CVS Health Corporation $CVS Stake Lessened by Measured Wealth Private Client Group LLC

Measured Wealth Private Client Group LLC cut its stake in CVS Health Corporation (NYSE:CVS) by 85.6% during the 1st quarter, HoldingsChannel reports. The fund owned 1,861 shares of the pharmacy operator’s stock after selling 11,086 shares during the period. Measured Wealth Private Client Group LLC’s holdings in CVS Health were worth $134,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in CVS. Swiss RE Ltd. bought a new stake in shares of CVS Health in the 4th quarter worth about $26,000. Sankala Group LLC bought a new position in shares of CVS Health during the fourth quarter worth about $28,000. Caitong International Asset Management Co. Ltd grew its stake in CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 281 shares in the last quarter. Mcguire Capital Advisors Inc. bought a new stake in CVS Health in the fourth quarter valued at about $28,000. Finally, Ares Financial Consulting LLC acquired a new stake in CVS Health during the fourth quarter valued at approximately $29,000. 80.66% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about CVS Health

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

• Positive Sentiment: Analysts and market commentary pointed to improving execution, stronger payer margins, and a modest lift in CVS’s fair value estimate, suggesting Wall Street sees more upside in the stock. CVS Health (CVS) Stock Sees Modest Fair Value Lift As Analysts Raise Targets
• Positive Sentiment: Options activity was unusually strong, with traders buying far more call options than normal, which can signal expectations for continued upside.
• Positive Sentiment: CVS’s new nationwide pet-prescription service has generated widespread coverage and could support pharmacy traffic and customer engagement. CVS is making it easier for pet owners with a new perk
• Neutral Sentiment: Brokerage coverage remains constructive, with CVS receiving a consensus “Moderate Buy” rating and another recent upgrade to Buy, reinforcing a generally favorable analyst stance. CVS Health Corporation (NYSE:CVS) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Several articles highlighted CVS’s community-health investments in Massachusetts, but these are more reputational than immediately material to earnings. CVS Health Helping to Strengthen Communities Across Massachusetts
• Negative Sentiment: Henry Ford Health filed a lawsuit against CVS alleging a 340B pricing scheme, which could create legal and reputational risk if the claims gain traction. Henry Ford Health sues CVS, alleges 340B pricing scheme

Wall Street Analyst Weigh In

Several research analysts have recently commented on CVS shares. Wall Street Zen upgraded CVS Health from a “hold” rating to a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. upped their price target on CVS Health from $101.00 to $111.00 and gave the company an “overweight” rating in a research report on Tuesday, May 12th. Morgan Stanley lifted their price objective on shares of CVS Health from $106.00 to $111.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. Truist Financial boosted their target price on shares of CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Finally, Bank of America increased their target price on shares of 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 assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $105.38.

CVS Health Trading Down 1.1%

CVS Health stock opened at $106.86 on Friday. CVS Health Corporation has a 52-week low of $58.50 and a 52-week high of $110.68. The firm has a market capitalization of $136.35 billion, a price-to-earnings ratio of 47.08, a PEG ratio of 1.06 and a beta of 0.61. The firm has a 50-day moving average price of $99.98 and a two-hundred day moving average price of $85.97. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78.

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

CVS Health Dividend Announcement

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

Insider Buying and Selling at CVS Health

In other news, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of the sale, the executive vice president directly owned 10,133 shares of the company’s stock, valued at $907,714.14. This trade represents a 87.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Larry Robbins sold 370,462 shares of the business’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $93.45, for a total value of $34,619,673.90. Following the sale, the director directly owned 4,824,799 shares in the company, valued at $450,877,466.55. This trade represents a 7.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Corporate insiders own 0.85% of the company’s stock.

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.