Nordea Investment Management AB lowered its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 2.1% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 4,127,035 shares of the pharmacy operator’s stock after selling 87,025 shares during the period. Nordea Investment Management AB’s holdings in CVS Health were worth $327,934,000 as of its most recent filing with the Securities and Exchange Commission.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in shares of CVS Health during the 2nd quarter worth about $1,358,698,000. Wellington Management Group LLP increased its position in shares of CVS Health by 391.6% in the third quarter. Wellington Management Group LLP now owns 6,330,717 shares of the pharmacy operator’s stock valued at $477,273,000 after acquiring an additional 5,042,816 shares during the last quarter. Amundi raised its holdings in CVS Health by 95.3% during the third quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after acquiring an additional 3,637,943 shares in the last quarter. Invesco Ltd. grew its stake in shares of CVS Health by 15.3% in the second quarter. Invesco Ltd. now owns 23,532,479 shares of the pharmacy operator’s stock valued at $1,623,270,000 after buying an additional 3,118,626 shares in the last quarter. Finally, Capital Research Global Investors grew its position in shares of CVS Health by 24.5% in the 3rd quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock valued at $864,667,000 after acquiring an additional 2,253,531 shares during the period. 80.66% of the stock is currently owned by institutional investors and hedge funds.
Key Headlines Impacting CVS Health
Here are the key news stories impacting CVS Health this week:
- Positive Sentiment: CVS’s board declared a quarterly dividend of $0.665/share (payable May 4; record April 23), a cash-return signal that can support the share price. CVS Health declares quarterly dividend
- Positive Sentiment: Brokerages’ consensus rating sits at “Moderate Buy,” providing analyst support amid volatility. CVS Health Corporation (NYSE:CVS) Receives Consensus Rating of “Moderate Buy” from Brokerages
- Positive Sentiment: CVS announced a $2.24M investment to expand health access in west Charlotte — a community-health initiative that highlights growth of care-delivery and outreach programs. CVS Health invests $2.24 million in west Charlotte health initiative
- Neutral Sentiment: Media roundup and dividend-focused pieces are covering CVS alongside other dividend payers — keeps the name in income-focused investor conversations but is unlikely to move shares materially. Dividend roundup: JPMorgan Chase, Micron Technology, CVS Health, Broadcom, and more
- Neutral Sentiment: Coverage calling CVS a “trending” stock and roundups on healthcare stock picks keep investor attention but are mixed in tone — watch for conviction from earnings/forward guidance. CVS Health Corporation (CVS) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Company exec discussed AI policy and quality initiatives — signals operational focus but not an immediate catalyst. CVS Health/Aetna executive discusses company AI policy and the harder truth about quality
- Negative Sentiment: Bernstein Litowitz filed a racketeering class action against CaremarkPCS and CVS alleging fraud of PBM customers — this is a material legal overhang that could prompt costs, fines or settlements. Bernstein Litowitz Berger & Grossmann Announces Filing of Racketeering Class Action Against CaremarkPCS and CVS Health Corporation
- Negative Sentiment: Tennessee legislation targeting pharmacy benefit managers (PBMs) could force store closures — state estimates say 100+ CVS locations might be affected, raising local revenue and access risks. TN bill targeting pharmacy benefit managers could threaten closure of 100+ CVS stores in the state
- Negative Sentiment: Lawmakers and a U.S. Representative (Aftyn Behn) are calling for investigations and have heard conflicting testimony about CVS claims that pharmacies will close — increased regulatory scrutiny and political risk. Rep. Aftyn Behn calls for an investigation into CVS claims that pharmacies are closing
- Negative Sentiment: Local reporting and commentary examine whether lawmakers can curb CVS/PBM influence on drug pricing — signals broader regulatory attention on CVS’s PBM business. Could lawmakers crack CVS’s grip on the prescription drug supply chain?
Wall Street Analysts Forecast Growth
Check Out Our Latest Research Report on CVS Health
CVS Health Price Performance
Shares of NYSE CVS opened at $71.58 on Friday. The stock has a market capitalization of $91.07 billion, a PE ratio of 51.87, a P/E/G ratio of 0.75 and a beta of 0.49. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. CVS Health Corporation has a fifty-two week low of $58.35 and a fifty-two week high of $85.15. The business has a fifty day moving average price of $77.48 and a two-hundred day moving average price of $77.81.
CVS Health (NYSE:CVS – Get Free Report) last issued its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating the consensus estimate of $1.00 by $0.09. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The company had revenue of $105.69 billion during the quarter, compared to analysts’ expectations of $103.67 billion. During the same period in the previous year, the company earned $1.19 EPS. The business’s revenue for the quarter was up 8.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities analysts predict that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.
CVS Health Dividend Announcement
The firm also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd will be issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date of this dividend is Thursday, April 23rd. CVS Health’s dividend payout ratio (DPR) is currently 192.75%.
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.
Further Reading
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