Robeco Schweiz AG Has $8.06 Million Stock Position in CVS Health Corporation $CVS

Robeco Schweiz AG grew its position in CVS Health Corporation (NYSE:CVS) by 9.1% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 101,509 shares of the pharmacy operator’s stock after acquiring an additional 8,435 shares during the period. Robeco Schweiz AG’s holdings in CVS Health were worth $8,056,000 at the end of the most recent reporting period.

A number of other institutional investors also recently modified their holdings of CVS. Caitong International Asset Management Co. Ltd raised 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 acquiring an additional 281 shares during the last quarter. Corundum Trust Company INC bought a new position in shares of CVS Health in the third quarter valued at approximately $29,000. Ares Financial Consulting LLC bought a new position in shares of CVS Health in the fourth quarter valued at approximately $29,000. GoalVest Advisory LLC bought a new position in CVS Health in the 4th quarter worth approximately $32,000. Finally, Financial Consulate Inc. raised its position in CVS Health by 99.6% in the 4th quarter. Financial Consulate Inc. now owns 499 shares of the pharmacy operator’s stock worth $40,000 after purchasing an additional 249 shares during the last quarter. 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: Q1 beat and guidance raise — CVS delivered a sizable EPS and revenue beat, raised full‑year GAAP and adjusted EPS guidance and increased cash‑flow guidance, validating the Aetna recovery and driving the rally. CVS HEALTH CORPORATION REPORTS STRONG FIRST QUARTER 2026 RESULTS AND RAISES FULL-YEAR 2026 GUIDANCE
• Positive Sentiment: Insurance unit turnaround — Management pointed to improved medical cost controls at Aetna (lower medical benefit ratio and five consecutive quarterly improvements), which materially boosted margins and underpins the higher FY forecast. CVS Health raises 2026 forecast after improving medical cost controls
• Positive Sentiment: Pharmacy cost actions — CVS Caremark will expand adoption of lower‑cost interchangeable biosimilars (preferring biosimilars over select reference brands starting July 1), which should lower drug spend for clients and improve Caremark margins. CVS Caremark Expands Biosimilar Adoption Through Formulary Updates to Improve Affordability and Access
• Neutral Sentiment: Analyst update — HSBC raised its price target to $85 but kept a “hold” rating, signaling cautious analyst sentiment despite the beat (PT remains close to/under recent levels). HSBC Raises CVS Health (NYSE:CVS) Price Target to $85.00
• Neutral Sentiment: Management commentary — CEO and executives emphasized the Aetna recovery and reiterated progress toward MA margin goals; useful for confidence but execution and membership trends remain watch items. CVS Health CEO David Joyner: Our Aetna business got off track, but we’ve had five quarters of improvement
• Negative Sentiment: Formulary decision could create pushback — CVS’s move to prefer biosimilars includes dropping J&J’s Stelara from main formularies, which could draw manufacturer pushback, legal/regulatory scrutiny or short‑term customer friction. CVS to drop J&J’s Stelara from its main formularies

Analysts Set New Price Targets

Several research analysts recently weighed in on CVS shares. Bank of America dropped their price objective on shares of CVS Health from $100.00 to $95.00 and set a “buy” rating for the company in a research report on Tuesday, January 27th. Barclays restated an “overweight” rating on shares of CVS Health in a research report on Thursday. Robert W. Baird boosted their price objective on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 15th. Sanford C. Bernstein upgraded shares of CVS Health from a “market perform” rating to an “outperform” rating and upped their target price for the company from $91.00 to $94.00 in a research report on Thursday, March 12th. Finally, Argus dropped their target price on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday, January 28th. Twenty investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $94.61.

CVS Health Price Performance

Shares of CVS stock opened at $86.89 on Thursday. CVS Health Corporation has a 12-month low of $58.35 and a 12-month high of $88.63. The firm has a market capitalization of $111.35 billion, a price-to-earnings ratio of 62.96, a price-to-earnings-growth ratio of 0.84 and a beta of 0.60. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. The firm has a fifty day moving average of $76.60 and a 200-day moving average of $78.00.

CVS Health (NYSE:CVS) last announced its quarterly earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating the consensus estimate of $2.21 by $0.36. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The company had revenue of $100.43 billion during the quarter, compared to analyst estimates of $94.99 billion. During the same quarter in the previous year, the business earned $2.25 EPS. The firm’s revenue was up 6.2% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. On average, equities research analysts forecast that CVS Health Corporation will post 7.14 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd were issued a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date was Thursday, April 23rd. CVS Health’s dividend payout ratio is 192.75%.

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.