CVS Health Corporation (NYSE:CVS) Given Consensus Recommendation of “Moderate Buy” by Analysts

CVS Health Corporation (NYSE:CVS) has received an average rating of “Moderate Buy” from the twenty-six research firms that are covering the firm, Marketbeat Ratings reports. Four equities research analysts have rated the stock with a hold rating and twenty-two have assigned a buy rating to the company. The average 12-month target price among analysts that have issued a report on the stock in the last year is $98.08.

Several research firms have recently issued reports on CVS. Weiss Ratings reiterated a “hold (c)” rating on shares of CVS Health in a report on Friday, May 8th. Royal Bank Of Canada raised their price objective on CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. HSBC boosted their target price on CVS Health from $83.00 to $85.00 and gave the stock a “hold” rating in a report on Tuesday, May 5th. The Goldman Sachs Group increased their target price on CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Finally, JPMorgan Chase & Co. lifted their price target on CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a research report on Tuesday.

Insider Activity at CVS Health

In related news, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of the sale, the executive vice president owned 10,133 shares of the company’s stock, valued at $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.85% of the stock is currently owned by insiders.

Institutional Trading of CVS Health

Several institutional investors have recently added to or reduced their stakes in CVS. National Pension Service increased its position in shares of CVS Health by 3.1% during the 3rd quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock valued at $301,532,000 after purchasing an additional 119,189 shares during the last quarter. Kingsview Wealth Management LLC boosted its holdings in shares of CVS Health by 316.2% in the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after buying an additional 79,340 shares during the last quarter. AE Wealth Management LLC grew its position in CVS Health by 6.2% during the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock valued at $19,391,000 after buying an additional 14,983 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its holdings in CVS Health by 11.2% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock valued at $16,971,000 after buying an additional 22,653 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its position in CVS Health by 186.6% in the third quarter. Wealth Enhancement Advisory Services LLC now owns 396,368 shares of the pharmacy operator’s stock worth $30,568,000 after acquiring an additional 258,050 shares during the period. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Morgan Stanley raised its price target on CVS Health and kept an overweight rating, signaling confidence in further upside after the company’s stronger-than-expected quarterly results. Morgan Stanley Issues Positive Forecast for CVS Health (NYSE:CVS) Stock Price
• Positive Sentiment: Argus also lifted its outlook for CVS Health, adding to the wave of analyst support that may be helping shares move higher. Argus Issues Positive Forecast for CVS Health (NYSE:CVS) Stock Price
• Positive Sentiment: CVS reported solid Q1 2026 earnings recently, beating estimates on both revenue and adjusted EPS, which continues to drive investor optimism about execution and valuation. Here is Why CVS Health (CVS) is One of the Cheap Stocks to Buy For the Next 10 Years
• Positive Sentiment: CVS and WGU launched an online pre-pharmacy degree program to help build a stronger pharmacist pipeline, a move that could support long-term staffing and service growth. CVS Health® and WGU launch online pre-pharmacy degree program for future pharmacists nationwide
• Neutral Sentiment: CVS advanced its portfolio reset by selling Omnicare after bankruptcy court approval, which simplifies the business and removes an underperforming unit, but also confirms ongoing restructuring. CVS Refocuses On Core Health Platform With Omnicare Sale And Drone Rollout
• Neutral Sentiment: CVS also highlighted community and brand-building initiatives in Rhode Island, including its economic impact report and expanded WIC acceptance, which are positive for reputation but less likely to move the stock on their own. CVS Health’s Annual Impact in Rhode Island

CVS Health Stock Performance

NYSE:CVS opened at $95.95 on Friday. The business’s fifty day moving average is $78.71 and its 200 day moving average is $78.59. The firm has a market cap of $122.42 billion, a price-to-earnings ratio of 42.27, a PEG ratio of 0.95 and a beta of 0.60. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. CVS Health has a 52-week low of $58.50 and a 52-week high of $98.43.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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%. CVS Health’s revenue was up 6.2% on a year-over-year basis. During the same period last year, the company posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Research analysts predict that CVS Health will post 7.44 EPS for the current year.

CVS Health Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were issued a $0.665 dividend. The ex-dividend date of this dividend was Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 2.8%. CVS Health’s payout ratio is 117.18%.

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.