CVS Health Corporation (NYSE:CVS) Receives $101.28 Consensus Target Price from Analysts

CVS Health Corporation (NYSE:CVS) has earned a consensus recommendation of “Moderate Buy” from the twenty-five analysts that are covering the firm, Marketbeat reports. Four analysts have rated the stock with a hold recommendation and twenty-one have assigned a buy recommendation to the company. The average 1-year price objective among brokers that have issued ratings on the stock in the last year is $101.28.

A number of research analysts recently issued reports on the company. Deutsche Bank Aktiengesellschaft boosted their price objective on CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Morgan Stanley lifted their target price on CVS Health from $106.00 to $111.00 and gave the stock an “overweight” rating in a report on Thursday, June 4th. UBS Group upped their price target on shares of CVS Health from $100.00 to $115.00 and gave the company a “buy” rating in a research note on Monday, June 8th. DA Davidson raised their price objective on CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Finally, Robert W. Baird raised their target price on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th.

Insider Buying and Selling at CVS Health

In other news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction dated 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 sale, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Larry Robbins sold 1,983,538 shares of the business’s 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 of the company’s stock, valued at approximately $586,842,501.45. The trade was a 24.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 3,441,551 shares of company stock worth $323,703,977. Insiders own 0.85% of the company’s stock.

Institutional Investors Weigh In On CVS Health

Several hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Swiss RE Ltd. purchased a new stake in CVS Health during the fourth quarter worth $26,000. Sankala Group LLC acquired a new position in shares of CVS Health during the fourth quarter valued at approximately $28,000. Caitong International Asset Management Co. Ltd lifted its holdings in CVS Health by 407.2% in the 3rd 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. Mcguire Capital Advisors Inc. acquired a new position in CVS Health during the fourth quarter worth about $28,000. Finally, Ares Financial Consulting LLC purchased a new position in CVS Health during the fourth quarter worth approximately $29,000. 80.66% of the stock is owned by institutional investors and hedge funds.

CVS Health Stock Performance

Shares of CVS stock opened at $104.74 on Friday. The company has a market capitalization of $133.64 billion, a price-to-earnings ratio of 46.14, a price-to-earnings-growth ratio of 1.03 and a beta of 0.61. 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 company’s 50-day moving average is $93.99 and its 200 day moving average is $83.13. CVS Health has a one year low of $58.50 and a one year high of $106.15.

CVS Health (NYSE:CVS) last released its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, topping the consensus estimate of $2.21 by $0.36. The company had revenue of $100.43 billion during the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.CVS Health’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period last year, the company earned $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Sell-side analysts expect that CVS Health will post 7.44 EPS for the current fiscal year.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Analysts continue to highlight CVS Health’s strong history of earnings beats and say the company has a good setup to potentially top estimates again in its next report, which can support sentiment ahead of results. Will CVS Health (CVS) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: CVS Health is expanding its public-health profile through America250 community events, menopause and preventive-care initiatives, and support for Medicare obesity drug access, reinforcing its role as a broader healthcare services provider. CVS Health (CVS) Takes A Leading Role In America250 Community Health Events
• Positive Sentiment: The CVS Health Foundation announced a $1 million investment in Rhode Island nonprofits focused on health care, food, housing, and essential services, which may help brand reputation and community ties. CVS Health Foundation Invests $1 Million in Rhode Island Nonprofits Tackling Community Health Needs
• Positive Sentiment: Coverage around Medicare obesity drug coverage notes CVS and Walmart are helping seniors navigate the new benefit, highlighting CVS’s value in Medicare-related patient support. Healthy Returns: Walmart, CVS step in to help seniors navigate Medicare coverage of obesity drugs
• Neutral Sentiment: Some commentary says CVS stock may already be fully valued, with strong returns and rich earnings limiting upside if fundamentals do not accelerate further. CVS Health (CVS) Stock Looks Fully Valued With Strong Returns And Rich Earnings
• Neutral Sentiment: CVS leadership and the company’s data-and-analytics expertise remain in the spotlight, including a board appointment at Choice Hotels, but this is unlikely to materially move the stock. Choice Hotels International Appoints Artificial Intelligence Leader Ali Keshavarz to Board of Directors
• Negative Sentiment: A nationwide recall of CVS Health hemorrhoidal wipes is a modest headline risk that could weigh on sentiment due to product quality and consumer safety concerns. CVS Health hemorrhoidal wipes sold nationwide recalled
• Negative Sentiment: New reports that CVS, along with other major insurers, denied post-hospital care at high rates could increase regulatory and reputational pressure on its insurance operations and PBM/Caremark business. UnitedHealth, Humana, CVS Denied Post-Hospital Care At Some Of The Highest Rates
• Negative Sentiment: Investors are also watching fresh scrutiny of CVS Health’s Caremark pharmacy benefit manager operations, which could add uncertainty despite the company’s upbeat earnings outlook. How Investors Are Reacting To CVS Health (CVS) Earnings Optimism Amid New PBM Scrutiny and Care Initiatives

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.