CVS Health Corporation $CVS Shares Purchased by Thompson Siegel & Walmsley LLC

Posted by George Bondi on Jun 3rd, 2026

Thompson Siegel & Walmsley LLC increased its position in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 26.6% during the 4th quarter, HoldingsChannel reports. The fund owned 133,295 shares of the pharmacy operator’s stock after acquiring an additional 28,006 shares during the quarter. Thompson Siegel & Walmsley LLC’s holdings in CVS Health were worth $10,578,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of CVS. Caitong International Asset Management Co. Ltd boosted its position 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 valued at $26,000 after acquiring an additional 281 shares during the last quarter. Ares Financial Consulting LLC acquired a new position in CVS Health in the fourth quarter valued at about $29,000. Dogwood Wealth Management LLC lifted its position in CVS Health by 93.7% in the fourth quarter. Dogwood Wealth Management LLC now owns 370 shares of the pharmacy operator’s stock valued at $29,000 after buying an additional 179 shares during the last quarter. GoalVest Advisory LLC acquired a new position in CVS Health in the fourth quarter valued at about $32,000. Finally, MidAtlantic Capital Management Inc. acquired a new position in CVS Health in the fourth quarter valued at about $35,000. Institutional investors and hedge funds own 80.66% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have commented on CVS shares. Truist Financial upped their target price on shares of CVS Health from $102.00 to $108.00 and gave the company a “buy” rating in a research report on Monday. Mizuho upped their target price on shares of CVS Health from $102.00 to $110.00 and gave the company an “outperform” rating in a research report on Wednesday, May 20th. Wells Fargo & Company upped their target price on shares of CVS Health from $102.00 to $103.00 and gave the company an “overweight” rating in a research report on Friday, May 8th. Wolfe Research cut their price target on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a research note on Monday, March 2nd. Finally, Leerink Partners reiterated an “outperform” rating and set a $98.00 price target on shares of CVS Health in a research note on Thursday, March 5th. Twenty-two equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $99.68.

Read Our Latest Analysis on CVS

Insider Activity at CVS Health

In other CVS Health news, Director Larry Robbins sold 1,983,538 shares of the stock in a transaction that occurred on 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 transaction, the director directly owned 6,213,261 shares in the company, valued at $586,842,501.45. This represents a 24.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Tilak Mandadi sold 69,551 shares of the stock in a transaction that occurred on 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 completion of the transaction, the executive vice president owned 10,133 shares in the company, valued at $907,714.14. This represents a 87.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 3,441,551 shares of company stock worth $323,703,977 over the last quarter. 0.85% of the stock is currently owned by insiders.

CVS Health Stock Down 0.3%

CVS stock opened at $90.70 on Tuesday. The company’s 50 day moving average price is $82.44 and its 200 day moving average price is $79.64. 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 fifty-two week low of $58.50 and a fifty-two week high of $98.43. The firm has a market capitalization of $115.73 billion, a price-to-earnings ratio of 39.96, a PEG ratio of 0.89 and a beta of 0.62.

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 for the quarter, topping analysts’ consensus estimates of $2.21 by $0.36. The firm had revenue of $100.43 billion for the quarter, compared to analyst estimates of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business’s quarterly revenue was up 6.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, equities research analysts anticipate that CVS Health Corporation will post 7.44 EPS for the current fiscal year.

CVS Health Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 annualized dividend and a yield of 2.9%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio is currently 117.18%.

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.