Violich Capital Management Inc. Has $3.97 Million Stock Position in CVS Health Corporation $CVS

Violich Capital Management Inc. lowered its holdings in CVS Health Corporation (NYSE:CVS) by 11.1% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 49,997 shares of the pharmacy operator’s stock after selling 6,267 shares during the quarter. Violich Capital Management Inc.’s holdings in CVS Health were worth $3,968,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Caitong International Asset Management Co. Ltd grew its holdings in CVS Health by 407.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after buying an additional 281 shares during the last quarter. Corundum Trust Company INC acquired a new stake in shares of CVS Health during the 3rd quarter worth approximately $29,000. Ares Financial Consulting LLC acquired a new stake in shares of CVS Health during the 4th quarter worth approximately $29,000. GoalVest Advisory LLC acquired a new stake in shares of CVS Health during the 4th quarter worth approximately $32,000. Finally, Financial Consulate Inc. grew its holdings in shares of CVS Health by 99.6% during the 4th quarter. Financial Consulate Inc. now owns 499 shares of the pharmacy operator’s stock worth $40,000 after purchasing an additional 249 shares in the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Up 0.5%

NYSE CVS opened at $87.34 on Friday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.63 and a current ratio of 0.87. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $88.63. The stock has a fifty day moving average of $76.86 and a 200-day moving average of $78.03. The stock has a market capitalization of $111.93 billion, a P/E ratio of 38.47, a price-to-earnings-growth ratio of 0.91 and a beta of 0.60.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $94.99 billion. During the same period in the previous year, the firm earned $2.25 earnings per share. The firm’s quarterly revenue was up 6.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, equities research analysts forecast that CVS Health Corporation will post 7.14 EPS for the current year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.0%. CVS Health’s payout ratio is 192.75%.

Trending Headlines about CVS Health

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

• Positive Sentiment: CVS topped Q1 earnings and revenue expectations and raised full?year 2026 guidance (adjusted EPS guidance to $7.30–7.50), driven by better insurance results and reserve benefits — the core catalyst for today’s rally. CVS Raises 2026 Outlook As Shares Jump 9.8%
• Positive Sentiment: Major sell?side firms raised price targets and reiterated Buy calls (notably UBS to $100), amplifying upside expectations and investor demand. These upgrades flow directly from the stronger-than-expected insurance margins and clearer guidance. CVS Health (NYSE:CVS) Price Target Raised to $100.00 at UBS Group
• Positive Sentiment: Operational momentum: increased prescription volume and a healthier Aetna (Q1 profit ~ $2.9B; medical benefit ratio improvement) underpin recurring cash flow and margin recovery expectations. CVS’s increased prescription volume leads to solid Q1
• Neutral Sentiment: Strategic initiatives — expanded biosimilar formularies, AI and community programs — position CVS to lower drug costs and improve care coordination, but benefits will play out over multiple quarters. CVS Health Bets On Biosimilars And AI To Support Affordable Care
• Neutral Sentiment: Valuation debate: after a strong one?year run, some pieces assess whether current prices already reflect recovery, making further upside dependent on sustained insurance margin improvement and PBM performance. Is CVS Health (CVS) Still Attractive After Its Strong 1 Year Share Price Run?
• Negative Sentiment: Structural risks remain: critics flag longer?term margin pressure in the PBM business and warn the near?term insurance tailwind may be temporary — these concerns could cap multiple expansion if not addressed. How CVS Health’s Transformation Is Facing A Hard Valuation Floor

Analysts Set New Price Targets

Several analysts have recently weighed in on the company. DA Davidson lifted their price objective on CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday. HSBC raised their target price on CVS Health from $83.00 to $85.00 and gave the stock a “hold” rating in a research report on Tuesday. The Goldman Sachs Group raised their target price on CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Deutsche Bank Aktiengesellschaft raised their target price on CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a research report on Thursday. Finally, UBS Group raised their target price on CVS Health from $97.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday. Twenty-two research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $95.88.

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.