CVS Health Corporation $CVS Stock: Yousif Capital Management LLC Increases Stake

Yousif Capital Management LLC raised its holdings in CVS Health Corporation (NYSE:CVS) by 3.1% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 187,253 shares of the pharmacy operator’s stock after buying an additional 5,567 shares during the quarter. Yousif Capital Management LLC’s holdings in CVS Health were worth $16,046,000 at the end of the most recent quarter.

Other institutional investors also recently added to or reduced their stakes in the company. Royal Fund Management LLC increased its position in CVS Health by 15.0% during the third quarter. Royal Fund Management LLC now owns 86,465 shares of the pharmacy operator’s stock worth $7,409,000 after acquiring an additional 11,286 shares during the period. NBT Bank N.A. bought a new stake in CVS Health in the 3rd quarter valued at $3,187,000. Root Financial Partners LLC boosted its holdings in CVS Health by 7.7% in the 3rd quarter. Root Financial Partners LLC now owns 5,790 shares of the pharmacy operator’s stock valued at $496,000 after purchasing an additional 416 shares during the period. Investment House LLC grew its position in CVS Health by 16.9% in the 3rd quarter. Investment House LLC now owns 10,391 shares of the pharmacy operator’s stock worth $890,000 after purchasing an additional 1,503 shares during the last quarter. Finally, E. Ohman J or Asset Management AB grew its position in CVS Health by 3.3% in the 3rd quarter. E. Ohman J or Asset Management AB now owns 31,455 shares of the pharmacy operator’s stock worth $2,695,000 after purchasing an additional 1,000 shares during the last quarter. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Performance

CVS stock traded down $0.94 during midday trading on Friday, hitting $93.55. The stock had a trading volume of 4,601,538 shares, compared to its average volume of 9,303,546. The firm has a market capitalization of $119.64 billion, a price-to-earnings ratio of 24.75, a P/E/G ratio of 0.88 and a beta of 0.60. CVS Health Corporation has a 52 week low of $69.51 and a 52 week high of $110.68. The stock has a 50-day simple moving average of $91.60 and a 200 day simple moving average of $93.78. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.74.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share 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 the consensus estimate of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The business’s revenue was up 7.3% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.81 earnings per share. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, equities research analysts anticipate that CVS Health Corporation will post 8.02 earnings per share for the current year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 2nd. Stockholders of record on Thursday, October 22nd will be given a dividend of $0.6650 per share. This represents a $2.66 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Thursday, October 22nd. CVS Health’s payout ratio is 70.37%.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Wall Street Zen downgraded shares of CVS Health from a “strong-buy” rating to a “buy” rating in a report on Monday, October 19th. UBS Group reiterated a “buy” rating on shares of CVS Health in a research note on Tuesday, September 22nd. Weiss Ratings downgraded CVS Health from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Friday, October 9th. Argus boosted their price target on CVS Health from $104.00 to $114.00 and gave the company a “buy” rating in a research note on Wednesday, August 19th. Finally, Royal Bank Of Canada boosted their price target on CVS Health from $107.00 to $113.00 and gave the company an “outperform” rating in a research note on Thursday, July 9th. Twenty investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, CVS Health has a consensus rating of “Moderate Buy” and a consensus target price of $107.80.

Trending Headlines about CVS Health

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

• Positive Sentiment: Analyst price target maintained: Cantor Fitzgerald kept its $110 price target for CVS, implying confidence in further upside from recent trading levels. Cantor Fitzgerald maintains CVS price target
• Positive Sentiment: Expanded fall merchandise: CVS Pharmacy is adding collectibles, limited-edition products, beauty items, snacks and seasonal offerings across stores and CVS.com. The initiative could support front-store traffic and retail sales, although its financial impact is not yet quantified. CVS expands fall assortment
• Positive Sentiment: New clinic openings: CVS reportedly opened three clinics, supporting its broader healthcare-services strategy and potentially increasing patient engagement and revenue opportunities. CVS opens three clinics
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 51,620 call options, about 203% above average. This signals increased speculative interest and may indicate bullish positioning, but options activity alone does not establish a change in CVS’s fundamentals.
• Neutral Sentiment: Analyst attention remains elevated: Zacks highlighted CVS as a heavily watched stock but did not provide a definitive new buy catalyst. Investors continue to weigh the company’s latest strong earnings performance against execution risks in its healthcare businesses. Zacks analysis of CVS
• Negative Sentiment: Recent underperformance: CVS previously declined even as the broader market gained, indicating lingering investor concerns or a lack of a fresh catalyst. The company’s strong latest quarterly results and fiscal 2026 earnings guidance provide support, but investors may remain focused on whether that performance is sustainable.

About CVS Health

CVS Health Corporation (NYSE: CVS) is a diversified health care company that provides pharmacy, insurance and health services in the United States. Its businesses serve consumers, employers, health plans and health care providers through pharmacies, benefit programs, insurance coverage and clinical care services.

The company’s Pharmacy Services segment, led by CVS Caremark, manages prescription drug benefits for employers, insurers and government programs. CVS Pharmacy operates retail pharmacies and health-focused stores that dispense prescriptions and offer over-the-counter products, health and wellness merchandise, immunizations and related services.