CVS Health Corporation (NYSE:CVS) Receives Consensus Rating of “Moderate Buy” from Brokerages

CVS Health Corporation (NYSE:CVS) has been given an average recommendation of “Moderate Buy” by the twenty-four ratings firms that are presently covering the firm, Marketbeat reports. Three equities research analysts have rated the stock with a hold rating and twenty-one have issued a buy rating on the company. The average 12 month price target among analysts that have issued a report on the stock in the last year is $105.3750.

CVS has been the subject of several analyst reports. HSBC reaffirmed a “hold” rating and set a $103.00 target price on shares of CVS Health in a research report on Monday, July 6th. Bank of America upped their target price on CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Robert W. Baird raised their price target on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a report on Wednesday, April 15th. 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 note on Tuesday, May 26th. Finally, JPMorgan Chase & Co. increased their price objective on shares of CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a research report on Tuesday, May 12th.

Insider Activity

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 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 owned 10,133 shares of the company’s stock, valued at $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, Director Larry Robbins sold 1,983,538 shares of CVS Health stock in a transaction that occurred 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 completion of the sale, the director owned 6,213,261 shares of the company’s stock, valued at approximately $586,842,501.45. The trade was a 24.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders 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

Large investors have recently modified their holdings of the stock. Caitong International Asset Management Co. Ltd lifted 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 acquiring an additional 281 shares during the period. Swiss RE Ltd. acquired a new stake in CVS Health in the fourth quarter worth $26,000. Sankala Group LLC bought a new stake in CVS Health in the fourth quarter valued at $28,000. Global Trust Asset Management LLC raised its holdings in shares of CVS Health by 344.8% during the first quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock valued at $28,000 after purchasing an additional 300 shares during the period. Finally, Mcguire Capital Advisors Inc. acquired a new position in shares of CVS Health during the fourth quarter valued at about $28,000. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Down 2.4%

NYSE:CVS opened at $107.96 on Thursday. CVS Health has a one year low of $58.50 and a one year high of $110.68. 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 company has a market cap of $137.75 billion, a PE ratio of 47.56, a P/E/G ratio of 1.08 and a beta of 0.61. The firm’s 50 day simple moving average is $99.78 and its 200 day simple moving average is $85.78.

CVS Health (NYSE:CVS) last announced its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating 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 net margin of 0.72% and a return on equity of 11.88%. The company’s revenue was up 6.2% on a year-over-year basis. During the same period in the prior year, the company posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, research analysts anticipate that CVS Health will post 7.46 earnings per share for the current year.

CVS Health Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd will be issued a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 2.5%. The ex-dividend date is Thursday, July 23rd. CVS Health’s dividend payout ratio (DPR) is presently 117.18%.

Trending Headlines about CVS Health

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

• Positive Sentiment: CVS is expanding its pharmacy offering to include select pet prescriptions nationwide, a move that could drive incremental foot traffic and sales. Pet medications now available at CVS Pharmacy®
• Positive Sentiment: Analysts and market commentary noted improving execution and a better payer margin outlook, which can reinforce confidence in CVS’s earnings trajectory. CVS Health Corporation (CVS) Rose on Improving Execution and Payer Margin Outlook
• Neutral Sentiment: CVS also highlighted ongoing community health investments in Massachusetts, underscoring its broader social and healthcare footprint, though the immediate stock impact appears limited. CVS Health Helping to Strengthen Communities Across Massachusetts
• Negative Sentiment: Henry Ford Health’s lawsuit alleging a 340B pricing scheme creates legal and reimbursement uncertainty, which could pressure sentiment around CVS’s pharmacy operations. Henry Ford Health sues CVS over alleged $29 million pricing scheme

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.