Vinva Investment Management Ltd Has $7.97 Million Holdings in CVS Health Corporation $CVS

Vinva Investment Management Ltd grew its position in shares of CVS Health Corporation (NYSE:CVS) by 22.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 105,486 shares of the pharmacy operator’s stock after acquiring an additional 19,432 shares during the quarter. Vinva Investment Management Ltd’s holdings in CVS Health were worth $7,972,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently modified their holdings of the company. SOA Wealth Advisors LLC. raised its holdings in CVS Health by 36.9% during the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock worth $37,000 after buying an additional 131 shares during the last quarter. Alteri Wealth LLC grew its holdings in shares of CVS Health by 3.2% during the third quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after buying an additional 131 shares during the last quarter. Holistic Financial Partners grew its holdings in shares of CVS Health by 4.1% during the third quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after buying an additional 133 shares during the last quarter. Symmetry Partners LLC increased its position in shares of CVS Health by 2.5% during the third quarter. Symmetry Partners LLC now owns 5,826 shares of the pharmacy operator’s stock worth $439,000 after acquiring an additional 141 shares in the last quarter. Finally, Harbor Capital Advisors Inc. raised its holdings in shares of CVS Health by 72.1% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after acquiring an additional 142 shares during the last quarter. 80.66% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on CVS shares. Wolfe Research cut their price target on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a research note on Monday, March 2nd. TD Cowen increased their price objective on CVS Health from $100.00 to $105.00 and gave the stock 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 research report on Monday, December 29th. JPMorgan Chase & Co. upped their price target on CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Finally, Morgan Stanley increased their price target on CVS Health from $89.00 to $93.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Nineteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $94.91.

CVS Health Price Performance

Shares of NYSE CVS opened at $77.91 on Monday. The company has a market capitalization of $99.12 billion, a PE ratio of 56.46, a PEG ratio of 0.81 and a beta of 0.49. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. The stock’s 50 day moving average price is $78.49 and its 200-day moving average price is $77.65. CVS Health Corporation has a twelve month low of $58.35 and a twelve month high of $85.15.

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

CVS Health Dividend Announcement

The firm also recently announced 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. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date was Thursday, January 22nd. CVS Health’s payout ratio is presently 192.75%.

CVS Health News Roundup

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

• Positive Sentiment: CVS launched Health100, a new AI-native health‑tech subsidiary and consumer engagement platform built with Google Cloud. Management says the platform will unify data across payers, providers and pharmacies to drive personalized engagement and better outcomes — a potential long‑term revenue and margin lever if adoption scales. CVS taps Google Cloud to roll out AI-powered health platform
• Positive Sentiment: Broad media and trade coverage highlights the Google Cloud tie‑up and Health100 rollout, increasing visibility for CVS as a tech-enabled healthcare integrator — this can support multiple revenue streams (retail, PBM, value-based care) over time. CVS Health And Google Launch AI Business To ‘Personalize Healthcare’
• Positive Sentiment: Analyst and long‑term bulls point to margin recovery and FY2026 guidance (CVS set EPS guidance ~5.94–6.14) plus a recent quarterly beat — supporting the thesis that Medicare Advantage margin improvement and Health100 monetization could drive sizable upside over 12–24 months. CVS Health: Stop Catastrophizing, Start Believing – Here’s Why
• Neutral Sentiment: Market commentary questions whether recent gains already price in recovery — some pieces analyze valuation and one‑year returns, useful for timing but not a direct catalyst. Is CVS Health (CVS) Still Attractive After A 27% One Year Share Price Gain
• Negative Sentiment: Regulatory risk in Tennessee: a proposed bill would bar companies from owning both retail pharmacies and PBMs, and CVS warned it could close all 134 locations in the state if the law passes — an example of state‑level regulatory risks that could hit revenue, footprint and investor sentiment. CVS warns bill would force shutdown of 134 pharmacies in this state
• Negative Sentiment: Wolfe Research trimmed its price target on CVS, a modest negative for near‑term sentiment even though the firm remains focused on longer‑term fundamentals. Wolfe Research Cuts CVS Health (NYSE:CVS) Price Target to $97.00

CVS Health Company 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.