CVS Health Corporation $CVS Shares Bought by NewEdge Advisors LLC

NewEdge Advisors LLC lifted its stake in shares of CVS Health Corporation (NYSE:CVS) by 39.0% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 182,038 shares of the pharmacy operator’s stock after acquiring an additional 51,116 shares during the period. NewEdge Advisors LLC’s holdings in CVS Health were worth $18,832,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Kilter Group LLC purchased a new position in CVS Health in the second quarter valued at about $27,000. Beaird Harris Wealth Management LLC raised its stake in shares of CVS Health by 201.0% in the 2nd quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the pharmacy operator’s stock valued at $30,000 after purchasing an additional 195 shares in the last quarter. J.Safra Asset Management Corp bought a new position in shares of CVS Health during the second quarter worth about $30,000. Timbuktu Capital Management LLC acquired a new position in CVS Health in the second quarter worth about $31,000. Finally, Dunhill Financial LLC bought a new stake in CVS Health in the second quarter valued at about $32,000. 80.66% of the stock is owned by hedge funds and other institutional investors.

CVS Health News Summary

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

• Positive Sentiment: Updated 2026–2027 COVID-19 vaccines are now available at CVS Pharmacy and MinuteClinic locations nationwide. Most insured patients can receive them at no cost, with appointments available through CVS.com or the app and walk-ins accepted. The rollout could support pharmacy and clinic traffic, although its financial impact is likely modest. Updated COVID-19 Vaccines Available at CVS Pharmacy and MinuteClinic
• Positive Sentiment: Analysts and financial commentators point to CVS’s pharmacy growth, specialty-pharmacy expansion, AI investments, GLP-1 opportunities and potential Aetna margin recovery as drivers of a turnaround. Recent quarterly results showed revenue of $106.1 billion, up 7.3% year over year, while adjusted operating income reportedly rose 35%. CVS Health: Buy the Pullback Before Earnings Power Ramps Up
• Positive Sentiment: CVS is being viewed as attractively valued, with commentary citing roughly 12-times forward earnings versus healthcare peers. Its latest reported adjusted EPS of $2.58 exceeded the $1.87 consensus estimate, and full-year 2026 guidance remains $7.90–$8.10 per share. Should You Buy, Hold or Sell CVS Stock Amid Consumer Wellness Growth?
• Neutral Sentiment: CVS’s 20-year community health-screening program and new survey emphasize unmet demand for preventive care. The initiative may strengthen the company’s community-health brand, but the announcement is primarily reputational rather than a near-term earnings catalyst. CVS Health Marks 20 Years of Free Community Health Screening
• Negative Sentiment: CVS flagged elevated medical expenses, renewing concerns about managed-care profitability and Aetna margins. Investors also continue to monitor reimbursement pressure and regulatory scrutiny, which could offset gains from pharmacy growth and leave the stock under pressure despite its discounted valuation. CVS Health Flags Elevated Medical Expenses

CVS Health Trading Down 0.1%

CVS Health stock opened at $95.31 on Friday. The firm has a market cap of $121.90 billion, a price-to-earnings ratio of 25.21, a price-to-earnings-growth ratio of 0.93 and a beta of 0.59. CVS Health Corporation has a 1 year low of $69.51 and a 1 year high of $110.68. The firm’s 50 day moving average price is $100.12 and its two-hundred day moving average price is $90.74. 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 (NYSE:CVS) last released its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.71. The business had revenue of $106.10 billion during 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 revenue was up 7.3% compared to the same quarter last year. During the same period last year, the company posted $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 fiscal year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were issued a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 2.8%. The ex-dividend date was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

Analyst Ratings Changes

CVS has been the subject of a number of research analyst reports. Bank of America boosted their price target on CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Mizuho lifted their price objective on shares of CVS Health from $110.00 to $115.00 and gave the stock an “outperform” rating in a report on Monday, June 8th. Barclays increased their target price on shares of CVS Health from $106.00 to $108.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Royal Bank Of Canada increased their price target on CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a research report on Thursday, July 9th. Finally, Argus lifted their price target on CVS Health from $104.00 to $114.00 and gave the company a “buy” rating in a report on Wednesday, August 19th. Twenty-two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $107.24.

CVS Health Profile

CVS Health Corporation is an American health care company headquartered in Woonsocket, Rhode Island. Founded in 1963 as Consumer Value Stores, the company has expanded from a chain of retail pharmacies into an integrated health care organization serving consumers, employers, health plans, government programs and health care providers.

CVS Health operates through several major businesses. Its Health Care Benefits segment, anchored by Aetna, provides health insurance products and related services for employers, individuals, Medicare and Medicaid members.