Tidal Investments LLC Boosts Position in CVS Health Corporation $CVS

Posted by Geri Gentry on Sep 11th, 2026

Tidal Investments LLC lifted its position in CVS Health Corporation (NYSE:CVS – Free Report) by 14.6% in the second quarter, HoldingsChannel reports. The firm owned 235,491 shares of the pharmacy operator’s stock after buying an additional 30,024 shares during the period. Tidal Investments LLC’s holdings in CVS Health were worth $24,362,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Caitong International Asset Management Co. Ltd increased its holdings in shares of CVS Health by 407.2% during the 3rd 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. acquired a new position in CVS Health in the fourth quarter valued at approximately $26,000. Kilter Group LLC purchased a new position in CVS Health in the second quarter worth approximately $27,000. Sankala Group LLC acquired a new stake in CVS Health during the fourth quarter worth $28,000. Finally, Global Trust Asset Management LLC raised its position 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 purchasing an additional 300 shares during the period. 80.66% of the stock is owned by hedge funds and other institutional investors.

CVS Health News Summary

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

Positive Sentiment: Updated 2026–2027 COVID-19 vaccines are now available at CVS Pharmacy and MinuteClinic locations nationwide. Most insured patients can receive them at no cost, with appointments available through CVS.com or the app and walk-ins accepted. The rollout could support pharmacy and clinic traffic, although its financial impact is likely modest. Updated COVID-19 Vaccines Available at CVS Pharmacy and MinuteClinic
Positive Sentiment: Analysts and financial commentators point to CVS’s pharmacy growth, specialty-pharmacy expansion, AI investments, GLP-1 opportunities and potential Aetna margin recovery as drivers of a turnaround. Recent quarterly results showed revenue of $106.1 billion, up 7.3% year over year, while adjusted operating income reportedly rose 35%. CVS Health: Buy the Pullback Before Earnings Power Ramps Up
Positive Sentiment: CVS is being viewed as attractively valued, with commentary citing roughly 12-times forward earnings versus healthcare peers. Its latest reported adjusted EPS of $2.58 exceeded the $1.87 consensus estimate, and full-year 2026 guidance remains $7.90–$8.10 per share. Should You Buy, Hold or Sell CVS Stock Amid Consumer Wellness Growth?
Neutral Sentiment: CVS’s 20-year community health-screening program and new survey emphasize unmet demand for preventive care. The initiative may strengthen the company’s community-health brand, but the announcement is primarily reputational rather than a near-term earnings catalyst. CVS Health Marks 20 Years of Free Community Health Screening
Negative Sentiment: CVS flagged elevated medical expenses, renewing concerns about managed-care profitability and Aetna margins. Investors also continue to monitor reimbursement pressure and regulatory scrutiny, which could offset gains from pharmacy growth and leave the stock under pressure despite its discounted valuation. CVS Health Flags Elevated Medical Expenses

CVS Health Trading Down 0.1%

Shares of CVS stock opened at $95.31 on Friday. CVS Health Corporation has a fifty-two week low of $69.51 and a fifty-two week high of $110.68. The company has a 50 day moving average price of $100.12 and a 200 day moving average price of $90.74. The stock has a market capitalization of $121.90 billion, a P/E ratio of 25.21, a price-to-earnings-growth ratio of 0.93 and a beta of 0.59. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87.

CVS Health (NYSE:CVS – Get Free Report) last released its earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.87 by $0.71. The company had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period in the prior year, the business earned $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Equities research analysts predict that CVS Health Corporation will post 8.02 EPS for the current fiscal year.

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

Analyst Upgrades and Downgrades

A number of equities analysts have recently weighed in on CVS shares. Wall Street Zen upgraded CVS Health from a “buy” rating to a “strong-buy” rating in a report on Saturday, August 8th. BMO Capital Markets set a $112.00 price objective on shares of CVS Health in a report on Wednesday. Royal Bank Of Canada increased their target price on shares of CVS Health from $107.00 to $113.00 and gave the stock an “outperform” rating in a research note on Thursday, July 9th. Barclays lifted their price target on shares of CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. Finally, Piper Sandler set a $112.00 price objective on shares of CVS Health in a research report on Wednesday. Twenty-two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $107.24.

Get Our Latest Stock Report on CVS

About CVS Health

(Free Report)

CVS Health Corporation is an American health care company headquartered in Woonsocket, Rhode Island. Founded in 1963 as Consumer Value Stores, the company has expanded from a chain of retail pharmacies into an integrated health care organization serving consumers, employers, health plans, government programs and health care providers.

CVS Health operates through several major businesses. Its Health Care Benefits segment, anchored by Aetna, provides health insurance products and related services for employers, individuals, Medicare and Medicaid members.