Daiwa Securities Group Inc. Purchases 6,733 Shares of CVS Health Corporation $CVS

Daiwa Securities Group Inc. grew its position in CVS Health Corporation (NYSE:CVS) by 3.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 204,969 shares of the pharmacy operator’s stock after acquiring an additional 6,733 shares during the quarter. Daiwa Securities Group Inc.’s holdings in CVS Health were worth $16,266,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently modified their holdings of CVS. Caitong International Asset Management Co. Ltd increased 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 valued at $26,000 after purchasing an additional 281 shares during the last quarter. Ares Financial Consulting LLC bought a new position in shares of CVS Health during the 4th quarter valued at approximately $29,000. Dogwood Wealth Management LLC increased 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 valued at $29,000 after purchasing an additional 179 shares during the last quarter. GoalVest Advisory LLC bought a new position in shares of CVS Health during the 4th quarter valued at approximately $32,000. Finally, MidAtlantic Capital Management Inc. bought a new position in shares of CVS Health during the 4th quarter valued at approximately $35,000. Institutional investors own 80.66% of the company’s stock.

Insider Buying and Selling at CVS Health

In other CVS Health news, Director Larry Robbins sold 370,462 shares of the company’s stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $93.45, for a total value of $34,619,673.90. Following the completion of the sale, the director directly owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. This represents a 7.13% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Tilak Mandadi sold 69,551 shares of the company’s stock in a transaction on Friday, May 8th. The stock was 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 ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 3,441,551 shares of company stock valued at $323,703,977 over the last quarter. Company insiders own 0.85% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on the company. Sanford C. Bernstein boosted their target price on CVS Health from $94.00 to $106.00 and gave the company an “outperform” rating in a research report on Tuesday, May 12th. Wall Street Zen upgraded CVS Health from a “hold” rating to a “buy” rating in a report on Saturday, May 9th. Mizuho boosted their price objective on CVS Health from $102.00 to $110.00 and gave the company an “outperform” rating in a report on Wednesday, May 20th. TD Cowen boosted their price objective on CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a report on Monday, May 11th. Finally, Leerink Partners restated an “outperform” rating and set a $98.00 price objective on shares of CVS Health in a report on Thursday, March 5th. Twenty-two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $99.88.

More CVS Health News

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

• Positive Sentiment: CVS Health was upgraded to a Zacks Rank #2 (Buy), reflecting improved earnings optimism and adding to the bullish tone around the stock. Article Title
• Positive Sentiment: Broker sentiment remains constructive on CVS Health, with recent coverage pointing to favorable views from Wall Street analysts and broader confidence in the company’s outlook. Article Title
• Positive Sentiment: The managed-care group rallied after analysts cited softer medical cost and utilization trends across the sector, which can support margins and spill over positively to CVS Health. Article Title
• Neutral Sentiment: CVS Health highlighted community and affordable-housing projects in New Jersey and Massachusetts, underscoring its corporate social responsibility efforts, but these announcements are unlikely to move the stock materially. Article Title
• Neutral Sentiment: Media coverage noted CVS Health is up about 8.5% since its last earnings report and asked whether the rally can continue, mainly reflecting investor attention on post-earnings momentum rather than a new catalyst. Article Title
• Neutral Sentiment: CVS CEO comments on AI, “super apps,” and primary care suggest longer-term strategy focus, but there was no immediate financial update in the coverage. Article Title
• Neutral Sentiment: Additional community partnership news, including a job training lab in Lincoln Heights, is supportive of the brand but not a direct earnings driver. Article Title

CVS Health Price Performance

CVS opened at $96.11 on Friday. The business has a fifty day moving average of $84.13 and a 200 day moving average of $80.03. CVS Health Corporation has a 52-week low of $58.50 and a 52-week high of $98.43. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. The stock has a market cap of $122.62 billion, a P/E ratio of 42.34, a PEG ratio of 0.93 and a beta of 0.62.

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

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were issued a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio is currently 117.18%.

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.