CVS Health Corporation $CVS Shares Acquired by Toth Financial Advisory Corp

Toth Financial Advisory Corp increased its position in shares of CVS Health Corporation (NYSE:CVS) by 30.4% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 128,684 shares of the pharmacy operator’s stock after acquiring an additional 30,000 shares during the period. CVS Health makes up about 1.3% of Toth Financial Advisory Corp’s investment portfolio, making the stock its 17th largest position. Toth Financial Advisory Corp’s holdings in CVS Health were worth $13,312,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Kilter Group LLC acquired a new position in shares of CVS Health in the 2nd quarter worth approximately $27,000. Beaird Harris Wealth Management LLC lifted its stake in CVS Health by 201.0% during the second quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the pharmacy operator’s stock valued at $30,000 after purchasing an additional 195 shares during the last quarter. J.Safra Asset Management Corp bought a new stake in CVS Health during the second quarter worth approximately $30,000. Dunhill Financial LLC bought a new position in shares of CVS Health in the second quarter valued at $32,000. Finally, Swiss RE Ltd. acquired a new position in shares of CVS Health in the 4th quarter worth $26,000. 80.66% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of research firms have recently issued reports on CVS. Weiss Ratings upgraded shares of CVS Health from a “hold (c+)” rating to a “buy (b-)” rating in a report on Wednesday, August 5th. Royal Bank Of Canada raised their price target on CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a research note on Thursday, July 9th. Bank of America upped their price objective on shares of CVS Health from $100.00 to $110.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Sanford C. Bernstein increased their price target on CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a report on Tuesday, May 12th. Finally, TD Cowen raised their price target on CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a research report on Monday, May 11th. Twenty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. Based on data from MarketBeat, CVS Health has an average rating of “Moderate Buy” and an average price target of $107.17.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

CVS Health Stock Up 0.2%

Shares of CVS opened at $93.15 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.74. The company has a 50-day moving average price of $101.42 and a two-hundred day moving average price of $89.46. The stock has a market cap of $119.14 billion, a price-to-earnings ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61. CVS Health Corporation has a 12 month low of $69.51 and a 12 month high of $110.68.

CVS Health (NYSE:CVS) last issued its 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. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The business had revenue of $106.10 billion during the quarter, compared to analysts’ expectations of $100.03 billion. During the same period in the prior year, the firm posted $1.81 EPS. CVS Health’s quarterly revenue was up 7.3% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Equities analysts predict that CVS Health Corporation will post 8.02 EPS for the current fiscal year.

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 2.9%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s dividend payout ratio is currently 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.