen lifted their price objective on CVS Health from $105.00 to $110.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Twenty-one analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $102.60.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Cantor Fitzgerald raised its price target on CVS Health to $110 from $100 and kept an overweight rating, signaling confidence in further upside and helping support the stock. Article Title
• Positive Sentiment: CVS is also drawing favorable attention for its improving momentum and turnaround narrative, with recent commentary highlighting margin expansion, a Q1 beat-and-raise, and expectations for stronger returns as the company executes on its strategic plan. Article Title
• Neutral Sentiment: The company announced it will hold its second-quarter 2026 earnings call on August 5, keeping investors focused on upcoming results and management commentary. Article Title
• Neutral Sentiment: CVS Health Foundation said it is investing $1 million in Hartford nonprofits, reinforcing its community-health brand and social impact efforts, though this is unlikely to move the stock on its own. Article Title
• Negative Sentiment: CVS Health agreed to a multi-million-dollar settlement tied to alleged false Medicaid and government program claims involving insulin pen dispensing, which adds legal and regulatory overhang. Article Title
• Negative Sentiment: The company also faced multiple recalls of CVS-branded medicated/hemorrhoidal wipes over child-safety concerns, which could pressure consumer trust and create modest reputational risk. Article Title

Insider Transactions at CVS Health

In other news, Director Larry Robbins sold 1,983,538 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the transaction, the director directly owned 6,213,261 shares in the company, valued at $586,842,501.45. This represents a 24.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction that occurred on 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 completion of the sale, the executive vice president directly owned 10,133 shares in the company, valued at $907,714.14. This represents a 87.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Corporate insiders own 0.85% of the company’s stock.

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.