Peak Financial Advisors LLC Has $2.18 Million Stock Position in CVS Health Corporation $CVS

Posted by Francis Steltz on Jun 29th, 2026

Peak Financial Advisors LLC lessened its holdings in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 19.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,407 shares of the pharmacy operator’s stock after selling 7,113 shares during the quarter. Peak Financial Advisors LLC’s holdings in CVS Health were worth $2,184,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Kingsview Wealth Management LLC lifted its position in CVS Health by 316.2% during the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after acquiring an additional 79,340 shares during the last quarter. Hamlin Capital Management LLC acquired a new position in shares of CVS Health in the fourth quarter valued at approximately $160,844,000. Cresset Asset Management LLC grew its position in shares of CVS Health by 56.8% in the third quarter. Cresset Asset Management LLC now owns 35,481 shares of the pharmacy operator’s stock valued at $2,675,000 after purchasing an additional 12,849 shares during the last quarter. Capitolis Liquid Global Markets LLC bought a new position in shares of CVS Health during the third quarter worth approximately $11,308,000. Finally, 111 Capital acquired a new stake in CVS Health during the 3rd quarter worth approximately $1,127,000. Institutional investors own 80.66% of the company’s stock.

CVS Health Stock Performance

NYSE:CVS opened at $104.38 on Monday. The company has a market cap of $133.18 billion, a price-to-earnings ratio of 45.98, a PEG ratio of 1.02 and a beta of 0.62. CVS Health Corporation has a fifty-two week low of $58.50 and a fifty-two week high of $106.15. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The stock has a fifty day moving average price of $91.81 and a 200-day moving average price of $82.44.

CVS Health (NYSE:CVS – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, topping analysts’ consensus estimates of $2.21 by $0.36. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The company had revenue of $100.43 billion for the quarter, compared to analysts’ expectations of $94.99 billion. During the same quarter last year, the business earned $2.25 earnings per share. CVS Health’s revenue was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, equities analysts anticipate that CVS Health Corporation will post 7.44 EPS for the current fiscal year.

Insider Activity at CVS Health

In related news, Director Larry Robbins sold 1,983,538 shares of CVS Health 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 of the company’s stock, valued at $586,842,501.45. This trade represents a 24.20% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Tilak Mandadi sold 69,551 shares of the business’s 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 transaction, the executive vice president owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. This represents a 87.28% 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 valued at $323,703,977 over the last 90 days. Corporate insiders own 0.85% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have commented on CVS shares. Leerink Partners reaffirmed an “outperform” rating and issued a $98.00 price objective on shares of CVS Health in a report on Thursday, March 5th. Bank of America lifted their target price on CVS Health from $100.00 to $110.00 and gave the stock a “buy” rating in a report on Monday, June 22nd. Truist Financial boosted 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, June 1st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of CVS Health in a research report on Friday, May 8th. Finally, Deutsche Bank Aktiengesellschaft lifted their price objective on shares of CVS Health from $88.00 to $92.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. 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 an average rating of “Moderate Buy” and an average target price of $101.28.

Read Our Latest Stock Report on CVS

About CVS Health

(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.