CVS Health Corporation (NYSE:CVS) Receives $95.05 Consensus Target Price from Analysts

CVS Health Corporation (NYSE:CVS) has been assigned an average recommendation of “Moderate Buy” from the twenty-three analysts that are currently covering the company, Marketbeat reports. Three analysts have rated the stock with a hold recommendation and twenty have issued a buy recommendation on the company. The average 1-year price objective among analysts that have updated their coverage on the stock in the last year is $95.0455.

Several research analysts have recently weighed in on the stock. Mizuho lifted their target price on shares of CVS Health from $88.00 to $95.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th. Bank of America reduced their price target on shares of CVS Health from $100.00 to $95.00 and set a “buy” rating for the company in a research report on Tuesday, January 27th. TD Cowen reaffirmed a “buy” rating on shares of CVS Health in a research note on Friday, March 13th. Barclays boosted their target price on shares of CVS Health from $87.00 to $93.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Finally, Robert W. Baird raised their target price on CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th.

CVS Health Trading Up 2.1%

Shares of NYSE CVS opened at $72.80 on Friday. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. CVS Health has a 12 month low of $58.35 and a 12 month high of $85.15. The company has a market cap of $92.61 billion, a price-to-earnings ratio of 52.75, a P/E/G ratio of 0.74 and a beta of 0.49. The business has a fifty day simple moving average of $77.14 and a 200-day simple moving average of $77.81.

CVS Health (NYSE:CVS) last issued its quarterly 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. The firm had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.CVS Health’s revenue was up 8.2% on a year-over-year basis. During the same quarter last year, the business posted $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Sell-side analysts predict that CVS Health will post 5.89 EPS for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be paid a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 3.7%. The ex-dividend date of this dividend is Thursday, April 23rd. CVS Health’s dividend payout ratio is currently 192.75%.

Institutional Trading of CVS Health

A number of hedge funds have recently made changes to their positions in CVS. Harbor Capital Advisors Inc. grew its position in CVS Health by 72.1% during 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 in the last quarter. Caitong International Asset Management Co. Ltd lifted its position in CVS Health by 407.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 281 shares in the last quarter. Swiss RE Ltd. acquired a new stake in shares of CVS Health during the 4th quarter valued at $26,000. Sankala Group LLC purchased a new position in shares of CVS Health during the 4th quarter valued at $28,000. Finally, Mcguire Capital Advisors Inc. purchased a new position in shares of CVS Health during the 4th quarter valued at $28,000. 80.66% of the stock is owned by hedge funds and other institutional investors.

Key CVS Health News

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

• Positive Sentiment: Proposed FTC settlement on insulin pricing for Caremark eases a major legal overhang — CVS said it reached a proposed agreement with FTC staff covering its Caremark PBM unit (Caremark denies wrongdoing). The resolution reduces uncertainty around potential fines or structural remedies that could have been disruptive to PBM operations, and was the main constructive catalyst for the rally. CVS reaches insulin pricing settlement with FTC
• Positive Sentiment: Analyst upgrade supports sentiment — Bernstein upgraded CVS to Outperform (price target raised to ~$94), highlighting exposure to a Medicare Advantage turnaround and improving fundamentals; upgrades can draw buying interest from institutional investors. Bernstein Upgrades CVS Health (CVS) Stock to Outperform from Market Perform
• Neutral Sentiment: Health-care sector breadth provided tailwinds — the NYSE Health Care Index rose late in the session, lifting peers and creating a supportive macro backdrop for CVS. Sector momentum likely amplified the stock’s move. Sector Update: Health Care Stocks Advance Late Afternoon
• Neutral Sentiment: Technical bounce after multi-session weakness — coverage noted CVS rising after a six-session losing streak, which can attract short-term buyers and traders looking for mean reversion. CVS Health (CVS) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: State-level political pressure could create regulatory risk — reporting shows a Tennessee bill that would pit retail pharmacies against PBMs (potentially forcing CVS to choose between its stores and Caremark), and a local report flagged ~$479M in related spending; this raises the prospect of restrictive state laws or reputational risk. This bill could make CVS choose between its stores and its pharmacy benefit manager
• Negative Sentiment: Political/legal headline noise and potential compliance issues — coverage of CVS spending >$1M on ads to oppose the pharmacy bill and reporting that Tenn. AG says certain company texts could violate state law add short-term political and legal uncertainty that could pressure sentiment if escalated. CVS Health spends more than $1M on TV ads to block pharmacy bill Tenn. AG: CVS texts on pharmacy bill could violate state law
• Negative Sentiment: Critical articles highlight operational and valuation risks — some media pieces calling out risks in CVS’ business mix and recent share declines can reinforce cautious positioning among investors. 3 Reasons CVS is Risky and 1 Stock to Buy Instead

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.