CVS Health Corporation $CVS Shares Bought by Tidal Investments LLC

Tidal Investments LLC grew its stake in CVS Health Corporation (NYSE:CVS) by 14.6% in the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 235,491 shares of the pharmacy operator’s stock after buying an additional 30,024 shares during the quarter. Tidal Investments LLC’s holdings in CVS Health were worth $24,362,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Sei Investments Co. increased its holdings 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 purchasing an additional 134,535 shares in the last quarter. The Manufacturers Life Insurance Company grew 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 valued at $77,353,000 after buying an additional 13,329 shares during the period. Treasurer of the State of North Carolina increased its holdings in CVS Health by 1.3% in the second quarter. Treasurer of the State of North Carolina now owns 585,073 shares of the pharmacy operator’s stock valued at $40,358,000 after buying an additional 7,588 shares in the last quarter. HUB Investment Partners LLC increased its holdings in CVS Health by 25.0% in the second quarter. HUB Investment Partners LLC now owns 15,063 shares of the pharmacy operator’s stock valued at $1,039,000 after buying an additional 3,011 shares in the last quarter. Finally, Alliancebernstein L.P. boosted its stake in shares of CVS Health by 8.0% during the 2nd quarter. Alliancebernstein L.P. now owns 1,609,404 shares of the pharmacy operator’s stock worth $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

NYSE CVS opened at $95.31 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. The stock’s 50 day simple moving average is $100.12 and its 200-day simple moving average is $90.74. The company has a market cap of $121.90 billion, a PE ratio of 25.21, a price-to-earnings-growth ratio of 0.93 and a beta of 0.59. CVS Health Corporation has a 1-year low of $69.51 and a 1-year high of $110.68.

CVS Health (NYSE:CVS) last posted its quarterly earnings data 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 return on equity of 13.12% and a net margin of 1.18%.The firm had revenue of $106.10 billion during the quarter, compared to the consensus estimate of $100.03 billion. During the same period in the prior year, the company earned $1.81 EPS. The firm’s revenue 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, equities research analysts anticipate that CVS Health Corporation will post 8.02 EPS for the current fiscal year.

CVS Health Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Shareholders of record on Thursday, July 23rd were issued a $0.665 dividend. The ex-dividend date was Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a yield of 2.8%. CVS Health’s dividend payout ratio is presently 70.37%.

CVS Health News Roundup

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

• Positive Sentiment: Updated 2026–2027 COVID-19 vaccines are now available at CVS Pharmacy and MinuteClinic locations nationwide. Most insured patients can receive them at no cost, with appointments available through CVS.com or the app and walk-ins accepted. The rollout could support pharmacy and clinic traffic, although its financial impact is likely modest. Updated COVID-19 Vaccines Available at CVS Pharmacy and MinuteClinic
• Positive Sentiment: Analysts and financial commentators point to CVS’s pharmacy growth, specialty-pharmacy expansion, AI investments, GLP-1 opportunities and potential Aetna margin recovery as drivers of a turnaround. Recent quarterly results showed revenue of $106.1 billion, up 7.3% year over year, while adjusted operating income reportedly rose 35%. CVS Health: Buy the Pullback Before Earnings Power Ramps Up
• Positive Sentiment: CVS is being viewed as attractively valued, with commentary citing roughly 12-times forward earnings versus healthcare peers. Its latest reported adjusted EPS of $2.58 exceeded the $1.87 consensus estimate, and full-year 2026 guidance remains $7.90–$8.10 per share. Should You Buy, Hold or Sell CVS Stock Amid Consumer Wellness Growth?
• Neutral Sentiment: CVS’s 20-year community health-screening program and new survey emphasize unmet demand for preventive care. The initiative may strengthen the company’s community-health brand, but the announcement is primarily reputational rather than a near-term earnings catalyst. CVS Health Marks 20 Years of Free Community Health Screening
• Negative Sentiment: CVS flagged elevated medical expenses, renewing concerns about managed-care profitability and Aetna margins. Investors also continue to monitor reimbursement pressure and regulatory scrutiny, which could offset gains from pharmacy growth and leave the stock under pressure despite its discounted valuation. CVS Health Flags Elevated Medical Expenses

Analyst Upgrades and Downgrades

CVS has been the subject of a number of analyst reports. Wells Fargo & Company upped their price target on CVS Health from $103.00 to $123.00 and gave the stock an “overweight” rating in a report on Monday, July 13th. Argus increased their target price on CVS Health from $104.00 to $114.00 and gave the company a “buy” rating in a research report on Wednesday, August 19th. Sanford C. Bernstein reissued an “outperform” rating and issued a $112.00 price target on shares of CVS Health in a research note on Wednesday. JPMorgan Chase & Co. upped their price objective on shares of CVS Health from $111.00 to $118.00 and gave the stock an “overweight” rating in a research report on Wednesday, August 12th. Finally, Morgan Stanley increased their price objective on shares of CVS Health from $106.00 to $111.00 and gave the company an “overweight” rating in a report on Thursday, June 4th. Twenty-two investment analysts have rated the stock with a Buy rating and one has given a Hold rating to the company. According to MarketBeat, CVS Health has an average rating of “Moderate Buy” and an average price target of $107.24.

CVS Health Profile

CVS Health Corporation is an American health care company headquartered in Woonsocket, Rhode Island. Founded in 1963 as Consumer Value Stores, the company has expanded from a chain of retail pharmacies into an integrated health care organization serving consumers, employers, health plans, government programs and health care providers.

CVS Health operates through several major businesses. Its Health Care Benefits segment, anchored by Aetna, provides health insurance products and related services for employers, individuals, Medicare and Medicaid members.