CVS Health Corporation $CVS Shares Sold by ING Groep NV

ING Groep NV lessened its holdings in shares of CVS Health Corporation (NYSE:CVS) by 14.5% during the 3rd quarter, Holdings Channel reports. The firm owned 143,177 shares of the pharmacy operator’s stock after selling 24,288 shares during the period. ING Groep NV’s holdings in CVS Health were worth $10,794,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. National Pension Service grew its holdings in shares of CVS Health by 3.1% during the third quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock worth $301,532,000 after purchasing an additional 119,189 shares during the last quarter. AE Wealth Management LLC boosted its position in shares of CVS Health by 6.2% in the 3rd quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock valued at $19,391,000 after purchasing an additional 14,983 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its stake in CVS Health by 11.2% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock worth $16,971,000 after buying an additional 22,653 shares during the last quarter. Alpha Omega Wealth Management LLC increased its position in CVS Health by 12.3% during the third quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator’s stock worth $11,301,000 after buying an additional 16,418 shares during the period. Finally, Wealth Enhancement Advisory Services LLC lifted its stake in CVS Health by 186.6% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 396,368 shares of the pharmacy operator’s stock valued at $30,568,000 after buying an additional 258,050 shares during the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

Trending Headlines about CVS Health

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

• Positive Sentiment: Q4 beat and record revenue — CVS reported Q4 revenue of $105.7B (up 8.2%) and adjusted EPS that topped estimates, driven by Pharmacy and PBM strength; management cites progress on its turnaround. PR News Release
• Positive Sentiment: Analysts see multiple growth levers for 2026 — Sell‑side commentators highlight continued PBM, retail pharmacy margin recovery, and Aetna enrollment/efficiencies as upside drivers. Analysts See Multiple Growth Levers For CVS Health In 2026
• Positive Sentiment: Operational wins: cost‑based pharmacy transition & improved prior‑auth performance at Aetna — items that support margin recovery and execution credibility. PR News Release
• Neutral Sentiment: Sector context — Oscar Health and other insurers posted diverging 2025 results, keeping investor focus on insurer exposure and reimbursement trends rather than CVS‑specific fundamentals. CVS, Oscar Health report diverging 2025 results
• Neutral Sentiment: Mixed analyst commentary — some outlets and commentators (e.g., Jim Cramer) call CVS an attractive turnaround play, which supports sentiment but contrasts with caution around policy and guidance. Jim Cramer on CVS
• Negative Sentiment: Guidance shortfall vs. Street — management issued FY‑2026 EPS guidance (~$5.94–$6.14) below consensus estimates, prompting concern that near‑term earnings targets may be conservative versus sell‑side models. Zacks: Beats but Shares Slide
• Negative Sentiment: Medicare/MA rate concerns — investor worry about proposed Medicare rate changes and a “disappointing” 2027 Medicare Advantage rate notice from management weighed on sentiment and triggered earlier selling. Barron’s: Medicare Worries
• Negative Sentiment: Cash‑flow/guidance nuances — some reports flag lowered cash‑flow guidance or in‑line items that temper the upbeat revenue beat, which can pressure valuation near term. Investing.com: Cash Flow Guidance Lowered

CVS Health Price Performance

Shares of CVS opened at $76.88 on Thursday. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. The stock’s 50 day moving average is $78.55 and its two-hundred day moving average is $75.98. CVS Health Corporation has a twelve month low of $58.35 and a twelve month high of $85.15. The firm has a market capitalization of $97.59 billion, a PE ratio of 55.71, a P/E/G ratio of 0.70 and a beta of 0.50.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating the consensus estimate of $1.00 by $0.09. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The business had revenue of $105.69 billion during the quarter, compared to analysts’ expectations of $103.67 billion. During the same period last year, the firm earned $1.19 EPS. The company’s quarterly revenue was up 8.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Research analysts anticipate that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd were paid a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, January 22nd. This represents a $2.66 annualized dividend and a dividend yield of 3.5%. CVS Health’s payout ratio is 700.00%.

Wall Street Analyst Weigh In

A number of brokerages have recently commented on CVS. Argus cut their target price on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. The Goldman Sachs Group lifted their price objective on shares of CVS Health from $93.00 to $95.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Wells Fargo & Company lowered their price target on CVS Health from $103.00 to $102.00 and set an “overweight” rating on the stock in a report on Thursday, November 13th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating and set a $91.00 price objective on shares of CVS Health in a research note on Tuesday, January 6th. Nineteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat.com, CVS Health has a consensus rating of “Moderate Buy” and an average target price of $94.82.

CVS Health Profile

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.