PFA Pension Forsikringsaktieselskab Buys Shares of 721,071 CVS Health Corporation $CVS

PFA Pension Forsikringsaktieselskab bought a new stake in shares of CVS Health Corporation (NYSE:CVS) during the 4th quarter, HoldingsChannel reports. The firm bought 721,071 shares of the pharmacy operator’s stock, valued at approximately $57,578,000.

Several other institutional investors have also added to or reduced their stakes in CVS. Wellington Management Group LLP boosted its stake in CVS Health by 391.6% during the 3rd quarter. Wellington Management Group LLP now owns 6,330,717 shares of the pharmacy operator’s stock valued at $477,273,000 after purchasing an additional 5,042,816 shares during the last quarter. Amundi boosted its stake in CVS Health by 95.3% during the 3rd quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock valued at $572,665,000 after purchasing an additional 3,637,943 shares during the last quarter. Capital Research Global Investors boosted its stake in CVS Health by 24.5% during the 3rd quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock valued at $864,667,000 after purchasing an additional 2,253,531 shares during the last quarter. Arrowstreet Capital Limited Partnership boosted its stake in shares of CVS Health by 70.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 5,294,134 shares of the pharmacy operator’s stock worth $399,125,000 after buying an additional 2,188,307 shares during the last quarter. Finally, Hamlin Capital Management LLC purchased a new position in shares of CVS Health in the 4th quarter worth $160,844,000. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on CVS. Piper Sandler dropped their price target on CVS Health from $101.00 to $99.00 and set an “overweight” rating on the stock in a research note on Tuesday, March 31st. Leerink Partners restated an “outperform” rating and issued a $98.00 price target on shares of CVS Health in a research note on Thursday, March 5th. Wolfe Research decreased their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a report on Monday, March 2nd. TD Cowen reaffirmed a “buy” rating on shares of CVS Health in a report on Friday, March 13th. Finally, Sanford C. Bernstein raised CVS Health from a “market perform” rating to an “outperform” rating and raised their target price for the stock from $91.00 to $94.00 in a report on Thursday, March 12th. Twenty analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. Based on data from MarketBeat, CVS Health has a consensus rating of “Moderate Buy” and an average target price of $95.05.

CVS Health Price Performance

Shares of CVS Health stock opened at $82.12 on Friday. CVS Health Corporation has a one year low of $58.35 and a one year high of $85.15. 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 stock’s fifty day moving average is $76.32 and its 200 day moving average is $77.97. The stock has a market cap of $105.24 billion, a P/E ratio of 59.51, a P/E/G ratio of 0.86 and a beta of 0.60.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, topping the consensus estimate of $1.00 by $0.09. The company had revenue of $105.69 billion during the quarter, compared to analyst estimates of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The firm’s revenue was up 8.2% on a year-over-year basis. During the same quarter last year, the business posted $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Sell-side analysts anticipate that CVS Health Corporation will post 7.14 earnings per share for the current year.

CVS Health Announces Dividend

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

More CVS Health News

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

• Positive Sentiment: Regulatory tailwinds for Aetna and clearer PBM policy raised upside visibility for CVS’s Health Services and PBM businesses, boosting investor optimism about Medicare Advantage payments and reduced insulin?pricing uncertainty. Regulatory Tailwinds Article
• Positive Sentiment: Operational efficiency gains from automation: WSJ reports on CVS’s new highly automated distribution center using robots to move millions of items with far fewer staff — a potential long?term margin lever. Robotics/Operations Article
• Positive Sentiment: Competitive positioning: coverage notes CVS is pushing health?services expansion while Walgreens pulls back, which could support share gains in higher?margin care services. Competitive Positioning Article
• Neutral Sentiment: Earnings preview / analyst focus: Wall Street is parsing Q1 metrics (revenue, pharmacy trends and Health Services growth). Investors are waiting for the company’s March?quarter results and management color before re?rating shares. Earnings Countdown Article
• Negative Sentiment: Near?term margin risk: earnings previews caution that benefits segment pressures and elevated costs could weigh on Q1 results, a key reason investors are cautious ahead of the print. Earnings Preview Article
• Negative Sentiment: Market dynamics and valuation: after a strong run-up, the stock’s rich near?term multiples and lighter intraday volume can amplify down?moves as investors lock in gains while awaiting Q1 clarity (contributing to today’s pullback).

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.