Atria Investments Inc Has $6.31 Million Stock Holdings in CVS Health Corporation $CVS

Atria Investments Inc lifted its holdings in CVS Health Corporation (NYSE:CVS) by 13.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 83,633 shares of the pharmacy operator’s stock after purchasing an additional 9,949 shares during the period. Atria Investments Inc’s holdings in CVS Health were worth $6,305,000 as of its most recent filing with the SEC.

A number of other institutional investors have also added to or reduced their stakes in the company. National Pension Service increased its position in shares of CVS Health by 3.1% during the third quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock valued at $301,532,000 after purchasing an additional 119,189 shares during the period. AE Wealth Management LLC lifted its holdings in shares of CVS Health by 6.2% during the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock valued at $19,391,000 after acquiring an additional 14,983 shares during the period. Mirae Asset Global Investments Co. Ltd. grew its holdings in shares of CVS Health by 11.2% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock worth $16,971,000 after purchasing an additional 22,653 shares during the last quarter. Alpha Omega Wealth Management LLC increased its position in shares of CVS Health by 12.3% during the 3rd quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator’s stock worth $11,301,000 after purchasing an additional 16,418 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC boosted its holdings in shares of CVS Health by 186.6% in the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 396,368 shares of the pharmacy operator’s stock worth $30,568,000 after acquiring an additional 258,050 shares in the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of brokerages have weighed in on CVS. Evercore boosted their target price on shares of CVS Health from $85.00 to $95.00 and gave the stock an “outperform” rating in a research note on Thursday, October 30th. Cantor Fitzgerald reiterated an “overweight” rating on shares of CVS Health in a research report on Wednesday, December 10th. Morgan Stanley upped their target price on shares of CVS Health from $89.00 to $93.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Barclays increased their price objective on shares of CVS Health from $87.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Nineteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat, CVS Health currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.91.

CVS Health Trading Up 0.7%

Shares of CVS stock opened at $78.45 on Friday. CVS Health Corporation has a 12-month low of $58.35 and a 12-month high of $85.15. The firm has a 50 day moving average price of $78.64 and a two-hundred day moving average price of $76.13. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. The company has a market capitalization of $99.80 billion, a PE ratio of 56.85, a price-to-earnings-growth ratio of 0.81 and a beta of 0.50.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share for the quarter, topping the consensus estimate of $1.00 by $0.09. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The business had revenue of $105.69 billion during the quarter, compared to analysts’ expectations of $103.67 billion. During the same period last year, the firm posted $1.19 EPS. The firm’s revenue for the quarter was up 8.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, analysts predict that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were given a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, January 22nd. This represents a $2.66 annualized dividend and a yield of 3.4%. CVS Health’s dividend payout ratio is currently 192.75%.

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.