CVS Health Corporation $CVS Stake Boosted by Mn Services Vermogensbeheer B.V.

Mn Services Vermogensbeheer B.V. raised its position in shares of CVS Health Corporation (NYSE:CVS) by 2.1% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 481,200 shares of the pharmacy operator’s stock after buying an additional 10,000 shares during the quarter. Mn Services Vermogensbeheer B.V.’s holdings in CVS Health were worth $36,278,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Avion Wealth lifted its position in shares of CVS Health by 99.0% in the 2nd quarter. Avion Wealth now owns 380 shares of the pharmacy operator’s stock valued at $26,000 after acquiring an additional 189 shares in the last quarter. Harbor Capital Advisors Inc. raised its stake in CVS Health by 72.1% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 142 shares during the period. Corundum Trust Company INC purchased a new stake in shares of CVS Health in the third quarter valued at $29,000. Harbor Asset Planning Inc. purchased a new position in shares of CVS Health during the second quarter valued at $30,000. Finally, Front Row Advisors LLC raised its position in CVS Health by 436.5% during the second quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock valued at $31,000 after buying an additional 371 shares during the period. 80.66% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of equities analysts have recently weighed in on the company. The Goldman Sachs Group upped their target price on CVS Health from $93.00 to $95.00 and gave the company a “buy” rating in a report on Wednesday, December 10th. Jefferies Financial Group upped their price objective on shares of CVS Health from $92.00 to $98.00 in a research note on Thursday, October 30th. Sanford C. Bernstein reissued a “market perform” rating and set a $91.00 target price on shares of CVS Health in a research note on Tuesday, January 6th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CVS Health in a research note on Monday, December 29th. Finally, Wolfe Research boosted their target price on CVS Health from $85.00 to $100.00 and gave the company an “outperform” rating in a research note on Monday, December 8th. Nineteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $94.86.

CVS Health Trading Up 0.4%

CVS Health stock opened at $83.02 on Friday. CVS Health Corporation has a one year low of $53.28 and a one year high of $85.15. The company’s fifty day moving average price is $79.05 and its two-hundred day moving average price is $74.73. The company has a debt-to-equity ratio of 0.83, a current ratio of 0.83 and a quick ratio of 0.63. The company has a market capitalization of $105.39 billion, a price-to-earnings ratio of 218.49, a PEG ratio of 0.76 and a beta of 0.48.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Wednesday, October 29th. The pharmacy operator reported $1.60 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.36 by $0.24. The company had revenue of $102.87 billion during the quarter, compared to the consensus estimate of $98.85 billion. CVS Health had a return on equity of 11.45% and a net margin of 0.12%.The firm’s revenue was up 7.8% on a year-over-year basis. During the same quarter in the prior year, the company posted $1.09 EPS. CVS Health has set its FY 2025 guidance at 6.550-6.650 EPS. On average, analysts forecast that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd will be given a $0.665 dividend. The ex-dividend date of this dividend is Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.2%. CVS Health’s dividend payout ratio (DPR) is currently 700.00%.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: CVS is activating pharmacies and advising patients to pick up prescriptions ahead of a major winter storm — shows operational readiness and continuity of care that can limit service disruption and protect short‑term revenue. Read More.
• Positive Sentiment: CVS announced programs aimed at making health insurance “simpler and more affordable,” signaling potential member growth and pricing or mix improvements for its health-insurance businesses. Read More.
• Positive Sentiment: Operational/PBM changes: CVS said it will cut some prior‑authorization requirements and expand rebate‑sharing — moves that could reduce friction for care delivery, improve customer experience and blunt policy/competitive criticisms. Read More.
• Positive Sentiment: Strategic/innovation: CVS is partnering with the University of Maryland on AI and pharmacy workforce development — a long‑term positive for efficiency and talent pipeline in its retail and clinical operations. Read More.
• Positive Sentiment: Market positioning: Reports show heavy buying of CVS call options, indicating some investors are positioned for further upside in the near term. Read More.
• Neutral Sentiment: Legal outcome: A Bloomberg Law piece says CVS and UnitedHealth successfully defended against an antitrust suit over drug costs — a favorable legal development but not necessarily dispositive for broader PBM scrutiny. Read More.
• Negative Sentiment: House Judiciary Committee report accuses CVS/Caremark of thwarting competition and targeting independent pharmacies — the committee alleges anticompetitive PBM practices, escalating regulatory and litigation risk that could pressure margins and valuation. Read More.
• Negative Sentiment: Follow‑up coverage: Multiple outlets (Becker’s, Seeking Alpha, MSN) detail the committee’s findings and show CVS executives were scrutinized in hearings over high costs and PBM conduct — these stories amplify political and regulatory uncertainty that investors price as risk. Read More. Read More. Read More.

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.