Storgate LLC Makes New $480,000 Investment in CVS Health Corporation $CVS

Storgate LLC acquired a new position in shares of CVS Health Corporation (NYSE:CVS) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 6,054 shares of the pharmacy operator’s stock, valued at approximately $480,000.

Several other large investors also recently added to or reduced their stakes in the stock. Caitong International Asset Management Co. Ltd boosted its position in shares of CVS Health by 407.2% during the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after buying an additional 281 shares during the period. Swiss RE Ltd. purchased a new position in shares of CVS Health during the fourth quarter valued at approximately $26,000. Ares Financial Consulting LLC purchased a new position in shares of CVS Health during the fourth quarter valued at approximately $29,000. Dogwood Wealth Management LLC boosted its position in shares of CVS Health by 93.7% during the fourth quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock valued at $29,000 after buying an additional 179 shares during the period. Finally, GoalVest Advisory LLC bought a new stake in CVS Health during the 4th quarter valued at $32,000. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Performance

Shares of CVS opened at $101.87 on Friday. CVS Health Corporation has a 12 month low of $58.50 and a 12 month high of $102.77. The stock has a fifty day moving average price of $86.91 and a 200-day moving average price of $80.78. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.78. The firm has a market cap of $129.98 billion, a PE ratio of 44.88, a P/E/G ratio of 0.98 and a beta of 0.62.

CVS Health (NYSE:CVS) last issued its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, beating the consensus estimate of $2.21 by $0.36. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The firm had revenue of $100.43 billion during the quarter, compared to analyst estimates of $94.99 billion. During the same quarter in the prior year, the business posted $2.25 EPS. The business’s revenue for the quarter was up 6.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Equities research analysts predict that CVS Health Corporation will post 7.44 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd were issued a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio is currently 117.18%.

Trending Headlines about CVS Health

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

• Positive Sentiment: CVS is expanding access to GLP-1 weight-loss drugs, including bringing back Zepbound and loosening restrictions on newer oral therapies, which could improve customer engagement and prescription volume while supporting its broader healthcare platform. Is CVS (CVS) Using GLP-1 Access and AI Tools to Redefine Its Healthcare Moat?
• Positive Sentiment: The company is also pushing AI deeper into pharmacy, insurance, and care delivery operations, aiming to cut administrative burden, improve efficiency, and potentially widen margins over time. Healthy Returns: CVS Health executives on reducing health care’s biggest pain points
• Positive Sentiment: CVS Health has launched Aetna Mental Health on Demand, which gives members faster access to care and shows the company is trying to strengthen service offerings across its insurance business. 5 Low Price-to-Book Stocks That Are Worth Buying in June
• Positive Sentiment: Recent coverage notes CVS at a 52-week high and highlights strong post-earnings momentum, while screening screens and “trending stock” mentions suggest investor interest remains elevated. CVS Health Corporation (CVS) Hit a 52 Week High, Can the Run Continue?
• Neutral Sentiment: CVS is also working with Fluency to move autonomous AI agents from pilot projects into production, but the financial impact is still early and not yet quantified. CVS is Using Fluency to Close Enterprise AI Deployment Gap
• Neutral Sentiment: News that Mass General Brigham and CVS are moving closer to a primary care partnership and that the stock is being heavily discussed by retail investors adds attention, but these items are not immediate earnings drivers. Mass General Brigham and CVS primary care partnership moves closer to reality
• Negative Sentiment: Musab Balbale’s departure adds some leadership turnover, though the market may view it as a limited issue unless more executive changes follow. Musab Balbale Departs CVS Health

Insider Buying and Selling at CVS Health

In related news, EVP Tilak Mandadi sold 69,551 shares of the company’s stock in a transaction on Friday, May 8th. The stock was sold at an average price of $89.58, for a total value of $6,230,378.58. Following the transaction, the executive vice president directly owned 10,133 shares of the company’s stock, valued at $907,714.14. This represents a 87.28% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Larry Robbins sold 370,462 shares of the company’s stock in a transaction on Thursday, May 21st. The shares were sold at an average price of $93.45, for a total value of $34,619,673.90. Following the completion of the transaction, the director directly owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. The trade was a 7.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Company insiders own 0.85% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the company. HSBC lifted their target price on CVS Health from $83.00 to $85.00 and gave the company a “hold” rating in a research report on Tuesday, May 5th. DA Davidson upped their target price on CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. Argus upped their target price on CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a report on Thursday, May 14th. Weiss Ratings restated a “hold (c)” rating on shares of CVS Health in a report on Friday, May 8th. Finally, Wall Street Zen lowered CVS Health from a “buy” rating to a “hold” rating in a report on Saturday. Twenty-two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $100.68.

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.