Bull Harbor Capital LLC Buys Shares of 4,806 CVS Health Corporation $CVS

Bull Harbor Capital LLC purchased a new position in CVS Health Corporation (NYSE:CVS) during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund purchased 4,806 shares of the pharmacy operator’s stock, valued at approximately $345,000.

Other large investors have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd boosted its stake in CVS Health by 407.2% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 281 shares during the last quarter. Swiss RE Ltd. purchased a new stake in shares of CVS Health during the fourth quarter worth $26,000. Sankala Group LLC acquired a new stake in shares of CVS Health in the fourth quarter valued at about $28,000. Global Trust Asset Management LLC lifted its stake in shares of CVS Health by 344.8% in the first quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock worth $28,000 after buying an additional 300 shares in the last quarter. Finally, Mcguire Capital Advisors Inc. acquired a new position in CVS Health during the fourth quarter worth about $28,000. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

CVS Health Price Performance

Shares of CVS stock opened at $104.54 on Friday. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. The company has a market capitalization of $133.39 billion, a PE ratio of 46.05, a price-to-earnings-growth ratio of 1.03 and a beta of 0.61. The firm’s 50-day moving average is $101.45 and its two-hundred day moving average is $87.04. CVS Health Corporation has a 12 month low of $61.19 and a 12 month high of $110.68.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.36. The business had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Analysts predict that CVS Health Corporation will post 7.46 earnings per share for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 23rd will be given a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 2.5%. The ex-dividend date is Thursday, July 23rd. CVS Health’s dividend payout ratio is presently 117.18%.

Analyst Ratings Changes

Several analysts recently issued reports on the stock. Wells Fargo & Company upped their price objective on shares of CVS Health from $103.00 to $123.00 and gave the company an “overweight” rating in a research note on Monday, July 13th. Truist Financial raised their target price on shares of CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Deutsche Bank Aktiengesellschaft upped their price target on CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Barclays increased their price target on CVS Health from $101.00 to $106.00 and gave the company an “overweight” rating in a report on Tuesday, May 26th. Finally, Cantor Fitzgerald lifted their price objective on CVS Health from $100.00 to $110.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Twenty-one research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, CVS Health currently has a consensus rating of “Moderate Buy” and an average target price of $105.67.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Wall Street’s generally bullish recommendations continue to support the investment case, suggesting analysts see further upside in CVS Health’s healthcare-services and pharmacy businesses. Is It Worth Investing in CVS Health Based on Wall Street’s Bullish Views?
• Positive Sentiment: CVS Health’s upcoming second-quarter results are being watched for evidence that revenue, earnings, medical costs, and other key operating metrics remain on track. The company previously reported a strong earnings beat and reaffirmed fiscal 2026 EPS guidance of $7.30 to $7.50, providing a positive fundamental backdrop. CVS Health Q2 Earnings: Wall Street’s Insights on Key Metrics
• Positive Sentiment: New availability of pet medications through CVS Pharmacy could modestly expand pharmacy traffic and customer convenience, although the financial impact is likely limited initially. Pet Medications Now Available at CVS Pharmacy

Insider Buying and Selling at CVS Health

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

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.