Healthcare of Ontario Pension Plan Trust Fund Has $5.74 Million Position in CVS Health Corporation $CVS

Posted by Stanley Muller on Jul 30th, 2026

Healthcare of Ontario Pension Plan Trust Fund increased its holdings in shares of CVS Health Corporation (NYSE:CVS – Free Report) by 59.2% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 79,908 shares of the pharmacy operator’s stock after buying an additional 29,724 shares during the period. Healthcare of Ontario Pension Plan Trust Fund’s holdings in CVS Health were worth $5,739,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. TOWER TRUST & INVESTMENT Co lifted its holdings in shares of CVS Health by 0.8% during the fourth quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock worth $1,247,000 after purchasing an additional 132 shares during the period. CYBER HORNET ETFs LLC increased its holdings in CVS Health by 4.1% in the third quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after purchasing an additional 134 shares during the period. LS Investment Advisors LLC raised its position in CVS Health by 3.9% during the 4th quarter. LS Investment Advisors LLC now owns 3,575 shares of the pharmacy operator’s stock worth $284,000 after purchasing an additional 135 shares during the last quarter. Moss Adams Wealth Advisors LLC lifted its holdings in CVS Health by 4.7% during the 4th quarter. Moss Adams Wealth Advisors LLC now owns 3,016 shares of the pharmacy operator’s stock worth $239,000 after buying an additional 135 shares during the period. Finally, Northwestern Mutual Investment Management Company LLC grew its position in shares of CVS Health by 0.3% in the 4th quarter. Northwestern Mutual Investment Management Company LLC now owns 40,560 shares of the pharmacy operator’s stock valued at $3,219,000 after buying an additional 136 shares during the last quarter. 80.66% of the stock is owned by institutional investors.

CVS Health Price Performance

CVS stock opened at $106.02 on Thursday. The stock has a market capitalization of $135.27 billion, a PE ratio of 46.70, a price-to-earnings-growth ratio of 1.07 and a beta of 0.61. The company’s 50-day moving average is $100.99 and its 200-day moving average is $86.74. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. CVS Health Corporation has a 1 year low of $61.00 and a 1 year high of $110.68.

CVS Health (NYSE:CVS – Get Free Report) last issued its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. The business had revenue of $100.43 billion during the quarter, compared to analyst estimates of $94.99 billion. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The firm’s revenue was up 6.2% compared to the same quarter last year. During the same period in the previous year, the company posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Equities research analysts expect that CVS Health Corporation will post 7.46 EPS for the current fiscal year.

CVS Health Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd will be given a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date of this dividend is Thursday, July 23rd. CVS Health’s dividend payout ratio is presently 117.18%.

Key Stories Impacting CVS Health

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

Positive Sentiment: Analysts expect CVS Health’s upcoming earnings to show continued growth, with favorable earnings and revenue trends cited as potential catalysts for a beat. The outlook is supported by resilient healthcare demand and the company’s latest reported quarter, when CVS exceeded consensus EPS and revenue estimates. CVS Health Earnings Expected to Grow
Positive Sentiment: CVS Pharmacy has begun offering common prescription medications for dogs and cats at approximately 9,000 locations, expanding its retail healthcare offering and creating a potential incremental source of pharmacy traffic and revenue. Pet Medications Now Available at CVS Pharmacy
Positive Sentiment: Health100, a CVS subsidiary, earned DirectTrust accreditation under the CARIN Code of Conduct for consumer-facing applications. The recognition may strengthen confidence in the Health100 app’s data privacy and security, although the near-term financial effect is likely limited. Health100 Earns Industry Accreditation
Neutral Sentiment: X and the World Federation of Advertisers settled litigation related to an alleged advertiser boycott. CVS was previously identified among companies accused by X, but the settlement appears unlikely to have a material direct effect on CVS’s operations or earnings. X and WFA Settle Litigation
Negative Sentiment: Potentially ending Medicare Part D subsidies for 2027 is the most significant near-term concern. Investors may be reassessing CVS’s Medicare exposure, even as the company continues to benefit from expectations for earnings growth and recent operating momentum. Potential Medicare Part D Subsidy Changes

Analyst Ratings Changes

Several equities research analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft increased their price target on CVS Health from $88.00 to $92.00 and gave the company a “buy” rating in a research note on Thursday, May 7th. Argus upped their target price on CVS Health from $90.00 to $104.00 and gave the company a “buy” rating in a report on Thursday, May 14th. Weiss Ratings raised shares of CVS Health from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, July 20th. Piper Sandler restated an “overweight” rating and set a $113.00 price target on shares of CVS Health in a report on Monday, June 1st. Finally, Wall Street Zen upgraded shares of CVS Health from a “hold” rating to a “buy” rating in a research report on Thursday, July 23rd. Twenty-one analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $105.67.

Check Out Our Latest Report on CVS

Insiders Place Their Bets

In other CVS Health news, EVP Tilak Mandadi sold 69,551 shares of the firm’s stock in a transaction on 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 transaction, the executive vice president directly owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. This trade represents a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Larry Robbins sold 1,983,538 shares of CVS Health stock in a transaction dated Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the transaction, the director owned 6,213,261 shares of the company’s stock, valued at $586,842,501.45. This represents a 24.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 3,441,551 shares of company stock worth $323,703,977. 0.85% of the stock is owned by company insiders.

CVS Health Company 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.