Fideuram Intesa Sanpaolo Private Banking S.P.A. Has $10.37 Million Stake in CVS Health Corporation $CVS

Fideuram Intesa Sanpaolo Private Banking S.P.A. raised its stake in shares of CVS Health Corporation (NYSE:CVS) by 28.6% in the 1st quarter, Holdings Channel reports. The firm owned 144,314 shares of the pharmacy operator’s stock after purchasing an additional 32,077 shares during the quarter. Fideuram Intesa Sanpaolo Private Banking S.P.A.’s holdings in CVS Health were worth $10,365,000 at the end of the most recent quarter.

A number of other institutional investors have also recently made changes to their positions in the stock. Norges Bank bought a new position in shares of CVS Health during the fourth quarter worth about $1,666,265,000. Wellington Management Group LLP boosted its holdings in CVS Health by 193.2% in the fourth quarter. Wellington Management Group LLP now owns 18,564,392 shares of the pharmacy operator’s stock valued at $1,473,270,000 after acquiring an additional 12,233,675 shares during the last quarter. Amundi increased its position in CVS Health by 95.3% during the 3rd quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock valued at $572,665,000 after purchasing an additional 3,637,943 shares during the period. Capital Research Global Investors raised its holdings in CVS Health by 24.5% during the 3rd quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock worth $864,667,000 after purchasing an additional 2,253,531 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its position in shares of CVS Health by 70.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 5,294,134 shares of the pharmacy operator’s stock worth $399,125,000 after purchasing an additional 2,188,307 shares during the period. Institutional investors own 80.66% of the company’s stock.

CVS Health Stock Performance

Shares of CVS Health stock opened at $104.74 on Friday. The business has a 50-day simple moving average of $93.99 and a 200 day simple moving average of $83.13. CVS Health Corporation has a one year low of $58.50 and a one year high of $106.15. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. The firm has a market capitalization of $133.64 billion, a price-to-earnings ratio of 46.14, a PEG ratio of 1.03 and a beta of 0.61.

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

Key Stories Impacting CVS Health

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

• Positive Sentiment: Analysts continue to highlight CVS Health’s strong history of earnings beats and say the company has a good setup to potentially top estimates again in its next report, which can support sentiment ahead of results. Will CVS Health (CVS) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: CVS Health is expanding its public-health profile through America250 community events, menopause and preventive-care initiatives, and support for Medicare obesity drug access, reinforcing its role as a broader healthcare services provider. CVS Health (CVS) Takes A Leading Role In America250 Community Health Events
• Positive Sentiment: The CVS Health Foundation announced a $1 million investment in Rhode Island nonprofits focused on health care, food, housing, and essential services, which may help brand reputation and community ties. CVS Health Foundation Invests $1 Million in Rhode Island Nonprofits Tackling Community Health Needs
• Positive Sentiment: Coverage around Medicare obesity drug coverage notes CVS and Walmart are helping seniors navigate the new benefit, highlighting CVS’s value in Medicare-related patient support. Healthy Returns: Walmart, CVS step in to help seniors navigate Medicare coverage of obesity drugs
• Neutral Sentiment: Some commentary says CVS stock may already be fully valued, with strong returns and rich earnings limiting upside if fundamentals do not accelerate further. CVS Health (CVS) Stock Looks Fully Valued With Strong Returns And Rich Earnings
• Neutral Sentiment: CVS leadership and the company’s data-and-analytics expertise remain in the spotlight, including a board appointment at Choice Hotels, but this is unlikely to materially move the stock. Choice Hotels International Appoints Artificial Intelligence Leader Ali Keshavarz to Board of Directors
• Negative Sentiment: A nationwide recall of CVS Health hemorrhoidal wipes is a modest headline risk that could weigh on sentiment due to product quality and consumer safety concerns. CVS Health hemorrhoidal wipes sold nationwide recalled
• Negative Sentiment: New reports that CVS, along with other major insurers, denied post-hospital care at high rates could increase regulatory and reputational pressure on its insurance operations and PBM/Caremark business. UnitedHealth, Humana, CVS Denied Post-Hospital Care At Some Of The Highest Rates
• Negative Sentiment: Investors are also watching fresh scrutiny of CVS Health’s Caremark pharmacy benefit manager operations, which could add uncertainty despite the company’s upbeat earnings outlook. How Investors Are Reacting To CVS Health (CVS) Earnings Optimism Amid New PBM Scrutiny and Care Initiatives

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on CVS shares. Weiss Ratings reiterated a “hold (c)” rating on shares of CVS Health in a research report on Friday, May 8th. Morgan Stanley boosted their target price on shares of CVS Health from $106.00 to $111.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Cantor Fitzgerald reiterated an “overweight” rating on shares of CVS Health in a report on Thursday, June 11th. Wall Street Zen lowered CVS Health from a “buy” rating to a “hold” rating in a research report on Monday. Finally, Bank of America boosted their price objective on CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Twenty-one investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $101.28.

Insider Buying and Selling at CVS Health

In other CVS Health 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 owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. The trade was a 7.13% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, EVP Tilak Mandadi sold 69,551 shares of the company’s stock in a transaction 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. The trade was a 87.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is currently owned by insiders.

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.