Fideuram Asset Management Ireland dac Buys Shares of 17,060 CVS Health Corporation $CVS

Fideuram Asset Management Ireland dac bought a new stake in shares of CVS Health Corporation (NYSE:CVS) in the fourth quarter, HoldingsChannel reports. The institutional investor bought 17,060 shares of the pharmacy operator’s stock, valued at approximately $1,354,000.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Alteri Wealth LLC raised its position in CVS Health by 3.2% during the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after purchasing an additional 131 shares in the last quarter. TOWER TRUST & INVESTMENT Co increased its holdings 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 acquiring an additional 132 shares during the period. Holistic Financial Partners increased its holdings in shares of CVS Health by 4.1% in the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after acquiring an additional 133 shares during the period. CYBER HORNET ETFs LLC increased its holdings in shares of CVS Health by 4.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after acquiring an additional 134 shares during the period. Finally, LS Investment Advisors LLC increased its holdings in shares of CVS Health by 3.9% in the 4th quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock valued at $284,000 after acquiring an additional 135 shares during the period. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Down 2.2%

Shares of CVS stock opened at $90.97 on Friday. CVS Health Corporation has a 1-year low of $58.50 and a 1-year high of $98.43. The stock’s fifty day moving average price is $82.07 and its 200 day moving average price is $79.55. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. The company has a market cap of $116.06 billion, a price-to-earnings ratio of 40.07, a price-to-earnings-growth ratio of 0.91 and a beta of 0.60.

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

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 2.9%. The ex-dividend date was Thursday, April 23rd. CVS Health’s payout ratio is 117.18%.

CVS Health News Roundup

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

• Positive Sentiment: CVS Caremark said it will restore coverage of Eli Lilly’s Zepbound and add Lilly’s new obesity pill to its standard drug plans, a move that could boost CVS’s pharmacy-benefit relevance and improve customer access to GLP-1 medications. CVS brings back coverage for Lilly’s obesity drug Zepbound
• Positive Sentiment: The company announced expanded GLP-1 coverage options, which management framed as improving affordability and access while supporting more sustainable long-term coverage. CVS Caremark Delivers Affordability and Access to GLP-1 Weight Management Medications with Expanded Coverage Options
• Positive Sentiment: CVS Health expanded its collaboration with Salesforce to streamline call center interactions using AI, which could improve service quality and operating efficiency across its member and provider base. CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforce’s Agentforce Health
• Positive Sentiment: CVS Health also launched Aetna Mental Health On Demand and continued building out digital health capabilities, reinforcing its integrated care strategy. CVS Health Expands Integrated Care With Virtual Mental Health AI And GLP 1
• Neutral Sentiment: CVS received a Newsweek AI Impact Award for prescription-interpretation technology, highlighting innovation in pharmacy workflow and medication safety. CVS Health recognized for technology that improves medication safety and patient care
• Neutral Sentiment: Glenview Capital said CVS remains one of its top holdings, which supports investor confidence but does not by itself change fundamentals. Glenview Capital Keeps CVS Health (CVS) Among Top Holdings

Wall Street Analysts Forecast Growth

A number of research analysts have recently issued reports on the company. Mizuho lifted their price target on CVS Health from $102.00 to $110.00 and gave the company an “outperform” rating in a report on Wednesday, May 20th. UBS Group lifted their price target on CVS Health from $97.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Leerink Partners reiterated an “outperform” rating and issued a $98.00 price target on shares of CVS Health in a report on Thursday, March 5th. Wells Fargo & Company lifted their price target on CVS Health from $102.00 to $103.00 and gave the company an “overweight” rating in a report on Friday, May 8th. Finally, Truist Financial lifted their price target on CVS Health from $98.00 to $102.00 and gave the company a “buy” rating in a report on Thursday, May 7th. Twenty-two equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $98.88.

Insider Buying and Selling at CVS Health

In related news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the transaction, the executive vice president directly owned 10,133 shares in the company, valued at $907,714.14. The trade was a 87.28% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Larry Robbins sold 1,983,538 shares of the business’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total value of $187,345,164.10. Following the sale, the director owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. The trade was a 24.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 3,441,551 shares of company stock worth $323,703,977. 0.85% of the stock is owned by company insiders.

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.