Caprock Group LLC Buys New Shares in CVS Health Corporation $CVS

Caprock Group LLC purchased a new stake in shares of CVS Health Corporation (NYSE:CVS) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 53,202 shares of the pharmacy operator’s stock, valued at approximately $3,892,000.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Harbor Capital Advisors Inc. increased its holdings in CVS Health by 72.1% in the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 142 shares in the last quarter. Avion Wealth grew its position in shares of CVS Health by 99.0% during the 2nd quarter. Avion Wealth now owns 380 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 189 shares during the period. Corundum Trust Company INC bought a new stake in shares of CVS Health in the 3rd quarter valued at $29,000. Harbor Asset Planning Inc. acquired a new position in shares of CVS Health during the 2nd quarter valued at $30,000. Finally, Front Row Advisors LLC boosted its stake in CVS Health by 436.5% during the second quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock worth $31,000 after acquiring an additional 371 shares in the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting CVS Health

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

• Positive Sentiment: Q4 beat and record revenue — CVS reported Q4 revenue of $105.7B (up 8.2%) and adjusted EPS that topped estimates, driven by Pharmacy and PBM strength; management cites progress on its turnaround. PR News Release
• Positive Sentiment: Analysts see multiple growth levers for 2026 — Sell‑side commentators highlight continued PBM, retail pharmacy margin recovery, and Aetna enrollment/efficiencies as upside drivers. Analysts See Multiple Growth Levers For CVS Health In 2026
• Positive Sentiment: Operational wins: cost‑based pharmacy transition & improved prior‑auth performance at Aetna — items that support margin recovery and execution credibility. PR News Release
• Neutral Sentiment: Sector context — Oscar Health and other insurers posted diverging 2025 results, keeping investor focus on insurer exposure and reimbursement trends rather than CVS‑specific fundamentals. CVS, Oscar Health report diverging 2025 results
• Neutral Sentiment: Mixed analyst commentary — some outlets and commentators (e.g., Jim Cramer) call CVS an attractive turnaround play, which supports sentiment but contrasts with caution around policy and guidance. Jim Cramer on CVS
• Negative Sentiment: Guidance shortfall vs. Street — management issued FY‑2026 EPS guidance (~$5.94–$6.14) below consensus estimates, prompting concern that near‑term earnings targets may be conservative versus sell‑side models. Zacks: Beats but Shares Slide
• Negative Sentiment: Medicare/MA rate concerns — investor worry about proposed Medicare rate changes and a “disappointing” 2027 Medicare Advantage rate notice from management weighed on sentiment and triggered earlier selling. Barron’s: Medicare Worries
• Negative Sentiment: Cash‑flow/guidance nuances — some reports flag lowered cash‑flow guidance or in‑line items that temper the upbeat revenue beat, which can pressure valuation near term. Investing.com: Cash Flow Guidance Lowered

Wall Street Analysts Forecast Growth

Several equities research analysts have weighed in on the stock. Mizuho lifted their price target on shares of CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a research note on Wednesday, December 10th. Barclays boosted their target price on CVS Health from $87.00 to $93.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Piper Sandler reissued an “overweight” rating and issued a $101.00 price objective (up previously from $99.00) on shares of CVS Health in a research note on Wednesday, December 10th. Leerink Partners upped their target price on CVS Health from $86.00 to $95.00 and gave the stock an “outperform” rating in a research report on Thursday, October 16th. Finally, Wells Fargo & Company cut their target price on CVS Health from $103.00 to $102.00 and set an “overweight” rating on the stock in a report on Thursday, November 13th. Nineteen investment analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.82.

CVS Health Stock Up 1.6%

CVS Health stock opened at $76.88 on Thursday. CVS Health Corporation has a fifty-two week low of $58.35 and a fifty-two week high of $85.15. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84. The firm’s 50-day simple moving average is $78.55 and its 200 day simple moving average is $75.98. The stock has a market cap of $97.59 billion, a PE ratio of 55.71, a price-to-earnings-growth ratio of 0.70 and a beta of 0.50.

CVS Health (NYSE:CVS) last posted its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, topping the consensus estimate of $1.00 by $0.09. The firm had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The company’s quarterly revenue was up 8.2% compared to the same quarter last year. During the same quarter last year, the firm earned $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Research analysts predict that CVS Health Corporation will post 5.89 EPS for the current fiscal year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date of this dividend was Thursday, January 22nd. CVS Health’s payout ratio is 700.00%.

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.