MGO One Seven LLC Raises Holdings in CVS Health Corporation $CVS

MGO One Seven LLC increased its position in CVS Health Corporation (NYSE:CVS) by 40.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 20,386 shares of the pharmacy operator’s stock after buying an additional 5,831 shares during the quarter. MGO One Seven LLC’s holdings in CVS Health were worth $1,618,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also made changes to their positions in the company. Crestwood Advisors Group LLC raised its holdings in CVS Health by 13.0% in the fourth quarter. Crestwood Advisors Group LLC now owns 19,793 shares of the pharmacy operator’s stock valued at $1,571,000 after buying an additional 2,274 shares during the period. Sequoia Financial Advisors LLC raised its holdings in CVS Health by 69.5% in the fourth quarter. Sequoia Financial Advisors LLC now owns 75,546 shares of the pharmacy operator’s stock valued at $5,995,000 after buying an additional 30,977 shares during the period. Robeco Schweiz AG raised its holdings in CVS Health by 9.1% in the fourth quarter. Robeco Schweiz AG now owns 101,509 shares of the pharmacy operator’s stock valued at $8,056,000 after buying an additional 8,435 shares during the period. Patton Albertson Miller Group LLC raised its holdings in CVS Health by 1.3% in the fourth quarter. Patton Albertson Miller Group LLC now owns 11,853 shares of the pharmacy operator’s stock valued at $941,000 after buying an additional 155 shares during the period. Finally, Indivisible Partners purchased a new position in CVS Health in the fourth quarter valued at about $585,000. 80.66% of the stock is owned by hedge funds and other institutional investors.

CVS Health Stock Up 1.8%

Shares of NYSE CVS opened at $92.22 on Tuesday. CVS Health Corporation has a 1 year low of $58.35 and a 1 year high of $92.77. The firm has a market cap of $117.67 billion, a price-to-earnings ratio of 40.63, a PEG ratio of 0.88 and a beta of 0.60. The company has a debt-to-equity ratio of 0.78, a quick ratio of 0.66 and a current ratio of 0.87. The stock’s 50-day simple moving average is $77.43 and its 200-day simple moving average is $78.15.

CVS Health (NYSE:CVS) last announced its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.21 by $0.36. CVS Health had a return on equity of 11.88% and a net margin of 0.72%.The business had revenue of $100.43 billion for the quarter, compared to analyst estimates of $94.99 billion. During the same period in the previous year, the company earned $2.25 earnings per share. The company’s revenue for the quarter was up 6.2% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. As a group, equities analysts anticipate that CVS Health Corporation will post 7.48 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Monday, May 4th. Investors of record on Thursday, April 23rd were paid a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Thursday, April 23rd. CVS Health’s payout ratio is 117.18%.

More CVS Health News

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

• Positive Sentiment: TD Cowen raised its price target on CVS Health to $110 from $105 and reiterated a buy rating, signaling confidence in further upside after the company’s earnings beat and improved outlook. TD Cowen adjusts price target on CVS Health to 110 from 105
• Positive Sentiment: Recent coverage highlights CVS as a potentially undervalued stock, pointing to strong Q1 revenue growth, higher EPS, and improving margins/medical benefit ratio as signs that fundamentals are strengthening. CVS Health: Still Cheap And Signs Of Improvement
• Positive Sentiment: Commentary from CNBC’s “Final Trades” and other market chatter suggests CVS remains a favored healthcare name among some investors, adding to the bullish tone. Nvidia, CVS Health, Vertiv and an energy stock on CNBC’s Final Trades
• Neutral Sentiment: An executive stock sale by EVP Tilak Mandadi was disclosed, with 69,551 shares sold at an average price of $89.58. While insider selling can draw attention, the transaction appears more likely to be viewed as portfolio-related than a fundamental red flag. SEC Form 4 filing
• Neutral Sentiment: Additional articles this weekend argued CVS looks like a strong value stock and could benefit from broader healthcare policy trends, reinforcing the current bullish narrative but without new company-specific catalysts. Here’s Why CVS Health (CVS) is a Strong Value Stock

Analyst Ratings Changes

Several research analysts have commented on CVS shares. Bank of America cut their price objective on CVS Health from $100.00 to $95.00 and set a “buy” rating on the stock in a research report on Tuesday, January 27th. Leerink Partners reissued an “outperform” rating and issued a $98.00 price objective on shares of CVS Health in a research report on Thursday, March 5th. Barclays raised their price objective on CVS Health from $93.00 to $101.00 and gave the company an “overweight” rating in a research report on Thursday. Argus dropped their price objective on shares of CVS Health from $91.00 to $90.00 and set a “buy” rating on the stock in a research note on Wednesday, January 28th. Finally, Royal Bank Of Canada lifted their price objective on shares of CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a research note on Thursday. Twenty-two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $96.12.

Insider Activity

In related news, EVP Tilak Mandadi sold 69,551 shares of CVS Health stock in a transaction on Friday, May 8th. The shares were sold at an average price of $89.58, for a total value of $6,230,378.58. Following the completion of the sale, the executive vice president owned 10,133 shares in the company, valued at approximately $907,714.14. The trade was a 87.28% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.85% of the company’s stock.

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.