Czech National Bank Buys 12,600 Shares of CVS Health Corporation $CVS

Czech National Bank increased its stake in shares of CVS Health Corporation (NYSE:CVS) by 3.9% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 334,729 shares of the pharmacy operator’s stock after purchasing an additional 12,600 shares during the quarter. Czech National Bank’s holdings in CVS Health were worth $26,564,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Capital World Investors boosted its holdings in shares of CVS Health by 2.1% in the 3rd quarter. Capital World Investors now owns 68,382,158 shares of the pharmacy operator’s stock valued at $5,155,380,000 after buying an additional 1,419,575 shares in the last quarter. State Street Corp raised its stake in shares of CVS Health by 0.3% during the 3rd quarter. State Street Corp now owns 58,938,286 shares of the pharmacy operator’s stock worth $4,443,357,000 after acquiring an additional 149,701 shares in the last quarter. Capital International Investors raised its stake in shares of CVS Health by 1.1% during the 3rd quarter. Capital International Investors now owns 26,692,203 shares of the pharmacy operator’s stock worth $2,012,347,000 after acquiring an additional 302,499 shares in the last quarter. Invesco Ltd. lifted its position in CVS Health by 3.2% during the third quarter. Invesco Ltd. now owns 24,293,058 shares of the pharmacy operator’s stock valued at $1,831,454,000 after acquiring an additional 760,579 shares during the last quarter. Finally, Norges Bank acquired a new stake in CVS Health in the second quarter valued at approximately $1,358,698,000. Hedge funds and other institutional investors own 80.66% of the company’s stock.

CVS Health Price Performance

NYSE CVS opened at $72.13 on Thursday. The company has a market cap of $91.76 billion, a price-to-earnings ratio of 52.26, a PEG ratio of 0.76 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. The stock’s fifty day moving average price is $77.00 and its 200 day moving average price is $77.77. 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, topping 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 was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities research analysts forecast that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Investors of record on Thursday, April 23rd will be given a $0.665 dividend. The ex-dividend date 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%.

Key CVS Health News

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

• Positive Sentiment: Proposed FTC insulin-pricing settlement narrows a large antitrust/legal overhang for Caremark; CVS and FTC staff provided responses as part of the agreement and Caremark has denied wrongdoing — this clarification can lower uncertainty for investors. Read More.
• Positive Sentiment: Settlement leaves UnitedHealth as the sole remaining defendant in the government’s PBM antitrust suit, shifting regulatory focus away from CVS and removing a major source of company-specific litigation risk. Read More.
• Positive Sentiment: Analyst support and buy-case commentary remain in place — TD Cowen and other commentators have reaffirmed buy ratings and higher price targets, and dividend/valuation narratives are being cited as a buying opportunity by some commentators. Read More.
• Neutral Sentiment: Several bullish write-ups present CVS as a discounted, dividend-supported long-term buy; useful for longer-term investors but less likely to move near-term price without catalysts. Read More.
• Negative Sentiment: Report alleges CVS overbilled federal programs by roughly $600M in a scheme similar to one in Ohio — if the claim proceeds to enforcement or settlement it could create material financial and reputational damage. Read More.
• Negative Sentiment: State-level policy risk: a pharmacy bill that could force a conflict between CVS retail vs. PBM businesses is gaining traction; CVS has spent heavily on ads to fight the bill, highlighting escalating political/regulatory costs. Read More. Read More.

Analysts Set New Price Targets

CVS has been the topic of several analyst reports. UBS Group reaffirmed an “outperform” rating on shares of CVS Health in a research report on Wednesday, December 10th. The Goldman Sachs Group raised their price objective on CVS Health from $95.00 to $97.00 and gave the stock a “buy” rating in a research report on Thursday, February 12th. Argus dropped their target price on CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Royal Bank Of Canada reiterated an “outperform” rating on shares of CVS Health in a research note on Thursday, December 4th. Finally, JPMorgan Chase & Co. raised their price target on CVS Health from $93.00 to $101.00 and gave the stock an “overweight” rating in a report on Wednesday, December 17th. Twenty equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $95.05.

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.