CVS Health Corporation $CVS Stock Holdings Increased by MGO One Seven LLC

Posted by on May 12th, 2026

MGO One Seven LLC boosted its position in CVS Health Corporation (NYSE:CVS – Free Report) by 40.1% in the 4th quarter, Holdings Channel reports. The institutional investor owned 20,386 shares of the pharmacy operator’s stock after buying an additional 5,831 shares during the period. MGO One Seven LLC’s holdings in CVS Health were worth $1,618,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of CVS. Vanguard Group Inc. increased its stake in CVS Health by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 120,709,530 shares of the pharmacy operator’s stock valued at $9,579,508,000 after purchasing an additional 1,824,424 shares during the last quarter. Capital World Investors increased its stake in CVS Health by 2.1% during the third quarter. Capital World Investors now owns 68,382,158 shares of the pharmacy operator’s stock valued at $5,155,380,000 after purchasing an additional 1,419,575 shares during the last quarter. State Street Corp increased its stake in CVS Health by 0.3% during the third quarter. State Street Corp now owns 58,938,286 shares of the pharmacy operator’s stock valued at $4,443,357,000 after purchasing an additional 149,701 shares during the last quarter. Capital International Investors increased its stake in CVS Health by 1.1% during the third quarter. Capital International Investors now owns 26,692,203 shares of the pharmacy operator’s stock valued at $2,012,347,000 after purchasing an additional 302,499 shares during the last quarter. Finally, Invesco Ltd. increased its stake in CVS Health by 3.2% during the third quarter. Invesco Ltd. now owns 24,293,058 shares of the pharmacy operator’s stock valued at $1,831,454,000 after purchasing an additional 760,579 shares during the last quarter. 80.66% of the stock is owned by institutional investors.

Key Stories Impacting CVS Health

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

  • Positive Sentiment: TD Cowen raised its price target on CVS Health to $110 from $105 and reiterated a buy rating, signaling confidence in further upside after the company’s earnings beat and improved outlook. TD Cowen adjusts price target on CVS Health to 110 from 105
  • Positive Sentiment: Recent coverage highlights CVS as a potentially undervalued stock, pointing to strong Q1 revenue growth, higher EPS, and improving margins/medical benefit ratio as signs that fundamentals are strengthening. CVS Health: Still Cheap And Signs Of Improvement
  • Positive Sentiment: Commentary from CNBC’s “Final Trades” and other market chatter suggests CVS remains a favored healthcare name among some investors, adding to the bullish tone. Nvidia, CVS Health, Vertiv and an energy stock on CNBC’s Final Trades
  • Neutral Sentiment: An executive stock sale by EVP Tilak Mandadi was disclosed, with 69,551 shares sold at an average price of $89.58. While insider selling can draw attention, the transaction appears more likely to be viewed as portfolio-related than a fundamental red flag. SEC Form 4 filing
  • Neutral Sentiment: Additional articles this weekend argued CVS looks like a strong value stock and could benefit from broader healthcare policy trends, reinforcing the current bullish narrative but without new company-specific catalysts. Here’s Why CVS Health (CVS) is a Strong Value Stock

Analyst Ratings Changes

CVS has been the subject of several recent research reports. Royal Bank Of Canada boosted their target price on shares of CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a research note on Thursday. The Goldman Sachs Group upped their target price on CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a report on Thursday, February 12th. Robert W. Baird upped their target price on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a report on Wednesday, April 15th. Bank of America lowered their target price on CVS Health from $100.00 to $95.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Finally, Wolfe Research lowered their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. Twenty-two equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, CVS Health currently has an average rating of “Moderate Buy” and a consensus price target of $96.12.

Check Out Our Latest Stock Report on CVS

CVS Health Stock Up 1.8%

CVS Health stock opened at $92.22 on Tuesday. The company has a 50-day simple moving average of $77.43 and a 200-day simple moving average of $78.15. The firm has a market capitalization of $117.67 billion, a P/E ratio of 40.63, a P/E/G ratio of 0.88 and a beta of 0.60. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. CVS Health Corporation has a one year low of $58.35 and a one year high of $92.77.

CVS Health (NYSE:CVS – Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, topping the consensus estimate of $2.21 by $0.36. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business 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 firm earned $2.25 earnings per share. The company’s quarterly revenue was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, equities analysts expect that CVS Health Corporation will post 7.48 earnings per share for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend was Thursday, April 23rd. CVS Health’s dividend payout ratio is 117.18%.

Insider Transactions at CVS Health

In related news, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction that occurred 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 completion of 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 sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.85% of the stock is owned by company insiders.

CVS Health Company Profile

(Free Report)

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.

Featured Stories

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Institutional Ownership by Quarter for CVS Health (NYSE:CVS)

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