Burns Matteson Capital Management LLC Makes New Investment in CVS Health Corporation $CVS

Burns Matteson Capital Management LLC purchased a new position in CVS Health Corporation (NYSE:CVS) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,748 shares of the pharmacy operator’s stock, valued at approximately $615,000.

Several other institutional investors also recently modified their holdings of CVS. Harbor Capital Advisors Inc. raised its position 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 last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in shares of CVS Health by 407.2% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator’s stock valued at $26,000 after acquiring an additional 281 shares during the last quarter. Corundum Trust Company INC bought a new stake in shares of CVS Health in the third quarter worth approximately $29,000. Front Row Advisors LLC raised its holdings in shares of CVS Health by 436.5% during 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 last quarter. Finally, GoalVest Advisory LLC purchased a new position in shares of CVS Health during the fourth quarter valued at approximately $32,000. 80.66% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

CVS has been the topic of several research reports. Morgan Stanley raised their target price on shares of CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a report on Wednesday, December 10th. Cantor Fitzgerald reissued an “overweight” rating on shares of CVS Health in a report on Wednesday, December 10th. Truist Financial set a $100.00 price target on CVS Health in a research note on Wednesday, December 10th. Mizuho upped their price objective on CVS Health from $88.00 to $95.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Finally, Argus lowered their target price on CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a report on Wednesday, January 28th. Twenty equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $94.95.

CVS Health News Roundup

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

• Positive Sentiment: CVS is expanding its retail footprint in 2026 — management plans roughly 60 store openings this year (including nearly 20 smaller pharmacy‑only or “apothecary” sites) as it pivots from prior net closures; the company opened its first pharmacy‑only location in Chicago. CVS Pharmacy® celebrates opening of first pharmacy-only location in Chicago
• Positive Sentiment: Market reaction to the store strategy: coverage highlights (Bloomberg/WSJ) that CVS will open more stores than it closes in 2026 — signals management sees profitable opportunities in community pharmacy. CVS to Grow Store Footprint This Year With 60 New Locations
• Positive Sentiment: Unusually heavy call‑option activity: traders purchased ~30,223 calls (about +52% vs. average), indicating speculative bullish positioning that can amplify intraday upside.
• Neutral Sentiment: Piper Sandler trimmed its price target from $101 to $99 but kept an Overweight rating — a modest PT cut that still implies sizable upside vs. the current level, so the note is supportive but slightly cautious. Benzinga
• Neutral Sentiment: Analyst/education pieces (Zacks/Yahoo) are flagging CVS as a company to watch with earnings‑beat potential using tools like Earnings ESP — these stories can attract short‑term interest but are speculative ahead of actual results. CVS Health (CVS) Increases Yet Falls Behind Market: What Investors Need to Know
• Negative Sentiment: Regulatory/legal risk: CVS reached a proposed FTC settlement over insulin pricing — the final terms and any financial penalties or behavioral remedies remain a potential headwind. CVS Health (CVS) Reaches Proposed FTC Settlement on Insulin Pricing

CVS Health Trading Up 2.5%

Shares of CVS Health stock opened at $71.86 on Wednesday. CVS Health Corporation has a 1-year low of $58.35 and a 1-year high of $85.15. The company’s fifty day simple moving average is $76.29 and its 200-day simple moving average is $77.74. 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 has a market capitalization of $91.42 billion, a PE ratio of 52.07, a P/E/G ratio of 0.73 and a beta of 0.49.

CVS Health (NYSE:CVS) last announced its 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 for 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%.CVS Health’s revenue for the quarter was up 8.2% compared to the same quarter last year. During the same period last year, the firm earned $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, equities analysts anticipate that CVS Health Corporation will post 5.89 earnings per share for the current year.

CVS Health Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be given a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.7%. The ex-dividend date of this dividend is Thursday, April 23rd. CVS Health’s payout ratio is presently 192.75%.

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.