CVS Health Corporation $CVS Shares Sold by UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed its stake in shares of CVS Health Corporation (NYSE:CVS) by 7.4% during the 2nd quarter, Holdings Channel reports. The fund owned 7,684,996 shares of the pharmacy operator’s stock after selling 613,102 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in CVS Health were worth $795,013,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of CVS. Handelsbanken Fonder AB lifted its holdings in CVS Health by 83.6% during the second quarter. Handelsbanken Fonder AB now owns 1,089,694 shares of the pharmacy operator’s stock valued at $112,729,000 after purchasing an additional 496,124 shares in the last quarter. State Street Corp increased its stake in shares of CVS Health by 2.1% during the fourth quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock worth $4,776,182,000 after purchasing an additional 1,245,457 shares in the last quarter. Legal & General Group Plc raised its position in shares of CVS Health by 0.3% during the 4th quarter. Legal & General Group Plc now owns 9,309,182 shares of the pharmacy operator’s stock worth $738,777,000 after purchasing an additional 31,249 shares during the last quarter. Deutsche Bank AG lifted its stake in CVS Health by 28.4% in the 4th quarter. Deutsche Bank AG now owns 4,666,495 shares of the pharmacy operator’s stock valued at $370,333,000 after buying an additional 1,031,998 shares in the last quarter. Finally, Oppenheimer Asset Management Inc. acquired a new stake in CVS Health in the 2nd quarter worth about $49,622,000. 80.66% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities analysts have commented on CVS shares. Morgan Stanley increased their target price on CVS Health from $106.00 to $111.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Barclays boosted their price target on CVS Health from $106.00 to $108.00 and gave the stock an “overweight” rating in a research report on Thursday, August 6th. Wall Street Zen raised CVS Health from a “buy” rating to a “strong-buy” rating in a research note on Saturday, August 8th. Wells Fargo & Company lifted their target price on shares of CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Finally, Cantor Fitzgerald upped their target price on shares of CVS Health from $100.00 to $110.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Twenty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, CVS Health presently has an average rating of “Moderate Buy” and a consensus price target of $107.17.

CVS Health Stock Performance

Shares of CVS Health stock opened at $93.15 on Friday. The business’s 50 day moving average price is $101.42 and its 200 day moving average price is $89.46. The company has a market cap of $119.14 billion, a price-to-earnings ratio of 24.64, a PEG ratio of 0.91 and a beta of 0.61. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87. CVS Health Corporation has a one year low of $69.51 and a one year high of $110.68.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 EPS for the quarter, topping the consensus estimate of $1.87 by $0.71. The business had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The company’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, research analysts predict that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were issued a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 2.9%. The ex-dividend date was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

CVS Health News Roundup

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

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.