MUFG Securities EMEA plc Has $9.52 Million Position in CVS Health Corporation $CVS

MUFG Securities EMEA plc lifted its position in shares of CVS Health Corporation (NYSE:CVS) by 394.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 120,013 shares of the pharmacy operator’s stock after buying an additional 95,736 shares during the period. MUFG Securities EMEA plc’s holdings in CVS Health were worth $9,524,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently modified their holdings of the company. Kingsview Wealth Management LLC boosted its position in CVS Health by 316.2% during the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock valued at $7,873,000 after purchasing an additional 79,340 shares during the last quarter. Assetmark Inc. boosted its position in CVS Health by 12.5% during the third quarter. Assetmark Inc. now owns 678,558 shares of the pharmacy operator’s stock valued at $51,156,000 after purchasing an additional 75,603 shares during the last quarter. Intech Investment Management LLC boosted its position in CVS Health by 50.3% during the third quarter. Intech Investment Management LLC now owns 86,564 shares of the pharmacy operator’s stock valued at $6,526,000 after purchasing an additional 28,953 shares during the last quarter. Hamlin Capital Management LLC acquired a new position in CVS Health during the fourth quarter valued at approximately $160,844,000. Finally, Cresset Asset Management LLC boosted its position in CVS Health by 56.8% during the third quarter. Cresset Asset Management LLC now owns 35,481 shares of the pharmacy operator’s stock valued at $2,675,000 after purchasing an additional 12,849 shares during the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research analysts recently commented on the company. Truist Financial increased their price target on CVS Health from $98.00 to $102.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. DA Davidson increased their price target on CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Robert W. Baird upped their price objective on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a research note on Wednesday, April 15th. Wolfe Research dropped their price objective on CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Finally, Sanford C. Bernstein upped their price objective on CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Twenty-two analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $98.88.

CVS Health Price Performance

NYSE:CVS opened at $90.97 on Monday. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. The stock’s 50 day moving average price is $82.07 and its two-hundred day moving average price is $79.56. The firm has a market capitalization of $116.06 billion, a price-to-earnings ratio of 40.07, a P/E/G ratio of 0.89 and a beta of 0.62. CVS Health Corporation has a 12-month low of $58.50 and a 12-month high of $98.43.

CVS Health (NYSE:CVS) last released its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.21 by $0.36. The firm had revenue of $100.43 billion for the quarter, compared to analyst estimates of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, analysts anticipate that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd were paid a dividend of $0.665 per share. The ex-dividend date was Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. CVS Health’s dividend payout ratio (DPR) is 117.18%.

Insider Buying and Selling

In other news, EVP Tilak Mandadi sold 69,551 shares of the 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 transaction, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Larry Robbins sold 1,983,538 shares of the stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total value of $187,345,164.10. Following the transaction, the director owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. This trade represents a 24.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 3,441,551 shares of company stock worth $323,703,977. 0.85% of the stock is owned by corporate insiders.

More CVS Health News

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

• Positive Sentiment: CVS Caremark said it will restore coverage of Eli Lilly’s Zepbound and add Lilly’s new obesity pill to its standard drug plans, a move that could boost CVS’s pharmacy-benefit relevance and improve customer access to GLP-1 medications. CVS brings back coverage for Lilly’s obesity drug Zepbound
• Positive Sentiment: The company announced expanded GLP-1 coverage options, which management framed as improving affordability and access while supporting more sustainable long-term coverage. CVS Caremark Delivers Affordability and Access to GLP-1 Weight Management Medications with Expanded Coverage Options
• Positive Sentiment: CVS Health expanded its collaboration with Salesforce to streamline call center interactions using AI, which could improve service quality and operating efficiency across its member and provider base. CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforce’s Agentforce Health
• Positive Sentiment: CVS Health also launched Aetna Mental Health On Demand and continued building out digital health capabilities, reinforcing its integrated care strategy. CVS Health Expands Integrated Care With Virtual Mental Health AI And GLP 1
• Neutral Sentiment: CVS received a Newsweek AI Impact Award for prescription-interpretation technology, highlighting innovation in pharmacy workflow and medication safety. CVS Health recognized for technology that improves medication safety and patient care
• Neutral Sentiment: Glenview Capital said CVS remains one of its top holdings, which supports investor confidence but does not by itself change fundamentals. Glenview Capital Keeps CVS Health (CVS) Among Top Holdings

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.