CVS Health Corporation (NYSE:CVS) Receives Average Recommendation of “Moderate Buy” from Brokerages

CVS Health Corporation (NYSE:CVS) has been given an average rating of “Moderate Buy” by the twenty-six ratings firms that are presently covering the company, Marketbeat Ratings reports. Four research analysts have rated the stock with a hold recommendation and twenty-two have assigned a buy recommendation to the company. The average 1-year target price among brokers that have issued ratings on the stock in the last year is $101.28.

Several analysts have issued reports on the company. TD Cowen upped their price objective on CVS Health from $105.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, May 11th. Wells Fargo & Company lifted their price target on shares of CVS Health from $102.00 to $103.00 and gave the company an “overweight” rating in a report on Friday, May 8th. Robert W. Baird boosted their price objective on shares of CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a research report on Wednesday, April 15th. JPMorgan Chase & Co. raised their target price on shares of CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Finally, Wolfe Research decreased their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a research note on Monday, March 2nd.

Insider Buying and Selling at CVS Health

In other news, Director Larry Robbins sold 1,983,538 shares of the company’s stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the completion of the transaction, the director owned 6,213,261 shares in the company, valued at approximately $586,842,501.45. This represents a 24.20% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction dated Friday, May 8th. The stock was 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 position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Corporate insiders own 0.85% of the company’s stock.

Institutional Trading of CVS Health

A number of hedge funds and other institutional investors have recently made changes to their positions in the business. TOWER TRUST & INVESTMENT Co lifted its holdings in shares of CVS Health by 0.8% during the fourth quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after purchasing an additional 132 shares during the last quarter. CYBER HORNET ETFs LLC lifted its stake in CVS Health by 4.1% during the third 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 in the last quarter. LS Investment Advisors LLC boosted its holdings in shares of CVS Health by 3.9% in the fourth quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock worth $284,000 after buying an additional 135 shares during the period. Moss Adams Wealth Advisors LLC increased its position in shares of CVS Health by 4.7% in the fourth quarter. Moss Adams Wealth Advisors LLC now owns 3,016 shares of the pharmacy operator’s stock worth $239,000 after acquiring an additional 135 shares in the last quarter. Finally, Northwestern Mutual Investment Management Company LLC boosted its stake in CVS Health by 0.3% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 40,560 shares of the pharmacy operator’s stock worth $3,219,000 after purchasing an additional 136 shares during the period. 80.66% of the stock is currently owned by institutional investors.

CVS Health Stock Performance

NYSE:CVS opened at $104.38 on Friday. The firm has a 50-day moving average of $91.81 and a two-hundred day moving average of $82.39. 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 $133.18 billion, a P/E ratio of 45.98, a PEG ratio of 1.02 and a beta of 0.62. CVS Health has a 1-year low of $58.50 and a 1-year high of $106.15.

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. The firm had revenue of $100.43 billion for the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The firm’s revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, research analysts expect that CVS Health will post 7.44 earnings per share for the current fiscal year.

About CVS Health

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.