Atlas Capital Advisors Inc. Buys New Shares in CVS Health Corporation $CVS

Atlas Capital Advisors Inc. bought a new stake in CVS Health Corporation (NYSE:CVS) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 37,231 shares of the pharmacy operator’s stock, valued at approximately $2,955,000.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. Alteri Wealth LLC grew its stake in shares of CVS Health by 3.2% in the third quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after buying an additional 131 shares in the last quarter. TOWER TRUST & INVESTMENT Co grew its stake in shares of CVS Health by 0.8% in the fourth 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 in the last quarter. Holistic Financial Partners grew its stake in shares of CVS Health by 4.1% in the third 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 in the last quarter. CYBER HORNET ETFs LLC grew its stake in shares of CVS Health by 4.1% in the third 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 in the last quarter. Finally, LS Investment Advisors LLC grew its stake in shares of CVS Health by 3.9% in the fourth 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 in the last quarter. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Performance

CVS opened at $101.87 on Friday. The firm has a market cap of $129.98 billion, a P/E ratio of 44.88, a price-to-earnings-growth ratio of 1.00 and a beta of 0.62. CVS Health Corporation has a 52-week low of $58.50 and a 52-week high of $102.77. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The business’s fifty day moving average is $86.91 and its 200-day moving average is $80.78.

CVS Health (NYSE:CVS) last announced its quarterly earnings data 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 business had revenue of $100.43 billion during the quarter, compared to the consensus estimate of $94.99 billion. During the same period in the prior year, the company earned $2.25 EPS. CVS Health’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. Sell-side analysts expect that CVS Health Corporation will post 7.44 EPS for the current fiscal year.

CVS Health Announces Dividend

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

Insider Activity

In other news, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $89.58, for a total value 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. This represents a 87.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, 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 directly owned 4,824,799 shares of the company’s stock, valued at approximately $450,877,466.55. The trade was a 7.13% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 3,441,551 shares of company stock valued at $323,703,977. Insiders own 0.85% of the company’s stock.

Key Headlines 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

Wall Street Analyst Weigh In

CVS has been the subject of a number of research analyst reports. Argus lifted their price objective on shares of CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Truist Financial lifted their price objective on shares of CVS Health from $102.00 to $108.00 and gave the stock a “buy” rating in a research report on Monday, June 1st. Robert W. Baird lifted their price objective on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Leerink Partners reaffirmed an “outperform” rating and set a $98.00 price objective on shares of CVS Health in a research report on Thursday, March 5th. Finally, Royal Bank Of Canada lifted their price objective on shares of CVS Health from $93.00 to $107.00 and gave the stock an “outperform” rating in a research report on Thursday, May 7th. Twenty-two 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 has an average rating of “Moderate Buy” and a consensus price target of $100.68.

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.