Danske Bank A S Has $73.68 Million Stock Holdings in CVS Health Corporation $CVS

Danske Bank A S grew its stake in CVS Health Corporation (NYSE:CVS) by 13.9% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 928,462 shares of the pharmacy operator’s stock after buying an additional 113,009 shares during the period. Danske Bank A S’s holdings in CVS Health were worth $73,683,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Caitong International Asset Management Co. Ltd grew its stake in CVS Health by 407.2% during the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 281 shares during the period. Corundum Trust Company INC acquired a new stake in CVS Health during the third quarter worth approximately $29,000. Ares Financial Consulting LLC acquired a new stake in CVS Health during the fourth quarter worth approximately $29,000. GoalVest Advisory LLC acquired a new stake in CVS Health during the fourth quarter worth approximately $32,000. Finally, SOA Wealth Advisors LLC. grew its stake in CVS Health by 36.9% during the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock worth $37,000 after purchasing an additional 131 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Down 0.6%

Shares of NYSE:CVS opened at $83.44 on Friday. The business’s 50 day simple moving average is $76.32 and its two-hundred day simple moving average is $77.97. The firm has a market cap of $106.93 billion, a P/E ratio of 60.46, a PEG ratio of 0.88 and a beta of 0.51. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $85.15.

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, topping the consensus estimate of $1.00 by $0.09. The business had revenue of $105.69 billion for the quarter, compared to analyst estimates of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The company’s quarterly revenue was up 8.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, research analysts forecast that CVS Health Corporation will post 7.14 EPS for the current fiscal year.

CVS Health Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd will be issued a $0.665 dividend. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 annualized dividend and a yield of 3.2%. CVS Health’s dividend payout ratio is presently 192.75%.

CVS Health News Roundup

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

• Positive Sentiment: CVS won enterprise- and customer-facing AI awards, highlighting scaled AI deployments that could improve customer experience and operational efficiency. CVS Health’s Award Winning AI Raises Questions For Investors To Watch
• Positive Sentiment: CVS launched an AI health platform in partnership with Google Cloud, a strategic move that can accelerate digital services and pharmacy/clinic integration. CVS launches AI health platform with Google Cloud partnership
• Positive Sentiment: Barron’s published a bullish take arguing CVS is no longer a “value trap,” which can support investor sentiment and longer-term positioning despite near-term noise. CVS Earnings Are Coming. Why the Stock Is No Longer a Value Trap.
• Positive Sentiment: Steve Nelson, President of Aetna (a CVS company), was named to Health Catalyst’s board — a sign of CVS leadership visibility in health-tech partnerships and ecosystem influence. Health Catalyst Appoints Steve Nelson, President of Aetna, to Its Board of Directors
• Neutral Sentiment: Cigna’s exit from the ACA market and stronger-than-expected outlook for 2026 is industry news that could change exchange dynamics and PBM volumes — relevant but indirect for CVS. Cigna Exits Obamacare Market As PBM Profit Drops 28%
• Neutral Sentiment: Coverage of Viatris’s upcoming results and beat probability is being circulated (industry context for pharma supply/competitive backdrop). Viatris (VTRS) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Zacks and other sites note heightened investor interest/searches in CVS, which often precedes volatility around earnings and newsflow. Investors Heavily Search CVS Health Corporation (CVS): Here is What You Need to Know
• Negative Sentiment: Analyst previews from Zacks/Yahoo warn CVS may report a decline in earnings and lack the key setup for an earnings beat; that caution pressures the stock ahead of results. Analysts Estimate CVS Health (CVS) to Report a Decline in Earnings: What to Look Out for
• Negative Sentiment: A Zacks Q1 preview highlights benefits pressure and elevated costs — noting health services growth may offset but not fully eliminate margin risk this quarter. CVS Q1 Earnings Preview: Health Services Likely to Lead Performance

Analysts Set New Price Targets

Several equities research analysts recently commented on the company. Robert W. Baird raised their target price on CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. Wolfe Research decreased their target price on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a research note on Monday, March 2nd. TD Cowen reaffirmed a “buy” rating on shares of CVS Health in a research note on Friday, March 13th. Piper Sandler decreased their target price on CVS Health from $101.00 to $99.00 and set an “overweight” rating for the company in a research note on Tuesday, March 31st. Finally, Leerink Partners reaffirmed an “outperform” rating and set a $98.00 target price on shares of CVS Health in a research note on Thursday, March 5th. Twenty investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, CVS Health has an average rating of “Moderate Buy” and an average target price of $95.05.

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.