Vertrix Wealth Management LLC Invests $3.79 Million in CVS Health Corporation $CVS

Vertrix Wealth Management LLC acquired a new stake in shares of CVS Health Corporation (NYSE:CVS) in the second quarter, Holdings Channel.com reports. The firm acquired 36,636 shares of the pharmacy operator’s stock, valued at approximately $3,790,000.

Several other hedge funds have also made changes to their positions in the stock. Oliver Luxxe Assets LLC raised its holdings in CVS Health by 26.3% in the 2nd quarter. Oliver Luxxe Assets LLC now owns 134,539 shares of the pharmacy operator’s stock valued at $13,918,000 after acquiring an additional 28,052 shares in the last quarter. Hennion & Walsh Asset Management Inc. grew its holdings in shares of CVS Health by 16.1% during the 2nd quarter. Hennion & Walsh Asset Management Inc. now owns 17,006 shares of the pharmacy operator’s stock worth $1,759,000 after purchasing an additional 2,355 shares in the last quarter. Sunburst Financial Group LLC bought a new stake in shares of CVS Health during the second quarter valued at approximately $257,000. Agate Pass Investment Management LLC acquired a new position in shares of CVS Health in the second quarter valued at $258,000. Finally, Valeo Financial Advisors LLC lifted its position in CVS Health by 3.0% in the second quarter. Valeo Financial Advisors LLC now owns 24,477 shares of the pharmacy operator’s stock worth $2,532,000 after purchasing an additional 721 shares during the period. Institutional investors own 80.66% of the company’s stock.

Insider Buying and Selling

In related news, Director Larry Robbins sold 370,462 shares of the stock in a transaction that occurred on 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 sale, the director directly owned 4,824,799 shares in the company, valued at $450,877,466.55. This represents a 7.13% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. In the last 90 days, insiders sold 3,372,000 shares of company stock worth $317,473,598. 0.85% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several brokerages have issued reports on CVS. DA Davidson boosted their price target on shares of CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a report on Thursday, May 7th. UBS Group raised their price objective on shares of CVS Health from $122.00 to $126.00 and gave the stock a “buy” rating in a report on Thursday. JPMorgan Chase & Co. upped their target price on shares of CVS Health from $101.00 to $111.00 and gave the company an “overweight” rating in a research note on Tuesday, May 12th. Argus increased their price target on shares of CVS Health from $90.00 to $104.00 and gave the stock a “buy” rating in a research report on Thursday, May 14th. Finally, Truist Financial raised their price target on shares of CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Twenty-two analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $106.46.

CVS Health Stock Down 0.1%

CVS opened at $95.61 on Monday. The firm has a market cap of $122.28 billion, a price-to-earnings ratio of 25.29, a PEG ratio of 0.91 and a beta of 0.61. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87. The firm’s 50-day simple moving average is $102.26 and its 200-day simple moving average is $87.81. CVS Health Corporation has a twelve month low of $63.30 and a twelve month high of $110.68.

CVS Health (NYSE:CVS) last announced its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.87 by $0.71. The firm had revenue of $106.10 billion during the quarter, compared to the consensus estimate of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The firm’s quarterly revenue was up 7.3% on a year-over-year basis. During the same period last year, the firm posted $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. Equities research analysts anticipate that CVS Health Corporation will post 8.02 EPS for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd were issued a $0.665 dividend. This represents a $2.66 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Thursday, July 23rd. CVS Health’s payout ratio is presently 70.37%.

Key CVS Health News

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

• Positive Sentiment: CVS reported second-quarter adjusted earnings of $2.58 per share, well above the $1.87 analyst consensus, while revenue rose 7.3% year over year to $106.1 billion. Management raised its 2026 adjusted EPS outlook to $7.90–$8.10, supported by improving performance at Aetna and strength in the retail business. CVS Health earnings and GLP-1 partnership article
• Positive Sentiment: The company expanded its collaboration with Eli Lilly on GLP-1 weight-management treatments. The initiative could help CVS combine its pharmacy, insurance and care-delivery assets to capture a larger role in the growing obesity-treatment market. CVS GLP-1 strategy article
• Positive Sentiment: Analysts have modestly increased their fair-value estimate for CVS from $111.92 to $114.88, reflecting more constructive views following the earnings results, although execution and policy risks remain. CVS fair value estimate article
• Neutral Sentiment: Healthcare was among the sectors receiving defensive ETF inflows, which may provide some broader investor support for CVS, but the flows were concentrated largely in broad-market funds, Treasuries and gold rather than being a company-specific catalyst. Weekly ETF flows article
• Negative Sentiment: Executives warned that Caremark pharmacy-benefit-management membership could decline in 2026 and that changes involving the 340B drug-pricing program may remain a headwind into 2027. These comments overshadowed the earnings beat and guidance increase by raising concerns about future revenue and profit growth. CVS earnings call risks article

CVS Health 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.