Banque Cantonale Vaudoise Has $3.43 Million Stock Holdings in CVS Health Corporation $CVS

Banque Cantonale Vaudoise raised its position in shares of CVS Health Corporation (NYSE:CVS) by 71.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 47,799 shares of the pharmacy operator’s stock after purchasing an additional 19,925 shares during the period. Banque Cantonale Vaudoise’s holdings in CVS Health were worth $3,432,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Swiss RE Ltd. bought a new stake in CVS Health in the fourth quarter worth approximately $26,000. Caitong International Asset Management Co. Ltd raised its holdings 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 in the last quarter. Sankala Group LLC acquired a new stake in shares of CVS Health in the 4th quarter valued at $28,000. Mcguire Capital Advisors Inc. bought a new stake in CVS Health in the fourth quarter worth $28,000. Finally, Ares Financial Consulting LLC acquired a new position in CVS Health during the fourth quarter worth $29,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at CVS Health

In other news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction 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 sale, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. The trade was a 87.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Larry Robbins sold 370,462 shares of the company’s stock in a transaction dated 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 sale, the director directly owned 4,824,799 shares in the company, valued at $450,877,466.55. This represents a 7.13% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 3,441,551 shares of company stock worth $323,703,977. 0.85% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages recently weighed in on CVS. UBS Group raised their price objective on CVS Health from $100.00 to $115.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Royal Bank Of Canada raised their price target on CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a research report on Thursday, May 7th. Morgan Stanley boosted their price objective on CVS Health from $106.00 to $111.00 and gave the stock an “overweight” rating in a research report on Thursday, June 4th. Mizuho increased their target price on CVS Health from $110.00 to $115.00 and gave the company an “outperform” rating in a research note on Monday, June 8th. Finally, Cantor Fitzgerald reiterated an “overweight” rating on shares of CVS Health in a research note on Thursday, June 11th. Twenty-two equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $101.28.

CVS Health Stock Performance

CVS opened at $104.50 on Friday. The stock’s 50 day simple moving average is $91.23 and its 200-day simple moving average is $82.24. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.78. The stock has a market cap of $133.33 billion, a PE ratio of 46.03, a P/E/G ratio of 1.00 and a beta of 0.62. CVS Health Corporation has a 1 year low of $58.50 and a 1 year high of $104.94.

CVS Health (NYSE:CVS) last announced 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 net margin of 0.72% and a return on equity of 11.88%. 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 prior year, the company posted $2.25 EPS. The business’s revenue was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Sell-side analysts forecast that CVS Health Corporation will post 7.44 EPS for the current year.

Key Stories Impacting CVS Health

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

• Positive Sentiment: CVS is expanding its direct-to-consumer GLP-1 weight-loss program, which could support new growth and improve margins if demand continues. CVS expands direct-to-consumer GLP-1 weight-loss program
• Positive Sentiment: Analysts/valuation updates have nudged CVS’s implied fair value higher, reflecting improving views on GLP-1 engagement, margins, and earnings resilience. CVS Health (CVS) Stock Sees Modest Fair Value Lift As GLP 1 And Margins Help
• Positive Sentiment: CVS Health Foundation announced $2 million in combined grants to Hartford- and Rhode Island-area nonprofits, reinforcing community ties and its local health access message. CVS Health Foundation invests $1 million in Hartford nonprofits tackling community health needs
• Positive Sentiment: CVS won a whistleblower drug lawsuit, removing a potential legal overhang. CVS Health Beats Whistleblower’s Worthless Services Drug Suit

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.