CVS Health Corporation $CVS Shares Bought by Benjamin Edwards Inc.

Benjamin Edwards Inc. grew its stake in CVS Health Corporation (NYSE:CVS) by 32.8% during the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 45,247 shares of the pharmacy operator’s stock after purchasing an additional 11,173 shares during the period. Benjamin Edwards Inc.’s holdings in CVS Health were worth $4,681,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Caitong International Asset Management Co. Ltd grew its position 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 valued at $26,000 after acquiring an additional 281 shares during the period. Swiss RE Ltd. acquired a new position in CVS Health in the 4th quarter worth about $26,000. Kilter Group LLC acquired a new stake in CVS Health in the second quarter valued at approximately $27,000. Sankala Group LLC purchased a new stake in shares of CVS Health in the fourth quarter valued at approximately $28,000. Finally, Global Trust Asset Management LLC lifted its position in shares of CVS Health by 344.8% during the 1st quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock valued at $28,000 after buying an additional 300 shares in the last quarter. 80.66% of the stock is owned by hedge funds and other institutional investors.

CVS Health News Roundup

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

Wall Street Analyst Weigh In

Several equities research analysts have commented on the company. Wells Fargo & Company boosted their price objective on CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. JPMorgan Chase & Co. boosted their price target on CVS Health from $111.00 to $118.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. Wall Street Zen upgraded CVS Health from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 8th. Argus boosted their target price on CVS Health from $104.00 to $114.00 and gave the stock a “buy” rating in a report on Wednesday, August 19th. Finally, Piper Sandler reissued an “overweight” rating on shares of CVS Health in a report on Wednesday. Twenty-two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.17.

CVS Health Stock Up 0.1%

CVS opened at $93.15 on Monday. CVS Health Corporation has a one year low of $69.51 and a one year high of $110.68. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87. The stock has a market capitalization of $119.14 billion, a P/E ratio of 24.64, a price-to-earnings-growth ratio of 0.91 and a beta of 0.61. The business’s 50-day simple moving average is $101.42 and its 200-day simple moving average is $89.55.

CVS Health (NYSE:CVS) last released its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 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 analyst estimates of $100.03 billion. During the same period in the previous year, the firm earned $1.81 EPS. The business’s revenue for the quarter was up 7.3% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Analysts anticipate that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were given a $0.665 dividend. The ex-dividend date of this dividend was Thursday, July 23rd. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. CVS Health’s dividend payout ratio (DPR) is currently 70.37%.

About CVS Health

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.