Vivaldi Capital Management LP Sells 7,752 Shares of CVS Health Corporation $CVS

Vivaldi Capital Management LP trimmed its position in CVS Health Corporation (NYSE:CVS) by 7.8% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 91,700 shares of the pharmacy operator’s stock after selling 7,752 shares during the quarter. Vivaldi Capital Management LP’s holdings in CVS Health were worth $6,586,000 as of its most recent SEC filing.

A number of other large investors also recently added to or reduced their stakes in the business. TOWER TRUST & INVESTMENT Co boosted its stake in shares of CVS Health by 0.8% in the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after purchasing an additional 132 shares during the last quarter. CYBER HORNET ETFs LLC raised its stake in shares of CVS Health by 4.1% during the third quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock worth $259,000 after buying an additional 134 shares during the last quarter. LS Investment Advisors LLC lifted its holdings in CVS Health by 3.9% in the fourth quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock valued at $284,000 after buying an additional 135 shares during the period. Moss Adams Wealth Advisors LLC lifted its holdings in CVS Health by 4.7% in the fourth quarter. Moss Adams Wealth Advisors LLC now owns 3,016 shares of the pharmacy operator’s stock valued at $239,000 after buying an additional 135 shares during the period. Finally, Northwestern Mutual Investment Management Company LLC grew its holdings in CVS Health by 0.3% during the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 40,560 shares of the pharmacy operator’s stock worth $3,219,000 after acquiring an additional 136 shares during the period. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health News Summary

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

• Positive Sentiment: CVS is getting a sentiment boost from multiple headlines around its expanded pharmacy services, including nationwide filling of select pet prescriptions and a new service for harder-to-find medications, which could support retail pharmacy traffic and reinforce its convenience-driven growth story.
• Positive Sentiment: Analyst commentary remains constructive, with Zacks calling CVS a top long-term momentum stock and other reports noting a “Moderate Buy” consensus and higher price targets, suggesting Wall Street still sees upside tied to pharmacy, PBM, and Medicare Advantage execution. Article Title
• Positive Sentiment: Options activity also pointed to bullish trading interest, with unusually heavy call buying in CVS, often interpreted as a sign that traders expect further upside or a continued positive trend.
• Neutral Sentiment: A recent report on CVS’s dividend noted that payouts have been unchanged for 10 quarters, framing the dividend as a question for income investors rather than a clear catalyst for the stock.
• Neutral Sentiment: CVS stock has already had a strong run over the past year, and one article highlighted the shares nearing valuation levels that depend heavily on continued operational execution and policy stability.
• Negative Sentiment: Henry Ford Health filed a lawsuit alleging CVS used fraudulent reimbursement practices tied to the 340B drug discount program, which could create legal costs, headline risk, and potential pressure on margins if the claims gain traction. Article Title

Insider Activity

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

Analysts Set New Price Targets

CVS has been the topic of a number of analyst reports. Weiss Ratings raised CVS Health from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday. Sanford C. Bernstein lifted their price objective on CVS Health from $94.00 to $106.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Wells Fargo & Company upped their price objective on CVS Health from $103.00 to $123.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Truist Financial increased their target price on CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Finally, Argus raised their target price on CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Twenty-one investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, CVS Health presently has an average rating of “Moderate Buy” and a consensus target price of $105.67.

CVS Health Price Performance

Shares of CVS stock opened at $107.64 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. CVS Health Corporation has a 12-month low of $58.99 and a 12-month high of $110.68. The firm has a fifty day moving average of $100.21 and a 200-day moving average of $86.12. The firm has a market capitalization of $137.34 billion, a price-to-earnings ratio of 47.42, a price-to-earnings-growth ratio of 1.04 and a beta of 0.61.

CVS Health (NYSE:CVS) last issued 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 business had revenue of $100.43 billion for 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%.The firm’s revenue was up 6.2% compared to the same quarter last year. During the same quarter last year, the business posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, equities research analysts forecast that CVS Health Corporation will post 7.46 earnings per share for the current year.

CVS Health Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd will be given a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.5%. CVS Health’s dividend payout ratio (DPR) is currently 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.