5,661 Shares in CVS Health Corporation $CVS Bought by Ruedi Wealth Management Inc.

Posted by Stanley Muller on May 23rd, 2026

Ruedi Wealth Management Inc. purchased a new stake in CVS Health Corporation (NYSE:CVS – Free Report) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 5,661 shares of the pharmacy operator’s stock, valued at approximately $449,000.

A number of other hedge funds have also recently bought and sold shares of the company. Sei Investments Co. raised its holdings in shares of CVS Health by 17.4% in the second quarter. Sei Investments Co. now owns 905,715 shares of the pharmacy operator’s stock valued at $62,474,000 after purchasing an additional 134,535 shares during the last quarter. The Manufacturers Life Insurance Company boosted its holdings in CVS Health by 1.2% during the second quarter. The Manufacturers Life Insurance Company now owns 1,121,377 shares of the pharmacy operator’s stock worth $77,353,000 after purchasing an additional 13,329 shares during the last quarter. Treasurer of the State of North Carolina grew its position 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 in the last quarter. HUB Investment Partners LLC increased its stake in CVS Health by 25.0% in the 2nd quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after buying an additional 3,011 shares during the last quarter. Finally, Alliancebernstein L.P. increased its stake in CVS Health by 8.0% in the 2nd quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock valued at $111,017,000 after buying an additional 119,439 shares during the last quarter. 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: Bernstein reiterated an Outperform rating and raised its price target on CVS to $106, saying the company is well positioned for a Medicare Advantage turnaround. Bernstein Sees CVS Well Positioned for Medicare Advantage Turnaround
Positive Sentiment: Glenview Capital said CVS has delivered about an 80% total return since May 2024, reinforcing confidence in the company’s operational turnaround and long-term investment case. Glenview Capital Issues Statement on CVS Health
Neutral Sentiment: CVS announced a collaboration with America250 to support the nation’s 250th anniversary celebration, a brand-building move that is unlikely to have a major near-term effect on earnings. CVS Health Collaborates With America250 To Support the Nation’s 250th Anniversary Celebration
Neutral Sentiment: Recent community and philanthropic announcements, including support for military families and senior housing, add to CVS’s public-facing story but are not likely to move the shares materially on their own. CVS Health, Diocese of Camden, and The Walters Group Unite to Bring Senior Affordable Housing to Williamstown, New Jersey
Negative Sentiment: Three major hospital systems, including affiliates tied to Mount Sinai, the University of Michigan, and the University of Kansas, sued CVS, alleging it siphoned about $250 million from the 340B drug program through reduced reimbursements. Hospitals sue CVS for allegedly siphoning $250M in 340B funds
Negative Sentiment: Separate reports say hospital systems are expanding the 340B dispute, raising the risk of more litigation, settlement costs, and reputational pressure for CVS’s pharmacy-benefit operations. CVS Health Lawsuits Test 340B Practices And Investor Risk Assessment
Negative Sentiment: Director Larry Robbins disclosed several large stock sales over the past few days, including a roughly $187 million sale, which can weigh on investor sentiment even though he still owns a large stake. SEC Form 4 filing

CVS Health Trading Down 0.1%

NYSE:CVS opened at $93.24 on Friday. CVS Health Corporation has a 12 month low of $58.50 and a 12 month high of $98.43. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.78. The firm’s 50 day moving average is $80.38 and its 200 day moving average is $79.08. The stock has a market capitalization of $118.97 billion, a PE ratio of 41.08, a price-to-earnings-growth ratio of 0.91 and a beta of 0.60.

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. The business had revenue of $100.43 billion during the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The business’s revenue for the quarter was up 6.2% on a year-over-year basis. During the same period last year, the business posted $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Sell-side analysts expect that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were issued a $0.665 dividend. The ex-dividend date of this dividend was Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 2.9%. CVS Health’s dividend payout ratio (DPR) is 117.18%.

Insider Transactions at CVS Health

In other news, 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 value of $6,230,378.58. Following the completion of the transaction, the executive vice president owned 10,133 shares in the company, valued at $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Larry Robbins sold 370,462 shares of the business’s stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the completion of the sale, the director directly owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. This trade represents a 7.13% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 3,441,551 shares of company stock worth $323,703,977 over the last 90 days. 0.85% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

CVS has been the topic of a number of research analyst reports. Truist Financial boosted their target price on CVS Health from $98.00 to $102.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Royal Bank Of Canada lifted their price target on CVS Health from $93.00 to $107.00 and gave the stock an “outperform” rating in a report on Thursday, May 7th. HSBC boosted their price objective on CVS Health from $83.00 to $85.00 and gave the stock a “hold” rating in a research report on Tuesday, May 5th. Barclays raised their target price on CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Finally, Wells Fargo & Company lifted their target price on CVS Health from $102.00 to $103.00 and gave the stock an “overweight” rating in a research note on Friday, May 8th. Twenty-two equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $98.68.

View Our Latest Stock Analysis on CVS

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.