Nissay Asset Management Corp Japan Boosts Stake in CVS Health Corporation $CVS

Nissay Asset Management Corp Japan boosted its position in CVS Health Corporation (NYSE:CVS) by 91.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 315,331 shares of the pharmacy operator’s stock after purchasing an additional 150,467 shares during the period. Nissay Asset Management Corp Japan’s holdings in CVS Health were worth $32,621,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. BlackRock Inc. bought a new stake in shares of CVS Health during the 2nd quarter worth approximately $12,747,462,000. State Street Corp grew its position in CVS Health by 2.1% in the 4th quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock valued at $4,776,182,000 after acquiring an additional 1,245,457 shares during the last quarter. Wellington Management Group LLP increased its stake in CVS Health by 49.8% in the second quarter. Wellington Management Group LLP now owns 33,801,113 shares of the pharmacy operator’s stock worth $3,496,725,000 after purchasing an additional 11,233,381 shares during the period. Capital International Investors increased its stake in CVS Health by 3.4% in the fourth quarter. Capital International Investors now owns 27,592,356 shares of the pharmacy operator’s stock worth $2,189,793,000 after purchasing an additional 900,153 shares during the period. Finally, Bank of America Corp DE lifted its position in shares of CVS Health by 148.0% during the second quarter. Bank of America Corp DE now owns 23,188,670 shares of the pharmacy operator’s stock worth $2,398,868,000 after purchasing an additional 13,836,701 shares during the last quarter. Institutional investors own 80.66% of the company’s stock.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

CVS Health Price Performance

NYSE CVS opened at $93.15 on Friday. The company has a market cap of $119.14 billion, a PE ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61. The firm’s 50 day moving average price is $101.42 and its 200-day moving average price is $89.46. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87. CVS Health Corporation has a 52-week low of $69.51 and a 52-week high of $110.68.

CVS Health (NYSE:CVS) last issued its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 EPS for the quarter, topping analysts’ consensus estimates of $1.87 by $0.71. The company had revenue of $106.10 billion during the quarter, compared to the consensus estimate of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. CVS Health’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.81 earnings per share. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Sell-side analysts forecast that CVS Health Corporation will post 8.02 EPS for the current fiscal year.

CVS Health Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd were given a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on CVS. UBS Group upped their price target on shares of CVS Health from $122.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday, August 6th. HSBC reiterated a “hold” rating and set a $103.00 price objective on shares of CVS Health in a report on Monday, July 6th. Cantor Fitzgerald boosted their price objective on shares of CVS Health from $100.00 to $110.00 and gave the company an “overweight” rating in a research report on Tuesday, July 7th. Deutsche Bank Aktiengesellschaft upped their target price on shares of CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Truist Financial lifted their price target on shares of CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Twenty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $107.17.

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.