CVS Health Corporation $CVS Stock Holdings Lifted by United Capital Financial Advisors LLC

United Capital Financial Advisors LLC grew its position in CVS Health Corporation (NYSE:CVS) by 16.8% during the 2nd quarter, HoldingsChannel.com reports. The firm owned 48,048 shares of the pharmacy operator’s stock after acquiring an additional 6,908 shares during the quarter. United Capital Financial Advisors LLC’s holdings in CVS Health were worth $4,971,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Caitong International Asset Management Co. Ltd increased its stake in shares of CVS Health by 407.2% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 281 shares during the last quarter. Swiss RE Ltd. acquired a new stake in shares of CVS Health in the 4th quarter valued at $26,000. Kilter Group LLC bought a new stake in CVS Health in the second quarter worth $27,000. Mcguire Capital Advisors Inc. acquired a new position in CVS Health during the fourth quarter worth $28,000. Finally, Sankala Group LLC bought a new position in CVS Health during the fourth quarter valued at about $28,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health Stock Performance

Shares of NYSE CVS opened at $93.15 on Friday. CVS Health Corporation has a 12 month low of $69.51 and a 12 month high of $110.68. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.74. The company has a market cap of $119.14 billion, a P/E ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61. The business’s 50 day moving average is $101.42 and its two-hundred day moving average is $89.46.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.87 by $0.71. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The business had revenue of $106.10 billion for the quarter, compared to the consensus estimate of $100.03 billion. During the same quarter last year, the company posted $1.81 earnings per share. CVS Health’s quarterly revenue was up 7.3% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, equities analysts expect that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd were issued a dividend of $0.665 per share. The ex-dividend date was Thursday, July 23rd. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. CVS Health’s payout ratio is presently 70.37%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on the company. UBS Group boosted their target price on CVS Health from $122.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. Morgan Stanley lifted their price target on shares of CVS Health from $106.00 to $111.00 and gave the company an “overweight” rating in a research report on Thursday, June 4th. Wells Fargo & Company boosted their price objective on shares of CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Deutsche Bank Aktiengesellschaft raised 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. Finally, Barclays lifted their target price on shares of CVS Health from $106.00 to $108.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Twenty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $107.17.

Key CVS Health News

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

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.