Aberdeen Group plc Lowers Stake in CVS Health Corporation $CVS

Aberdeen Group plc lessened its stake in shares of CVS Health Corporation (NYSE:CVS) by 2.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 1,645,029 shares of the pharmacy operator’s stock after selling 46,103 shares during the quarter. Aberdeen Group plc owned approximately 0.13% of CVS Health worth $130,550,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in CVS. Harbor Capital Advisors Inc. boosted its position in CVS Health by 72.1% during 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 in the last quarter. Caitong International Asset Management Co. Ltd raised its holdings in CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after purchasing an additional 281 shares in the last quarter. Corundum Trust Company INC purchased a new stake in shares of CVS Health during the third quarter valued at about $29,000. GoalVest Advisory LLC bought a new stake in shares of CVS Health in the 4th quarter valued at about $32,000. Finally, Front Row Advisors LLC grew its position in shares of 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. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Performance

Shares of CVS opened at $73.57 on Friday. The stock has a 50-day moving average of $75.93 and a two-hundred day moving average of $77.68. 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 stock has a market cap of $93.59 billion, a P/E ratio of 53.31, a P/E/G ratio of 0.76 and a beta of 0.51. CVS Health Corporation has a one year low of $58.35 and a one year high of $85.15.

CVS Health (NYSE:CVS) last announced its quarterly earnings data 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. The firm had revenue of $105.69 billion during the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The company’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same period last year, the business posted $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, research analysts predict that CVS Health Corporation will post 5.89 EPS for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Shareholders of record on Thursday, April 23rd will be paid a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a yield of 3.6%. The ex-dividend date is Thursday, April 23rd. CVS Health’s payout ratio is presently 192.75%.

Analysts Set New Price Targets

CVS has been the subject of a number of analyst reports. Morgan Stanley increased their target price on shares of CVS Health from $89.00 to $93.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Cantor Fitzgerald reaffirmed an “overweight” rating on shares of CVS Health in a research report on Wednesday, December 10th. Leerink Partners reissued an “outperform” rating and issued a $98.00 price objective on shares of CVS Health in a research report on Thursday, March 5th. Piper Sandler dropped their target price on CVS Health from $101.00 to $99.00 and set an “overweight” rating on the stock in a research note on Tuesday. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of CVS Health in a research note on Thursday, December 4th. Twenty investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $94.95.

CVS Health News Roundup

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

• Positive Sentiment: Company rolling out new store formats and refocusing on health care — CVS is testing a “radical” new store concept and accelerating a rollout of smaller, pharmacy‑only locations (about 20 this year) as it repositions toward health services and away from a pure convenience/retail model. Investors view this as a growth and margin improvement initiative. CVS adds a radical new store concept CVS Accelerates Rollout of New Pharmacy-Only Store Format
• Positive Sentiment: Plan to expand brick‑and‑mortar footprint after years of closures — CVS plans to open dozens of new stores (reports cite up to ~60 in 2026), a sign management sees attractive returns on selected new locations. This supports revenue growth expectations. CVS plans to open 60 new stores in 2026 after years of closures
• Positive Sentiment: Analyst and retail investor attention is increasing — Zacks and other outlets note heavy investor interest and bullish analyst coverage (consensus analysts still show meaningful upside for the stock), which can attract buying momentum. CVS Health Corporation (CVS) is Attracting Investor Attention
• Neutral Sentiment: Omnicare sale process advancing under court supervision — CVS subsidiary Omnicare entered an asset purchase agreement with GenieRx as a stalking‑horse bidder; outcome could free up value or create one‑time charges depending on final terms. Impact is uncertain until the process concludes. Omnicare Advances Court-Supervised Process
• Negative Sentiment: Piper Sandler trimmed expectations — at least one firm has lowered its outlook/price target, which could weigh on sentiment if other boutiques follow. Piper Sandler Has Lowered Expectations for CVS Health Stock Price
• Negative Sentiment: Regulatory/legal risk around insulin pricing — reports note CVS is under analyst scrutiny following a proposed FTC settlement related to insulin pricing; this creates potential liability and near‑term uncertainty. CVS Health (CVS) Under Analyst Spotlight Following Proposed FTC Settlement

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.