United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Takes $12.02 Million Position in CVS Health Corporation $CVS

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund bought a new stake in CVS Health Corporation (NYSE:CVS) during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 151,486 shares of the pharmacy operator’s stock, valued at approximately $12,022,000.

Other large investors also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd lifted its holdings in shares of CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 281 shares in the last quarter. Ares Financial Consulting LLC bought a new position in shares of CVS Health in the fourth quarter valued at approximately $29,000. Dogwood Wealth Management LLC increased its position in shares of CVS Health by 93.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock valued at $29,000 after acquiring an additional 179 shares during the last quarter. GoalVest Advisory LLC purchased a new stake in shares of CVS Health during the fourth quarter valued at approximately $32,000. Finally, MidAtlantic Capital Management Inc. purchased a new stake in shares of CVS Health during the fourth quarter valued at approximately $35,000. Institutional investors own 80.66% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently commented on CVS. Royal Bank Of Canada increased their price target on CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. Wall Street Zen raised CVS Health from a “hold” rating to a “buy” rating in a research report on Saturday, May 9th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of CVS Health in a research report on Friday, May 8th. Morgan Stanley increased their price target on CVS Health from $93.00 to $106.00 and gave the company an “overweight” rating in a research report on Thursday, May 14th. Finally, Mizuho increased their price target on CVS Health from $102.00 to $110.00 and gave the company an “outperform” rating in a research report on Wednesday, May 20th. Twenty-two analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $98.88.

Insider Buying and Selling at CVS Health

In other news, Director Larry Robbins sold 1,983,538 shares of CVS Health stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total value of $187,345,164.10. Following the completion of the transaction, the director directly owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. The trade was a 24.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP Tilak Mandadi sold 69,551 shares of CVS Health stock in a transaction on Friday, May 8th. The shares were sold at an average price of $89.58, for a total value of $6,230,378.58. Following the completion of the transaction, the executive vice president owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is owned by company insiders.

Key CVS Health News

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

• Positive Sentiment: CVS Caremark said it will restore coverage of Eli Lilly’s weight-loss drug Zepbound and add Lilly’s new obesity pill to its standard drug plans, a move that could improve member access and make CVS’s drug formularies more competitive. Article Title
• Positive Sentiment: CVS Health Ventures led a $40 million investment in H1, reinforcing CVS’s push into health-tech and AI-driven provider data accuracy, which could support long-term digital growth initiatives. Article Title
• Positive Sentiment: Aetna launched “Aetna Mental Health On Demand,” giving members faster access to mental-health care and adding another visible example of CVS expanding its integrated care offerings. Article Title
• Positive Sentiment: CVS also expanded its Salesforce partnership to improve call-center service with AI tools, which may lower friction for members and providers and improve operating efficiency. Article Title
• Neutral Sentiment: Several reports focused on CVS’s dividend safety, with commentary suggesting the payout remains covered by cash flow; this is reassuring for income investors, but it is not a direct catalyst. Article Title
• Negative Sentiment: CVS filed suit to challenge Tennessee’s new PBM-pharmacy breakup law, signaling regulatory and legal pressure on part of its business model; however, this is more of a risk factor than an immediate earnings driver. Article Title

CVS Health Price Performance

Shares of NYSE CVS opened at $92.95 on Friday. The stock has a market cap of $118.59 billion, a PE ratio of 40.95, a price-to-earnings-growth ratio of 0.90 and a beta of 0.60. CVS Health Corporation has a fifty-two week low of $58.50 and a fifty-two week high of $98.43. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The stock has a fifty day moving average of $81.71 and a 200-day moving average of $79.47.

CVS Health (NYSE:CVS) last announced its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.36. The company had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the business earned $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Equities research analysts anticipate that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd were given a $0.665 dividend. The ex-dividend date was Thursday, April 23rd. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. CVS Health’s payout ratio is 117.18%.

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.