Focus Partners Advisor Solutions LLC Acquires 8,703 Shares of CVS Health Corporation $CVS

Focus Partners Advisor Solutions LLC increased its holdings in shares of CVS Health Corporation (NYSE:CVS) by 82.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,316 shares of the pharmacy operator’s stock after acquiring an additional 8,703 shares during the quarter. Focus Partners Advisor Solutions LLC’s holdings in CVS Health were worth $1,483,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of CVS. Kingsview Wealth Management LLC boosted its holdings in shares of CVS Health by 316.2% in the 3rd quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock worth $7,873,000 after buying an additional 79,340 shares during the last quarter. 111 Capital purchased a new position in CVS Health in the third quarter valued at about $1,127,000. Elo Mutual Pension Insurance Co grew its position in shares of CVS Health by 21.6% during the 3rd quarter. Elo Mutual Pension Insurance Co now owns 187,852 shares of the pharmacy operator’s stock valued at $14,162,000 after acquiring an additional 33,376 shares during the period. BCGM Wealth Management LLC increased its stake in shares of CVS Health by 2.8% during the 3rd quarter. BCGM Wealth Management LLC now owns 28,020 shares of the pharmacy operator’s stock worth $2,112,000 after purchasing an additional 757 shares during the last quarter. Finally, Lathrop Investment Management Co. raised its holdings in shares of CVS Health by 31.9% in the 3rd quarter. Lathrop Investment Management Co. now owns 111,570 shares of the pharmacy operator’s stock worth $8,411,000 after purchasing an additional 26,966 shares during the period. Institutional investors own 80.66% of the company’s stock.

CVS Health Price Performance

CVS stock opened at $78.69 on Friday. The firm has a 50 day moving average of $78.53 and a 200-day moving average of $77.50. The firm has a market capitalization of $100.11 billion, a P/E ratio of 57.02, a price-to-earnings-growth ratio of 0.84 and a beta of 0.49. CVS Health Corporation has a 12 month low of $58.35 and a 12 month high of $85.15. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80.

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

CVS Health Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were given a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 3.4%. The ex-dividend date was Thursday, January 22nd. CVS Health’s payout ratio is presently 192.75%.

Wall Street Analyst Weigh In

CVS has been the subject of several research reports. Bank of America reduced their price objective on CVS Health from $100.00 to $95.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. UBS Group reiterated an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. TD Cowen boosted their price objective on CVS Health from $100.00 to $105.00 and gave the company a “buy” rating in a research note on Wednesday, December 10th. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. Finally, JPMorgan Chase & Co. lifted their target price on shares of CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 17th. Nineteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $94.91.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: CVS launched Health100, a new AI-native consumer health technology subsidiary, and announced a strategic partnership with Google Cloud to build an integrated, AI-powered consumer engagement platform that aggregates data across payers, pharmacies and providers — a move that could boost customer retention, digital revenue and care coordination over time. Read More.
• Neutral Sentiment: Major business press and financial outlets are highlighting the partnership and platform rollout (coverage from Reuters, Forbes, FierceHealthcare and others), increasing visibility but leaving questions about monetization timing and near-term earnings impact. Read More.
• Neutral Sentiment: Investors are also revisiting valuation after a strong one‑year gain; articles assessing whether CVS remains attractive suggest the market is weighing growth potential from Health100 against its current multiples and recent guidance. Read More.
• Negative Sentiment: Regulatory risk: CVS warned that proposed Tennessee legislation banning single companies from owning both pharmacies and PBMs could force the company to close 134 retail pharmacies in that state — a concrete near‑term operational and revenue risk if the bill advances. Read More.
• Negative Sentiment: Analyst pressure: Wolfe Research trimmed its price target on CVS, which can amplify selling pressure even as management emphasizes strategic investments and guidance. Read More.

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.