CVS Health Corporation $CVS Shares Purchased by Lbp Am Sa

Lbp Am Sa grew its stake in shares of CVS Health Corporation (NYSE:CVS) by 12.7% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 269,064 shares of the pharmacy operator’s stock after acquiring an additional 30,305 shares during the quarter. Lbp Am Sa’s holdings in CVS Health were worth $20,285,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of the stock. Avion Wealth raised its stake in CVS Health by 99.0% during the second quarter. Avion Wealth now owns 380 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 189 shares during the period. Harbor Capital Advisors Inc. increased its holdings in shares of CVS Health by 72.1% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 142 shares during the last quarter. Corundum Trust Company INC purchased a new position in shares of CVS Health in the 3rd quarter worth $29,000. Harbor Asset Planning Inc. acquired a new position in CVS Health in the second quarter valued at $30,000. Finally, Front Row Advisors LLC grew 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 acquiring an additional 371 shares during the period. 80.66% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several equities analysts have recently weighed in on the company. The Goldman Sachs Group lifted their price objective on CVS Health from $93.00 to $95.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Robert W. Baird lifted their price target on shares of CVS Health from $82.00 to $92.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Wall Street Zen lowered shares of CVS Health from a “buy” rating to a “hold” rating in a research report on Saturday, November 1st. Argus lifted their target price on shares of CVS Health from $80.00 to $91.00 and gave the company a “buy” rating in a report on Tuesday, November 4th. Finally, Piper Sandler reiterated an “overweight” rating and issued a $101.00 price target (up from $99.00) on shares of CVS Health in a 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 stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.86.

More CVS Health News

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.

CVS Health Stock Performance

NYSE:CVS opened at $83.02 on Monday. The firm has a 50-day moving average of $79.05 and a two-hundred day moving average of $74.84. 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 stock has a market cap of $105.39 billion, a P/E ratio of 218.49, a PEG ratio of 0.76 and a beta of 0.48. CVS Health Corporation has a 1-year low of $53.28 and a 1-year high of $85.15.

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

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd will be paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a dividend yield of 3.2%. The ex-dividend date is Thursday, January 22nd. CVS Health’s dividend payout ratio is 700.00%.

CVS Health 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.