Barrow Hanley Mewhinney & Strauss LLC Sells 114,605 Shares of CVS Health Corporation $CVS

Barrow Hanley Mewhinney & Strauss LLC trimmed its position in shares of CVS Health Corporation (NYSE:CVS) by 27.3% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 305,369 shares of the pharmacy operator’s stock after selling 114,605 shares during the quarter. Barrow Hanley Mewhinney & Strauss LLC’s holdings in CVS Health were worth $23,022,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. boosted its holdings in shares of CVS Health by 1.7% during the 2nd quarter. Vanguard Group Inc. now owns 120,399,131 shares of the pharmacy operator’s stock valued at $8,305,132,000 after acquiring an additional 2,063,737 shares during the last quarter. Capital World Investors increased its holdings in CVS Health by 2.1% in the 3rd quarter. Capital World Investors now owns 68,382,158 shares of the pharmacy operator’s stock worth $5,155,380,000 after acquiring an additional 1,419,575 shares in the last quarter. State Street Corp raised its position in shares of CVS Health by 1.4% during the 2nd quarter. State Street Corp now owns 58,788,585 shares of the pharmacy operator’s stock valued at $4,055,237,000 after purchasing an additional 800,414 shares during the period. Geode Capital Management LLC raised its holdings in CVS Health by 2.4% during the second quarter. Geode Capital Management LLC now owns 28,635,233 shares of the pharmacy operator’s stock valued at $1,966,083,000 after acquiring an additional 675,824 shares during the period. Finally, Capital International Investors raised its stake in CVS Health by 1.1% during the 3rd quarter. Capital International Investors now owns 26,692,203 shares of the pharmacy operator’s stock valued at $2,012,347,000 after purchasing an additional 302,499 shares during the period. Hedge funds and other institutional investors own 80.66% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on CVS. Royal Bank Of Canada reiterated an “outperform” rating on shares of CVS Health in a research report on Thursday, December 4th. Barclays increased their price target on CVS Health from $87.00 to $93.00 and gave the company an “overweight” rating in a report on Wednesday, December 10th. Wolfe Research dropped their price objective on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a research note on Monday, March 2nd. Robert W. Baird boosted their price objective on shares of CVS Health from $82.00 to $92.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Finally, Leerink Partners restated an “outperform” rating and issued a $98.00 target price on shares of CVS Health in a report on Thursday, March 5th. Nineteen equities research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $94.91.

CVS Health Trading Down 0.8%

CVS stock opened at $75.74 on Thursday. CVS Health Corporation has a 12 month low of $58.35 and a 12 month high of $85.15. The firm’s 50-day moving average is $78.31 and its 200 day moving average is $77.72. The company has a market capitalization of $96.35 billion, a PE ratio of 54.88, a P/E/G ratio of 0.80 and a beta of 0.49. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63.

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

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Monday, February 2nd. Shareholders of record on Thursday, January 22nd were issued a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 3.5%. The ex-dividend date was Thursday, January 22nd. CVS Health’s dividend payout ratio (DPR) is presently 192.75%.

Key Stories Impacting CVS Health

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

• Positive Sentiment: CVS announced a new AI‑powered health platform aimed at personalized care and virtual services — a strategic push that could boost member engagement, cross‑sell and longer‑term margin improvement. CVS to launch new AI-powered health platform
• Positive Sentiment: The CVS Health Foundation is investing $2.24M to launch a Health Zone in Columbus to expand community‑based care — a reputational and community‑health play that supports retention and local partnerships. CVS Health Foundation Invests $2.24 Million to Expand Community‑Based Care Through Health Impact Ohio
• Positive Sentiment: Coverage on CVS using “agentic twins” (AI agents) to develop consumer tech highlights continued investment in digital capabilities that could improve patient experience and lower service costs over time. A look at how CVS is leaning on ‘agentic twins’ in developing consumer tech
• Neutral Sentiment: Health‑care sector weakness is a headwind today; the NYSE Health Care Index is down, which can pressure CVS even absent company‑specific news. Sector Update: Health Care Stocks Lower Late Afternoon
• Neutral Sentiment: Broader market rotation into energy stocks is noted (energy index higher), which can reallocate flows away from defensive healthcare names. Sector Update: Energy Stocks Higher Late Afternoon
• Neutral Sentiment: A head‑to‑head comparison piece with Sotera Health appears informational rather than price‑moving. Head-To-Head Comparison: Sotera Health (NASDAQ:SHC) and CVS Health (NYSE:CVS)
• Negative Sentiment: CVS’s Aetna unit will pay $117.7M to settle False Claims Act allegations about inflated Medicare Advantage coding — a material fine that signals regulatory scrutiny of MA practices and could increase compliance costs. CVS Health’s Aetna to Pay $117.7 Million to Resolve False Claims Act Allegations
• Negative Sentiment: An FDA‑related recall involving MediHoney and some CVS wound care products over sterility concerns raises product liability and inventory/distribution disruption risks for store‑brand items. FDA announces recall for MediHoney and CVS Wound Care Products Due to Sterility Concerns
• Negative Sentiment: Legislative friction (Tennessee Fair Rx Act debate) highlights state‑level political risk around drug pricing and retail clinic operations that could lead to regulatory costs or business model constraints. Here’s what the ‘Fair Rx’ Act does and does not do amid the battle between Tennessee legislators and CVS Health

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.