CVS Health Corporation $CVS Shares Bought by Canada Post Corp Registered Pension Plan

Canada Post Corp Registered Pension Plan raised its stake in CVS Health Corporation (NYSE:CVS) by 53.3% in the 4th quarter, HoldingsChannel.com reports. The fund owned 34,903 shares of the pharmacy operator’s stock after purchasing an additional 12,130 shares during the period. Canada Post Corp Registered Pension Plan’s holdings in CVS Health were worth $2,770,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd boosted its stake in CVS Health by 407.2% in the third 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 in the last quarter. Ares Financial Consulting LLC acquired a new position in CVS Health in the fourth quarter valued at $29,000. Dogwood Wealth Management LLC boosted its stake in CVS Health by 93.7% in the fourth quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock valued at $29,000 after acquiring an additional 179 shares in the last quarter. GoalVest Advisory LLC acquired a new position in CVS Health in the fourth quarter valued at $32,000. Finally, Financial Consulate Inc. boosted its stake in shares of CVS Health by 99.6% during the fourth quarter. Financial Consulate Inc. now owns 499 shares of the pharmacy operator’s stock worth $40,000 after buying an additional 249 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

Insider Buying and Selling

In related news, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction dated Friday, May 8th. The shares were 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 in the company, valued at $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.85% of the stock is currently owned by insiders.

CVS Health Price Performance

Shares of NYSE:CVS opened at $95.95 on Monday. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. The company has a market cap of $122.42 billion, a P/E ratio of 42.27, a PEG ratio of 0.94 and a beta of 0.60. CVS Health Corporation has a 52 week low of $58.50 and a 52 week high of $98.43. The company has a 50-day moving average price of $78.71 and a 200 day moving average price of $78.57.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. The firm had revenue of $100.43 billion during 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 firm’s revenue was up 6.2% compared to the same quarter last year. During the same quarter last year, the firm earned $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Research analysts predict that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, May 4th. Investors 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 dividend on an annualized basis and a yield of 2.8%. CVS Health’s dividend payout ratio (DPR) is presently 117.18%.

Analyst Ratings Changes

Several brokerages have recently weighed in on CVS. Royal Bank Of Canada increased their target price on shares of CVS Health from $93.00 to $107.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Bank of America decreased their target price on shares of CVS Health from $100.00 to $95.00 and set a “buy” rating for the company in a research note on Tuesday, January 27th. Truist Financial increased their target price on shares of CVS Health from $98.00 to $102.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Argus increased their target price on shares of CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, The Goldman Sachs Group increased their target price on shares of CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Twenty-two analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $98.08.

CVS Health News Roundup

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

• Positive Sentiment: Morgan Stanley raised its price target on CVS Health and kept an overweight rating, signaling confidence in further upside after the company’s stronger-than-expected quarterly results. Morgan Stanley Issues Positive Forecast for CVS Health (NYSE:CVS) Stock Price
• Positive Sentiment: Argus also lifted its outlook for CVS Health, adding to the wave of analyst support that may be helping shares move higher. Argus Issues Positive Forecast for CVS Health (NYSE:CVS) Stock Price
• Positive Sentiment: CVS reported solid Q1 2026 earnings recently, beating estimates on both revenue and adjusted EPS, which continues to drive investor optimism about execution and valuation. Here is Why CVS Health (CVS) is One of the Cheap Stocks to Buy For the Next 10 Years
• Positive Sentiment: CVS and WGU launched an online pre-pharmacy degree program to help build a stronger pharmacist pipeline, a move that could support long-term staffing and service growth. CVS Health® and WGU launch online pre-pharmacy degree program for future pharmacists nationwide
• Neutral Sentiment: CVS advanced its portfolio reset by selling Omnicare after bankruptcy court approval, which simplifies the business and removes an underperforming unit, but also confirms ongoing restructuring. CVS Refocuses On Core Health Platform With Omnicare Sale And Drone Rollout
• Neutral Sentiment: CVS also highlighted community and brand-building initiatives in Rhode Island, including its economic impact report and expanded WIC acceptance, which are positive for reputation but less likely to move the stock on their own. CVS Health’s Annual Impact in Rhode Island

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.