Mitsubishi UFJ Trust & Banking Corp Acquires 33,736 Shares of CVS Health Corporation $CVS

Mitsubishi UFJ Trust & Banking Corp lifted its holdings in shares of CVS Health Corporation (NYSE:CVS) by 4.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 758,355 shares of the pharmacy operator’s stock after purchasing an additional 33,736 shares during the period. Mitsubishi UFJ Trust & Banking Corp’s holdings in CVS Health were worth $57,172,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in CVS. UniSuper Management Pty Ltd lifted its stake in CVS Health by 33.4% in the third quarter. UniSuper Management Pty Ltd now owns 117,841 shares of the pharmacy operator’s stock valued at $8,884,000 after buying an additional 29,521 shares during the period. Tranquilli Financial Advisor LLC acquired a new position in shares of CVS Health during the 3rd quarter valued at $208,000. TrueMark Investments LLC boosted its stake in CVS Health by 23.3% during the third quarter. TrueMark Investments LLC now owns 90,086 shares of the pharmacy operator’s stock worth $6,792,000 after acquiring an additional 17,023 shares in the last quarter. Teacher Retirement System of Texas grew its holdings in CVS Health by 97.0% in the third quarter. Teacher Retirement System of Texas now owns 682,987 shares of the pharmacy operator’s stock worth $51,490,000 after purchasing an additional 336,333 shares during the period. Finally, Flagship Wealth Advisors LLC increased its stake in CVS Health by 67.0% in the third quarter. Flagship Wealth Advisors LLC now owns 581 shares of the pharmacy operator’s stock valued at $44,000 after purchasing an additional 233 shares in the last quarter. 80.66% of the stock is currently owned by institutional investors.

Key Headlines Impacting CVS Health

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.

CVS Health Trading Up 0.4%

NYSE CVS opened at $83.02 on Friday. The company has a current ratio of 0.83, a quick ratio of 0.63 and a debt-to-equity ratio of 0.83. The firm has a market capitalization of $105.39 billion, a P/E ratio of 218.49, a PEG ratio of 0.76 and a beta of 0.48. The business has a fifty day simple moving average of $79.05 and a 200 day simple moving average of $74.78. CVS Health Corporation has a 12 month low of $53.28 and a 12 month high of $85.15.

CVS Health (NYSE:CVS) last posted its earnings results on Wednesday, October 29th. The pharmacy operator reported $1.60 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $102.87 billion during the quarter, compared to analyst estimates of $98.85 billion. During the same quarter in the prior year, the business posted $1.09 EPS. The business’s revenue 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. On average, analysts predict that CVS Health Corporation will post 5.89 EPS for the current fiscal year.

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders 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 dividend yield of 3.2%. The ex-dividend date is Thursday, January 22nd. CVS Health’s payout ratio is presently 700.00%.

Analysts Set New Price Targets

Several brokerages have recently commented on CVS. Wells Fargo & Company reduced their target price on CVS Health from $103.00 to $102.00 and set an “overweight” rating for the company in a research note on Thursday, November 13th. Argus raised their price objective on CVS Health from $80.00 to $91.00 and gave the company a “buy” rating in a research note on Tuesday, November 4th. Weiss Ratings reiterated a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Raymond James Financial boosted their price target on shares of CVS Health from $75.00 to $90.00 in a research note on Friday, October 31st. Finally, JPMorgan Chase & Co. upped their price objective on shares of CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Nineteen research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $94.86.

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.