Epoch Investment Partners Inc. Has $166.25 Million Stock Holdings in CVS Health Corporation $CVS

Epoch Investment Partners Inc. cut its holdings in shares of CVS Health Corporation (NYSE:CVS) by 7.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 2,094,935 shares of the pharmacy operator’s stock after selling 158,895 shares during the period. CVS Health comprises approximately 0.9% of Epoch Investment Partners Inc.’s portfolio, making the stock its 23rd largest position. Epoch Investment Partners Inc. owned 0.16% of CVS Health worth $166,254,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the stock. Sei Investments Co. raised its holdings in CVS Health by 17.4% during the 2nd 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 last quarter. The Manufacturers Life Insurance Company raised its holdings in CVS Health by 1.2% during the 2nd 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 last quarter. Treasurer of the State of North Carolina raised its holdings in CVS Health by 1.3% during the 2nd 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 last quarter. HUB Investment Partners LLC raised its holdings in CVS Health by 25.0% during the 2nd quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock worth $1,039,000 after purchasing an additional 3,011 shares during the last quarter. Finally, Alliancebernstein L.P. raised its holdings in CVS Health by 8.0% during the 2nd quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock worth $111,017,000 after purchasing an additional 119,439 shares during the last quarter. 80.66% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have issued reports on CVS. Sanford C. Bernstein raised their price target on shares of CVS Health from $94.00 to $106.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Robert W. Baird raised their price target on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. DA Davidson raised their price target on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Wolfe Research lowered their price target on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Twenty-two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $100.68.

Insider Transactions at CVS Health

In other CVS Health news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction dated 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 transaction, the executive vice president directly owned 10,133 shares in the company, valued at $907,714.14. The trade was a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Larry Robbins sold 1,983,538 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the sale, the director directly owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. This trade represents a 24.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,441,551 shares of company stock worth $323,703,977. Corporate insiders own 0.85% of the company’s stock.

CVS Health Price Performance

CVS opened at $101.87 on Friday. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. The company has a market capitalization of $129.98 billion, a price-to-earnings ratio of 44.88, a P/E/G ratio of 1.00 and a beta of 0.62. The firm’s fifty day moving average price is $86.91 and its two-hundred day moving average price is $80.78. CVS Health Corporation has a 1 year low of $58.50 and a 1 year high of $102.77.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, topping 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 net margin of 0.72% and a return on equity of 11.88%. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the firm earned $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, analysts anticipate that CVS Health Corporation will post 7.44 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Thursday, April 23rd. CVS Health’s payout ratio is presently 117.18%.

Key CVS Health News

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

• Positive Sentiment: CVS is expanding access to GLP-1 weight-loss drugs, including bringing back Zepbound and loosening restrictions on newer oral therapies, which could improve customer engagement and prescription volume while supporting its broader healthcare platform. Is CVS (CVS) Using GLP-1 Access and AI Tools to Redefine Its Healthcare Moat?
• Positive Sentiment: The company is also pushing AI deeper into pharmacy, insurance, and care delivery operations, aiming to cut administrative burden, improve efficiency, and potentially widen margins over time. Healthy Returns: CVS Health executives on reducing health care’s biggest pain points
• Positive Sentiment: CVS Health has launched Aetna Mental Health on Demand, which gives members faster access to care and shows the company is trying to strengthen service offerings across its insurance business. 5 Low Price-to-Book Stocks That Are Worth Buying in June
• Positive Sentiment: Recent coverage notes CVS at a 52-week high and highlights strong post-earnings momentum, while screening screens and “trending stock” mentions suggest investor interest remains elevated. CVS Health Corporation (CVS) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: CVS is also working with Fluency to move autonomous AI agents from pilot projects into production, but the financial impact is still early and not yet quantified. CVS is Using Fluency to Close Enterprise AI Deployment Gap
• Neutral Sentiment: News that Mass General Brigham and CVS are moving closer to a primary care partnership and that the stock is being heavily discussed by retail investors adds attention, but these items are not immediate earnings drivers. Mass General Brigham and CVS primary care partnership moves closer to reality
• Negative Sentiment: Musab Balbale’s departure adds some leadership turnover, though the market may view it as a limited issue unless more executive changes follow. Musab Balbale Departs CVS Health

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.