CVS Health Corporation $CVS Shares Sold by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. decreased its position in CVS Health Corporation (NYSE:CVS) by 1.5% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 502,296 shares of the pharmacy operator’s stock after selling 7,726 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in CVS Health were worth $39,862,000 at the end of the most recent reporting period.

Other institutional investors have also modified their holdings of the company. Sei Investments Co. raised its position in shares of CVS Health by 17.4% during the second quarter. Sei Investments Co. now owns 905,715 shares of the pharmacy operator’s stock worth $62,474,000 after purchasing an additional 134,535 shares during the period. The Manufacturers Life Insurance Company raised its position in shares of CVS Health by 1.2% during the second quarter. The Manufacturers Life Insurance Company now owns 1,121,377 shares of the pharmacy operator’s stock worth $77,353,000 after purchasing an additional 13,329 shares during the period. Treasurer of the State of North Carolina raised its position in shares of CVS Health by 1.3% during the second quarter. Treasurer of the State of North Carolina now owns 585,073 shares of the pharmacy operator’s stock worth $40,358,000 after purchasing an additional 7,588 shares during the period. HUB Investment Partners LLC raised its position in CVS Health by 25.0% during the second quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after buying an additional 3,011 shares during the period. Finally, Alliancebernstein L.P. raised its position in CVS Health by 8.0% during the second quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock valued at $111,017,000 after buying an additional 119,439 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

Key CVS Health News

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

• Positive Sentiment: CVS won enterprise- and customer-facing AI awards, highlighting scaled AI deployments that could improve customer experience and operational efficiency. CVS Health’s Award Winning AI Raises Questions For Investors To Watch
• Positive Sentiment: CVS launched an AI health platform in partnership with Google Cloud, a strategic move that can accelerate digital services and pharmacy/clinic integration. CVS launches AI health platform with Google Cloud partnership
• Positive Sentiment: Barron’s published a bullish take arguing CVS is no longer a “value trap,” which can support investor sentiment and longer-term positioning despite near-term noise. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Positive Sentiment: Steve Nelson, President of Aetna (a CVS company), was named to Health Catalyst’s board — a sign of CVS leadership visibility in health-tech partnerships and ecosystem influence. Health Catalyst Appoints Steve Nelson, President of Aetna, to Its Board of Directors
• Neutral Sentiment: Cigna’s exit from the ACA market and stronger-than-expected outlook for 2026 is industry news that could change exchange dynamics and PBM volumes — relevant but indirect for CVS. Cigna Exits Obamacare Market As PBM Profit Drops 28%
• Neutral Sentiment: Coverage of Viatris’s upcoming results and beat probability is being circulated (industry context for pharma supply/competitive backdrop). Viatris (VTRS) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Zacks and other sites note heightened investor interest/searches in CVS, which often precedes volatility around earnings and newsflow. Investors Heavily Search CVS Health Corporation (CVS): Here is What You Need to Know
• Negative Sentiment: Analyst previews from Zacks/Yahoo warn CVS may report a decline in earnings and lack the key setup for an earnings beat; that caution pressures the stock ahead of results. Analysts Estimate CVS Health (CVS) to Report a Decline in Earnings: What to Look Out for
• Negative Sentiment: A Zacks Q1 preview highlights benefits pressure and elevated costs — noting health services growth may offset but not fully eliminate margin risk this quarter. CVS Q1 Earnings Preview: Health Services Likely to Lead Performance

CVS Health Stock Performance

Shares of NYSE CVS opened at $83.44 on Friday. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84. The firm has a market cap of $106.93 billion, a price-to-earnings ratio of 60.46, a P/E/G ratio of 0.88 and a beta of 0.51. The business’s 50-day simple moving average is $76.32 and its 200-day simple moving average is $77.97. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $85.15.

CVS Health (NYSE:CVS) last announced its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share for the quarter, beating the consensus estimate of $1.00 by $0.09. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The firm had revenue of $105.69 billion during the quarter, compared to the consensus estimate of $103.67 billion. During the same quarter in the prior year, the company earned $1.19 EPS. The firm’s revenue for the quarter was up 8.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities research analysts expect that CVS Health Corporation will post 7.14 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be paid a dividend of $0.665 per share. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 3.2%. CVS Health’s dividend payout ratio is presently 192.75%.

Wall Street Analyst Weigh In

Several research analysts recently weighed in on the company. Sanford C. Bernstein raised CVS Health from a “market perform” rating to an “outperform” rating and upped their price target for the company from $91.00 to $94.00 in a research report on Thursday, March 12th. Wolfe Research lowered their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Leerink Partners restated an “outperform” rating and issued a $98.00 target price on shares of CVS Health in a research note on Thursday, March 5th. TD Cowen reiterated a “buy” rating on shares of CVS Health in a research note on Friday, March 13th. Finally, Argus dropped their price target on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Twenty investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $95.05.

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.