EverSource Wealth Advisors LLC Acquires 5,495 Shares of CVS Health Corporation $CVS

EverSource Wealth Advisors LLC raised its holdings in CVS Health Corporation (NYSE:CVS) by 34.3% during the first quarter, HoldingsChannel.com reports. The institutional investor owned 21,506 shares of the pharmacy operator’s stock after acquiring an additional 5,495 shares during the period. EverSource Wealth Advisors LLC’s holdings in CVS Health were worth $1,545,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently modified their holdings of CVS. Vanguard Group Inc. boosted its position in shares of CVS Health by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 120,709,530 shares of the pharmacy operator’s stock valued at $9,579,508,000 after acquiring an additional 1,824,424 shares during the period. State Street Corp increased its position in CVS Health by 2.1% during the fourth quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock worth $4,776,182,000 after acquiring an additional 1,245,457 shares during the period. Capital International Investors raised its stake in CVS Health by 3.4% during the 4th quarter. Capital International Investors now owns 27,592,356 shares of the pharmacy operator’s stock valued at $2,189,793,000 after purchasing an additional 900,153 shares during the last quarter. Norges Bank bought a new stake in CVS Health in the 4th quarter valued at $1,666,265,000. Finally, Morgan Stanley boosted its holdings in CVS Health by 6.3% in the 4th quarter. Morgan Stanley now owns 20,373,774 shares of the pharmacy operator’s stock valued at $1,616,863,000 after purchasing an additional 1,211,631 shares during the period. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Key CVS Health News

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

• Positive Sentiment: Analysts expect CVS Health’s upcoming results to show earnings growth, supported by favorable estimates and recent positive estimate revisions. The outlook reinforces expectations that the company can continue its earnings recovery after reporting quarterly EPS and revenue above consensus in its latest report. CVS Health Earnings Expected to Grow
• Positive Sentiment: UnitedHealth’s second-quarter results—featuring improved margins, a lower medical cost ratio and raised earnings guidance—provide a constructive read-through for managed-care companies including CVS Health, suggesting industry cost pressures may be easing. UnitedHealth Turnaround Signal
• Positive Sentiment: CVS received the overall winner award and four gold awards at the 2026 US Customer Experience Awards, including recognition for AI innovation and consumer-centric culture. The recognition supports management’s efforts to improve customer engagement and digital operations, though it has limited immediate earnings impact. CVS Customer Experience Awards
• Positive Sentiment: CVS expanded its pharmacy offering to include common prescription medications for dogs and cats across approximately 9,000 stores, creating a potential new convenience and prescription-volume opportunity. Pet Medications Available at CVS Pharmacy
• Neutral Sentiment: Health100 earned accreditation for consumer data privacy and security, while CVS settled-related litigation involving X and the World Federation of Advertisers. Both developments may reduce reputational or compliance concerns but are unlikely to materially affect near-term earnings. Health100 Accreditation
• Negative Sentiment: Reports that the Trump administration may discontinue subsidies that help hold down Medicare Part D premiums in 2027 are weighing on health-insurance stocks. The change could increase pricing pressure, membership risk and medical-cost uncertainty for CVS’s Aetna business. Medicare Subsidy Report

CVS Health Price Performance

NYSE:CVS opened at $105.21 on Friday. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The company has a 50-day moving average of $101.22 and a 200-day moving average of $86.91. CVS Health Corporation has a 52 week low of $61.19 and a 52 week high of $110.68. The company has a market capitalization of $134.24 billion, a price-to-earnings ratio of 46.35, a PEG ratio of 1.03 and a beta of 0.61.

CVS Health (NYSE:CVS) last posted its earnings results 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. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business had revenue of $100.43 billion for the quarter, compared to analysts’ expectations of $94.99 billion. During the same quarter in the previous year, the firm posted $2.25 earnings per share. The firm’s revenue for the quarter was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, equities research analysts anticipate that CVS Health Corporation will post 7.46 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

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

Insider Buying and Selling

In related news, Director Larry Robbins sold 1,983,538 shares of the firm’s stock in a transaction that occurred on Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the completion of the transaction, the director owned 6,213,261 shares in the company, valued at $586,842,501.45. This trade represents a 24.20% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Tilak Mandadi sold 69,551 shares of the business’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 sale, the executive vice president directly owned 10,133 shares in the company, valued at approximately $907,714.14. This represents a 87.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently issued reports on CVS shares. Royal Bank Of Canada boosted their price objective on shares of CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Robert W. Baird lifted their target price on CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Wall Street Zen upgraded CVS Health from a “hold” rating to a “buy” rating in a research note on Thursday, July 23rd. Wells Fargo & Company upped their price target on CVS Health from $103.00 to $123.00 and gave the company an “overweight” rating in a report on Monday, July 13th. Finally, DA Davidson lifted their price objective on CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Twenty-one equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company. According to MarketBeat, CVS Health currently has a consensus rating of “Moderate Buy” and a consensus price target of $105.67.

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.