CVS Health Corporation $CVS Shares Sold by Investors Research Corp

Investors Research Corp trimmed its holdings in CVS Health Corporation (NYSE:CVS) by 30.4% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 13,760 shares of the pharmacy operator’s stock after selling 6,007 shares during the quarter. Investors Research Corp’s holdings in CVS Health were worth $1,423,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in the business. Sei Investments Co. increased its holdings in shares of CVS Health by 17.4% during the second quarter. Sei Investments Co. now owns 905,715 shares of the pharmacy operator’s stock valued at $62,474,000 after purchasing an additional 134,535 shares during the period. The Manufacturers Life Insurance Company lifted its holdings in CVS Health by 1.2% in the second quarter. The Manufacturers Life Insurance Company now owns 1,121,377 shares of the pharmacy operator’s stock worth $77,353,000 after purchasing an additional 13,329 shares during the period. Treasurer of the State of North Carolina grew its position in CVS Health by 1.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 585,073 shares of the pharmacy operator’s stock valued at $40,358,000 after buying an additional 7,588 shares in the last quarter. HUB Investment Partners LLC grew its position in CVS Health by 25.0% in the 2nd quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after buying an additional 3,011 shares in the last quarter. Finally, Alliancebernstein L.P. increased its stake in CVS Health by 8.0% during the 2nd quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock valued at $111,017,000 after buying an additional 119,439 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

Insider Transactions at CVS Health

In other CVS Health news, Director Larry Robbins sold 370,462 shares of the business’s stock in a transaction dated 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 owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. The trade was a 7.13% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. In the last 90 days, insiders sold 3,372,000 shares of company stock worth $317,473,598. 0.85% of the stock is currently owned by insiders.

CVS Health Price Performance

NYSE CVS opened at $93.41 on Wednesday. CVS Health Corporation has a 1 year low of $64.32 and a 1 year high of $110.68. The business’s fifty day moving average is $102.43 and its two-hundred day moving average is $88.00. The stock has a market capitalization of $119.47 billion, a P/E ratio of 24.71, a P/E/G 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.

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

CVS Health Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were paid a $0.665 dividend. The ex-dividend date of this dividend was Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.8%. CVS Health’s dividend payout ratio (DPR) is currently 70.37%.

Analyst Ratings Changes

A number of analysts have recently weighed in on CVS shares. Wells Fargo & Company upped their price target on shares of CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a research note on Monday, July 13th. Barclays boosted their target price on CVS Health from $106.00 to $108.00 and gave the stock an “overweight” rating in a report on Thursday, August 6th. UBS Group increased their price target on CVS Health from $122.00 to $126.00 and gave the company a “buy” rating in a research note on Thursday, August 6th. Robert W. Baird set a $107.00 price target on CVS Health in a research report on Thursday, August 6th. Finally, TD Cowen boosted their price objective on CVS Health from $105.00 to $110.00 and gave the stock a “buy” rating in a research note on Monday, May 11th. Twenty-two investment analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $106.46.

CVS Health Company 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.