Toth Financial Advisory Corp Acquires 8,880 Shares of CVS Health Corporation $CVS

Toth Financial Advisory Corp increased its holdings in shares of CVS Health Corporation (NYSE:CVS) by 6.9% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 137,564 shares of the pharmacy operator’s stock after purchasing an additional 8,880 shares during the quarter. CVS Health accounts for approximately 1.2% of Toth Financial Advisory Corp’s portfolio, making the stock its 22nd biggest position. Toth Financial Advisory Corp’s holdings in CVS Health were worth $11,790,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. BlackRock Inc. acquired a new position in shares of CVS Health in the 2nd quarter worth approximately $12,747,462,000. State Street Corp raised its position in CVS Health by 26.3% in the second quarter. State Street Corp now owns 74,927,064 shares of the pharmacy operator’s stock valued at $7,751,205,000 after purchasing an additional 15,604,883 shares during the period. Wellington Management Group LLP boosted its position in shares of CVS Health by 49.8% during 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 buying an additional 11,233,381 shares during the period. Bank of America Corp DE boosted 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 buying an additional 13,836,701 shares during the period. Finally, Pzena Investment Management LLC acquired a new stake in shares of CVS Health in the second quarter valued at $1,217,558,000. Institutional investors and hedge funds own 80.66% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on the company. UBS Group reissued a “buy” rating on shares of CVS Health in a research note on Tuesday, September 22nd. Bank of America boosted their price target on shares of CVS Health from $100.00 to $110.00 and gave the stock a “buy” rating in a research note on Monday, June 22nd. Weiss Ratings raised shares of CVS Health from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday, August 5th. Truist Financial lifted their price objective on shares of CVS Health from $108.00 to $118.00 and gave the company a “buy” rating in a report on Tuesday, July 14th. Finally, Wells Fargo & Company upped their target price on shares of CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Twenty-two research analysts have rated the stock with a Buy rating and one has given a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $107.24.

CVS Health Stock Up 0.4%

Shares of CVS traded up $0.39 during midday trading on Thursday, hitting $88.34. The company had a trading volume of 2,380,776 shares, compared to its average volume of 8,275,207. CVS Health Corporation has a 1 year low of $69.51 and a 1 year high of $110.68. The firm has a market capitalization of $112.98 billion, a P/E ratio of 23.40, a P/E/G ratio of 0.84 and a beta of 0.60. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87. The company’s 50-day simple moving average is $93.45 and its 200-day simple moving average is $92.30.

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

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 2nd. Investors of record on Thursday, October 22nd will be issued a $0.6650 dividend. This represents a $2.66 annualized dividend and a yield of 3.0%. The ex-dividend date of this dividend is Thursday, October 22nd. CVS Health’s dividend payout ratio is 70.37%.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Long-term pharmacy supply agreements provide stability. CVS extended its pharmaceutical distribution contracts with Cardinal Health and McKesson through 2032. The agreements support reliable drug supplies for its retail pharmacies and other dispensing channels, reducing operational uncertainty. What Does CVS Health Gain From Extending Its Drug Distribution Deals To 2032?
• Positive Sentiment: Healthcare-benefits trends are improving. CVS raised its Health Care Benefits outlook as stronger Medicare performance supports margin recovery, although elevated medical costs remain a constraint. This could reinforce confidence in the company’s earnings turnaround. CVS’ Health Care Benefits Arm Shows Better Core Trends
• Positive Sentiment: New pharmacy-focused locations may improve access and growth. CVS opened its first pharmacy-only store in the Boston area, targeting communities with limited access to medications, immunizations and pharmacist-led care. The compact format could offer a lower-cost way to expand selectively. CVS Pharmacy Celebrates Opening of First Pharmacy-Focused Location
• Positive Sentiment: Analyst commentary remains supportive of the valuation. Zacks highlighted CVS as a potential growth stock, while other coverage described the shares as substantially undervalued if management executes on its turnaround and integrated-care plans. Here’s Why CVS Health Is a Strong Growth Stock
• Neutral Sentiment: Options activity signals increased trading interest. Traders bought 23,271 CVS call options, about 33% above typical daily call volume. This indicates bullish positioning among some traders but does not guarantee a sustained stock move.
• Negative Sentiment: Investors remain concerned about execution and fair value. One analysis suggested CVS could trade below fair value while it invests in integrated care, reflecting uncertainty over the timing, cost and profitability of the strategy. Medical-cost pressure and CVS’s relatively modest dividend compared with some healthcare peers may also limit near-term appeal. CVS Health Stock May Trade Below Fair Value on Integrated Care Push

CVS Health Profile

CVS Health Corp. is an integrated health care company that provides pharmacy, insurance and health services primarily in the United States. Its operations are designed to connect consumers, health plans, health care providers and pharmacy services across multiple points of care.

The company’s major businesses include CVS Pharmacy retail locations, prescription fulfillment and consumer health products; CVS Caremark, a pharmacy benefit management business; and Aetna, which offers health insurance products and related services for employers, individuals, government programs and other organizations.