CVS Health Corporation $CVS Shares Purchased by Czech National Bank

Czech National Bank increased its holdings in shares of CVS Health Corporation (NYSE:CVS) by 3.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 334,729 shares of the pharmacy operator’s stock after purchasing an additional 12,600 shares during the period. Czech National Bank’s holdings in CVS Health were worth $26,564,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently added to or reduced their stakes in the company. National Pension Service lifted its holdings in CVS Health by 3.1% in the third quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock valued at $301,532,000 after acquiring an additional 119,189 shares during the period. Kingsview Wealth Management LLC grew its stake in shares of CVS Health by 316.2% during the 3rd quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after purchasing an additional 79,340 shares during the period. AE Wealth Management LLC grew its stake in shares of CVS Health by 6.2% during the 3rd quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock worth $19,391,000 after purchasing an additional 14,983 shares during the period. Mirae Asset Global Investments Co. Ltd. increased its holdings in shares of CVS Health by 11.2% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock valued at $16,971,000 after purchasing an additional 22,653 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC lifted 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 valued at $11,301,000 after purchasing an additional 16,418 shares during the period. 80.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several analysts recently commented on CVS shares. The Goldman Sachs Group raised their price target on shares of CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Robert W. Baird upped their price objective on shares of CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th. Bank of America dropped their target price on CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. 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. Finally, Wolfe Research reduced their price target on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Twenty investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $95.05.

CVS Health News Summary

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

• Positive Sentiment: Proposed FTC insulin-pricing settlement narrows a large antitrust/legal overhang for Caremark; CVS and FTC staff provided responses as part of the agreement and Caremark has denied wrongdoing — this clarification can lower uncertainty for investors. Read More.
• Positive Sentiment: Settlement leaves UnitedHealth as the sole remaining defendant in the government’s PBM antitrust suit, shifting regulatory focus away from CVS and removing a major source of company-specific litigation risk. Read More.
• Positive Sentiment: Analyst support and buy-case commentary remain in place — TD Cowen and other commentators have reaffirmed buy ratings and higher price targets, and dividend/valuation narratives are being cited as a buying opportunity by some commentators. Read More.
• Neutral Sentiment: Several bullish write-ups present CVS as a discounted, dividend-supported long-term buy; useful for longer-term investors but less likely to move near-term price without catalysts. Read More.
• Negative Sentiment: Report alleges CVS overbilled federal programs by roughly $600M in a scheme similar to one in Ohio — if the claim proceeds to enforcement or settlement it could create material financial and reputational damage. Read More.
• Negative Sentiment: State-level policy risk: a pharmacy bill that could force a conflict between CVS retail vs. PBM businesses is gaining traction; CVS has spent heavily on ads to fight the bill, highlighting escalating political/regulatory costs. Read More. Read More.

CVS Health Stock Performance

NYSE:CVS opened at $72.13 on Thursday. 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 has a market capitalization of $91.76 billion, a PE ratio of 52.26, a P/E/G ratio of 0.76 and a beta of 0.49. CVS Health Corporation has a fifty-two week low of $58.35 and a fifty-two week high of $85.15. The company has a fifty day moving average of $77.00 and a two-hundred day moving average of $77.77.

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

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be issued a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 3.7%. The ex-dividend date is Thursday, April 23rd. CVS Health’s payout ratio is presently 192.75%.

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.