Glenview Trust Co Takes $553,000 Position in CVS Health Corporation $CVS

Glenview Trust Co bought a new position in shares of CVS Health Corporation (NYSE:CVS) in the second quarter, according to the company in its most recent filing with the SEC. The firm bought 7,703 shares of the pharmacy operator’s stock, valued at approximately $553,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Elevation Wealth Partners LLC boosted its holdings in shares of CVS Health by 41.8% in the 2nd quarter. Elevation Wealth Partners LLC now owns 356 shares of the pharmacy operator’s stock worth $37,000 after acquiring an additional 105 shares in the last quarter. Apella Capital LLC boosted its stake in CVS Health by 1.7% in the second quarter. Apella Capital LLC now owns 6,940 shares of the pharmacy operator’s stock worth $724,000 after purchasing an additional 117 shares in the last quarter. CYBER HORNET ETFs LLC grew its holdings in shares of CVS Health by 4.1% during the third quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock worth $259,000 after purchasing an additional 134 shares during the last quarter. Northwestern Mutual Investment Management Company LLC increased its stake in shares of CVS Health by 0.3% in the fourth quarter. Northwestern Mutual Investment Management Company LLC now owns 40,560 shares of the pharmacy operator’s stock valued at $3,219,000 after buying an additional 136 shares in the last quarter. Finally, CoreCap Advisors LLC raised its holdings in shares of CVS Health by 4.2% in the second quarter. CoreCap Advisors LLC now owns 3,481 shares of the pharmacy operator’s stock valued at $360,000 after buying an additional 139 shares during the last quarter. 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: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

CVS Health Trading Up 0.2%

Shares of NYSE CVS opened at $93.15 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.74. CVS Health Corporation has a twelve month low of $69.51 and a twelve month high of $110.68. The company’s fifty day moving average is $101.42 and its 200-day moving average is $89.46. The stock has a market cap of $119.14 billion, a price-to-earnings ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61.

CVS Health (NYSE:CVS) last posted its earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.71. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The firm had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. During the same period in the previous year, the company posted $1.81 earnings per share. The company’s revenue for the quarter was up 7.3% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Equities research analysts predict that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were paid a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s dividend payout ratio is presently 70.37%.

Analyst Ratings Changes

Several equities research analysts have weighed in on CVS shares. Sanford C. Bernstein raised their price objective on shares of CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. TD Cowen raised their price target on shares of CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a report on Monday, May 11th. Deutsche Bank Aktiengesellschaft upped their price objective on CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Morgan Stanley raised their price target on CVS Health from $106.00 to $111.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Finally, Royal Bank Of Canada boosted their price objective on CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Twenty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $107.17.

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.