CVS Health Corporation $CVS Stake Lifted by EverSource Wealth Advisors LLC

EverSource Wealth Advisors LLC lifted its stake in shares of CVS Health Corporation (NYSE:CVS) by 34.3% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 21,506 shares of the pharmacy operator’s stock after acquiring an additional 5,495 shares during the quarter. EverSource Wealth Advisors LLC’s holdings in CVS Health were worth $1,545,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new stake in shares of CVS Health in the 4th quarter worth $1,666,265,000. Wellington Management Group LLP grew its stake in CVS Health by 193.2% during the 4th 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 in the last quarter. Amundi grew its stake 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 acquiring an additional 3,637,943 shares in the last quarter. Arrowstreet Capital Limited Partnership increased its holdings in shares of CVS Health by 44.0% in the 1st quarter. Arrowstreet Capital Limited Partnership now owns 6,219,756 shares of the pharmacy operator’s stock valued at $446,703,000 after purchasing an additional 1,899,932 shares during the period. Finally, Vanguard Group Inc. lifted its position in shares of CVS Health by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 120,709,530 shares of the pharmacy operator’s stock worth $9,579,508,000 after purchasing an additional 1,824,424 shares in the last quarter. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health Price Performance

NYSE CVS opened at $105.21 on Friday. CVS Health Corporation has a fifty-two week low of $61.19 and a fifty-two week high of $110.68. The stock’s 50-day moving average is $101.22 and its two-hundred day moving average is $86.91. The firm has a market cap of $134.24 billion, a P/E ratio of 46.35, a price-to-earnings-growth ratio of 1.03 and a beta of 0.61. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.21 by $0.36. The company had revenue of $100.43 billion during the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The firm’s revenue was up 6.2% on a year-over-year basis. During the same quarter in the prior year, the company posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, analysts anticipate that CVS Health Corporation will post 7.46 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd will be given a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.5%. CVS Health’s dividend payout ratio is presently 117.18%.

Insider Activity at CVS Health

In other CVS Health news, 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 transaction of $187,345,164.10. Following the transaction, the director owned 6,213,261 shares in the company, valued at $586,842,501.45. This trade represents a 24.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Also, EVP Tilak Mandadi sold 69,551 shares of CVS Health stock in a transaction that occurred 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 completion of the transaction, the executive vice president directly owned 10,133 shares in the company, valued at approximately $907,714.14. This represents a 87.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 3,441,551 shares of company stock worth $323,703,977. Corporate insiders own 0.85% of the company’s stock.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Analysts expect CVS Health’s upcoming results to show earnings growth, supported by favorable estimates and recent positive estimate revisions. The outlook reinforces expectations that the company can continue its earnings recovery after reporting quarterly EPS and revenue above consensus in its latest report. CVS Health Earnings Expected to Grow
• Positive Sentiment: UnitedHealth’s second-quarter results—featuring improved margins, a lower medical cost ratio and raised earnings guidance—provide a constructive read-through for managed-care companies including CVS Health, suggesting industry cost pressures may be easing. UnitedHealth Turnaround Signal
• Positive Sentiment: CVS received the overall winner award and four gold awards at the 2026 US Customer Experience Awards, including recognition for AI innovation and consumer-centric culture. The recognition supports management’s efforts to improve customer engagement and digital operations, though it has limited immediate earnings impact. CVS Customer Experience Awards
• Positive Sentiment: CVS expanded its pharmacy offering to include common prescription medications for dogs and cats across approximately 9,000 stores, creating a potential new convenience and prescription-volume opportunity. Pet Medications Available at CVS Pharmacy
• Neutral Sentiment: Health100 earned accreditation for consumer data privacy and security, while CVS settled-related litigation involving X and the World Federation of Advertisers. Both developments may reduce reputational or compliance concerns but are unlikely to materially affect near-term earnings. Health100 Accreditation
• Negative Sentiment: Reports that the Trump administration may discontinue subsidies that help hold down Medicare Part D premiums in 2027 are weighing on health-insurance stocks. The change could increase pricing pressure, membership risk and medical-cost uncertainty for CVS’s Aetna business. Medicare Subsidy Report

Analyst Ratings Changes

A number of brokerages recently commented on CVS. Truist Financial boosted their price objective on shares of CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a research report on Tuesday, July 14th. Wall Street Zen upgraded shares of CVS Health from a “hold” rating to a “buy” rating in a research report on Thursday, July 23rd. DA Davidson boosted their price target on shares of CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Mizuho upped their price target on shares of CVS Health from $110.00 to $115.00 and gave the stock an “outperform” rating in a research note on Monday, June 8th. Finally, Bank of America increased their price objective on CVS Health from $100.00 to $110.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Twenty-one equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat, CVS Health has a consensus rating of “Moderate Buy” and a consensus price target of $105.67.

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.