Cetera Investment Advisers Lowers Stock Position in CVS Health Corporation $CVS

Cetera Investment Advisers trimmed its stake in CVS Health Corporation (NYSE:CVS) by 5.2% during the first quarter, according to its most recent 13F filing with the SEC. The firm owned 460,310 shares of the pharmacy operator’s stock after selling 25,271 shares during the period. Cetera Investment Advisers’ holdings in CVS Health were worth $33,059,000 as of its most recent filing with the SEC.

Several other large investors have also recently made changes to their positions in CVS. Caitong International Asset Management Co. Ltd increased 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 purchasing an additional 281 shares during the last quarter. Swiss RE Ltd. acquired a new position in CVS Health during the fourth quarter worth $26,000. Sankala Group LLC purchased a new position in shares of CVS Health during the fourth quarter worth $28,000. Global Trust Asset Management LLC boosted its position in shares of CVS Health by 344.8% during the first quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock worth $28,000 after buying an additional 300 shares during the period. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of CVS Health in the fourth quarter valued at $28,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health Trading Up 0.7%

NYSE:CVS opened at $107.64 on Friday. CVS Health Corporation has a 12-month low of $58.99 and a 12-month high of $110.68. The firm has a market cap of $137.34 billion, a PE ratio of 47.42, a price-to-earnings-growth ratio of 1.05 and a beta of 0.61. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.78. The stock has a fifty day moving average price of $100.21 and a 200 day moving average price of $86.12.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, topping the consensus estimate of $2.21 by $0.36. The company had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The firm’s revenue was up 6.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Sell-side analysts anticipate that CVS Health Corporation will post 7.46 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 23rd will be given a $0.665 dividend. The ex-dividend date of this dividend is Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.5%. CVS Health’s payout ratio is 117.18%.

Insider Buying and Selling at CVS Health

In other CVS Health news, EVP Tilak Mandadi sold 69,551 shares of the company’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $89.58, for a total value of $6,230,378.58. Following the completion of the transaction, the executive vice president owned 10,133 shares in the company, valued at $907,714.14. This represents a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Larry Robbins sold 1,983,538 shares of the firm’s stock in a transaction dated Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total value of $187,345,164.10. Following the transaction, the director directly owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. The trade was a 24.20% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 3,441,551 shares of company stock valued at $323,703,977 in the last 90 days. 0.85% of the stock is currently owned by insiders.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: CVS is getting a sentiment boost from multiple headlines around its expanded pharmacy services, including nationwide filling of select pet prescriptions and a new service for harder-to-find medications, which could support retail pharmacy traffic and reinforce its convenience-driven growth story.
• Positive Sentiment: Analyst commentary remains constructive, with Zacks calling CVS a top long-term momentum stock and other reports noting a “Moderate Buy” consensus and higher price targets, suggesting Wall Street still sees upside tied to pharmacy, PBM, and Medicare Advantage execution. Article Title
• Positive Sentiment: Options activity also pointed to bullish trading interest, with unusually heavy call buying in CVS, often interpreted as a sign that traders expect further upside or a continued positive trend.
• Neutral Sentiment: A recent report on CVS’s dividend noted that payouts have been unchanged for 10 quarters, framing the dividend as a question for income investors rather than a clear catalyst for the stock.
• Neutral Sentiment: CVS stock has already had a strong run over the past year, and one article highlighted the shares nearing valuation levels that depend heavily on continued operational execution and policy stability.
• Negative Sentiment: Henry Ford Health filed a lawsuit alleging CVS used fraudulent reimbursement practices tied to the 340B drug discount program, which could create legal costs, headline risk, and potential pressure on margins if the claims gain traction. Article Title

Analyst Ratings Changes

CVS has been the topic of several research reports. Truist Financial increased their target price on CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Royal Bank Of Canada lifted their target price on CVS Health from $107.00 to $113.00 and gave the company an “outperform” rating in a research report on Thursday, July 9th. Wall Street Zen upgraded shares of CVS Health from a “hold” rating to a “buy” rating in a research note on Thursday. Robert W. Baird increased their price target on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Finally, Sanford C. Bernstein raised their price objective on shares of CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a research note on Tuesday, May 12th. Twenty-one research analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $105.67.

CVS Health Company 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.