CVS Health Corporation $CVS Shares Purchased by Cresset Asset Management LLC

Cresset Asset Management LLC increased its stake in CVS Health Corporation (NYSE:CVS) by 56.8% in the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 35,481 shares of the pharmacy operator’s stock after acquiring an additional 12,849 shares during the quarter. Cresset Asset Management LLC’s holdings in CVS Health were worth $2,675,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in CVS. Harbor Capital Advisors Inc. grew its position in shares of CVS Health by 72.1% in the third quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock valued at $26,000 after purchasing an additional 142 shares during the period. Corundum Trust Company INC purchased a new position in CVS Health in the 3rd quarter valued at about $29,000. Front Row Advisors LLC boosted its holdings in CVS Health by 436.5% in the 2nd quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock worth $31,000 after buying an additional 371 shares during the last quarter. SOA Wealth Advisors LLC. increased its stake in CVS Health by 36.9% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock worth $37,000 after buying an additional 131 shares in the last quarter. Finally, Twin Peaks Wealth Advisors LLC acquired a new position in shares of CVS Health during the second quarter valued at approximately $36,000. 80.66% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

CVS has been the topic of a number of research analyst reports. TD Cowen lifted their price target on CVS Health from $100.00 to $105.00 and gave the stock a “buy” rating in a research note on Wednesday, December 10th. The Goldman Sachs Group lifted their target price 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. Barclays upped their target price on shares of CVS Health from $87.00 to $93.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Bank of America decreased their price target on shares of CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. Finally, Wolfe Research lowered their price target on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating on the stock in a research report on Monday, March 2nd. 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.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $94.91.

CVS Health Stock Down 1.0%

Shares of NYSE:CVS opened at $77.91 on Friday. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $85.15. The stock has a market cap of $99.12 billion, a P/E ratio of 56.46, a PEG ratio of 0.81 and a beta of 0.49. The business has a fifty day moving average of $78.49 and a two-hundred day moving average of $77.60. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80.

CVS Health (NYSE:CVS) last posted its quarterly 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. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The business had revenue of $105.69 billion for the quarter, compared to analyst estimates of $103.67 billion. During the same quarter in the previous year, the firm earned $1.19 EPS. The company’s quarterly revenue 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. On average, research analysts expect that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd were issued a $0.665 dividend. 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%.

CVS Health News Roundup

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

• Positive Sentiment: CVS launched Health100, a new AI-native health‑tech subsidiary and consumer engagement platform built with Google Cloud. Management says the platform will unify data across payers, providers and pharmacies to drive personalized engagement and better outcomes — a potential long‑term revenue and margin lever if adoption scales. CVS taps Google Cloud to roll out AI-powered health platform
• Positive Sentiment: Broad media and trade coverage highlights the Google Cloud tie‑up and Health100 rollout, increasing visibility for CVS as a tech-enabled healthcare integrator — this can support multiple revenue streams (retail, PBM, value-based care) over time. CVS Health And Google Launch AI Business To ‘Personalize Healthcare’
• Positive Sentiment: Analyst and long‑term bulls point to margin recovery and FY2026 guidance (CVS set EPS guidance ~5.94–6.14) plus a recent quarterly beat — supporting the thesis that Medicare Advantage margin improvement and Health100 monetization could drive sizable upside over 12–24 months. CVS Health: Stop Catastrophizing, Start Believing – Here’s Why
• Neutral Sentiment: Market commentary questions whether recent gains already price in recovery — some pieces analyze valuation and one‑year returns, useful for timing but not a direct catalyst. Is CVS Health (CVS) Still Attractive After A 27% One Year Share Price Gain
• Negative Sentiment: Regulatory risk in Tennessee: a proposed bill would bar companies from owning both retail pharmacies and PBMs, and CVS warned it could close all 134 locations in the state if the law passes — an example of state‑level regulatory risks that could hit revenue, footprint and investor sentiment. CVS warns bill would force shutdown of 134 pharmacies in this state
• Negative Sentiment: Wolfe Research trimmed its price target on CVS, a modest negative for near‑term sentiment even though the firm remains focused on longer‑term fundamentals. Wolfe Research Cuts CVS Health (NYSE:CVS) Price Target to $97.00

CVS Health 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.