CVS Health Corporation $CVS Position Increased by Robeco Schweiz AG

Robeco Schweiz AG increased its position in shares of CVS Health Corporation (NYSE:CVS) by 9.1% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 101,509 shares of the pharmacy operator’s stock after acquiring an additional 8,435 shares during the period. Robeco Schweiz AG’s holdings in CVS Health were worth $8,056,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its holdings in shares of CVS Health by 407.2% during the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after acquiring an additional 281 shares in the last quarter. Corundum Trust Company INC bought a new position in CVS Health during the third quarter valued at about $29,000. Ares Financial Consulting LLC bought a new position in CVS Health during the fourth quarter valued at about $29,000. GoalVest Advisory LLC bought a new position in CVS Health during the fourth quarter valued at about $32,000. Finally, Financial Consulate Inc. raised its holdings in CVS Health by 99.6% during the fourth quarter. Financial Consulate Inc. now owns 499 shares of the pharmacy operator’s stock valued at $40,000 after buying an additional 249 shares in the last quarter. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

CVS Health Stock Performance

CVS opened at $86.89 on Thursday. The stock has a market cap of $111.35 billion, a PE ratio of 62.96, a P/E/G ratio of 0.84 and a beta of 0.60. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. CVS Health Corporation has a 1 year low of $58.35 and a 1 year high of $88.63. The stock’s 50 day simple moving average is $76.60 and its 200-day simple moving average is $78.00.

CVS Health (NYSE:CVS) last released its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. The company had revenue of $100.43 billion for the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The company’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the business earned $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Sell-side analysts forecast that CVS Health Corporation will post 7.14 EPS for the current year.

CVS Health Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were issued a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date of this dividend was Thursday, April 23rd. CVS Health’s payout ratio is presently 192.75%.

Trending Headlines about CVS Health

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

• Positive Sentiment: Q1 beat and guidance raise — CVS delivered a sizable EPS and revenue beat, raised full?year GAAP and adjusted EPS guidance and increased cash?flow guidance, validating the Aetna recovery and driving the rally. CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE
• Positive Sentiment: Insurance unit turnaround — Management pointed to improved medical cost controls at Aetna (lower medical benefit ratio and five consecutive quarterly improvements), which materially boosted margins and underpins the higher FY forecast. CVS Health raises 2026 forecast after improving medical cost controls
• Positive Sentiment: Pharmacy cost actions — CVS Caremark will expand adoption of lower?cost interchangeable biosimilars (preferring biosimilars over select reference brands starting July 1), which should lower drug spend for clients and improve Caremark margins. CVS Caremark Expands Biosimilar Adoption Through Formulary Updates to Improve Affordability and Access
• Neutral Sentiment: Analyst update — HSBC raised its price target to $85 but kept a “hold” rating, signaling cautious analyst sentiment despite the beat (PT remains close to/under recent levels). HSBC Raises CVS Health (NYSE:CVS) Price Target to $85.00
• Neutral Sentiment: Management commentary — CEO and executives emphasized the Aetna recovery and reiterated progress toward MA margin goals; useful for confidence but execution and membership trends remain watch items. CVS Health CEO David Joyner: Our Aetna business got off track, but we’ve had five quarters of improvement
• Negative Sentiment: Formulary decision could create pushback — CVS’s move to prefer biosimilars includes dropping J&J’s Stelara from main formularies, which could draw manufacturer pushback, legal/regulatory scrutiny or short?term customer friction. CVS to drop J&J’s Stelara from its main formularies

Wall Street Analyst Weigh In

Several equities analysts have weighed in on the company. TD Cowen restated a “buy” rating on shares of CVS Health in a report on Friday, March 13th. Robert W. Baird raised their price target on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. The Goldman Sachs Group raised their price target on CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Piper Sandler lowered their price target on CVS Health from $101.00 to $99.00 and set an “overweight” rating on the stock in a research report on Tuesday, March 31st. Finally, Barclays reaffirmed an “overweight” rating on shares of CVS Health in a research report on Thursday. Twenty equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $94.61.

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.