Peak Financial Advisors LLC Acquires 19,298 Shares of CVS Health Corporation $CVS

Peak Financial Advisors LLC raised its holdings in CVS Health Corporation (NYSE:CVS) by 105.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 37,520 shares of the pharmacy operator’s stock after purchasing an additional 19,298 shares during the quarter. CVS Health accounts for approximately 1.3% of Peak Financial Advisors LLC’s investment portfolio, making the stock its 13th biggest position. Peak Financial Advisors LLC’s holdings in CVS Health were worth $2,978,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Norges Bank acquired a new stake in CVS Health in the second quarter valued at about $1,358,698,000. Wellington Management Group LLP raised its stake in CVS Health by 391.6% during the third quarter. Wellington Management Group LLP now owns 6,330,717 shares of the pharmacy operator’s stock worth $477,273,000 after acquiring an additional 5,042,816 shares in the last quarter. Amundi lifted its holdings in shares of CVS Health by 95.3% in the third quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after acquiring an additional 3,637,943 shares during the last quarter. Invesco Ltd. boosted its stake in shares of CVS Health by 15.3% in the 2nd quarter. Invesco Ltd. now owns 23,532,479 shares of the pharmacy operator’s stock valued at $1,623,270,000 after purchasing an additional 3,118,626 shares in the last quarter. Finally, Capital Research Global Investors grew its holdings in shares of CVS Health by 24.5% during the 3rd quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock valued at $864,667,000 after purchasing an additional 2,253,531 shares during the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Down 0.9%

NYSE:CVS opened at $72.13 on Thursday. CVS Health Corporation has a one year low of $58.35 and a one year high of $85.15. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. The company has a market cap of $91.76 billion, a PE ratio of 52.26, a P/E/G ratio of 0.76 and a beta of 0.49. The firm’s 50 day simple moving average is $77.00 and its 200 day simple moving average is $77.77.

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

CVS Health Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd will be issued a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 3.7%. CVS Health’s payout ratio is presently 192.75%.

Analysts Set New Price Targets

A number of research firms recently issued reports on CVS. Robert W. Baird upped their price objective on shares of CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th. Sanford C. Bernstein raised shares of CVS Health from a “market perform” rating to an “outperform” rating and boosted their target price for the stock from $91.00 to $94.00 in a research note on Thursday, March 12th. The Goldman Sachs Group upped their price target on shares of CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a report on Thursday, February 12th. Leerink Partners reissued an “outperform” rating and set a $98.00 price objective on shares of CVS Health in a report on Thursday, March 5th. Finally, JPMorgan Chase & Co. boosted their price objective on CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 17th. Twenty investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, CVS Health currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.05.

Trending Headlines about CVS Health

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

• Positive Sentiment: Proposed FTC insulin-pricing settlement narrows a large antitrust/legal overhang for Caremark; CVS and FTC staff provided responses as part of the agreement and Caremark has denied wrongdoing — this clarification can lower uncertainty for investors. Read More.
• Positive Sentiment: Settlement leaves UnitedHealth as the sole remaining defendant in the government’s PBM antitrust suit, shifting regulatory focus away from CVS and removing a major source of company-specific litigation risk. Read More.
• Positive Sentiment: Analyst support and buy-case commentary remain in place — TD Cowen and other commentators have reaffirmed buy ratings and higher price targets, and dividend/valuation narratives are being cited as a buying opportunity by some commentators. Read More.
• Neutral Sentiment: Several bullish write-ups present CVS as a discounted, dividend-supported long-term buy; useful for longer-term investors but less likely to move near-term price without catalysts. Read More.
• Negative Sentiment: Report alleges CVS overbilled federal programs by roughly $600M in a scheme similar to one in Ohio — if the claim proceeds to enforcement or settlement it could create material financial and reputational damage. Read More.
• Negative Sentiment: State-level policy risk: a pharmacy bill that could force a conflict between CVS retail vs. PBM businesses is gaining traction; CVS has spent heavily on ads to fight the bill, highlighting escalating political/regulatory costs. Read More. Read More.

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.