Integrity Alliance LLC. Boosts Stock Holdings in CVS Health Corporation $CVS

Posted by Brian Himes on May 28th, 2026

Integrity Alliance LLC. grew its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 381.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 27,198 shares of the pharmacy operator’s stock after purchasing an additional 21,549 shares during the quarter. Integrity Alliance LLC.’s holdings in CVS Health were worth $2,158,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. National Pension Service increased its holdings in shares of CVS Health by 3.1% during the 3rd quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock valued at $301,532,000 after purchasing an additional 119,189 shares in the last quarter. Kingsview Wealth Management LLC increased its holdings in CVS Health by 316.2% in the 3rd quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after acquiring an additional 79,340 shares in the last quarter. AE Wealth Management LLC increased its holdings in CVS Health by 6.2% in the 3rd quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock worth $19,391,000 after acquiring an additional 14,983 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. increased its holdings in CVS Health by 11.2% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock worth $16,971,000 after acquiring an additional 22,653 shares in the last quarter. Finally, Assetmark Inc. increased its holdings in CVS Health by 12.5% in the 3rd quarter. Assetmark Inc. now owns 678,558 shares of the pharmacy operator’s stock worth $51,156,000 after acquiring an additional 75,603 shares in the last quarter. 80.66% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about CVS Health

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

Positive Sentiment: Barclays raised its price target on CVS Health to $106 from $101 and maintained an overweight rating, signaling improved Wall Street confidence in the stock’s upside. Barclays price target raise
Positive Sentiment: Aetna said its second-generation Claims Assist Manager, an AI-powered claims platform, has cut claims processing time by more than 20% while improving payment accuracy, a potential margin and efficiency tailwind for CVS Health. Aetna AI claims update
Positive Sentiment: MinuteClinic and Hartford HealthCare expanded primary care access across Connecticut, adding another growth-oriented partnership that could help CVS broaden patient access and utilization. MinuteClinic Hartford HealthCare expansion
Positive Sentiment: Aetna Better Health of Missouri announced a $175,000 community investment to address food insecurity and safety/wellness supports, reinforcing CVS Health’s Medicaid/community-health positioning. Aetna Missouri community investment
Neutral Sentiment: CVS Health is also drawing attention for broader analyst commentary, but the article provided did not include a clear new catalyst beyond market discussion. Analyst commentary on CVS Health
Negative Sentiment: CVS sued Tennessee over a new PBM-pharmacy ownership law, arguing it unlawfully targets out-of-state companies and could force the company to shut pharmacies in the state, creating regulatory and earnings risk. CVS Tennessee lawsuit

CVS Health Price Performance

CVS Health stock opened at $92.02 on Thursday. CVS Health Corporation has a 52-week low of $58.50 and a 52-week high of $98.43. The firm has a market capitalization of $117.41 billion, a price-to-earnings ratio of 40.54, a PEG ratio of 0.89 and a beta of 0.60. The company has a fifty day simple moving average of $81.35 and a 200-day simple moving average of $79.37. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78.

CVS Health (NYSE:CVS – Get Free Report) last released its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 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. On average, equities analysts anticipate that CVS Health Corporation will post 7.44 EPS for the current fiscal year.

CVS Health Announces Dividend

The firm also recently announced 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. The ex-dividend date of this dividend was Thursday, April 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 presently 117.18%.

Analyst Upgrades and Downgrades

CVS has been the subject of several recent analyst reports. Weiss Ratings reissued a “hold (c)” rating on shares of CVS Health in a report on Friday, May 8th. Morgan Stanley boosted their price target on shares of CVS Health from $93.00 to $106.00 and gave the stock an “overweight” rating in a report on Thursday, May 14th. HSBC boosted their price target on shares of CVS Health from $83.00 to $85.00 and gave the stock a “hold” rating in a report on Tuesday, May 5th. JPMorgan Chase & Co. boosted their price target on shares of CVS Health from $101.00 to $111.00 and gave the stock an “overweight” rating in a report on Tuesday, May 12th. Finally, Wells Fargo & Company boosted their price target on shares of CVS Health from $102.00 to $103.00 and gave the stock an “overweight” rating in a report on Friday, May 8th. Twenty-two investment analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $98.88.

View Our Latest Analysis on CVS

Insiders Place Their Bets

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

CVS Health 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.