Gallagher Fiduciary Advisors LLC Takes $672,000 Position in CVS Health Corporation $CVS

Gallagher Fiduciary Advisors LLC acquired a new position in CVS Health Corporation (NYSE:CVS) during the 2nd quarter, according to its most recent filing with the SEC. The fund acquired 6,492 shares of the pharmacy operator’s stock, valued at approximately $672,000.

A number of other large investors have also recently added to or reduced their stakes in the business. Elevation Wealth Partners LLC raised its position in CVS Health by 41.8% during the second quarter. Elevation Wealth Partners LLC now owns 356 shares of the pharmacy operator’s stock worth $37,000 after acquiring an additional 105 shares during the last quarter. Apella Capital LLC grew its position in shares of CVS Health by 1.7% in the second quarter. Apella Capital LLC now owns 6,940 shares of the pharmacy operator’s stock valued at $724,000 after purchasing an additional 117 shares during the last quarter. CYBER HORNET ETFs LLC increased its stake in shares of CVS Health by 4.1% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock worth $259,000 after purchasing an additional 134 shares in the last quarter. Northwestern Mutual Investment Management Company LLC raised its position in shares of CVS Health by 0.3% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 40,560 shares of the pharmacy operator’s stock worth $3,219,000 after purchasing an additional 136 shares during the last quarter. Finally, CoreCap Advisors LLC lifted its stake in CVS Health by 4.2% in the 2nd quarter. CoreCap Advisors LLC now owns 3,481 shares of the pharmacy operator’s stock valued at $360,000 after buying an additional 139 shares in the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

CVS has been the subject of several recent research reports. Robert W. Baird set a $107.00 price target on CVS Health in a research report on Thursday, August 6th. Mizuho increased their price objective on CVS Health from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. HSBC reiterated a “hold” rating and set a $103.00 price objective on shares of CVS Health in a research report on Monday, July 6th. Argus upped their target price on shares of CVS Health from $104.00 to $114.00 and gave the company a “buy” rating in a report on Wednesday, August 19th. Finally, Deutsche Bank Aktiengesellschaft lifted their price target on shares of CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Twenty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $107.17.

CVS Health Price Performance

Shares of NYSE:CVS opened at $92.95 on Wednesday. The company has a market cap of $118.88 billion, a P/E ratio of 24.59, a P/E/G ratio of 0.86 and a beta of 0.61. The business has a fifty day simple moving average of $101.73 and a 200-day simple moving average of $89.20. CVS Health Corporation has a 52 week low of $69.51 and a 52 week high of $110.68. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.74.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.71. The firm had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period last year, the company earned $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Equities research analysts forecast that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

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.