CVS Health Corporation $CVS Position Trimmed by Robeco Schweiz AG

Robeco Schweiz AG decreased its position in CVS Health Corporation (NYSE:CVS) by 14.6% during the third quarter, HoldingsChannel.com reports. The fund owned 44,632 shares of the pharmacy operator’s stock after selling 7,622 shares during the quarter. Robeco Schweiz AG’s holdings in CVS Health were worth $3,825,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of CVS. Elevation Wealth Partners LLC boosted its position in shares of CVS Health by 41.8% during the 2nd quarter. Elevation Wealth Partners LLC now owns 356 shares of the pharmacy operator’s stock valued at $37,000 after acquiring an additional 105 shares during the last quarter. HBW Advisory Services LLC increased its position in CVS Health by 3.5% in the third quarter. HBW Advisory Services LLC now owns 3,408 shares of the pharmacy operator’s stock worth $292,000 after purchasing an additional 115 shares during the last quarter. Apella Capital LLC increased its position in CVS Health by 1.7% in the second quarter. Apella Capital LLC now owns 6,940 shares of the pharmacy operator’s stock worth $724,000 after purchasing an additional 117 shares during the last quarter. Wellington Altus USA Inc. raised its stake in CVS Health by 13.3% during the second quarter. Wellington Altus USA Inc. now owns 1,025 shares of the pharmacy operator’s stock valued at $106,000 after purchasing an additional 120 shares in the last quarter. Finally, CoreCap Advisors LLC raised its stake in CVS Health by 4.2% during the second quarter. CoreCap Advisors LLC now owns 3,481 shares of the pharmacy operator’s stock valued at $360,000 after purchasing an additional 139 shares in the last quarter. 80.66% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. JPMorgan Chase & Co. increased their price objective on shares of CVS Health from $111.00 to $118.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Weiss Ratings downgraded shares of CVS Health from a “buy (b-)” rating to a “hold (c+)” rating in a report on Friday, October 9th. Royal Bank Of Canada boosted their target price on shares of CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Piper Sandler set a $112.00 target price on shares of CVS Health in a research report on Wednesday, September 9th. Finally, Barclays increased their price target on shares of CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a report on Thursday, August 6th. Twenty investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, CVS Health presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.80.

CVS Health Trading Down 1.0%

Shares of CVS opened at $93.55 on Friday. CVS Health Corporation has a twelve month low of $69.51 and a twelve month high of $110.68. The company has a market cap of $119.64 billion, a P/E ratio of 24.75, a P/E/G ratio of 0.87 and a beta of 0.60. 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 company’s fifty day simple moving average is $91.60 and its 200-day simple moving average is $93.78.

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

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Monday, November 2nd. Stockholders of record on Thursday, October 22nd will be paid a dividend of $0.6650 per share. The ex-dividend date of this dividend is Thursday, October 22nd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.8%. CVS Health’s dividend payout ratio is currently 70.37%.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Analyst price target maintained: Cantor Fitzgerald kept its $110 price target for CVS, implying confidence in further upside from recent trading levels. Cantor Fitzgerald maintains CVS price target
• Positive Sentiment: Expanded fall merchandise: CVS Pharmacy is adding collectibles, limited-edition products, beauty items, snacks and seasonal offerings across stores and CVS.com. The initiative could support front-store traffic and retail sales, although its financial impact is not yet quantified. CVS expands fall assortment
• Positive Sentiment: New clinic openings: CVS reportedly opened three clinics, supporting its broader healthcare-services strategy and potentially increasing patient engagement and revenue opportunities. CVS opens three clinics
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 51,620 call options, about 203% above average. This signals increased speculative interest and may indicate bullish positioning, but options activity alone does not establish a change in CVS’s fundamentals.
• Neutral Sentiment: Analyst attention remains elevated: Zacks highlighted CVS as a heavily watched stock but did not provide a definitive new buy catalyst. Investors continue to weigh the company’s latest strong earnings performance against execution risks in its healthcare businesses. Zacks analysis of CVS
• Negative Sentiment: Recent underperformance: CVS previously declined even as the broader market gained, indicating lingering investor concerns or a lack of a fresh catalyst. The company’s strong latest quarterly results and fiscal 2026 earnings guidance provide support, but investors may remain focused on whether that performance is sustainable.

CVS Health Company Profile

CVS Health Corporation (NYSE: CVS) is a diversified health care company that provides pharmacy, insurance and health services in the United States. Its businesses serve consumers, employers, health plans and health care providers through pharmacies, benefit programs, insurance coverage and clinical care services.

The company’s Pharmacy Services segment, led by CVS Caremark, manages prescription drug benefits for employers, insurers and government programs. CVS Pharmacy operates retail pharmacies and health-focused stores that dispense prescriptions and offer over-the-counter products, health and wellness merchandise, immunizations and related services.