Russell Investments Group Ltd. Raises Position in CVS Health Corporation $CVS

Russell Investments Group Ltd. lifted its stake in shares of CVS Health Corporation (NYSE:CVS) by 2.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 3,240,985 shares of the pharmacy operator’s stock after acquiring an additional 89,696 shares during the quarter. Russell Investments Group Ltd. owned 0.26% of CVS Health worth $244,355,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of CVS. Harbor Capital Advisors Inc. increased its holdings in CVS Health by 72.1% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 142 shares during the period. Corundum Trust Company INC acquired a new position in shares of CVS Health during the third quarter worth about $29,000. Front Row Advisors LLC increased its stake in shares of CVS Health by 436.5% during the second quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock worth $31,000 after buying an additional 371 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of CVS Health during the second quarter worth approximately $36,000. Finally, SOA Wealth Advisors LLC. raised its holdings in CVS Health by 36.9% in the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock valued at $37,000 after acquiring an additional 131 shares in the last quarter. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: CVS launched Health100, a new AI-native health‑tech subsidiary and consumer engagement platform built with Google Cloud. Management says the platform will unify data across payers, providers and pharmacies to drive personalized engagement and better outcomes — a potential long‑term revenue and margin lever if adoption scales. CVS taps Google Cloud to roll out AI-powered health platform
• Positive Sentiment: Broad media and trade coverage highlights the Google Cloud tie‑up and Health100 rollout, increasing visibility for CVS as a tech-enabled healthcare integrator — this can support multiple revenue streams (retail, PBM, value-based care) over time. CVS Health And Google Launch AI Business To ‘Personalize Healthcare’
• Positive Sentiment: Analyst and long‑term bulls point to margin recovery and FY2026 guidance (CVS set EPS guidance ~5.94–6.14) plus a recent quarterly beat — supporting the thesis that Medicare Advantage margin improvement and Health100 monetization could drive sizable upside over 12–24 months. CVS Health: Stop Catastrophizing, Start Believing – Here’s Why
• Neutral Sentiment: Market commentary questions whether recent gains already price in recovery — some pieces analyze valuation and one‑year returns, useful for timing but not a direct catalyst. Is CVS Health (CVS) Still Attractive After A 27% One Year Share Price Gain
• Negative Sentiment: Regulatory risk in Tennessee: a proposed bill would bar companies from owning both retail pharmacies and PBMs, and CVS warned it could close all 134 locations in the state if the law passes — an example of state‑level regulatory risks that could hit revenue, footprint and investor sentiment. CVS warns bill would force shutdown of 134 pharmacies in this state
• Negative Sentiment: Wolfe Research trimmed its price target on CVS, a modest negative for near‑term sentiment even though the firm remains focused on longer‑term fundamentals. Wolfe Research Cuts CVS Health (NYSE:CVS) Price Target to $97.00

Analysts Set New Price Targets

Several research firms have commented on CVS. Sanford C. Bernstein reiterated a “market perform” rating and set a $91.00 price target on shares of CVS Health in a report on Tuesday, January 6th. Robert W. Baird raised their price objective on shares of CVS Health from $82.00 to $92.00 and gave the company an “outperform” rating in a report on Wednesday, December 10th. UBS Group reiterated an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. Truist Financial set a $100.00 target price on CVS Health in a report on Wednesday, December 10th. Finally, TD Cowen raised their price target on CVS Health from $100.00 to $105.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Nineteen research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $94.91.

CVS Health Stock Down 1.0%

CVS stock opened at $77.91 on Monday. The company’s 50 day moving average is $78.49 and its two-hundred day moving average is $77.65. CVS Health Corporation has a twelve month low of $58.35 and a twelve month high of $85.15. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. The stock has a market cap of $99.12 billion, a P/E ratio of 56.46, a PEG ratio of 0.81 and a beta of 0.49.

CVS Health (NYSE:CVS) last posted its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.09. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The firm had revenue of $105.69 billion for the quarter, compared to the consensus estimate of $103.67 billion. During the same period last year, the firm posted $1.19 EPS. The company’s revenue was up 8.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Research analysts expect that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd were issued a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, January 22nd. This represents a $2.66 annualized dividend and a dividend yield of 3.4%. CVS Health’s dividend payout ratio (DPR) is presently 192.75%.

CVS Health Company Profile

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.