apricus wealth LLC Lowers Position in CVS Health Corporation $CVS

apricus wealth LLC lowered its stake in shares of CVS Health Corporation (NYSE:CVS) by 90.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 4,135 shares of the pharmacy operator’s stock after selling 39,325 shares during the period. apricus wealth LLC’s holdings in CVS Health were worth $328,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Wellington Management Group LLP boosted its holdings in CVS Health by 391.6% in the third quarter. Wellington Management Group LLP now owns 6,330,717 shares of the pharmacy operator’s stock valued at $477,273,000 after acquiring an additional 5,042,816 shares during the last quarter. Amundi increased its stake in CVS Health by 95.3% during the third quarter. Amundi now owns 7,453,980 shares of the pharmacy operator’s stock worth $572,665,000 after acquiring an additional 3,637,943 shares during the last quarter. Invesco Ltd. increased its stake in CVS Health by 15.3% during the second quarter. Invesco Ltd. now owns 23,532,479 shares of the pharmacy operator’s stock worth $1,623,270,000 after acquiring an additional 3,118,626 shares during the last quarter. Capital Research Global Investors raised its holdings in shares of CVS Health by 24.5% in the 3rd quarter. Capital Research Global Investors now owns 11,469,250 shares of the pharmacy operator’s stock worth $864,667,000 after purchasing an additional 2,253,531 shares during the period. Finally, Arrowstreet Capital Limited Partnership lifted its stake in shares of CVS Health by 70.5% in the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 5,294,134 shares of the pharmacy operator’s stock valued at $399,125,000 after purchasing an additional 2,188,307 shares in the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health Stock Performance

Shares of NYSE:CVS opened at $69.98 on Tuesday. The company has a market cap of $89.02 billion, a P/E ratio of 50.71, a PEG ratio of 0.73 and a beta of 0.49. 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 Corporation has a one year low of $58.35 and a one year high of $85.15. The business’s 50-day simple moving average is $76.45 and its 200 day simple moving average is $77.76.

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

CVS Health Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be paid a $0.665 dividend. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 annualized dividend and a dividend yield of 3.8%. CVS Health’s dividend payout ratio is 192.75%.

Wall Street Analyst Weigh In

A number of analysts recently issued reports on CVS shares. Robert W. Baird increased their target price on shares of CVS Health from $82.00 to $92.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th. JPMorgan Chase & Co. lifted their price target on shares of CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a research report on Wednesday, December 17th. Truist Financial set a $100.00 price objective on shares of CVS Health in a research note on Wednesday, December 10th. UBS Group reissued an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. Finally, Piper Sandler restated an “overweight” rating and set a $101.00 target price (up from $99.00) on shares of CVS Health in a report on Wednesday, December 10th. Twenty research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $95.05.

Key CVS Health News

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

• Positive Sentiment: CVS plans to expand its retail footprint with ~60 new store openings this year, including 20 small pharmacy‑only sites and Target-based locations — a reversal after years of downsizing that could lift pharmacy revenues and local market access over time. CVS to Grow Store Footprint This Year With 60 New Locations
• Positive Sentiment: CVS opened its first pharmacy‑only, apothecary‑style location in Chicago and says it will open nearly 20 such small neighborhood pharmacies this year — a push to increase access to meds, immunizations and pharmacist services that can boost prescription volumes and convenience-driven traffic. CVS Pharmacy® celebrates opening of first pharmacy-only location in Chicago
• Positive Sentiment: Industry research highlights growth in the chemotherapy‑at‑home market and lists CVS among market leaders — an expanding, higher‑margin services opportunity that could drive longer‑term revenue diversification beyond retail prescriptions. Trends and Opportunities in the Chemotherapy-At-Home Services Market
• Neutral Sentiment: State-level policy developments in Tennessee could affect local store economics but remain uncertain — some reporting says reform language might allow CVS to keep pharmacies open, which is a mixed operational signal for investors. CVS could keep pharmacies open under Tennessee reform bill, local pharmacists say
• Negative Sentiment: CVS reached a proposed FTC settlement related to insulin pricing; the company says the process should conclude in coming weeks. That regulatory overhang introduces potential remediation costs, fines or operational limits that can weigh on near‑term sentiment and multiples. CVS Health (CVS) Reaches Proposed FTC Settlement on Insulin Pricing
• Negative Sentiment: Local reporting and opinion pieces highlight threats or disputes around potential pharmacy closures in Tennessee — a reminder of operational, regulatory and community‑relations risks that can amplify short‑term negative sentiment. The real reason CVS is threatening to close TN pharmacies | Letters

CVS Health 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.