CVS Health Corporation $CVS Shares Purchased by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. increased its position in shares of CVS Health Corporation (NYSE:CVS) by 86.1% in the 2nd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 41,017 shares of the pharmacy operator’s stock after purchasing an additional 18,975 shares during the period. Jefferies Financial Group Inc.’s holdings in CVS Health were worth $4,243,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the business. Sei Investments Co. lifted its position in shares of CVS Health by 17.4% during the 2nd quarter. Sei Investments Co. now owns 905,715 shares of the pharmacy operator’s stock valued at $62,474,000 after acquiring an additional 134,535 shares during the period. The Manufacturers Life Insurance Company boosted its position in CVS Health by 1.2% during the second quarter. The Manufacturers Life Insurance Company now owns 1,121,377 shares of the pharmacy operator’s stock worth $77,353,000 after purchasing an additional 13,329 shares in the last quarter. Treasurer of the State of North Carolina boosted its position in shares of CVS Health by 1.3% in the 2nd quarter. Treasurer of the State of North Carolina now owns 585,073 shares of the pharmacy operator’s stock worth $40,358,000 after buying an additional 7,588 shares in the last quarter. HUB Investment Partners LLC grew its stake in CVS Health by 25.0% in the 2nd quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after acquiring an additional 3,011 shares during the last quarter. Finally, Alliancebernstein L.P. increased its holdings in CVS Health by 8.0% during the 2nd quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock valued at $111,017,000 after acquiring an additional 119,439 shares in the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

CVS Health Stock Performance

Shares of NYSE:CVS opened at $93.15 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66. CVS Health Corporation has a 12 month low of $69.51 and a 12 month high of $110.68. The firm has a market capitalization of $119.14 billion, a PE ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61. The business has a 50-day moving average of $101.42 and a two-hundred day moving average of $89.46.

CVS Health (NYSE:CVS) last posted its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 EPS for the quarter, beating the consensus estimate of $1.87 by $0.71. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The firm had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. During the same quarter last year, the firm posted $1.81 earnings per share. CVS Health’s revenue for the quarter was up 7.3% compared to the same quarter last year. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, research analysts forecast that CVS Health Corporation will post 8.02 earnings per share for the current year.

CVS Health Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were paid a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date was Thursday, July 23rd. CVS Health’s payout ratio is currently 70.37%.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on CVS shares. Cantor Fitzgerald raised their price objective on shares of CVS Health from $100.00 to $110.00 and gave the stock an “overweight” rating in a research note on Tuesday, July 7th. HSBC restated a “hold” rating and issued a $103.00 target price on shares of CVS Health in a report on Monday, July 6th. Barclays boosted their price objective on shares of CVS Health from $106.00 to $108.00 and gave the company an “overweight” rating in a research report on Thursday, August 6th. TD Cowen increased their target price on CVS Health from $105.00 to $110.00 and gave the stock a “buy” rating in a research report on Monday, May 11th. Finally, Argus upped their price objective on shares of CVS Health from $104.00 to $114.00 and gave the company a “buy” rating in a research note on Wednesday, August 19th. Twenty-two equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $107.17.

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.