CVS Health Corporation $CVS Shares Purchased by Severin Investments LLC

Severin Investments LLC boosted its stake in shares of CVS Health Corporation (NYSE:CVS) by 124.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,789 shares of the pharmacy operator’s stock after purchasing an additional 8,212 shares during the period. CVS Health makes up approximately 1.0% of Severin Investments LLC’s portfolio, making the stock its 16th biggest holding. Severin Investments LLC’s holdings in CVS Health were worth $1,115,000 at the end of the most recent reporting period.

Several other institutional investors also recently made changes to their positions in CVS. Allworth Financial LP grew its position in CVS Health by 7.2% during the third quarter. Allworth Financial LP now owns 28,764 shares of the pharmacy operator’s stock valued at $2,169,000 after acquiring an additional 1,922 shares during the period. IFP Advisors Inc lifted its stake in shares of CVS Health by 5.6% in the 3rd quarter. IFP Advisors Inc now owns 25,463 shares of the pharmacy operator’s stock valued at $1,920,000 after purchasing an additional 1,345 shares in the last quarter. Steadtrust LLC grew its holdings in shares of CVS Health by 1.8% during the 3rd quarter. Steadtrust LLC now owns 10,175 shares of the pharmacy operator’s stock worth $767,000 after purchasing an additional 175 shares during the period. CIBC Bancorp USA Inc. acquired a new stake in CVS Health during the 3rd quarter worth approximately $13,183,000. Finally, Caerus Investment Advisors LLC purchased a new position in CVS Health in the third quarter valued at approximately $414,000. 80.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on CVS shares. Truist Financial set a $100.00 price objective on shares of CVS Health in a research note on Wednesday, December 10th. Mizuho raised their target price on shares of CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a research note on Wednesday, December 10th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CVS Health in a research report on Monday, December 29th. Leerink Partners reiterated an “outperform” rating and issued a $98.00 price target on shares of CVS Health in a report on Thursday, March 5th. Finally, Bank of America cut their price objective on CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Twenty equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $95.05.

CVS Health Stock Performance

Shares of CVS stock opened at $73.03 on Thursday. 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 company’s fifty day moving average price is $77.83 and its two-hundred day moving average price is $77.83. The firm has a market capitalization of $92.91 billion, a P/E ratio of 52.92, a P/E/G ratio of 0.78 and a beta of 0.49. CVS Health Corporation has a 12 month low of $58.35 and a 12 month high of $85.15.

CVS Health (NYSE:CVS) last announced its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share 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 company had revenue of $105.69 billion during the quarter, compared to the consensus estimate of $103.67 billion. During the same period last year, the firm earned $1.19 earnings per share. The company’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, research analysts anticipate that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd will be issued a dividend of $0.665 per share. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 3.6%. CVS Health’s payout ratio is currently 192.75%.

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.