UniSuper Management Pty Ltd Acquires 29,521 Shares of CVS Health Corporation $CVS

UniSuper Management Pty Ltd grew its stake in CVS Health Corporation (NYSE:CVS) by 33.4% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 117,841 shares of the pharmacy operator’s stock after purchasing an additional 29,521 shares during the quarter. UniSuper Management Pty Ltd’s holdings in CVS Health were worth $8,884,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Novem Group raised its position in shares of CVS Health by 1.7% in the 2nd quarter. Novem Group now owns 11,994 shares of the pharmacy operator’s stock valued at $827,000 after acquiring an additional 206 shares during the period. Patton Fund Management Inc. acquired a new stake in CVS Health in the second quarter worth $233,000. ORG Partners LLC boosted its position in shares of CVS Health by 418.9% during the second quarter. ORG Partners LLC now owns 467 shares of the pharmacy operator’s stock worth $32,000 after purchasing an additional 377 shares in the last quarter. TOWER TRUST & INVESTMENT Co grew its holdings in shares of CVS Health by 2.2% in the 2nd quarter. TOWER TRUST & INVESTMENT Co now owns 15,764 shares of the pharmacy operator’s stock valued at $1,087,000 after buying an additional 336 shares during the period. Finally, Uncommon Cents Investing LLC increased its position in shares of CVS Health by 3.9% in the 2nd quarter. Uncommon Cents Investing LLC now owns 37,345 shares of the pharmacy operator’s stock valued at $2,576,000 after buying an additional 1,406 shares in the last quarter. Institutional investors own 80.66% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on CVS. Barclays boosted their target price on CVS Health from $87.00 to $93.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. 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. Evercore ISI raised their target price on shares of CVS Health from $85.00 to $95.00 and gave the stock an “outperform” rating in a report on Thursday, October 30th. Leerink Partners lifted their price target on shares of CVS Health from $86.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, October 16th. Finally, The Goldman Sachs Group increased their price objective on shares of CVS Health from $93.00 to $95.00 and gave the stock a “buy” rating in a research report on Wednesday, December 10th. Nineteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $94.86.

CVS Health Trading Up 0.4%

NYSE:CVS opened at $83.02 on Friday. The company has a quick ratio of 0.63, a current ratio of 0.83 and a debt-to-equity ratio of 0.83. CVS Health Corporation has a twelve month low of $53.28 and a twelve month high of $85.15. The company has a market cap of $105.39 billion, a P/E ratio of 218.49, a price-to-earnings-growth ratio of 0.76 and a beta of 0.48. The business has a 50 day moving average price of $79.05 and a two-hundred day moving average price of $74.78.

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 analysts’ consensus estimates 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 the consensus estimate of $98.85 billion. During the same quarter last year, the firm earned $1.09 earnings per share. The firm’s revenue for the quarter was up 7.8% compared to the same quarter last year. CVS Health has set its FY 2025 guidance at 6.550-6.650 EPS. As a group, analysts expect that CVS Health Corporation will post 5.89 EPS for the current fiscal year.

CVS Health Dividend Announcement

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

More CVS Health News

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

• Positive Sentiment: CVS is activating pharmacies and advising patients to pick up prescriptions ahead of a major winter storm — shows operational readiness and continuity of care that can limit service disruption and protect short‑term revenue. Read More.
• Positive Sentiment: CVS announced programs aimed at making health insurance “simpler and more affordable,” signaling potential member growth and pricing or mix improvements for its health-insurance businesses. Read More.
• Positive Sentiment: Operational/PBM changes: CVS said it will cut some prior‑authorization requirements and expand rebate‑sharing — moves that could reduce friction for care delivery, improve customer experience and blunt policy/competitive criticisms. Read More.
• Positive Sentiment: Strategic/innovation: CVS is partnering with the University of Maryland on AI and pharmacy workforce development — a long‑term positive for efficiency and talent pipeline in its retail and clinical operations. Read More.
• Positive Sentiment: Market positioning: Reports show heavy buying of CVS call options, indicating some investors are positioned for further upside in the near term. Read More.
• Neutral Sentiment: Legal outcome: A Bloomberg Law piece says CVS and UnitedHealth successfully defended against an antitrust suit over drug costs — a favorable legal development but not necessarily dispositive for broader PBM scrutiny. Read More.
• Negative Sentiment: House Judiciary Committee report accuses CVS/Caremark of thwarting competition and targeting independent pharmacies — the committee alleges anticompetitive PBM practices, escalating regulatory and litigation risk that could pressure margins and valuation. Read More.
• Negative Sentiment: Follow‑up coverage: Multiple outlets (Becker’s, Seeking Alpha, MSN) detail the committee’s findings and show CVS executives were scrutinized in hearings over high costs and PBM conduct — these stories amplify political and regulatory uncertainty that investors price as risk. Read More. Read More. Read More.

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.