CVS Health Corporation $CVS Shares Sold by Russell Investments Group Ltd.

Russell Investments Group Ltd. reduced its stake in shares of CVS Health Corporation (NYSE:CVS) by 7.0% in the 4th quarter, HoldingsChannel reports. The firm owned 3,013,672 shares of the pharmacy operator’s stock after selling 227,313 shares during the quarter. Russell Investments Group Ltd.’s holdings in CVS Health were worth $239,293,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Swiss RE Ltd. acquired a new position in shares of CVS Health during the 4th quarter worth approximately $26,000. Caitong International Asset Management Co. Ltd raised its position in shares of 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. Ares Financial Consulting LLC acquired a new position in shares of CVS Health during the 4th quarter worth approximately $29,000. Dogwood Wealth Management LLC raised its holdings in CVS Health by 93.7% in the 4th quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock valued at $29,000 after acquiring an additional 179 shares during the last quarter. Finally, GoalVest Advisory LLC acquired a new position in CVS Health in the 4th quarter valued at $32,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health News Roundup

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

• Positive Sentiment: Multiple articles highlight CVS as a value opportunity, with commentary that its comeback may be “just getting started” and that the stock still looks cheap relative to its earnings and growth prospects. CVS Health’s Comeback Is Just Getting Started — and Its Valuation Still Looks Shockingly Cheap
• Positive Sentiment: Analyst sentiment remains constructive: Mizuho reportedly raised its price target on CVS due to a more stable policy environment, and Morgan Stanley previously lifted its recommendation to $111 while keeping an Overweight view. Mizuho Raises CVS Health (CVS) Price Target on More Stable Policy Environment
• Positive Sentiment: CVS continues to show operational progress, including Aetna’s AI-driven claims tools that reduced processing time by more than 20%, which could support margins and improve customer experience over time. Is CVS Health (CVS) One of Billionaire Larry Robbins’ 10 Dividend Stock Picks?
• Neutral Sentiment: Aetna also announced $130,000 in donations to Kansas City organizations, reinforcing CVS’s community-health positioning, though this is unlikely to move the stock meaningfully on its own. Aetna Donates $130,000 to Kansas City Organizations To Support Nutrition, Mental Health, Maternal Health and Health-Related Social Needs
• Neutral Sentiment: Other coverage, including Zacks and broader “CVS trending” articles, mainly reflects ongoing investor attention rather than a new fundamental catalyst. Zacks.com featured highlights include StoneCo, USANA Health, Strategic Education, Nexa Resources and CVS
• Negative Sentiment: A report on state officials revising the expense outlook for the Mass General Brigham–CVS deal may add some uncertainty around the transaction’s economics, though the market impact appears limited so far. State officials tweak expense outlook on Mass General Brigham, CVS deal

CVS Health Stock Up 0.0%

Shares of NYSE CVS opened at $100.71 on Wednesday. CVS Health Corporation has a 52-week low of $58.50 and a 52-week high of $102.77. The firm has a fifty day moving average of $88.00 and a 200-day moving average of $81.10. The stock has a market capitalization of $128.50 billion, a PE ratio of 44.37, a P/E/G ratio of 0.99 and a beta of 0.62. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78.

CVS Health (NYSE:CVS) last announced 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. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The company had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. During the same period in the previous year, the company earned $2.25 EPS. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. 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 EPS for the current year.

Insider Buying and Selling at CVS Health

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

Wall Street Analyst Weigh In

CVS has been the subject of several analyst reports. Barclays boosted 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. JPMorgan Chase & Co. boosted their price target on CVS Health from $101.00 to $111.00 and gave the company an “overweight” rating in a report on Tuesday, May 12th. Weiss Ratings reiterated a “hold (c)” rating on shares of CVS Health in a report on Friday, May 8th. Piper Sandler reiterated an “overweight” rating and issued a $113.00 price target on shares of CVS Health in a report on Monday, June 1st. Finally, Robert W. Baird boosted their price target on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a report on Wednesday, April 15th. Twenty-two research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $100.68.

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.