Brokerages Set CVS Health Corporation (NYSE:CVS) Price Target at $94.95

CVS Health Corporation (NYSE:CVS) has earned an average recommendation of “Moderate Buy” from the twenty-three brokerages that are currently covering the firm, Marketbeat.com reports. Three analysts have rated the stock with a hold rating and twenty have given a buy rating to the company. The average twelve-month target price among analysts that have updated their coverage on the stock in the last year is $95.0455.

CVS has been the topic of a number of recent research reports. Weiss Ratings reaffirmed a “hold (c-)” rating on shares of CVS Health in a research note on Monday, December 29th. TD Cowen reiterated a “buy” rating on shares of CVS Health in a report on Friday, March 13th. Piper Sandler cut their price target on CVS Health from $101.00 to $99.00 and set an “overweight” rating for the company in a report on Tuesday, March 31st. Argus cut their price target on CVS Health from $91.00 to $90.00 and set a “buy” rating for the company in a report on Wednesday, January 28th. Finally, Robert W. Baird boosted their price target on CVS Health from $92.00 to $94.00 and gave the company an “outperform” rating in a report on Wednesday.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Robert W. Baird raised its price target on CVS to $94 and kept an “outperform” rating — this analyst upgrade supports upside expectations and likely helped buying interest. Baird price target raise
• Positive Sentiment: Television/commentator coverage (Jim Cramer) highlighted a structural advantage for CVS, boosting investor sentiment and media-driven buying momentum. Jim Cramer Shares Big Advantage For CVS Health Corporation (CVS)
• Neutral Sentiment: Comparisons of retail pharmacy pricing (GoodRx vs. CVS vs. Costco) are in the press; these stories affect competitive perception but are unlikely to move fundamentals immediately. GoodRx vs. CVS vs. Costco: Where Retirees Save the Most on Prescriptions
• Neutral Sentiment: Analyst and retail‑flow summaries (Zacks, MarketWatch) show elevated attention and some short‑term underperformance vs. peers — signals of redistribution/volatility rather than a clear directional catalyst. Here is What to Know Beyond Why CVS Health Corporation (CVS) is a Trending Stock
• Negative Sentiment: More than 500 drivers and warehouse workers at CVS’s Fredericksburg, VA distribution center have authorized a strike (vote overwhelmingly to strike; contract expires April 30). A May 1 walkout could disrupt logistics, raise costs and pressure short‑term service metrics. CVS distribution center workers plan to go on strike
• Negative Sentiment: TheStreet reports a CVS division has entered a Chapter 11 liquidation sale — a potential multi‑hundred‑million to billion‑dollar charge that can weigh on earnings and investor sentiment until resolved. CVS division enters Chapter 11 liquidation sale
• Negative Sentiment: Investors remain sensitive to PBM legal and regulatory risk — recent commentary links a pullback to class‑action allegations and heightened regulator scrutiny of PBM practices, which can pressure valuation multiple and future PBM margins. CVS slides 3.1% as investors refocus on PBM legal/regulatory overhang after recent sector optimism
• Negative Sentiment: Ongoing governance friction and settlement talks tied to insulin pricing and shareholder proposals add policy and reputational uncertainty ahead of the May annual meeting — another near‑term headline risk. How Investors Are Reacting To CVS Health (CVS) Insulin Case Settlement Talks And Shareholder Rights Clash

Institutional Trading of CVS Health

Large investors have recently added to or reduced their stakes in the stock. SOA Wealth Advisors LLC. boosted its position in CVS Health by 36.9% in the 3rd quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator’s stock valued at $37,000 after buying an additional 131 shares during the last quarter. Alteri Wealth LLC boosted its position in CVS Health by 3.2% in the 3rd quarter. Alteri Wealth LLC now owns 4,195 shares of the pharmacy operator’s stock valued at $316,000 after buying an additional 131 shares during the last quarter. TOWER TRUST & INVESTMENT Co boosted its position in CVS Health by 0.8% in the 4th quarter. TOWER TRUST & INVESTMENT Co now owns 15,708 shares of the pharmacy operator’s stock valued at $1,247,000 after buying an additional 132 shares during the last quarter. Holistic Financial Partners lifted its position in shares of CVS Health by 4.1% during the third quarter. Holistic Financial Partners now owns 3,397 shares of the pharmacy operator’s stock worth $256,000 after purchasing an additional 133 shares during the last quarter. Finally, CYBER HORNET ETFs LLC lifted its position in shares of CVS Health by 4.1% during the third quarter. CYBER HORNET ETFs LLC now owns 3,442 shares of the pharmacy operator’s stock worth $259,000 after purchasing an additional 134 shares during the last quarter. 80.66% of the stock is currently owned by institutional investors and hedge funds.

CVS Health Price Performance

Shares of CVS opened at $76.71 on Tuesday. CVS Health has a twelve month low of $58.35 and a twelve month high of $85.15. The stock’s 50 day moving average is $76.00 and its two-hundred day moving average is $77.82. The firm has a market capitalization of $98.31 billion, a PE ratio of 55.58, a P/E/G ratio of 0.78 and a beta of 0.51. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Tuesday, February 10th. The pharmacy operator reported $1.09 earnings per share for the quarter, beating analysts’ consensus estimates of $1.00 by $0.09. The company had revenue of $105.69 billion for the quarter, compared to analyst estimates 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 for the quarter was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. Research analysts anticipate that CVS Health will post 5.89 earnings per share for the current year.

CVS Health Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be issued a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.5%. The ex-dividend date is Thursday, April 23rd. CVS Health’s dividend 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.