Impact Partnership Wealth LLC Purchases Shares of 5,573 CVS Health Corporation $CVS

Impact Partnership Wealth LLC acquired a new stake in shares of CVS Health Corporation (NYSE:CVS) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 5,573 shares of the pharmacy operator’s stock, valued at approximately $400,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new stake in CVS Health during the fourth quarter worth about $1,666,265,000. Wellington Management Group LLP boosted its holdings in shares of CVS Health by 193.2% in the 4th quarter. Wellington Management Group LLP now owns 18,564,392 shares of the pharmacy operator’s stock worth $1,473,270,000 after acquiring an additional 12,233,675 shares in the last quarter. Amundi grew its position in CVS Health by 95.3% during the 3rd quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after acquiring an additional 3,637,943 shares during the last quarter. Capital Research Global Investors grew its position in CVS Health by 24.5% during the 3rd quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock worth $864,667,000 after acquiring an additional 2,253,531 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership increased its holdings in CVS Health by 70.5% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 5,294,134 shares of the pharmacy operator’s stock valued at $399,125,000 after purchasing an additional 2,188,307 shares in the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Price Performance

CVS Health stock opened at $104.83 on Thursday. The business’s 50-day simple moving average is $93.44 and its 200 day simple moving average is $82.96. 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 $133.75 billion, a price-to-earnings ratio of 46.18, a P/E/G ratio of 1.01 and a beta of 0.60. CVS Health Corporation has a 12-month low of $58.50 and a 12-month high of $106.15.

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

Wall Street Analysts Forecast Growth

CVS has been the topic of a number of recent analyst reports. TD Cowen boosted their price objective on CVS Health from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. UBS Group raised their target price on CVS Health from $100.00 to $115.00 and gave the company a “buy” rating in a research note on Monday, June 8th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of CVS Health in a report on Thursday, June 11th. DA Davidson increased their price objective on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Finally, Barclays raised 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-one investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $101.28.

More CVS Health News

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

• Positive Sentiment: Analysts highlighted CVS Health’s strong earnings surprise track record and said the company appears positioned to beat estimates again in its next quarterly report, which supports sentiment around future profits. Will CVS Health (CVS) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: CVS was also featured in a CNBC report about Medicare beginning to cover obesity drugs, with CVS and Walmart helping seniors navigate the new coverage landscape, underscoring CVS’s role in a growing healthcare service area. Healthy Returns: Walmart, CVS step in to help seniors navigate Medicare coverage of obesity drugs
• Positive Sentiment: CVS Health also published consumer-health content on women’s health and preventive screenings, reinforcing its push to drive pharmacy, clinic, and health-services engagement. CVS Health: A Menopause Revolution Is Long Overdue
• Positive Sentiment: An executive from CVS Health was named to Choice Hotels’ board, which is a small signal of leadership visibility and management credibility. Choice Hotels International Appoints Artificial Intelligence Leader Ali Keshavarz to Board of Directors
• Neutral Sentiment: A healthcare-advice article said UnitedHealth, Humana, and CVS denied post-hospital care at some of the highest rates, which could keep attention on utilization management and prior-authorization practices, but the piece does not provide a direct financial update. UnitedHealth, Humana, CVS Denied Post-Hospital Care At Some Of The Highest Rates
• Neutral Sentiment: CVS also appeared in coverage of its support for America250, which is mainly a branding/community-relations item and likely has limited near-term stock impact. CVS Health Exec Explains Why Its Support of America250 is ‘Natural Fit’

Insider Activity at CVS Health

In other news, EVP Tilak Mandadi sold 69,551 shares of the firm’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 transaction, the executive vice president directly owned 10,133 shares in the company, valued at $907,714.14. This trade represents a 87.28% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Larry Robbins sold 1,983,538 shares of CVS Health stock in a transaction on Tuesday, May 19th. The stock was sold at an average price of $94.45, for a total value of $187,345,164.10. Following the sale, the director directly owned 6,213,261 shares of the company’s stock, valued at approximately $586,842,501.45. This trade represents a 24.20% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 3,441,551 shares of company stock worth $323,703,977 over the last 90 days. 0.85% of the stock is currently owned by company insiders.

CVS Health 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.