Bollard Group LLC Has $1.39 Million Stake in CVS Health Corporation $CVS

Bollard Group LLC decreased its position in CVS Health Corporation (NYSE:CVS) by 22.0% in the fourth quarter, HoldingsChannel reports. The firm owned 17,496 shares of the pharmacy operator’s stock after selling 4,925 shares during the period. Bollard Group LLC’s holdings in CVS Health were worth $1,388,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Alteri Wealth LLC boosted its stake in CVS Health by 3.2% in the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock worth $316,000 after purchasing an additional 131 shares during the period. TOWER TRUST & INVESTMENT Co boosted its stake in shares of CVS Health by 0.8% during the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after buying an additional 132 shares during the period. Holistic Financial Partners boosted its stake in shares of CVS Health by 4.1% during the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after buying an additional 133 shares during the period. CYBER HORNET ETFs LLC boosted its stake in shares of CVS Health by 4.1% during the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after buying an additional 134 shares during the period. Finally, LS Investment Advisors LLC boosted its stake in shares of CVS Health by 3.9% during the 4th 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. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Performance

Shares of CVS opened at $101.87 on Friday. The company has a market capitalization of $129.98 billion, a PE ratio of 44.88, a price-to-earnings-growth ratio of 1.00 and a beta of 0.62. CVS Health Corporation has a one year low of $58.50 and a one year high of $102.77. 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’s fifty day moving average price is $86.91 and its 200 day moving average price is $80.78.

CVS Health (NYSE:CVS) last announced its earnings results 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 firm had revenue of $100.43 billion for the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business’s quarterly revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the firm posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, analysts expect that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio (DPR) is presently 117.18%.

Key Stories Impacting CVS Health

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

• Positive Sentiment: CVS is expanding access to GLP-1 weight-loss drugs, including bringing back Zepbound and loosening restrictions on newer oral therapies, which could improve customer engagement and prescription volume while supporting its broader healthcare platform. Is CVS (CVS) Using GLP-1 Access and AI Tools to Redefine Its Healthcare Moat?
• Positive Sentiment: The company is also pushing AI deeper into pharmacy, insurance, and care delivery operations, aiming to cut administrative burden, improve efficiency, and potentially widen margins over time. Healthy Returns: CVS Health executives on reducing health care’s biggest pain points
• Positive Sentiment: CVS Health has launched Aetna Mental Health on Demand, which gives members faster access to care and shows the company is trying to strengthen service offerings across its insurance business. 5 Low Price-to-Book Stocks That Are Worth Buying in June
• Positive Sentiment: Recent coverage notes CVS at a 52-week high and highlights strong post-earnings momentum, while screening screens and “trending stock” mentions suggest investor interest remains elevated. CVS Health Corporation (CVS) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: CVS is also working with Fluency to move autonomous AI agents from pilot projects into production, but the financial impact is still early and not yet quantified. CVS is Using Fluency to Close Enterprise AI Deployment Gap
• Neutral Sentiment: News that Mass General Brigham and CVS are moving closer to a primary care partnership and that the stock is being heavily discussed by retail investors adds attention, but these items are not immediate earnings drivers. Mass General Brigham and CVS primary care partnership moves closer to reality
• Negative Sentiment: Musab Balbale’s departure adds some leadership turnover, though the market may view it as a limited issue unless more executive changes follow. Musab Balbale Departs CVS Health

Insider Activity

In related news, Director Larry Robbins sold 370,462 shares of the stock in a transaction dated Thursday, May 21st. The shares were sold at an average price of $93.45, for a total value of $34,619,673.90. Following the completion of the sale, the director owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. This trade represents a 7.13% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction dated Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of the sale, the executive vice president owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is owned by corporate insiders.

Analyst Ratings Changes

CVS has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft lifted their target price on shares of CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. UBS Group lifted their target price on shares of CVS Health from $100.00 to $115.00 and gave the company a “buy” rating in a research note on Monday, June 8th. JPMorgan Chase & Co. lifted their target price on shares of CVS Health from $101.00 to $111.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Cantor Fitzgerald reissued an “overweight” rating on shares of CVS Health in a research note on Thursday. Finally, HSBC raised their price objective on shares of CVS Health from $83.00 to $85.00 and gave the company a “hold” rating in a research report on Tuesday, May 5th. Twenty-two investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $100.68.

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.