CVS Health Corporation $CVS Shares Bought by GAMMA Investing LLC

GAMMA Investing LLC grew its stake in shares of CVS Health Corporation (NYSE:CVS) by 26.4% during the 2nd quarter, Holdings Channel.com reports. The firm owned 31,810 shares of the pharmacy operator’s stock after acquiring an additional 6,647 shares during the period. GAMMA Investing LLC’s holdings in CVS Health were worth $3,291,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. Caitong International Asset Management Co. Ltd lifted its stake in shares of CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 281 shares during the period. Swiss RE Ltd. acquired a new position in CVS Health during the fourth quarter worth about $26,000. Sankala Group LLC purchased a new position in CVS Health in the fourth quarter valued at about $28,000. Global Trust Asset Management LLC lifted its position in shares of CVS Health by 344.8% during the 1st quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock valued at $28,000 after acquiring an additional 300 shares during the period. Finally, Mcguire Capital Advisors Inc. acquired a new stake in shares of CVS Health during the 4th quarter valued at approximately $28,000. Hedge funds and other institutional investors own 80.66% of the company’s stock.

More CVS Health News

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

• Positive Sentiment: Strong quarterly beat: CVS reported adjusted EPS of $2.58, well above the roughly $1.86–$1.87 consensus, while revenue rose 7.3% year over year to $106.1 billion, exceeding estimates near $100 billion. All three major segments—insurance, pharmacy and health services—reportedly surpassed revenue expectations. CVS blows past estimates, hikes guidance as insurance unit continues to improve
• Positive Sentiment: Insurance turnaround is showing progress: Lower-than-expected medical costs and improved performance at Aetna helped drive the profit increase, while better-rated government health plans generated bonus payments. A more profitable pharmacy drug mix also supported results. CVS raises annual profit forecast on improved drug revenues
• Positive Sentiment: Guidance and cash flow increased: CVS raised 2026 adjusted EPS guidance to $7.90–$8.10 from $7.30–$7.50 and lifted operating cash-flow guidance to at least $11.5 billion from $9.5 billion. CVS Health reports strong second quarter results and raises full-year guidance
• Positive Sentiment: GLP-1 opportunity expanded: A new collaboration with Eli Lilly will broaden CVS’s direct-to-consumer weight-management services and access to Zepbound and other GLP-1 medications, potentially creating additional pharmacy and care-service revenue. CVS enhances direct-to-consumer weight-management offerings
• Neutral Sentiment: Despite the earnings beat, CVS’s valuation and recent rally may have raised investor expectations, making the market more sensitive to cautious commentary and execution risks.
• Negative Sentiment: Management remarks concerning the PBM unit reportedly prompted the initial gains to reverse. Investors may be concerned about Caremark’s competitive, pricing and margin outlook, limiting enthusiasm for the higher guidance. CVS Health reverses early gains after management remarks on PBM unit

CVS Health Stock Down 5.0%

CVS opened at $99.24 on Thursday. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66. The stock has a market capitalization of $126.62 billion, a price-to-earnings ratio of 43.72, a price-to-earnings-growth ratio of 1.02 and a beta of 0.61. The business has a 50-day moving average of $102.10 and a two-hundred day moving average of $87.56. CVS Health Corporation has a 12 month low of $62.52 and a 12 month high of $110.68.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, topping the consensus estimate of $1.87 by $0.71. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The business had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. During the same period in the prior year, the firm posted $1.81 EPS. The company’s revenue was up 7.3% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, research analysts expect that CVS Health Corporation will post 7.46 earnings per share for the current year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date was Thursday, July 23rd. CVS Health’s dividend payout ratio (DPR) is 117.18%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Cantor Fitzgerald upped their price target on CVS Health from $100.00 to $110.00 and gave the stock an “overweight” rating in a report on Tuesday, July 7th. Truist Financial boosted their target price on CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Bank of America upped their target price on CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a report on Monday, June 22nd. Weiss Ratings upgraded CVS Health from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, July 20th. Finally, Piper Sandler reaffirmed an “overweight” rating and set a $113.00 price target on shares of CVS Health in a research note on Monday, June 1st. Twenty-one research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $105.67.

Insider Transactions at CVS Health

In other CVS Health news, Director Larry Robbins sold 370,462 shares of the business’s stock in a transaction dated Thursday, May 21st. The stock was sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the completion of the sale, the director owned 4,824,799 shares of the company’s stock, valued at approximately $450,877,466.55. The trade was a 7.13% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction dated Friday, May 8th. The stock was sold at an average price of $89.58, for a total value of $6,230,378.58. Following the sale, the executive vice president owned 10,133 shares of the company’s stock, valued at $907,714.14. The trade was a 87.28% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. 0.85% of the stock is owned by company insiders.

About CVS Health

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.