Landscape Capital Management L.L.C. Buys 26,402 Shares of CVS Health Corporation $CVS

Landscape Capital Management L.L.C. boosted its stake in shares of CVS Health Corporation (NYSE:CVS) by 31.7% in the 3rd quarter, HoldingsChannel reports. The fund owned 109,755 shares of the pharmacy operator’s stock after buying an additional 26,402 shares during the quarter. Landscape Capital Management L.L.C.’s holdings in CVS Health were worth $8,274,000 at the end of the most recent quarter.

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

CVS Health Stock Up 1.1%

CVS traded up $0.81 on Friday, hitting $76.88. The company had a trading volume of 477,079 shares, compared to its average volume of 9,004,375. The stock has a fifty day simple moving average of $78.25 and a 200-day simple moving average of $77.71. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. The firm has a market capitalization of $97.81 billion, a P/E ratio of 55.68, a P/E/G ratio of 0.79 and a beta of 0.49. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $85.15.

CVS Health (NYSE:CVS) last posted its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share for the quarter, topping analysts’ consensus estimates 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 quarter in the prior year, the business earned $1.19 EPS. The business’s revenue for the quarter was up 8.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities analysts expect that CVS Health Corporation will post 5.89 EPS for the current fiscal year.

CVS Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd were issued a $0.665 dividend. The ex-dividend date was Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a yield of 3.5%. CVS Health’s dividend payout ratio is 192.75%.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Sanford C. Bernstein upgraded CVS to “outperform” and raised its price target (cited in market coverage), signaling analyst confidence that could support further upside. Occidental Petroleum, CVS, Petco: Top Analyst Calls
• Positive Sentiment: CVS announced an AI-powered health platform rollout, pointing to digital/service-led revenue expansion and potential margin benefits over time if adoption scales. CVS to launch new AI-powered health platform
• Positive Sentiment: CVS joined an international movement to become menopause-accredited, expanding clinical services in retail/clinic channels — a small but constructive example of diversifying care offerings. CVS Health joins international movement to become menopause accredited
• Neutral Sentiment: Analysts are updating valuations: one fair-value update nudged CVS’s estimate slightly higher (~$96.38), reflecting optimism on Medicare Advantage but continued debate on managed-care earnings and capital allocation. How The CVS Health (CVS) Story Is Shifting With Medicare Advantage And Valuation Debates
• Neutral Sentiment: Comparison pieces and retirement-portfolio coverage (CVS vs. Cigna) highlight CVS’s diversified model (retail, PBM, insurance) — useful context for longer-term investors but not an immediate catalyst. CVS vs Cigna: Which Healthcare Giant Belongs in Your Retirement Portfolio?
• Negative Sentiment: Aetna, a CVS unit, agreed to pay $117.7M to resolve DOJ False Claims Act allegations over Medicare Advantage coding — a meaningful compliance cost and a reminder of regulatory/legal risk for managed-care operations. CVS Health’s Aetna to Pay $117.7 Million to Resolve False Claims Act Allegations
• Negative Sentiment: CVS warned it may close 100+ Tennessee pharmacies over proposed PBM legislation — a potential near-term hit to retail revenues, local access and political/regulatory uncertainty in pharmacy operations. CVS threatens to close 100+ Tennessee pharmacies over PBM legislation

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on CVS shares. Wells Fargo & Company lowered their price objective on shares of CVS Health from $103.00 to $102.00 and set an “overweight” rating for the company in a research note on Thursday, November 13th. Cantor Fitzgerald reiterated an “overweight” rating on shares of CVS Health in a report on Wednesday, December 10th. Truist Financial set a $100.00 price objective on CVS Health in a research report on Wednesday, December 10th. Sanford C. Bernstein raised CVS Health from a “market perform” rating to an “outperform” rating and boosted their target price for the company from $91.00 to $94.00 in a research note on Thursday. Finally, Mizuho upped their target price on CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a report on Wednesday, December 10th. Twenty analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.05.

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.