Global Wealth Management Investment Advisory Inc. Takes $4.59 Million Position in CVS Health Corporation $CVS

Global Wealth Management Investment Advisory Inc. bought a new position in shares of CVS Health Corporation (NYSE:CVS) in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 60,937 shares of the pharmacy operator’s stock, valued at approximately $4,594,000.

Other institutional investors also recently bought and sold shares of the company. Cantor Fitzgerald Investment Advisors L.P. grew its holdings in shares of CVS Health by 1.6% in the second quarter. Cantor Fitzgerald Investment Advisors L.P. now owns 409,735 shares of the pharmacy operator’s stock valued at $28,264,000 after purchasing an additional 6,615 shares in the last quarter. Alpha Omega Wealth Management LLC grew its stake in shares of CVS Health by 12.3% in the 3rd quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator’s stock worth $11,301,000 after buying an additional 16,418 shares in the last quarter. Aaron Wealth Advisors LLC increased its holdings in shares of CVS Health by 177.4% in the 3rd quarter. Aaron Wealth Advisors LLC now owns 34,259 shares of the pharmacy operator’s stock worth $2,583,000 after buying an additional 21,911 shares during the last quarter. Red Mountain Financial LLC purchased a new stake in shares of CVS Health during the 2nd quarter valued at about $293,000. Finally, Osaic Holdings Inc. lifted its holdings in shares of CVS Health by 18.4% in the 2nd quarter. Osaic Holdings Inc. now owns 229,903 shares of the pharmacy operator’s stock valued at $15,828,000 after acquiring an additional 35,809 shares during the last quarter. 80.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on CVS shares. Royal Bank Of Canada restated an “outperform” rating on shares of CVS Health in a research report on Thursday, December 4th. Weiss Ratings reissued a “hold (c-)” rating on shares of CVS Health in a research report on Monday, December 29th. Truist Financial set a $100.00 price target on CVS Health in a research report on Wednesday, December 10th. Jefferies Financial Group lifted their price objective on shares of CVS Health from $92.00 to $98.00 in a research note on Thursday, October 30th. Finally, Mizuho increased their target price on shares of CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a research note on Wednesday, December 10th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $94.86.

CVS Health News Roundup

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

• Positive Sentiment: Bernstein raised its price target to $91 and reaffirmed a Market Perform rating, signaling incremental analyst support for a higher valuation and helping sentiment on the name. Bernstein raises PT on CVS Health (CVS) to $91, reiterates ‘market perform’ rating
• Positive Sentiment: Gilead said its new HIV prevention shot has been added to CVS’s drug coverage lists for commercial plans — a win for pharmacy and PBM revenue mix and utilization that could lift prescription volume and margins. Gilead’s new HIV prevention shot added to CVS’s drug coverage lists, CEO says
• Positive Sentiment: High-profile media commentary (Jim Cramer) highlighting CEO Karen Lynch/management execution (“Joyner’s money”) is boosting investor confidence in leadership and strategy. Jim Cramer on CVS CEO: “Joyner’s Money”
• Neutral Sentiment: Research outlets (Zacks) are publishing favorable screens on CVS as a top-ranked value and momentum stock and highlighting strong earnings surprise history — these pieces raise investor attention but are informational unless followed by concrete catalyst. CVS Health (CVS) is a Top-Ranked Value Stock: Should You Buy?
• Neutral Sentiment: Zacks coverage also notes heavy investor searches and discusses the company’s likelihood of beating upcoming estimates — increased attention can boost liquidity and short-term momentum but isn’t a direct fundamental change. Investors Heavily Search CVS Health Corporation (CVS): Here is What You Need to Know
• Negative Sentiment: An Illinois risk pool has sued Eli Lilly, CVS and UnitedHealth over insulin pricing — this litigation adds regulatory and legal risk, potential damages and reputational downside that could pressure the stock if claims escalate or lead to material fines. Illinois risk pool sues Eli Lilly, CVS, UnitedHealth over insulin pricing

CVS Health Stock Performance

CVS stock opened at $80.63 on Wednesday. CVS Health Corporation has a twelve month low of $50.14 and a twelve month high of $85.15. The firm has a market cap of $102.36 billion, a price-to-earnings ratio of 212.20, a PEG ratio of 0.74 and a beta of 0.48. The business’s fifty day simple moving average is $78.78 and its two-hundred day simple moving average is $74.10. The company has a quick ratio of 0.63, a current ratio of 0.83 and a debt-to-equity ratio of 0.83.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, October 29th. The pharmacy operator reported $1.60 EPS for the quarter, topping analysts’ consensus estimates of $1.36 by $0.24. CVS Health had a net margin of 0.12% and a return on equity of 11.45%. The firm had revenue of $102.87 billion for the quarter, compared to analysts’ expectations of $98.85 billion. During the same period in the prior year, the business posted $1.09 earnings per share. The business’s revenue for the quarter was up 7.8% on a year-over-year basis. CVS Health has set its FY 2025 guidance at 6.550-6.650 EPS. Analysts predict that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Thursday, January 22nd will be paid a $0.665 dividend. The ex-dividend date of this dividend is Thursday, January 22nd. This represents a $2.66 annualized dividend and a yield of 3.3%. CVS Health’s dividend payout ratio is 700.00%.

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.