Vertrix Wealth Management LLC Invests $3.79 Million in CVS Health Corporation $CVS

Vertrix Wealth Management LLC acquired a new stake in shares of CVS Health Corporation (NYSE:CVS) in the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 36,636 shares of the pharmacy operator’s stock, valued at approximately $3,790,000.

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

Insider Transactions at CVS Health

In other CVS Health news, Director Larry Robbins sold 370,462 shares of CVS Health stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $93.45, for a total value of $34,619,673.90. Following the transaction, the director directly owned 4,824,799 shares of the company’s stock, valued at $450,877,466.55. The trade was a 7.13% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Over the last quarter, insiders sold 3,372,000 shares of company stock valued at $317,473,598. Company insiders own 0.85% of the company’s stock.

Trending Headlines about CVS Health

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

• Positive Sentiment: CVS reported second-quarter adjusted earnings of $2.58 per share, well above the $1.87 analyst consensus, while revenue rose 7.3% year over year to $106.1 billion. Management raised its 2026 adjusted EPS outlook to $7.90–$8.10, supported by improving performance at Aetna and strength in the retail business. CVS Health earnings and GLP-1 partnership article
• Positive Sentiment: The company expanded its collaboration with Eli Lilly on GLP-1 weight-management treatments. The initiative could help CVS combine its pharmacy, insurance and care-delivery assets to capture a larger role in the growing obesity-treatment market. CVS GLP-1 strategy article
• Positive Sentiment: Analysts have modestly increased their fair-value estimate for CVS from $111.92 to $114.88, reflecting more constructive views following the earnings results, although execution and policy risks remain. CVS fair value estimate article
• Neutral Sentiment: Healthcare was among the sectors receiving defensive ETF inflows, which may provide some broader investor support for CVS, but the flows were concentrated largely in broad-market funds, Treasuries and gold rather than being a company-specific catalyst. Weekly ETF flows article
• Negative Sentiment: Executives warned that Caremark pharmacy-benefit-management membership could decline in 2026 and that changes involving the 340B drug-pricing program may remain a headwind into 2027. These comments overshadowed the earnings beat and guidance increase by raising concerns about future revenue and profit growth. CVS earnings call risks article

Analysts Set New Price Targets

A number of research firms have recently weighed in on CVS. Cantor Fitzgerald raised their price target on shares of CVS Health from $100.00 to $110.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. Argus increased their target price on shares of CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Royal Bank Of Canada raised their target price on CVS Health from $107.00 to $113.00 and gave the company an “outperform” rating in a report on Thursday, July 9th. Weiss Ratings upgraded CVS Health from a “hold (c+)” rating to a “buy (b-)” rating in a research note on Wednesday. Finally, TD Cowen increased their price objective on CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a report on Monday, May 11th. Twenty-two research analysts have rated the stock with a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $106.46.

CVS Health Stock Performance

Shares of CVS opened at $95.61 on Monday. The company has a market capitalization of $122.28 billion, a PE ratio of 25.29, a price-to-earnings-growth ratio of 0.91 and a beta of 0.61. CVS Health Corporation has a one year low of $63.30 and a one year high of $110.68. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66. The company’s fifty day moving average price is $102.26 and its 200 day moving average price is $87.81.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.87 by $0.71. The company had revenue of $106.10 billion during the quarter, compared to analysts’ expectations of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The business’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period in the prior year, the company earned $1.81 earnings per share. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, analysts expect that CVS Health Corporation will post 8.02 earnings per share 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. The ex-dividend date was Thursday, July 23rd. This represents a $2.66 annualized dividend and a yield of 2.8%. CVS Health’s dividend payout ratio is presently 70.37%.

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.