Cutler Investment Counsel LLC Raises Position in CVS Health Corporation $CVS

Posted by George Bondi on Jun 12th, 2026

Cutler Investment Counsel LLC boosted its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 15.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 151,681 shares of the pharmacy operator’s stock after purchasing an additional 20,825 shares during the period. CVS Health makes up 1.3% of Cutler Investment Counsel LLC’s portfolio, making the stock its 24th largest position. Cutler Investment Counsel LLC’s holdings in CVS Health were worth $12,037,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Sei Investments Co. lifted its stake in shares of CVS Health by 17.4% in the 2nd quarter. Sei Investments Co. now owns 905,715 shares of the pharmacy operator’s stock valued at $62,474,000 after acquiring an additional 134,535 shares during the last quarter. The Manufacturers Life Insurance Company grew its position in CVS Health by 1.2% during the 2nd quarter. The Manufacturers Life Insurance Company now owns 1,121,377 shares of the pharmacy operator’s stock worth $77,353,000 after acquiring an additional 13,329 shares during the last quarter. Treasurer of the State of North Carolina increased its stake in CVS Health by 1.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 585,073 shares of the pharmacy operator’s stock worth $40,358,000 after purchasing an additional 7,588 shares during the period. HUB Investment Partners LLC lifted its position in CVS Health by 25.0% in the second quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after purchasing an additional 3,011 shares during the last quarter. Finally, Alliancebernstein L.P. boosted its stake in shares of CVS Health by 8.0% during the second quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock valued at $111,017,000 after purchasing an additional 119,439 shares during the period. 80.66% of the stock is owned by institutional investors.

CVS Health Price Performance

CVS stock opened at $100.38 on Friday. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. CVS Health Corporation has a 1 year low of $58.50 and a 1 year high of $100.55. The firm has a 50-day moving average of $86.32 and a 200 day moving average of $80.63. The company has a market cap of $128.08 billion, a P/E ratio of 44.22, a PEG ratio of 0.96 and a beta of 0.62.

CVS Health (NYSE:CVS – Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share 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 business had revenue of $100.43 billion for the quarter, compared to analysts’ expectations of $94.99 billion. During the same period in the previous year, the firm posted $2.25 EPS. The business’s 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. On average, sell-side analysts forecast that CVS Health Corporation will post 7.44 EPS for the current year.

CVS Health Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend was Thursday, April 23rd. CVS Health’s dividend payout ratio is presently 117.18%.

Trending Headlines about CVS Health

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

Positive Sentiment: CVS Health said it is using Fluency’s enterprise AI platform to move autonomous agents from pilot projects into production, a sign it is working to cut administrative costs and improve workflow efficiency across the business. CVS is Using Fluency to Close Enterprise AI Deployment Gap
Positive Sentiment: Aetna launched “Mental Health on Demand,” which gives members real-time access to care and ongoing support; the company highlighted very fast clinician connection times, underscoring stronger service delivery and potentially better member engagement. Aetna Launches Aetna Mental Health on Demand To Provide Real Time Access to Care and Ongoing Support
Positive Sentiment: CVS Caremark expanded coverage options for GLP-1 weight-loss medications, a move that may support affordability for members while strengthening the company’s position in a fast-growing and closely watched drug category. CVS Caremark Delivers Affordability and Access to GLP-1 Weight Management Medications With Expanded Coverage Options

Insiders Place Their Bets

In related news, Director Larry Robbins sold 1,983,538 shares of the stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total value of $187,345,164.10. Following the completion of the transaction, the director directly owned 6,213,261 shares in the company, valued at $586,842,501.45. This trade represents a 24.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Tilak Mandadi sold 69,551 shares of CVS Health stock in a transaction dated 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 transaction, the executive vice president directly owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

Several brokerages have recently issued reports on CVS. Truist Financial raised their target price on shares of CVS Health from $102.00 to $108.00 and gave the stock a “buy” rating in a report on Monday, June 1st. Barclays increased their price target on shares of CVS Health from $101.00 to $106.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Deutsche Bank Aktiengesellschaft boosted their price objective on shares of CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Sanford C. Bernstein increased their target price on shares of CVS Health from $94.00 to $106.00 and gave the stock an “outperform” rating in a report on Tuesday, May 12th. Finally, Wolfe Research cut their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Twenty-two investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $100.68.

Check Out Our Latest Stock Report on CVS Health

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.