CVS Health Corporation $CVS Shares Sold by Bollard Group LLC

Bollard Group LLC cut its stake in CVS Health Corporation (NYSE:CVS) by 22.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,496 shares of the pharmacy operator’s stock after selling 4,925 shares during the quarter. Bollard Group LLC’s holdings in CVS Health were worth $1,388,000 at the end of the most recent quarter.

Several other hedge funds also recently added to or reduced their stakes in the stock. Alteri Wealth LLC raised its position in CVS Health by 3.2% in the third quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after purchasing an additional 131 shares during the period. TOWER TRUST & INVESTMENT Co boosted its position in CVS Health by 0.8% in the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after buying an additional 132 shares during the last quarter. Holistic Financial Partners boosted its position in CVS Health by 4.1% in the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after buying an additional 133 shares during the last quarter. CYBER HORNET ETFs LLC boosted its position in CVS Health by 4.1% in the 3rd quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after buying an additional 134 shares during the last quarter. Finally, LS Investment Advisors LLC boosted its position in CVS Health by 3.9% in the 4th quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock valued at $284,000 after buying an additional 135 shares during the last quarter. 80.66% of the stock is owned by hedge funds and other institutional investors.

CVS Health News Summary

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

• Positive Sentiment: CVS is expanding access to GLP-1 weight-loss drugs, including bringing back Zepbound and loosening restrictions on newer oral therapies, which could improve customer engagement and prescription volume while supporting its broader healthcare platform. Is CVS (CVS) Using GLP-1 Access and AI Tools to Redefine Its Healthcare Moat?
• Positive Sentiment: The company is also pushing AI deeper into pharmacy, insurance, and care delivery operations, aiming to cut administrative burden, improve efficiency, and potentially widen margins over time. Healthy Returns: CVS Health executives on reducing health care’s biggest pain points
• Positive Sentiment: CVS Health has launched Aetna Mental Health on Demand, which gives members faster access to care and shows the company is trying to strengthen service offerings across its insurance business. 5 Low Price-to-Book Stocks That Are Worth Buying in June
• Positive Sentiment: Recent coverage notes CVS at a 52-week high and highlights strong post-earnings momentum, while screening screens and “trending stock” mentions suggest investor interest remains elevated. CVS Health Corporation (CVS) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: CVS is also working with Fluency to move autonomous AI agents from pilot projects into production, but the financial impact is still early and not yet quantified. CVS is Using Fluency to Close Enterprise AI Deployment Gap
• Neutral Sentiment: News that Mass General Brigham and CVS are moving closer to a primary care partnership and that the stock is being heavily discussed by retail investors adds attention, but these items are not immediate earnings drivers. Mass General Brigham and CVS primary care partnership moves closer to reality
• Negative Sentiment: Musab Balbale’s departure adds some leadership turnover, though the market may view it as a limited issue unless more executive changes follow. Musab Balbale Departs CVS Health

Insider Buying and Selling

In related news, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of the sale, the executive vice president directly owned 10,133 shares in the company, valued at approximately $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Larry Robbins sold 370,462 shares of the firm’s stock in a transaction that occurred on Thursday, May 21st. The stock was sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the completion of the transaction, the director directly owned 4,824,799 shares of the company’s stock, valued at $450,877,466.55. This represents a 7.13% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,441,551 shares of company stock valued at $323,703,977 over the last 90 days. 0.85% of the stock is currently owned by insiders.

CVS Health Price Performance

NYSE CVS opened at $101.87 on Friday. CVS Health Corporation has a 12 month low of $58.50 and a 12 month high of $102.77. 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 firm has a market capitalization of $129.98 billion, a PE ratio of 44.88, a P/E/G ratio of 1.00 and a beta of 0.62. The company’s 50 day simple moving average is $86.91 and its 200 day simple moving average is $80.78.

CVS Health (NYSE:CVS) last posted its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, beating analysts’ consensus estimates 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 for the quarter, compared to analyst estimates of $94.99 billion. During the same quarter last year, the business earned $2.25 earnings per share. 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. As a group, equities research analysts forecast that CVS Health Corporation will post 7.44 EPS for the current fiscal year.

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were issued a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio (DPR) is presently 117.18%.

Analyst Ratings Changes

A number of research firms have weighed in on CVS. Deutsche Bank Aktiengesellschaft upped their price objective on shares of CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Argus upped their price objective on shares of CVS Health from $90.00 to $104.00 and gave the company a “buy” rating in a research report on Thursday, May 14th. HSBC upped their price objective on shares of CVS Health from $83.00 to $85.00 and gave the company a “hold” rating in a research report on Tuesday, May 5th. Piper Sandler reissued an “overweight” rating and issued a $113.00 price objective on shares of CVS Health in a research report on Monday, June 1st. Finally, Barclays upped their price objective on shares of CVS Health from $101.00 to $106.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Twenty-two research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $100.68.

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.