Fulcrum Asset Management LLP Invests $621,000 in CVS Health Corporation $CVS

Fulcrum Asset Management LLP purchased a new stake in shares of CVS Health Corporation (NYSE:CVS) during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund purchased 5,999 shares of the pharmacy operator’s stock, valued at approximately $621,000.

Several other institutional investors have also recently made changes to their positions in the business. Glenview Trust Co acquired a new stake in CVS Health during the 2nd quarter worth about $553,000. North Star Asset Management Inc. acquired a new position in shares of CVS Health during the 2nd quarter worth approximately $280,000. United Capital Financial Advisors LLC lifted its holdings in CVS Health by 16.8% during the second quarter. United Capital Financial Advisors LLC now owns 48,048 shares of the pharmacy operator’s stock valued at $4,971,000 after purchasing an additional 6,908 shares in the last quarter. Hamilton Capital LLC purchased a new position in CVS Health in the 2nd quarter valued at about $257,000. Finally, Old North State Trust LLC acquired a new stake in shares of CVS Health in the second quarter worth approximately $222,000. Hedge funds and other institutional investors own 80.66% of the company’s stock.

CVS Health Price Performance

Shares of CVS opened at $93.15 on Friday. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.74. The stock’s 50 day moving average is $101.42 and its two-hundred day moving average is $89.46. CVS Health Corporation has a twelve month low of $69.51 and a twelve month high of $110.68. The firm has a market capitalization of $119.14 billion, a PE ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 EPS for the quarter, beating the consensus estimate of $1.87 by $0.71. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The business had revenue of $106.10 billion during the quarter, compared to analysts’ expectations of $100.03 billion. During the same period last year, the firm earned $1.81 EPS. The company’s quarterly revenue was up 7.3% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Research analysts anticipate that CVS Health Corporation will post 8.02 earnings per share for the current year.

CVS Health Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd were paid a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. CVS Health’s dividend payout ratio is 70.37%.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on CVS shares. UBS Group upped their price objective on shares of CVS Health from $122.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Barclays upped their target price on shares of CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. HSBC reaffirmed a “hold” rating and issued a $103.00 price objective on shares of CVS Health in a research note on Monday, July 6th. Piper Sandler reissued an “overweight” rating on shares of CVS Health in a research report on Wednesday. Finally, 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. Twenty-two equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.17.

Trending Headlines about CVS Health

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

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.