Hamlin Capital Management LLC Invests $160.84 Million in CVS Health Corporation $CVS

Hamlin Capital Management LLC bought a new stake in CVS Health Corporation (NYSE:CVS) during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 2,026,761 shares of the pharmacy operator’s stock, valued at approximately $160,844,000. CVS Health comprises 3.9% of Hamlin Capital Management LLC’s portfolio, making the stock its 13th biggest position. Hamlin Capital Management LLC owned approximately 0.16% of CVS Health as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the stock. SOA Wealth Advisors LLC. grew its stake in CVS Health by 36.9% in the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock valued at $37,000 after purchasing an additional 131 shares in the last quarter. Alteri Wealth LLC raised its stake in shares of CVS Health by 3.2% during the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock worth $316,000 after purchasing an additional 131 shares in the last quarter. Holistic Financial Partners boosted its holdings in shares of CVS Health by 4.1% in the 3rd quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock valued at $256,000 after buying an additional 133 shares during the last quarter. CYBER HORNET ETFs LLC grew its stake in shares of CVS Health by 4.1% in the third quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock valued at $259,000 after buying an additional 134 shares in the last quarter. Finally, Fayez Sarofim & Co increased its holdings in CVS Health by 2.1% during the third quarter. Fayez Sarofim & Co now owns 6,913 shares of the pharmacy operator’s stock worth $521,000 after buying an additional 140 shares during the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have commented on CVS shares. Piper Sandler reiterated an “overweight” rating and issued a $101.00 price target (up from $99.00) on shares of CVS Health in a research note on Wednesday, December 10th. Morgan Stanley boosted their price objective on shares of CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a research note on Wednesday, December 10th. JPMorgan Chase & Co. raised their target price on shares of CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. Robert W. Baird lifted their price target on CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a report on Wednesday, December 10th. Finally, Barclays upped their price objective on CVS Health from $87.00 to $93.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Twenty investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to MarketBeat, CVS Health has an average rating of “Moderate Buy” and an average price target of $95.05.

CVS Health Trading Down 0.4%

CVS stock opened at $71.58 on Friday. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $85.15. The company has a market capitalization of $91.07 billion, a PE ratio of 51.87, a price-to-earnings-growth ratio of 0.75 and a beta of 0.49. The company’s 50-day simple moving average is $77.48 and its 200 day simple moving average is $77.81. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84.

CVS Health (NYSE:CVS) last announced its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.00 by $0.09. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The firm had revenue of $105.69 billion for the quarter, compared to analyst estimates of $103.67 billion. During the same quarter in the prior year, the business posted $1.19 EPS. The business’s 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. As a group, sell-side analysts anticipate that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be given a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 3.7%. CVS Health’s dividend payout ratio is currently 192.75%.

Trending Headlines about CVS Health

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

• Positive Sentiment: CVS’s board declared a quarterly dividend of $0.665/share (payable May 4; record April 23), a cash-return signal that can support the share price. CVS Health declares quarterly dividend
• Positive Sentiment: Brokerages’ consensus rating sits at “Moderate Buy,” providing analyst support amid volatility. CVS Health Corporation (NYSE:CVS) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Positive Sentiment: CVS announced a $2.24M investment to expand health access in west Charlotte — a community-health initiative that highlights growth of care-delivery and outreach programs. CVS Health invests $2.24 million in west Charlotte health initiative
• Neutral Sentiment: Media roundup and dividend-focused pieces are covering CVS alongside other dividend payers — keeps the name in income-focused investor conversations but is unlikely to move shares materially. Dividend roundup: JPMorgan Chase, Micron Technology, CVS Health, Broadcom, and more
• Neutral Sentiment: Coverage calling CVS a “trending” stock and roundups on healthcare stock picks keep investor attention but are mixed in tone — watch for conviction from earnings/forward guidance. CVS Health Corporation (CVS) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Company exec discussed AI policy and quality initiatives — signals operational focus but not an immediate catalyst. CVS Health/Aetna executive discusses company AI policy and the harder truth about quality
• Negative Sentiment: Bernstein Litowitz filed a racketeering class action against CaremarkPCS and CVS alleging fraud of PBM customers — this is a material legal overhang that could prompt costs, fines or settlements. Bernstein Litowitz Berger & Grossmann Announces Filing of Racketeering Class Action Against CaremarkPCS and CVS Health Corporation
• Negative Sentiment: Tennessee legislation targeting pharmacy benefit managers (PBMs) could force store closures — state estimates say 100+ CVS locations might be affected, raising local revenue and access risks. TN bill targeting pharmacy benefit managers could threaten closure of 100+ CVS stores in the state
• Negative Sentiment: Lawmakers and a U.S. Representative (Aftyn Behn) are calling for investigations and have heard conflicting testimony about CVS claims that pharmacies will close — increased regulatory scrutiny and political risk. Rep. Aftyn Behn calls for an investigation into CVS claims that pharmacies are closing
• Negative Sentiment: Local reporting and commentary examine whether lawmakers can curb CVS/PBM influence on drug pricing — signals broader regulatory attention on CVS’s PBM business. Could lawmakers crack CVS’s grip on the prescription drug supply chain?

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.