CVS Health Corporation $CVS Shares Sold by XML Financial LLC

XML Financial LLC trimmed its position in CVS Health Corporation (NYSE:CVS) by 11.9% in the 4th quarter, Holdings Channel.com reports. The fund owned 47,204 shares of the pharmacy operator’s stock after selling 6,396 shares during the quarter. XML Financial LLC’s holdings in CVS Health were worth $3,746,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Kingsview Wealth Management LLC boosted its stake in CVS Health by 316.2% in the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock valued at $7,873,000 after acquiring an additional 79,340 shares in the last quarter. Assetmark Inc. boosted its stake in CVS Health by 12.5% in the third quarter. Assetmark Inc. now owns 678,558 shares of the pharmacy operator’s stock valued at $51,156,000 after acquiring an additional 75,603 shares in the last quarter. Intech Investment Management LLC lifted its stake in shares of CVS Health by 50.3% during the third quarter. Intech Investment Management LLC now owns 86,564 shares of the pharmacy operator’s stock worth $6,526,000 after buying an additional 28,953 shares during the period. Hamlin Capital Management LLC acquired a new stake in shares of CVS Health during the fourth quarter worth $160,844,000. Finally, Cresset Asset Management LLC lifted its stake in shares of CVS Health by 56.8% during the third quarter. Cresset Asset Management LLC now owns 35,481 shares of the pharmacy operator’s stock worth $2,675,000 after buying an additional 12,849 shares during the period. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, EVP Tilak Mandadi sold 69,551 shares of the business’s stock in a transaction on Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of the transaction, the executive vice president directly owned 10,133 shares in the company, valued at $907,714.14. The trade was a 87.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Larry Robbins sold 1,983,538 shares of CVS Health stock in a transaction on Tuesday, May 19th. The shares were sold at an average price of $94.45, for a total transaction of $187,345,164.10. Following the completion of the transaction, the director directly owned 6,213,261 shares of the company’s stock, valued at $586,842,501.45. The trade was a 24.20% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 3,441,551 shares of company stock valued at $323,703,977 over the last 90 days. 0.85% of the stock is currently owned by insiders.

CVS Health Trading Up 1.4%

NYSE CVS opened at $96.11 on Friday. The company has a market capitalization of $122.62 billion, a PE ratio of 42.34, a P/E/G ratio of 0.94 and a beta of 0.62. The company has a fifty day moving average of $84.13 and a 200 day moving average of $80.03. CVS Health Corporation has a 1 year low of $58.50 and a 1 year high of $98.43. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66.

CVS Health (NYSE:CVS) last posted its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.21 by $0.36. The company had revenue of $100.43 billion during the quarter, compared to the consensus estimate of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The firm’s quarterly revenue was up 6.2% on a year-over-year basis. During the same period in the previous year, the firm posted $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Research analysts forecast that CVS Health Corporation will post 7.44 earnings per share for the current year.

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were given a dividend of $0.665 per share. The ex-dividend date was Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.8%. CVS Health’s payout ratio is currently 117.18%.

CVS Health News Summary

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

• Positive Sentiment: CVS Health was upgraded to a Zacks Rank #2 (Buy), reflecting improved earnings optimism and adding to the bullish tone around the stock. Article Title
• Positive Sentiment: Broker sentiment remains constructive on CVS Health, with recent coverage pointing to favorable views from Wall Street analysts and broader confidence in the company’s outlook. Article Title
• Positive Sentiment: The managed-care group rallied after analysts cited softer medical cost and utilization trends across the sector, which can support margins and spill over positively to CVS Health. Article Title
• Neutral Sentiment: CVS Health highlighted community and affordable-housing projects in New Jersey and Massachusetts, underscoring its corporate social responsibility efforts, but these announcements are unlikely to move the stock materially. Article Title
• Neutral Sentiment: Media coverage noted CVS Health is up about 8.5% since its last earnings report and asked whether the rally can continue, mainly reflecting investor attention on post-earnings momentum rather than a new catalyst. Article Title
• Neutral Sentiment: CVS CEO comments on AI, “super apps,” and primary care suggest longer-term strategy focus, but there was no immediate financial update in the coverage. Article Title
• Neutral Sentiment: Additional community partnership news, including a job training lab in Lincoln Heights, is supportive of the brand but not a direct earnings driver. Article Title

Wall Street Analyst Weigh In

Several equities research analysts have recently commented on CVS shares. The Goldman Sachs Group lifted their price objective on shares of CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a research note on Thursday, February 12th. Truist Financial lifted their price objective on shares of CVS Health from $102.00 to $108.00 and gave the stock a “buy” rating in a research note on Monday, June 1st. Robert W. Baird lifted their price objective on shares of CVS Health from $92.00 to $94.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 15th. DA Davidson lifted their price objective on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a research note on Thursday, May 7th. Finally, Royal Bank Of Canada lifted their price objective on shares of CVS Health from $93.00 to $107.00 and gave the stock an “outperform” rating in a research note on Thursday, May 7th. Twenty-two analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $99.88.

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.