Toth Financial Advisory Corp boosted its holdings in CVS Health Corporation (NYSE:CVS – Free Report) by 30.4% in the second quarter, according to its most recent Form 13F filing with the SEC. The fund owned 128,684 shares of the pharmacy operator’s stock after purchasing an additional 30,000 shares during the period. CVS Health comprises 1.3% of Toth Financial Advisory Corp’s portfolio, making the stock its 17th largest position. Toth Financial Advisory Corp’s holdings in CVS Health were worth $13,312,000 as of its most recent SEC filing.
A number of other institutional investors also recently made changes to their positions in CVS. Caitong International Asset Management Co. Ltd increased its stake in shares of CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 281 shares during the last quarter. Swiss RE Ltd. bought a new stake in shares of CVS Health in the 4th quarter worth about $26,000. Kilter Group LLC acquired a new stake in shares of CVS Health in the 2nd quarter valued at about $27,000. Sankala Group LLC acquired a new position in CVS Health in the fourth quarter worth about $28,000. Finally, Global Trust Asset Management LLC increased its holdings in CVS Health by 344.8% in the first quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock valued at $28,000 after buying an additional 300 shares during the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
A number of research firms have commented on CVS. Barclays increased their target price on CVS Health from $106.00 to $108.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. Robert W. Baird set a $107.00 price objective on CVS Health in a research note on Thursday, August 6th. Bank of America boosted their target price on shares of CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. DA Davidson raised their price target on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a research report on Thursday, May 7th. Finally, JPMorgan Chase & Co. boosted their price objective on shares of CVS Health from $111.00 to $118.00 and gave the company an “overweight” rating in a research report on Wednesday, August 12th. Twenty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $107.17.
CVS Health Stock Up 0.2%
Shares of CVS Health stock opened at $93.15 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66. CVS Health Corporation has a 1-year low of $69.51 and a 1-year high of $110.68. The business’s fifty day moving average price is $101.42 and its two-hundred day moving average price is $89.46. The company has a market capitalization of $119.14 billion, a P/E ratio of 24.64, a PEG ratio of 0.91 and a beta of 0.61.
CVS Health (NYSE:CVS – Get Free Report) last released its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.87 by $0.71. The company had revenue of $106.10 billion during the quarter, compared to analysts’ expectations of $100.03 billion. CVS Health had a return on equity of 13.12% and a net margin of 1.18%.The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. During the same quarter in the prior year, the business posted $1.81 earnings per share. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, research analysts forecast that CVS Health Corporation will post 8.02 EPS for the current year.
CVS Health Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd were paid a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s dividend payout ratio is currently 70.37%.
Trending Headlines about CVS Health
Here are the key news stories impacting CVS Health this week:
- Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
- Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
- Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
- Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
- Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine
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.
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