Chicago Partners Investment Group LLC Buys 6,839 Shares of CVS Health Corporation $CVS

Chicago Partners Investment Group LLC grew its stake in shares of CVS Health Corporation (NYSE:CVS) by 41.2% in the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor owned 23,426 shares of the pharmacy operator’s stock after acquiring an additional 6,839 shares during the period. Chicago Partners Investment Group LLC’s holdings in CVS Health were worth $1,926,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of CVS. Avion Wealth raised its position in CVS Health by 99.0% during the 2nd quarter. Avion Wealth now owns 380 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 189 shares in the last quarter. Harbor Capital Advisors Inc. increased its stake in shares of CVS Health by 72.1% during the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock valued at $26,000 after buying an additional 142 shares during the period. Corundum Trust Company INC bought a new stake in shares of CVS Health in the third quarter valued at about $29,000. Harbor Asset Planning Inc. purchased a new stake in CVS Health in the second quarter worth about $30,000. Finally, Front Row Advisors LLC grew its holdings in CVS Health by 436.5% during the 2nd quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock worth $31,000 after acquiring an additional 371 shares in the last quarter. Institutional investors own 80.66% of the company’s stock.

Trending Headlines about CVS Health

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

• Positive Sentiment: Management announced cuts to prior authorizations and expanded rebate-sharing, moves investors interpret as simplifying care and potentially improving utilization and margins. CVS Health cuts prior authorizations, expands rebate sharing
• Positive Sentiment: Corporate PR highlights new steps to make health insurance simpler and more affordable, which supports the narrative of revenue growth from consumer-facing insurance products. CVS Health® makes health insurance simpler and more affordable for Americans
• Positive Sentiment: Unusual options activity — heavy buying of CVS call options — suggests speculative or institutional bullish interest that can lift the stock intraday. Investors Buy Large Volume of CVS Health Call Options (NYSE:CVS)
• Neutral Sentiment: CVS announced an AI and workforce partnership with the University of Maryland — a long-term operational play that could improve pharmacy staffing and efficiency but is not an immediate earnings driver. CVS Health, U of Maryland partner on AI, pharmacy workforce growth
• Neutral Sentiment: Earlier litigation updates show CVS (and peers) have fought off certain antitrust claims in court, a reminder that legal outcomes can be mixed and case-specific. UnitedHealth, CVS Fend Off Antitrust Lawsuit Over Drug Costs
• Negative Sentiment: House Judiciary Committee released a report accusing CVS/Caremark of tactics that thwart competition and pressure independent pharmacies — renewed antitrust scrutiny raises regulatory and litigation risk that can weigh on valuation. House Judiciary Committee Report Accuses CVS Health of Thwarting Competition and Targeting Independent Pharmacies
• Negative Sentiment: Multiple House hearings and committee statements (reported across outlets) portray CVS as facing intensified congressional scrutiny over PBM practices — this can drive headline volatility and potential regulatory action. CVS faces antitrust scrutiny over PBM practices

CVS Health Stock Up 1.4%

CVS Health stock opened at $82.65 on Friday. CVS Health Corporation has a 1-year low of $52.69 and a 1-year high of $85.15. The business has a fifty day moving average price of $78.95 and a 200-day moving average price of $74.62. The company has a debt-to-equity ratio of 0.83, a current ratio of 0.83 and a quick ratio of 0.63. The stock has a market capitalization of $104.92 billion, a price-to-earnings ratio of 217.51, a PEG ratio of 0.75 and a beta of 0.48.

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

CVS Health Announces Dividend

The business also recently announced 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 is Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a yield of 3.2%. CVS Health’s dividend payout ratio (DPR) is 700.00%.

Analysts Set New Price Targets

Several equities research analysts have recently commented on the stock. Truist Financial set a $100.00 price target on shares of CVS Health in a report on Wednesday, December 10th. Barclays upped their target price on CVS Health from $87.00 to $93.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Evercore ISI lifted their price target on CVS Health from $85.00 to $95.00 and gave the company an “outperform” rating in a report on Thursday, October 30th. Leerink Partners boosted their price target on CVS Health from $86.00 to $95.00 and gave the stock an “outperform” rating in a research report on Thursday, October 16th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating on shares of CVS Health in a research report on Thursday, December 4th. Nineteen investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $94.86.

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.