CVS Health Corporation $CVS Position Lifted by Toth Financial Advisory Corp

Toth Financial Advisory Corp lifted its holdings in shares of CVS Health Corporation (NYSE:CVS) by 6.9% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 137,564 shares of the pharmacy operator’s stock after buying an additional 8,880 shares during the period. CVS Health makes up approximately 1.2% of Toth Financial Advisory Corp’s holdings, making the stock its 22nd largest position. Toth Financial Advisory Corp’s holdings in CVS Health were worth $11,790,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in CVS. BlackRock Inc. purchased a new stake in shares of CVS Health during the 2nd quarter worth $12,747,462,000. State Street Corp lifted its stake in shares of CVS Health by 26.3% in the second quarter. State Street Corp now owns 74,927,064 shares of the pharmacy operator’s stock valued at $7,751,205,000 after purchasing an additional 15,604,883 shares during the period. Wellington Management Group LLP lifted its stake in shares of CVS Health by 49.8% in the second quarter. Wellington Management Group LLP now owns 33,801,113 shares of the pharmacy operator’s stock valued at $3,496,725,000 after purchasing an additional 11,233,381 shares during the period. Bank of America Corp DE boosted its holdings in CVS Health by 148.0% during the second quarter. Bank of America Corp DE now owns 23,188,670 shares of the pharmacy operator’s stock worth $2,398,868,000 after buying an additional 13,836,701 shares in the last quarter. Finally, Pzena Investment Management LLC acquired a new position in CVS Health during the second quarter worth about $1,217,558,000. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health News Roundup

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

• Positive Sentiment: Long-term pharmacy supply agreements provide stability. CVS extended its pharmaceutical distribution contracts with Cardinal Health and McKesson through 2032. The agreements support reliable drug supplies for its retail pharmacies and other dispensing channels, reducing operational uncertainty. What Does CVS Health Gain From Extending Its Drug Distribution Deals To 2032?
• Positive Sentiment: Healthcare-benefits trends are improving. CVS raised its Health Care Benefits outlook as stronger Medicare performance supports margin recovery, although elevated medical costs remain a constraint. This could reinforce confidence in the company’s earnings turnaround. CVS’ Health Care Benefits Arm Shows Better Core Trends
• Positive Sentiment: New pharmacy-focused locations may improve access and growth. CVS opened its first pharmacy-only store in the Boston area, targeting communities with limited access to medications, immunizations and pharmacist-led care. The compact format could offer a lower-cost way to expand selectively. CVS Pharmacy Celebrates Opening of First Pharmacy-Focused Location
• Positive Sentiment: Analyst commentary remains supportive of the valuation. Zacks highlighted CVS as a potential growth stock, while other coverage described the shares as substantially undervalued if management executes on its turnaround and integrated-care plans. Here’s Why CVS Health Is a Strong Growth Stock
• Neutral Sentiment: Options activity signals increased trading interest. Traders bought 23,271 CVS call options, about 33% above typical daily call volume. This indicates bullish positioning among some traders but does not guarantee a sustained stock move.
• Negative Sentiment: Investors remain concerned about execution and fair value. One analysis suggested CVS could trade below fair value while it invests in integrated care, reflecting uncertainty over the timing, cost and profitability of the strategy. Medical-cost pressure and CVS’s relatively modest dividend compared with some healthcare peers may also limit near-term appeal. CVS Health Stock May Trade Below Fair Value on Integrated Care Push

CVS Health Price Performance

CVS Health stock traded up $0.39 during midday trading on Thursday, reaching $88.34. 2,380,776 shares of the company were exchanged, compared to its average volume of 8,275,207. The firm’s 50-day simple moving average is $93.45 and its 200-day simple moving average is $92.30. CVS Health Corporation has a 1 year low of $69.51 and a 1 year high of $110.68. The company has a market capitalization of $112.98 billion, a price-to-earnings ratio of 23.40, a P/E/G ratio of 0.84 and a beta of 0.60. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87.

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

CVS Health Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, November 2nd. Shareholders of record on Thursday, October 22nd will be issued a $0.6650 dividend. The ex-dividend date is Thursday, October 22nd. This represents a $2.66 annualized dividend and a yield of 3.0%. CVS Health’s payout ratio is 70.37%.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on CVS. UBS Group reiterated a “buy” rating on shares of CVS Health in a research report on Tuesday, September 22nd. 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. Cantor Fitzgerald restated an “overweight” rating on shares of CVS Health in a research report on Thursday, October 1st. BMO Capital Markets set a $112.00 price objective on shares of CVS Health in a research report on Wednesday, September 9th. Finally, HSBC restated a “hold” rating and set a $103.00 target price on shares of CVS Health in a report on Monday, July 6th. Twenty-two research analysts have rated the stock with a Buy rating and one has assigned a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.24.

CVS Health Profile

CVS Health Corp. is an integrated health care company that provides pharmacy, insurance and health services primarily in the United States. Its operations are designed to connect consumers, health plans, health care providers and pharmacy services across multiple points of care.

The company’s major businesses include CVS Pharmacy retail locations, prescription fulfillment and consumer health products; CVS Caremark, a pharmacy benefit management business; and Aetna, which offers health insurance products and related services for employers, individuals, government programs and other organizations.