147,948 Shares in CVS Health Corporation $CVS Purchased by Eurizon Capital SGR S.p.A.

Eurizon Capital SGR S.p.A. purchased a new position in shares of CVS Health Corporation (NYSE:CVS) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 147,948 shares of the pharmacy operator’s stock, valued at approximately $11,745,000.

Other hedge funds have also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its position in shares of CVS Health by 407.2% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 281 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in shares of CVS Health during the 4th quarter worth about $29,000. Dogwood Wealth Management LLC raised its position in shares of CVS Health by 93.7% during the 4th quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock worth $29,000 after purchasing an additional 179 shares during the last quarter. GoalVest Advisory LLC acquired a new position in shares of CVS Health during the 4th quarter worth about $32,000. Finally, MidAtlantic Capital Management Inc. acquired a new position in shares of CVS Health during the 4th quarter worth about $35,000. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Performance

CVS Health stock opened at $90.97 on Monday. The firm has a 50 day simple moving average of $82.07 and a 200-day simple moving average of $79.56. CVS Health Corporation has a 1-year low of $58.50 and a 1-year high of $98.43. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. The stock has a market cap of $116.06 billion, a price-to-earnings ratio of 40.07, a price-to-earnings-growth ratio of 0.89 and a beta of 0.62.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, beating the consensus estimate of $2.21 by $0.36. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. During the same quarter in the prior year, the company posted $2.25 EPS. The business’s revenue for the quarter was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, analysts expect that CVS Health Corporation will post 7.44 EPS for the current year.

CVS Health Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd were paid a $0.665 dividend. The ex-dividend date of this dividend was Thursday, April 23rd. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. CVS Health’s dividend payout ratio is 117.18%.

Analysts Set New Price Targets

A number of research firms have commented on CVS. Argus increased their price objective on shares of CVS Health from $90.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Morgan Stanley increased their price objective on shares of CVS Health from $93.00 to $106.00 and gave the company an “overweight” rating in a report on Thursday, May 14th. The Goldman Sachs Group increased their price objective on shares of CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Piper Sandler cut their price objective on shares of CVS Health from $101.00 to $99.00 and set an “overweight” rating for the company in a report on Tuesday, March 31st. Finally, TD Cowen increased their price objective on shares of CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a report on Monday, May 11th. Twenty-two research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to MarketBeat.com, CVS Health has a consensus rating of “Moderate Buy” and an average target price of $98.88.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: CVS Caremark said it will restore coverage of Eli Lilly’s Zepbound and add Lilly’s new obesity pill to its standard drug plans, a move that could boost CVS’s pharmacy-benefit relevance and improve customer access to GLP-1 medications. CVS brings back coverage for Lilly’s obesity drug Zepbound
• Positive Sentiment: The company announced expanded GLP-1 coverage options, which management framed as improving affordability and access while supporting more sustainable long-term coverage. CVS Caremark Delivers Affordability and Access to GLP-1 Weight Management Medications with Expanded Coverage Options
• Positive Sentiment: CVS Health expanded its collaboration with Salesforce to streamline call center interactions using AI, which could improve service quality and operating efficiency across its member and provider base. CVS Health to Deliver Faster, More Personalized Call Center Care for Millions of Members with Salesforce’s Agentforce Health
• Positive Sentiment: CVS Health also launched Aetna Mental Health On Demand and continued building out digital health capabilities, reinforcing its integrated care strategy. CVS Health Expands Integrated Care With Virtual Mental Health AI And GLP 1
• Neutral Sentiment: CVS received a Newsweek AI Impact Award for prescription-interpretation technology, highlighting innovation in pharmacy workflow and medication safety. CVS Health recognized for technology that improves medication safety and patient care
• Neutral Sentiment: Glenview Capital said CVS remains one of its top holdings, which supports investor confidence but does not by itself change fundamentals. Glenview Capital Keeps CVS Health (CVS) Among Top Holdings

Insider Activity at CVS Health

In other news, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $89.58, for a total value of $6,230,378.58. Following the completion of the sale, the executive vice president owned 10,133 shares of the company’s stock, valued at $907,714.14. This represents a 87.28% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Larry Robbins sold 370,462 shares of the stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the completion of the sale, the director directly owned 4,824,799 shares of the company’s stock, valued at approximately $450,877,466.55. This trade represents a 7.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 3,441,551 shares of company stock valued at $323,703,977. Corporate insiders own 0.85% of the company’s stock.

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.