American Century Companies Inc. Buys 53,932 Shares of CVS Health Corporation $CVS

American Century Companies Inc. boosted its position in CVS Health Corporation (NYSE:CVS) by 13.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 458,978 shares of the pharmacy operator’s stock after purchasing an additional 53,932 shares during the period. American Century Companies Inc.’s holdings in CVS Health were worth $34,603,000 as of its most recent SEC filing.

Several other large investors also recently added to or reduced their stakes in CVS. Harbor Capital Advisors Inc. lifted its holdings 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 during the last quarter. Corundum Trust Company INC purchased a new position in shares of CVS Health in the third quarter worth about $29,000. Front Row Advisors LLC raised its position in shares of CVS Health by 436.5% in the second quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock valued at $31,000 after purchasing an additional 371 shares during the period. Twin Peaks Wealth Advisors LLC purchased a new stake in shares of CVS Health during the 2nd quarter valued at approximately $36,000. Finally, SOA Wealth Advisors LLC. boosted 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. Hedge funds and other institutional investors own 80.66% of the company’s stock.

CVS Health Stock Performance

NYSE:CVS opened at $77.91 on Friday. The company has a market capitalization of $99.12 billion, a price-to-earnings ratio of 56.46, a PEG ratio of 0.81 and a beta of 0.49. The business has a 50 day moving average of $78.49 and a 200 day moving average of $77.60. 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 Corporation has a 1-year low of $58.35 and a 1-year high of $85.15.

CVS Health (NYSE:CVS) last issued its quarterly 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 business had revenue of $105.69 billion for the quarter, compared to analysts’ expectations of $103.67 billion. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The business’s quarterly revenue was up 8.2% on a year-over-year basis. During the same period last year, the business earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. On average, sell-side analysts predict that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Investors of record on Thursday, January 22nd were given a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 3.4%. The ex-dividend date was Thursday, January 22nd. CVS Health’s dividend payout ratio (DPR) is presently 192.75%.

CVS Health News Summary

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

Analyst Upgrades and Downgrades

A number of equities research analysts have issued reports on the stock. Bank of America lowered their target price on shares of CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a report on Tuesday, January 27th. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of CVS Health in a report on Thursday, December 4th. The Goldman Sachs Group boosted their price objective on CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. JPMorgan Chase & Co. increased their price objective on CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Finally, Sanford C. Bernstein restated a “market perform” rating and issued a $91.00 target price on shares of CVS Health in a research note on Tuesday, January 6th. Nineteen analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, CVS Health has a consensus rating of “Moderate Buy” and an average target price of $94.91.

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.