Mutual of America Capital Management LLC Sells 7,550 Shares of CVS Health Corporation $CVS

Mutual of America Capital Management LLC cut its stake in shares of CVS Health Corporation (NYSE:CVS) by 5.2% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 137,799 shares of the pharmacy operator’s stock after selling 7,550 shares during the period. Mutual of America Capital Management LLC’s holdings in CVS Health were worth $10,389,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in CVS. Avion Wealth raised its position in shares of CVS Health by 99.0% in the 2nd quarter. Avion Wealth now owns 380 shares of the pharmacy operator’s stock valued at $26,000 after acquiring an additional 189 shares during the period. Harbor Capital Advisors Inc. raised its holdings in CVS Health by 72.1% in the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 142 shares during the period. Corundum Trust Company INC acquired a new position in shares of CVS Health in the 3rd quarter valued at $29,000. Harbor Asset Planning Inc. bought a new stake in shares of CVS Health in the 2nd quarter valued at $30,000. Finally, Front Row Advisors LLC lifted its holdings in CVS Health by 436.5% during the second quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock worth $31,000 after acquiring an additional 371 shares in the last quarter. Institutional investors own 80.66% of the company’s stock.

CVS Health Stock Up 1.2%

CVS stock opened at $83.97 on Tuesday. CVS Health Corporation has a twelve month low of $53.36 and a twelve month high of $85.15. The company has a market cap of $106.59 billion, a price-to-earnings ratio of 220.98, a P/E/G ratio of 0.76 and a beta of 0.48. The company has a quick ratio of 0.63, a current ratio of 0.83 and a debt-to-equity ratio of 0.83. The business has a 50 day moving average price of $79.17 and a two-hundred day moving average price of $74.97.

CVS Health (NYSE:CVS) last released its earnings results on Wednesday, October 29th. The pharmacy operator reported $1.60 earnings per share for the quarter, beating the consensus estimate of $1.36 by $0.24. CVS Health had a net margin of 0.12% and a return on equity of 11.45%. The business had revenue of $102.87 billion during the quarter, compared to analysts’ expectations of $98.85 billion. During the same period last year, the business earned $1.09 earnings per share. The firm’s revenue was up 7.8% on a year-over-year basis. CVS Health has set its FY 2025 guidance at 6.550-6.650 EPS. Analysts anticipate that CVS Health Corporation will post 5.89 EPS for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd will be given a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 3.2%. The ex-dividend date of this dividend is Thursday, January 22nd. CVS Health’s payout ratio is 700.00%.

CVS Health News Roundup

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

• Positive Sentiment: CVS is pitching itself as a partner in healthcare reform while navigating legal and regulatory fights, a narrative that can support long‑term growth expectations. Woonsocket-based CVS battles Congress, FTC and courts while positioning itself as healthcare reform partner
• Positive Sentiment: Increased retail and analyst attention — Zacks highlights CVS as a trending ticker, which can help liquidity and prompt fresh analyst coverage or investor interest. CVS Health Corporation (CVS) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Aggregated analyst forecasts and model updates are available for investors to review; these may produce revisions but are not yet decisive. CVS Health Corporation (CVS) Stock Forecasts
• Neutral Sentiment: Zacks’ analyst blog mentioned CVS among other coverage items — useful for context but not an immediate catalyst. The Zacks Analyst Blog Microsoft, Anheuser-Busch CVS, and Stran & Co
• Negative Sentiment: The Trump administration proposed keeping Medicare Advantage payment rates essentially flat (reported average increase ~0.09%), a direct headwind to revenue growth expectations for insurers and MA products that involve CVS. Trump Administration proposes keeping steady Medicare rates paid to insurers, WSJ reports
• Negative Sentiment: Major outlets report a sharp market reaction to the Medicare rate proposal — sector selloff pressure for CVS as investors reprice MA-related growth and margins. Health insurers tumble after Trump administration proposes keeping Medicare Advantage rates flat next year
• Negative Sentiment: House Judiciary materials and reports allege CVS took steps to limit competition for pharmacy hubs — potential regulatory, enforcement or reputational risk that could pressure valuation if it leads to fines or remedies. CVS accused of shutting out rival pharmacy hubs in House Judiciary investigation

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on CVS. TD Cowen boosted their price objective on CVS Health from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. The Goldman Sachs Group boosted their price objective on shares of CVS Health from $93.00 to $95.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Wolfe Research increased their target price on CVS Health from $85.00 to $100.00 and gave the stock an “outperform” rating in a report on Monday, December 8th. Raymond James Financial boosted their price target on CVS Health from $75.00 to $90.00 in a report on Friday, October 31st. Finally, Jefferies Financial Group lifted their target price on CVS Health from $92.00 to $98.00 in a research report on Thursday, October 30th. Nineteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $94.86.

CVS Health 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.