7,403 Shares in CVS Health Corporation $CVS Acquired by Annex Advisory Services LLC

Annex Advisory Services LLC purchased a new position in shares of CVS Health Corporation (NYSE:CVS) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 7,403 shares of the pharmacy operator’s stock, valued at approximately $588,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Harbor Capital Advisors Inc. lifted its holdings in CVS Health by 72.1% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 142 shares during the period. Caitong International Asset Management Co. Ltd lifted its holdings in CVS Health by 407.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 281 shares during the period. Corundum Trust Company INC purchased a new stake in CVS Health in the 3rd quarter worth approximately $29,000. GoalVest Advisory LLC purchased a new stake in CVS Health in the 4th quarter worth approximately $32,000. Finally, SOA Wealth Advisors LLC. lifted its holdings in CVS Health by 36.9% in 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 during the period. 80.66% of the stock is currently owned by institutional investors.

CVS Health News Summary

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

• Positive Sentiment: Robert W. Baird raised its price target to $94 and rates CVS as “Outperform,” signaling analyst confidence in upside potential. Baird price target raise
• Positive Sentiment: CVS reached a proposed settlement with the FTC on insulin-related complaints, which management and some investors view as reducing a major regulatory overhang for the PBM business. FTC insulin settlement
• Positive Sentiment: Underlying fundamentals remain supportive: CVS reported a recent quarterly revenue and EPS beat and set FY‑2026 EPS guidance, which provides a baseline for earnings-driven upside (management highlighted improving PBM, insurance and pharmacy cash flow).
• Neutral Sentiment: Consensus sentiment among brokers is generally favorable (average recommendation around “Moderate Buy”); median analyst price targets sit notably above the current price, implying multi‑month upside if operational/ regulatory risks fade. Analyst ratings and targets
• Neutral Sentiment: CVS is attracting retail and research attention (trending on Zacks), which can amplify intraday moves but doesn’t itself change fundamentals. Zacks trending note
• Negative Sentiment: Renewed focus on PBM legal and regulatory risk is the main drag today — a proposed class action and broader federal scrutiny of PBM practices (specialty drug pricing, steering to affiliated pharmacies) are keeping headline risk elevated and prompting short‑term profit-taking. PBM legal/regulatory overhang
• Negative Sentiment: An active shareholder proxy-access push (vote ahead of the May annual meeting) and related governance debate could distract management and add uncertainty to investor sentiment even as regulatory matters progress. Proxy access and governance clash

Analysts Set New Price Targets

Several equities research analysts have weighed in on the company. Wolfe Research dropped their price objective on CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a report on Monday, March 2nd. JPMorgan Chase & Co. raised their target price on CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a research note on Wednesday, December 17th. TD Cowen restated a “buy” rating on shares of CVS Health in a research note on Friday, March 13th. Argus lowered their target price on CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a research note on Wednesday, January 28th. Finally, Weiss Ratings restated a “hold (c-)” rating on shares of CVS Health in a research note on Monday, December 29th. Twenty analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. According to data from MarketBeat, CVS Health presently has an average rating of “Moderate Buy” and an average target price of $95.05.

CVS Health Trading Down 3.1%

CVS opened at $75.19 on Thursday. The stock has a market cap of $96.37 billion, a PE ratio of 54.49, a PEG ratio of 0.81 and a beta of 0.51. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. The business has a 50 day moving average of $75.99 and a 200-day moving average of $77.83. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $85.15.

CVS Health (NYSE:CVS) last released its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating analysts’ consensus estimates of $1.00 by $0.09. The company 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 firm’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same quarter last year, the business posted $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Equities research analysts predict that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Announces Dividend

The business 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. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 3.5%. CVS Health’s payout ratio is presently 192.75%.

About CVS Health

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.