Spire Wealth Management Has $2.09 Million Position in CVS Health Corporation $CVS

Spire Wealth Management raised its position in CVS Health Corporation (NYSE:CVS) by 254.8% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 26,295 shares of the pharmacy operator’s stock after purchasing an additional 18,883 shares during the quarter. Spire Wealth Management’s holdings in CVS Health were worth $2,087,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Wellington Management Group LLP raised its holdings in CVS Health by 391.6% in the 3rd quarter. Wellington Management Group LLP now owns 6,330,717 shares of the pharmacy operator’s stock valued at $477,273,000 after buying an additional 5,042,816 shares during the last quarter. Amundi grew its holdings in CVS Health by 95.3% during the 3rd quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after acquiring an additional 3,637,943 shares during the last quarter. Invesco Ltd. increased its position in CVS Health by 15.3% in the 2nd quarter. Invesco Ltd. now owns 23,532,479 shares of the pharmacy operator’s stock valued at $1,623,270,000 after acquiring an additional 3,118,626 shares during the period. Capital Research Global Investors raised its stake in shares of CVS Health by 24.5% during the third quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock valued at $864,667,000 after acquiring an additional 2,253,531 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership lifted its holdings in shares of CVS Health by 70.5% during the third quarter. Arrowstreet Capital Limited Partnership now owns 5,294,134 shares of the pharmacy operator’s stock worth $399,125,000 after purchasing an additional 2,188,307 shares during the period. 80.66% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several analysts recently weighed in on CVS shares. JPMorgan Chase & Co. boosted their price objective on shares of CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Argus cut their target price on CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. The Goldman Sachs Group upped their price target on CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research report on Thursday, February 12th. Bank of America decreased their price target on CVS Health from $100.00 to $95.00 and set a “buy” rating for the company in a research note on Tuesday, January 27th. Finally, TD Cowen reaffirmed a “buy” rating on shares of CVS Health in a research note on Friday, March 13th. Twenty investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $95.05.

CVS Health News Summary

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

• Positive Sentiment: CVS plans to expand its retail footprint with ~60 new store openings this year, including 20 small pharmacy‑only sites and Target-based locations — a reversal after years of downsizing that could lift pharmacy revenues and local market access over time. CVS to Grow Store Footprint This Year With 60 New Locations
• Positive Sentiment: CVS opened its first pharmacy‑only, apothecary‑style location in Chicago and says it will open nearly 20 such small neighborhood pharmacies this year — a push to increase access to meds, immunizations and pharmacist services that can boost prescription volumes and convenience-driven traffic. CVS Pharmacy® celebrates opening of first pharmacy-only location in Chicago
• Positive Sentiment: Industry research highlights growth in the chemotherapy‑at‑home market and lists CVS among market leaders — an expanding, higher‑margin services opportunity that could drive longer‑term revenue diversification beyond retail prescriptions. Trends and Opportunities in the Chemotherapy-At-Home Services Market
• Neutral Sentiment: State-level policy developments in Tennessee could affect local store economics but remain uncertain — some reporting says reform language might allow CVS to keep pharmacies open, which is a mixed operational signal for investors. CVS could keep pharmacies open under Tennessee reform bill, local pharmacists say
• Negative Sentiment: CVS reached a proposed FTC settlement related to insulin pricing; the company says the process should conclude in coming weeks. That regulatory overhang introduces potential remediation costs, fines or operational limits that can weigh on near‑term sentiment and multiples. CVS Health (CVS) Reaches Proposed FTC Settlement on Insulin Pricing
• Negative Sentiment: Local reporting and opinion pieces highlight threats or disputes around potential pharmacy closures in Tennessee — a reminder of operational, regulatory and community‑relations risks that can amplify short‑term negative sentiment. The real reason CVS is threatening to close TN pharmacies | Letters

CVS Health Price Performance

Shares of NYSE CVS opened at $69.98 on Tuesday. The company has a market capitalization of $89.02 billion, a PE ratio of 50.71, a P/E/G ratio of 0.73 and a beta of 0.49. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. CVS Health Corporation has a twelve month low of $58.35 and a twelve month high of $85.15. The firm has a fifty day simple moving average of $76.45 and a 200 day simple moving average of $77.76.

CVS Health (NYSE:CVS) last issued its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.09. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The business had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. During the same quarter in the prior year, the firm posted $1.19 earnings per share. The business’s quarterly revenue 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. On average, sell-side analysts forecast that CVS Health Corporation will post 5.89 EPS for the current year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be paid a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 3.8%. CVS Health’s dividend payout ratio (DPR) 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.