IFS Group LLC Acquires Shares of 8,982 CVS Health Corporation $CVS

Posted by Francis Steltz on Jul 30th, 2026

IFS Group LLC acquired a new position in shares of CVS Health Corporation (NYSE:CVS – Free Report) during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm acquired 8,982 shares of the pharmacy operator’s stock, valued at approximately $645,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. State Street Corp increased its position in CVS Health by 2.1% during the fourth quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock worth $4,776,182,000 after buying an additional 1,245,457 shares during the period. Legal & General Group Plc boosted its holdings in shares of CVS Health by 0.3% in the fourth quarter. Legal & General Group Plc now owns 9,309,182 shares of the pharmacy operator’s stock valued at $738,777,000 after acquiring an additional 31,249 shares during the period. Deutsche Bank AG grew its position in shares of CVS Health by 28.4% during the fourth quarter. Deutsche Bank AG now owns 4,666,495 shares of the pharmacy operator’s stock worth $370,333,000 after acquiring an additional 1,031,998 shares during the last quarter. KBC Group NV grew its position in shares of CVS Health by 200.4% during the fourth quarter. KBC Group NV now owns 676,809 shares of the pharmacy operator’s stock worth $53,711,000 after acquiring an additional 451,521 shares during the last quarter. Finally, Hussman Strategic Advisors Inc. acquired a new position in shares of CVS Health in the 4th quarter valued at $3,333,000. Institutional investors and hedge funds own 80.66% of the company’s stock.

Insider Buying and Selling

In other 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 transaction 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 approximately $907,714.14. This represents a 87.28% decrease in their position. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. Also, Director Larry Robbins sold 370,462 shares of CVS Health stock in a transaction that occurred 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 sale, the director owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. This trade represents a 7.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 3,441,551 shares of company stock worth $323,703,977 in the last ninety days. 0.85% of the stock is owned by corporate insiders.

CVS Health Stock Performance

Shares of CVS opened at $106.02 on Thursday. The stock has a market capitalization of $135.27 billion, a P/E ratio of 46.70, a P/E/G ratio of 1.07 and a beta of 0.61. 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 1 year low of $61.00 and a 1 year high of $110.68. The company’s fifty day moving average is $100.99 and its two-hundred day moving average is $86.74.

CVS Health (NYSE:CVS – Get Free Report) last released its 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. The company had revenue of $100.43 billion during the quarter, compared to analysts’ expectations of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business’s revenue was up 6.2% on a year-over-year basis. During the same quarter last year, the business earned $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, sell-side analysts predict that CVS Health Corporation will post 7.46 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, August 3rd. Investors of record on Thursday, July 23rd will be given a $0.665 dividend. The ex-dividend date is Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.5%. CVS Health’s dividend payout ratio (DPR) is presently 117.18%.

More CVS Health News

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

Positive Sentiment: Analysts expect CVS Health’s upcoming earnings to show continued growth, with favorable earnings and revenue trends cited as potential catalysts for a beat. The outlook is supported by resilient healthcare demand and the company’s latest reported quarter, when CVS exceeded consensus EPS and revenue estimates. CVS Health Earnings Expected to Grow
Positive Sentiment: CVS Pharmacy has begun offering common prescription medications for dogs and cats at approximately 9,000 locations, expanding its retail healthcare offering and creating a potential incremental source of pharmacy traffic and revenue. Pet Medications Now Available at CVS Pharmacy
Positive Sentiment: Health100, a CVS subsidiary, earned DirectTrust accreditation under the CARIN Code of Conduct for consumer-facing applications. The recognition may strengthen confidence in the Health100 app’s data privacy and security, although the near-term financial effect is likely limited. Health100 Earns Industry Accreditation
Neutral Sentiment: X and the World Federation of Advertisers settled litigation related to an alleged advertiser boycott. CVS was previously identified among companies accused by X, but the settlement appears unlikely to have a material direct effect on CVS’s operations or earnings. X and WFA Settle Litigation
Negative Sentiment: Potentially ending Medicare Part D subsidies for 2027 is the most significant near-term concern. Investors may be reassessing CVS’s Medicare exposure, even as the company continues to benefit from expectations for earnings growth and recent operating momentum. Potential Medicare Part D Subsidy Changes

Wall Street Analyst Weigh In

CVS has been the subject of a number of recent research reports. Argus increased their price target on shares of CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research note on Thursday, May 14th. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Cantor Fitzgerald upped their target price on shares of CVS Health from $100.00 to $110.00 and gave the company an “overweight” rating in a report on Tuesday, July 7th. HSBC reissued a “hold” rating and set a $103.00 price target on shares of CVS Health in a report on Monday, July 6th. Finally, Barclays boosted their price target on CVS Health from $101.00 to $106.00 and gave the company an “overweight” rating in a research report on Tuesday, May 26th. Twenty-one equities research analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $105.67.

Check Out Our Latest Stock Report on CVS Health

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.