CVS Health Corporation (NYSE:CVS) Stock Rated “Moderate Buy” by Wall Street Analysts

Shares of CVS Health Corporation (NYSE:CVS) have been assigned a consensus rating of “Moderate Buy” from the twenty-three analysts that are presently covering the firm, Marketbeat reports. Three investment analysts have rated the stock with a hold recommendation and twenty have given a buy recommendation to the company. The average 1 year price objective among brokerages that have issued a report on the stock in the last year is $107.80.

A number of equities research analysts recently weighed in on CVS shares. Bank of America boosted their price target on shares of CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a research report on Monday, June 22nd. Royal Bank Of Canada upped their price objective on shares of CVS Health from $107.00 to $113.00 and gave the company an “outperform” rating in a research note on Thursday, July 9th. Wall Street Zen raised CVS Health from a “buy” rating to a “strong-buy” rating in a report on Sunday. Truist Financial lifted 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. Finally, Barclays boosted their target price on CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a report on Thursday, August 6th.

CVS Health Stock Up 2.1%

Shares of NYSE CVS opened at $87.93 on Tuesday. The business has a 50-day moving average of $92.39 and a two-hundred day moving average of $92.63. The company has a market capitalization of $112.46 billion, a price-to-earnings ratio of 23.26, a price-to-earnings-growth ratio of 0.80 and a beta of 0.60. CVS Health has a 1 year low of $69.51 and a 1 year high of $110.68. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66.

CVS Health (NYSE:CVS) last released its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 EPS for the quarter, beating analysts’ consensus estimates of $1.87 by $0.71. CVS Health had a return on equity of 13.12% and a net margin of 1.18%. The business had revenue of $106.10 billion for the quarter, compared to the consensus estimate of $100.03 billion. During the same quarter in the prior year, the business posted $1.81 EPS. The business’s revenue for the quarter 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, analysts forecast that CVS Health will post 8.02 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

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

Key Stories Impacting CVS Health

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

• Positive Sentiment: Analyst sentiment remains supportive. Wall Street’s average brokerage recommendation is favorable, and Wall Street Zen upgraded CVS to “Strong Buy.” Leerink Partners also maintained an “Outperform” rating and its revised $112 price target implies substantial upside from recent trading levels, despite the reduction from $119. CVS Health Price Target Cut by Leerink Partners Wall Street Zen Upgrades CVS Health
• Positive Sentiment: Long-term distribution support improves business visibility. McKesson reached an agreement in principle to extend its pharmaceutical distribution partnership with CVS through June 2032, covering mail-order, specialty, retail pharmacy and distribution-center operations. The agreement reinforces a longstanding supplier relationship and may provide operational stability. McKesson Extends CVS Deal
• Positive Sentiment: Expansion and valuation are attracting investor interest. CVS is opening nearly 20 smaller neighborhood pharmacy locations in 2026. Its diversified insurance, pharmacy-benefit-management and retail businesses, along with a valuation viewed by some analysts as undemanding, support the potential recovery case. CVS Opens New Pharmacy Sites
• Neutral Sentiment: Valuation upside depends on earnings execution. CVS’s scale and multiple revenue streams may offer value, but investors need evidence that management can convert them into stronger profits as reimbursement pressure, rising medical costs and regulatory scrutiny persist. CVS Health Valuation Suggests Opportunity
• Negative Sentiment: Medicare Advantage and legal risks remain overhangs. Aetna’s Medicare Advantage star-rating setbacks could pressure reimbursement and profitability, while a legal probe adds uncertainty to the investment case. These concerns temper the bullish valuation and analyst views. Pharmacy Formats and Aetna Star Ratings at CVS

Institutional Investors Weigh In On CVS Health

Large investors have recently modified their holdings of the company. Sound Income Strategies LLC increased its position in CVS Health by 62.1% in the third quarter. Sound Income Strategies LLC now owns 5,036 shares of the pharmacy operator’s stock worth $432,000 after purchasing an additional 1,930 shares during the period. Wedmont Private Capital raised its holdings in CVS Health by 47.0% during the 3rd quarter. Wedmont Private Capital now owns 30,342 shares of the pharmacy operator’s stock worth $2,600,000 after purchasing an additional 9,707 shares during the last quarter. Stableford Capital II LLC bought a new stake in CVS Health during the 3rd quarter worth about $687,000. Mn Services Vermogensbeheer B.V. lifted its position in CVS Health by 1.3% during the 3rd quarter. Mn Services Vermogensbeheer B.V. now owns 375,568 shares of the pharmacy operator’s stock valued at $32,182,000 after purchasing an additional 4,900 shares during the period. Finally, Farther Finance Advisors LLC lifted its position in CVS Health by 30.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 54,244 shares of the pharmacy operator’s stock valued at $4,648,000 after purchasing an additional 12,718 shares during the period. 80.66% of the stock is owned by institutional investors and hedge funds.

CVS Health Company 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.