CVS Health (NYSE:CVS) Stock Price Target Lowered at UBS Group

CVS Health (NYSE:CVS) had its price target reduced by UBS Group from $118.00 to $107.00 in a research note published on Thursday,Benzinga reports. They currently have a buy rating on the pharmacy operator’s stock.

A number of other research analysts have also recently commented on the stock. TD Cowen reiterated a “buy” rating on shares of CVS Health in a research report on Wednesday. Leerink Partners lowered their price target on CVS Health from $112.00 to $104.00 and set an “outperform” rating for the company in a research report on Thursday. Robert W. Baird set a $107.00 price objective on CVS Health in a report on Thursday, August 6th. Wall Street Zen lowered CVS Health from a “strong-buy” rating to a “buy” rating in a research report on Monday, October 19th. Finally, Jefferies Financial Group reissued a “buy” rating and set a $103.00 target price on shares of CVS Health in a research note on Wednesday. Twenty-two investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $108.96.

CVS Health Stock Up 1.6%

CVS opened at $81.22 on Thursday. The business’s fifty day simple moving average is $90.56 and its 200 day simple moving average is $88.87. CVS Health has a 52 week low of $69.51 and a 52 week high of $110.68. The company has a quick ratio of 0.66, a current ratio of 0.85 and a debt-to-equity ratio of 0.71. The stock has a market cap of $103.88 billion, a PE ratio of 9.46, a P/E/G ratio of 0.73 and a beta of 0.58.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Wednesday, November 4th. The pharmacy operator reported $2.09 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.65 by $0.44. The firm had revenue of $108.40 billion during the quarter, compared to analyst estimates of $104.72 billion. CVS Health had a return on equity of 13.65% and a net margin of 2.62%. The company’s revenue was up 5.4% compared to the same quarter last year. During the same quarter in the previous year, the company posted $1.60 earnings per share. As a group, research analysts expect that CVS Health will post 8.20 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, November 2nd. Investors of record on Thursday, October 22nd were paid a $0.6650 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 3.3%. The ex-dividend date of this dividend was Thursday, October 22nd. CVS Health’s dividend payout ratio is presently 30.97%.

Institutional Trading of CVS Health

Several large investors have recently bought and sold shares of the company. Elevation Wealth Partners LLC boosted its position in shares of CVS Health by 41.8% during the second quarter. Elevation Wealth Partners LLC now owns 356 shares of the pharmacy operator’s stock valued at $37,000 after purchasing an additional 105 shares in the last quarter. HBW Advisory Services LLC grew its stake in CVS Health by 3.5% in the third quarter. HBW Advisory Services LLC now owns 3,408 shares of the pharmacy operator’s stock worth $292,000 after purchasing an additional 115 shares during the period. Apella Capital LLC raised its holdings in CVS Health by 1.7% in the second quarter. Apella Capital LLC now owns 6,940 shares of the pharmacy operator’s stock worth $724,000 after purchasing an additional 117 shares in the last quarter. Wellington Altus USA Inc. raised its holdings in CVS Health by 13.3% in the second quarter. Wellington Altus USA Inc. now owns 1,025 shares of the pharmacy operator’s stock worth $106,000 after purchasing an additional 120 shares in the last quarter. Finally, Childress Capital Advisors LLC lifted its position in CVS Health by 3.9% during the third quarter. Childress Capital Advisors LLC now owns 3,497 shares of the pharmacy operator’s stock valued at $300,000 after buying an additional 131 shares during the period. 80.66% of the stock is owned by institutional investors.

CVS Health News Summary

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

• Positive Sentiment: CVS reported third-quarter adjusted EPS of $2.09, beating the $1.65 consensus, while revenue rose 5.4% to $108.4 billion. Management also raised its 2026 earnings outlook, supporting the view that operating performance is improving. CVS Health third-quarter results
• Neutral Sentiment: Leerink Partners and Barclays lowered their price targets but kept Outperform and Overweight ratings, respectively—signaling continued confidence in potential upside while reflecting greater uncertainty. Leerink Partners price target
• Negative Sentiment: CVS plans to separate its retail pharmacy business from its insurance and pharmacy-benefit operations, creating two public companies by 2028. Investors have reacted negatively to the surprise announcement and lack of detail on separation costs, debt allocation, dividends, and the businesses’ standalone finances. CVS breakup announcement
• Negative Sentiment: The split reverses CVS’s strategy of combining pharmacies, Aetna, and Caremark, raising questions about whether the breakup will improve results or simply add execution costs and uncertainty. Commentary also cautions that separating the businesses may not make prescriptions more affordable. Analysis of CVS’s merger strategy
• Negative Sentiment: AM Best placed ratings for Aetna insurance subsidiaries under review with developing implications, adding to uncertainty as the corporate structure changes. AM Best ratings review

About CVS Health

CVS Health Corporation (NYSE: CVS) is a diversified health care company that provides pharmacy, insurance and health services in the United States. Its businesses serve consumers, employers, health plans and health care providers through pharmacies, benefit programs, insurance coverage and clinical care services.

The company’s Pharmacy Services segment, led by CVS Caremark, manages prescription drug benefits for employers, insurers and government programs. CVS Pharmacy operates retail pharmacies and health-focused stores that dispense prescriptions and offer over-the-counter products, health and wellness merchandise, immunizations and related services.