Aberdeen Group plc Lowers Position in CVS Health Corporation $CVS

Aberdeen Group plc trimmed its position in shares of CVS Health Corporation (NYSE:CVS) by 2.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,645,029 shares of the pharmacy operator’s stock after selling 46,103 shares during the quarter. Aberdeen Group plc’s holdings in CVS Health were worth $130,550,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in CVS. National Pension Service boosted its position in CVS Health by 3.1% during the third quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock worth $301,532,000 after purchasing an additional 119,189 shares in the last quarter. Kingsview Wealth Management LLC increased its position in shares of CVS Health by 316.2% in the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock valued at $7,873,000 after buying an additional 79,340 shares in the last quarter. AE Wealth Management LLC raised 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 buying an additional 14,983 shares during the period. Mirae Asset Global Investments Co. Ltd. lifted its position 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 buying an additional 22,653 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC grew its stake in 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 acquiring an additional 16,418 shares during the period. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health Stock Performance

CVS opened at $73.57 on Friday. CVS Health Corporation has a twelve month low of $58.35 and a twelve month high of $85.15. The firm has a market capitalization of $93.59 billion, a PE ratio of 53.31, a PEG ratio of 0.76 and a beta of 0.51. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. The firm’s 50-day moving average price is $75.93 and its 200 day moving average price is $77.68.

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

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be given a dividend of $0.665 per share. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 3.6%. CVS Health’s dividend payout ratio (DPR) is presently 192.75%.

Key CVS Health News

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

• Positive Sentiment: Company rolling out new store formats and refocusing on health care — CVS is testing a “radical” new store concept and accelerating a rollout of smaller, pharmacy‑only locations (about 20 this year) as it repositions toward health services and away from a pure convenience/retail model. Investors view this as a growth and margin improvement initiative. CVS adds a radical new store concept CVS Accelerates Rollout of New Pharmacy-Only Store Format
• Positive Sentiment: Plan to expand brick‑and‑mortar footprint after years of closures — CVS plans to open dozens of new stores (reports cite up to ~60 in 2026), a sign management sees attractive returns on selected new locations. This supports revenue growth expectations. CVS plans to open 60 new stores in 2026 after years of closures
• Positive Sentiment: Analyst and retail investor attention is increasing — Zacks and other outlets note heavy investor interest and bullish analyst coverage (consensus analysts still show meaningful upside for the stock), which can attract buying momentum. CVS Health Corporation (CVS) is Attracting Investor Attention
• Neutral Sentiment: Omnicare sale process advancing under court supervision — CVS subsidiary Omnicare entered an asset purchase agreement with GenieRx as a stalking‑horse bidder; outcome could free up value or create one‑time charges depending on final terms. Impact is uncertain until the process concludes. Omnicare Advances Court-Supervised Process
• Negative Sentiment: Piper Sandler trimmed expectations — at least one firm has lowered its outlook/price target, which could weigh on sentiment if other boutiques follow. Piper Sandler Has Lowered Expectations for CVS Health Stock Price
• Negative Sentiment: Regulatory/legal risk around insulin pricing — reports note CVS is under analyst scrutiny following a proposed FTC settlement related to insulin pricing; this creates potential liability and near‑term uncertainty. CVS Health (CVS) Under Analyst Spotlight Following Proposed FTC Settlement

Analysts Set New Price Targets

A number of equities analysts have weighed in on CVS shares. JPMorgan Chase & Co. upped their price objective on shares of CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Leerink Partners reiterated an “outperform” rating and issued a $98.00 target price on shares of CVS Health in a research report on Thursday, March 5th. Robert W. Baird boosted their target price on shares of CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 10th. Argus reduced their price target on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Finally, The Goldman Sachs Group lifted their price objective on CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Twenty equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $94.95.

About CVS Health

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.