IFG Advisory LLC Boosts Stock Holdings in CVS Health Corporation $CVS

IFG Advisory LLC lifted its holdings in CVS Health Corporation (NYSE:CVS) by 222.5% in the 3rd quarter, Holdings Channel.com reports. The firm owned 45,101 shares of the pharmacy operator’s stock after acquiring an additional 31,116 shares during the quarter. IFG Advisory LLC’s holdings in CVS Health were worth $3,400,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of CVS. SOA Wealth Advisors LLC. boosted its position in CVS Health by 36.9% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock valued at $37,000 after acquiring an additional 131 shares in the last quarter. Alteri Wealth LLC raised its position in shares of CVS Health by 3.2% in the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock worth $316,000 after acquiring an additional 131 shares in the last quarter. Holistic Financial Partners boosted its position in CVS Health by 4.1% during the third quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after purchasing an additional 133 shares in the last quarter. Symmetry Partners LLC boosted its position in CVS Health by 2.5% during the third quarter. Symmetry Partners LLC now owns 5,826 shares of the pharmacy operator’s stock valued at $439,000 after purchasing an additional 141 shares in the last quarter. Finally, Harbor Capital Advisors Inc. grew its stake in CVS Health by 72.1% in the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 142 shares during the last quarter. 80.66% of the stock is owned by hedge funds and other institutional investors.

CVS Health Trading Down 2.3%

NYSE:CVS opened at $78.69 on Friday. The company has a market capitalization of $100.11 billion, a P/E ratio of 57.02, a PEG ratio of 0.84 and a beta of 0.49. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. CVS Health Corporation has a 12 month low of $58.35 and a 12 month high of $85.15. The firm has a fifty day simple moving average of $78.53 and a 200-day simple moving average of $77.50.

CVS Health (NYSE:CVS) last released its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.09. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The firm had revenue of $105.69 billion for the quarter, compared to the consensus estimate of $103.67 billion. During the same period in the prior year, the firm earned $1.19 EPS. The firm’s revenue was up 8.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. On average, equities research analysts anticipate that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were issued a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.4%. CVS Health’s payout ratio is 192.75%.

Wall Street Analysts Forecast Growth

Several analysts have commented on CVS shares. Wolfe Research decreased their price target on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a research report on Monday. Argus decreased their target price on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Mizuho lifted their price target on shares of CVS Health from $88.00 to $95.00 and gave the stock an “outperform” rating in a report on Wednesday, December 10th. Barclays upped their price target on CVS Health from $87.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, JPMorgan Chase & Co. raised their price objective on CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Nineteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $94.91.

Key Stories Impacting CVS Health

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

• Positive Sentiment: CVS launched Health100, a new AI-native consumer health technology subsidiary, and announced a strategic partnership with Google Cloud to build an integrated, AI-powered consumer engagement platform that aggregates data across payers, pharmacies and providers — a move that could boost customer retention, digital revenue and care coordination over time. Read More.
• Neutral Sentiment: Major business press and financial outlets are highlighting the partnership and platform rollout (coverage from Reuters, Forbes, FierceHealthcare and others), increasing visibility but leaving questions about monetization timing and near-term earnings impact. Read More.
• Neutral Sentiment: Investors are also revisiting valuation after a strong one‑year gain; articles assessing whether CVS remains attractive suggest the market is weighing growth potential from Health100 against its current multiples and recent guidance. Read More.
• Negative Sentiment: Regulatory risk: CVS warned that proposed Tennessee legislation banning single companies from owning both pharmacies and PBMs could force the company to close 134 retail pharmacies in that state — a concrete near‑term operational and revenue risk if the bill advances. Read More.
• Negative Sentiment: Analyst pressure: Wolfe Research trimmed its price target on CVS, which can amplify selling pressure even as management emphasizes strategic investments and guidance. Read More.

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.