Dorato Capital Management Buys Shares of 20,965 CVS Health Corporation $CVS

Dorato Capital Management purchased a new position in shares of CVS Health Corporation (NYSE:CVS) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 20,965 shares of the pharmacy operator’s stock, valued at approximately $1,663,000. CVS Health comprises approximately 1.3% of Dorato Capital Management’s holdings, making the stock its 19th biggest holding.

Other hedge funds also recently modified their holdings of the company. National Pension Service raised its holdings in CVS Health by 3.1% in the 3rd quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator’s stock valued at $301,532,000 after acquiring an additional 119,189 shares in the last quarter. Kingsview Wealth Management LLC increased its position in shares of CVS Health by 316.2% during the third quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator’s stock valued at $7,873,000 after purchasing an additional 79,340 shares during the period. AE Wealth Management LLC raised its stake in shares of CVS Health by 6.2% in the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator’s stock valued at $19,391,000 after purchasing an additional 14,983 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of CVS Health by 11.2% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator’s stock valued at $16,971,000 after purchasing an additional 22,653 shares in the last quarter. Finally, Alpha Omega Wealth Management LLC lifted its position in CVS Health by 12.3% in the third quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator’s stock worth $11,301,000 after purchasing an additional 16,418 shares during the period. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Up 1.5%

Shares of NYSE:CVS opened at $73.57 on Friday. The company has a market capitalization of $93.59 billion, a PE ratio of 53.31, a P/E/G ratio of 0.76 and a beta of 0.51. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84. The company’s fifty day moving average is $75.93 and its 200-day moving average is $77.68. CVS Health Corporation has a 52 week low of $58.35 and a 52 week high of $85.15.

CVS Health (NYSE:CVS) last announced its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.00 by $0.09. The firm had revenue of $105.69 billion during the quarter, compared to the consensus estimate of $103.67 billion. CVS Health had a net margin of 0.44% and a return on equity of 11.31%. The firm’s quarterly revenue was up 8.2% on a year-over-year basis. During the same period last year, the firm 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 issued a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 3.6%. CVS Health’s dividend payout ratio is currently 192.75%.

Analyst Upgrades and Downgrades

Several brokerages have issued reports on CVS. Weiss Ratings reissued a “hold (c-)” rating on shares of CVS Health in a report on Monday, December 29th. JPMorgan Chase & Co. lifted their target price 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. The Goldman Sachs Group upped their target price on shares of CVS Health from $95.00 to $97.00 and gave the company a “buy” rating in a research note on Thursday, February 12th. Morgan Stanley increased their price target on shares of CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. Finally, Argus decreased their price objective 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 research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $94.95.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Company rolling out new store formats and refocusing on health care — CVS is testing a “radical” new store concept and accelerating a rollout of smaller, pharmacy‑only locations (about 20 this year) as it repositions toward health services and away from a pure convenience/retail model. Investors view this as a growth and margin improvement initiative. CVS adds a radical new store concept CVS Accelerates Rollout of New Pharmacy-Only Store Format
• Positive Sentiment: Plan to expand brick‑and‑mortar footprint after years of closures — CVS plans to open dozens of new stores (reports cite up to ~60 in 2026), a sign management sees attractive returns on selected new locations. This supports revenue growth expectations. CVS plans to open 60 new stores in 2026 after years of closures
• Positive Sentiment: Analyst and retail investor attention is increasing — Zacks and other outlets note heavy investor interest and bullish analyst coverage (consensus analysts still show meaningful upside for the stock), which can attract buying momentum. CVS Health Corporation (CVS) is Attracting Investor Attention
• Neutral Sentiment: Omnicare sale process advancing under court supervision — CVS subsidiary Omnicare entered an asset purchase agreement with GenieRx as a stalking‑horse bidder; outcome could free up value or create one‑time charges depending on final terms. Impact is uncertain until the process concludes. Omnicare Advances Court-Supervised Process
• Negative Sentiment: Piper Sandler trimmed expectations — at least one firm has lowered its outlook/price target, which could weigh on sentiment if other boutiques follow. Piper Sandler Has Lowered Expectations for CVS Health Stock Price
• Negative Sentiment: Regulatory/legal risk around insulin pricing — reports note CVS is under analyst scrutiny following a proposed FTC settlement related to insulin pricing; this creates potential liability and near‑term uncertainty. CVS Health (CVS) Under Analyst Spotlight Following Proposed FTC Settlement

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.