CVS Health Corporation $CVS Shares Acquired by Russell Investments Group Ltd.

Russell Investments Group Ltd. boosted its holdings in shares of CVS Health Corporation (NYSE:CVS) by 2.8% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 3,240,985 shares of the pharmacy operator’s stock after purchasing an additional 89,696 shares during the period. Russell Investments Group Ltd.’s holdings in CVS Health were worth $244,355,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Harbor Capital Advisors Inc. boosted its stake in shares of CVS Health by 72.1% during the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 142 shares during the period. Corundum Trust Company INC purchased a new position in shares of CVS Health during the third quarter worth about $29,000. Front Row Advisors LLC increased its position in CVS Health by 436.5% in the 2nd quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock valued at $31,000 after acquiring an additional 371 shares during the period. SOA Wealth Advisors LLC. raised its stake in CVS Health by 36.9% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock valued at $37,000 after acquiring an additional 131 shares during the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new stake in CVS Health during the 2nd quarter worth approximately $36,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health News Summary

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

• Positive Sentiment: CVS launched Health100, a new AI-native health?tech subsidiary and consumer engagement platform built with Google Cloud. Management says the platform will unify data across payers, providers and pharmacies to drive personalized engagement and better outcomes — a potential long?term revenue and margin lever if adoption scales. CVS taps Google Cloud to roll out AI-powered health platform
• Positive Sentiment: Broad media and trade coverage highlights the Google Cloud tie?up and Health100 rollout, increasing visibility for CVS as a tech-enabled healthcare integrator — this can support multiple revenue streams (retail, PBM, value-based care) over time. CVS Health And Google Launch AI Business To ‘Personalize Healthcare’
• Positive Sentiment: Analyst and long?term bulls point to margin recovery and FY2026 guidance (CVS set EPS guidance ~5.94–6.14) plus a recent quarterly beat — supporting the thesis that Medicare Advantage margin improvement and Health100 monetization could drive sizable upside over 12–24 months. CVS Health: Stop Catastrophizing, Start Believing – Here’s Why
• Neutral Sentiment: Market commentary questions whether recent gains already price in recovery — some pieces analyze valuation and one?year returns, useful for timing but not a direct catalyst. Is CVS Health (CVS) Still Attractive After A 27% One Year Share Price Gain
• Negative Sentiment: Regulatory risk in Tennessee: a proposed bill would bar companies from owning both retail pharmacies and PBMs, and CVS warned it could close all 134 locations in the state if the law passes — an example of state?level regulatory risks that could hit revenue, footprint and investor sentiment. CVS warns bill would force shutdown of 134 pharmacies in this state
• Negative Sentiment: Wolfe Research trimmed its price target on CVS, a modest negative for near?term sentiment even though the firm remains focused on longer?term fundamentals. Wolfe Research Cuts CVS Health (NYSE:CVS) Price Target to $97.00

Wall Street Analysts Forecast Growth

CVS has been the topic of a number of recent research reports. Wolfe Research dropped their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a report on Monday, March 2nd. Robert W. Baird increased their price target on CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a report on Wednesday, December 10th. Mizuho boosted their price objective on shares of CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a research note on Wednesday, December 10th. Sanford C. Bernstein restated a “market perform” rating and set a $91.00 price objective on shares of CVS Health in a research report on Tuesday, January 6th. Finally, Morgan Stanley raised their target price on shares of CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. Nineteen analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $94.91.

CVS Health Stock Down 1.0%

CVS Health stock opened at $77.91 on Monday. The stock’s 50 day moving average price is $78.49 and its 200 day moving average price is $77.65. The company has a market cap of $99.12 billion, a PE ratio of 56.46, a price-to-earnings-growth ratio of 0.81 and a beta of 0.49. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. CVS Health Corporation has a 1-year low of $58.35 and a 1-year high of $85.15.

CVS Health (NYSE:CVS) last released its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.09. The company had revenue of $105.69 billion during the quarter, compared to the consensus estimate of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.CVS Health’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same quarter last year, the company earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. On average, sell-side analysts predict that CVS Health Corporation will post 5.89 EPS for the current fiscal year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were issued a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a yield of 3.4%. CVS Health’s payout ratio is currently 192.75%.

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.