CVS Health Corporation $CVS Stock Sold by Robeco Schweiz AG

Robeco Schweiz AG decreased its stake in shares of CVS Health Corporation (NYSE:CVS) by 14.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 44,632 shares of the pharmacy operator’s stock after selling 7,622 shares during the period. Robeco Schweiz AG’s holdings in CVS Health were worth $3,825,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CVS. BlackRock Inc. purchased a new stake in CVS Health during the 2nd quarter valued at $12,747,462,000. State Street Corp boosted its stake in shares of CVS Health by 26.3% in the 2nd quarter. State Street Corp now owns 74,927,064 shares of the pharmacy operator’s stock worth $7,751,205,000 after buying an additional 15,604,883 shares during the last quarter. Bank of America Corp DE boosted its stake in shares of CVS Health by 148.0% in the 2nd 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 during the last quarter. Pzena Investment Management LLC bought a new stake in shares of CVS Health in the second quarter worth $1,217,558,000. Finally, Wellington Management Group LLP grew its holdings 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 worth $3,496,725,000 after acquiring an additional 11,233,381 shares during the period. Hedge funds and other institutional investors 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: Analyst price target maintained: Cantor Fitzgerald kept its $110 price target for CVS, implying confidence in further upside from recent trading levels. Cantor Fitzgerald maintains CVS price target
• Positive Sentiment: Expanded fall merchandise: CVS Pharmacy is adding collectibles, limited-edition products, beauty items, snacks and seasonal offerings across stores and CVS.com. The initiative could support front-store traffic and retail sales, although its financial impact is not yet quantified. CVS expands fall assortment
• Positive Sentiment: New clinic openings: CVS reportedly opened three clinics, supporting its broader healthcare-services strategy and potentially increasing patient engagement and revenue opportunities. CVS opens three clinics
• Neutral Sentiment: Unusually high call-option activity: Traders purchased 51,620 call options, about 203% above average. This signals increased speculative interest and may indicate bullish positioning, but options activity alone does not establish a change in CVS’s fundamentals.
• Neutral Sentiment: Analyst attention remains elevated: Zacks highlighted CVS as a heavily watched stock but did not provide a definitive new buy catalyst. Investors continue to weigh the company’s latest strong earnings performance against execution risks in its healthcare businesses. Zacks analysis of CVS
• Negative Sentiment: Recent underperformance: CVS previously declined even as the broader market gained, indicating lingering investor concerns or a lack of a fresh catalyst. The company’s strong latest quarterly results and fiscal 2026 earnings guidance provide support, but investors may remain focused on whether that performance is sustainable.

Analyst Ratings Changes

CVS has been the topic of a number of recent research reports. BMO Capital Markets set a $112.00 target price on CVS Health in a report on Wednesday, September 9th. Barclays boosted their price objective on shares of CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. JPMorgan Chase & Co. increased their target price on shares of CVS Health from $111.00 to $118.00 and gave the stock an “overweight” rating in a report on Wednesday, August 12th. Truist Financial increased their price target on CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Finally, Argus boosted their price objective on CVS Health from $104.00 to $114.00 and gave the company a “buy” rating in a research report on Wednesday, August 19th. Twenty analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $107.80.

CVS Health Trading Down 1.0%

Shares of CVS opened at $93.55 on Friday. 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 Corporation has a 1 year low of $69.51 and a 1 year high of $110.68. The company has a 50 day simple moving average of $91.60 and a two-hundred day simple moving average of $93.78. The firm has a market cap of $119.64 billion, a P/E ratio of 24.75, a price-to-earnings-growth ratio of 0.87 and a beta of 0.60.

CVS Health (NYSE:CVS) last released its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.87 by $0.71. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The firm had revenue of $106.10 billion for the quarter, compared to analysts’ expectations of $100.03 billion. During the same quarter last year, the business posted $1.81 earnings per share. The company’s revenue for the quarter was up 7.3% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, equities analysts expect 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 will be paid on Monday, November 2nd. Shareholders of record on Thursday, October 22nd will be issued a $0.6650 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Thursday, October 22nd. CVS Health’s payout ratio is currently 70.37%.

CVS Health Company Profile

CVS Health Corporation (NYSE: CVS) is a diversified health care company that provides pharmacy, insurance and health services in the United States. Its businesses serve consumers, employers, health plans and health care providers through pharmacies, benefit programs, insurance coverage and clinical care services.

The company’s Pharmacy Services segment, led by CVS Caremark, manages prescription drug benefits for employers, insurers and government programs. CVS Pharmacy operates retail pharmacies and health-focused stores that dispense prescriptions and offer over-the-counter products, health and wellness merchandise, immunizations and related services.