Integrity Alliance LLC. Buys 21,549 Shares of CVS Health Corporation $CVS

Integrity Alliance LLC. lifted its stake in CVS Health Corporation (NYSE:CVS) by 381.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,198 shares of the pharmacy operator’s stock after acquiring an additional 21,549 shares during the period. Integrity Alliance LLC.’s holdings in CVS Health were worth $2,158,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. Vanguard Group Inc. boosted its holdings in shares of CVS Health by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 120,709,530 shares of the pharmacy operator’s stock valued at $9,579,508,000 after buying an additional 1,824,424 shares in the last quarter. Capital World Investors boosted its holdings in shares of CVS Health by 2.1% in the 3rd quarter. Capital World Investors now owns 68,382,158 shares of the pharmacy operator’s stock valued at $5,155,380,000 after buying an additional 1,419,575 shares in the last quarter. State Street Corp boosted its holdings in shares of CVS Health by 0.3% in the 3rd quarter. State Street Corp now owns 58,938,286 shares of the pharmacy operator’s stock valued at $4,443,357,000 after buying an additional 149,701 shares in the last quarter. Capital International Investors boosted its holdings in shares of CVS Health by 1.1% in the 3rd quarter. Capital International Investors now owns 26,692,203 shares of the pharmacy operator’s stock valued at $2,012,347,000 after buying an additional 302,499 shares in the last quarter. Finally, Invesco Ltd. boosted its holdings in shares of CVS Health by 3.2% in the 3rd quarter. Invesco Ltd. now owns 24,293,058 shares of the pharmacy operator’s stock valued at $1,831,454,000 after buying an additional 760,579 shares in the last quarter. 80.66% of the stock is owned by institutional investors.

CVS Health Stock Performance

Shares of CVS Health stock opened at $92.02 on Thursday. The firm has a market capitalization of $117.41 billion, a P/E ratio of 40.54, a PEG ratio of 0.89 and a beta of 0.60. The company has a quick ratio of 0.66, a current ratio of 0.87 and a debt-to-equity ratio of 0.78. The company has a 50 day moving average price of $81.35 and a 200 day moving average price of $79.37. CVS Health Corporation has a 52 week low of $58.50 and a 52 week high of $98.43.

CVS Health (NYSE:CVS) last announced its quarterly earnings data on Wednesday, May 6th. The pharmacy operator reported $2.57 EPS for the quarter, beating the consensus estimate of $2.21 by $0.36. The firm had revenue of $100.43 billion during the quarter, compared to analyst estimates of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. CVS Health’s revenue was up 6.2% on a year-over-year basis. During the same period last year, the firm posted $2.25 EPS. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Sell-side analysts expect that CVS Health Corporation will post 7.44 EPS for the current year.

CVS Health Dividend Announcement

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

Insider Activity at CVS Health

In other CVS Health news, Director Larry Robbins sold 370,462 shares of CVS Health stock in a transaction that occurred on Thursday, May 21st. The shares were sold at an average price of $93.45, for a total transaction of $34,619,673.90. Following the completion of the sale, the director directly owned 4,824,799 shares in the company, valued at approximately $450,877,466.55. The trade was a 7.13% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, EVP Tilak Mandadi sold 69,551 shares of CVS Health stock in a transaction that occurred on Friday, May 8th. The shares were sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the sale, the executive vice president owned 10,133 shares of the company’s stock, valued at approximately $907,714.14. The trade was a 87.28% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Company insiders own 0.85% of the company’s stock.

More CVS Health News

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

• Positive Sentiment: Barclays raised its price target on CVS Health to $106 from $101 and maintained an overweight rating, signaling improved Wall Street confidence in the stock’s upside. Barclays price target raise
• Positive Sentiment: Aetna said its second-generation Claims Assist Manager, an AI-powered claims platform, has cut claims processing time by more than 20% while improving payment accuracy, a potential margin and efficiency tailwind for CVS Health. Aetna AI claims update
• Positive Sentiment: MinuteClinic and Hartford HealthCare expanded primary care access across Connecticut, adding another growth-oriented partnership that could help CVS broaden patient access and utilization. MinuteClinic Hartford HealthCare expansion
• Positive Sentiment: Aetna Better Health of Missouri announced a $175,000 community investment to address food insecurity and safety/wellness supports, reinforcing CVS Health’s Medicaid/community-health positioning. Aetna Missouri community investment
• Neutral Sentiment: CVS Health is also drawing attention for broader analyst commentary, but the article provided did not include a clear new catalyst beyond market discussion. Analyst commentary on CVS Health
• Negative Sentiment: CVS sued Tennessee over a new PBM-pharmacy ownership law, arguing it unlawfully targets out-of-state companies and could force the company to shut pharmacies in the state, creating regulatory and earnings risk. CVS Tennessee lawsuit

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on CVS shares. Royal Bank Of Canada raised their price target on shares of CVS Health from $93.00 to $107.00 and gave the company an “outperform” rating in a report on Thursday, May 7th. Weiss Ratings restated a “hold (c)” rating on shares of CVS Health in a report on Friday, May 8th. DA Davidson increased their price objective on shares of CVS Health from $80.00 to $100.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Piper Sandler decreased their price objective on shares of CVS Health from $101.00 to $99.00 and set an “overweight” rating for the company in a research report on Tuesday, March 31st. Finally, Wolfe Research decreased their price objective on shares of CVS Health from $100.00 to $97.00 and set an “outperform” rating for the company in a research report on Monday, March 2nd. Twenty-two analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $98.88.

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.