CVS Health Corporation $CVS Shares Bought by Cantor Fitzgerald Investment Advisors L.P.

Cantor Fitzgerald Investment Advisors L.P. boosted its holdings in CVS Health Corporation (NYSE:CVS) by 2.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 260,592 shares of the pharmacy operator’s stock after acquiring an additional 6,402 shares during the quarter. CVS Health comprises about 1.2% of Cantor Fitzgerald Investment Advisors L.P.’s investment portfolio, making the stock its 17th biggest holding. Cantor Fitzgerald Investment Advisors L.P.’s holdings in CVS Health were worth $22,330,000 at the end of the most recent quarter.

Other hedge funds have also modified their holdings of the company. Kilter Group LLC acquired a new position in CVS Health during the second quarter valued at $27,000. Sankala Group LLC bought a new stake in CVS Health in the fourth quarter worth approximately $28,000. Global Trust Asset Management LLC increased its stake in shares of CVS Health by 344.8% during the 1st quarter. Global Trust Asset Management LLC now owns 387 shares of the pharmacy operator’s stock worth $28,000 after purchasing an additional 300 shares during the last quarter. J.Safra Asset Management Corp bought a new position in shares of CVS Health during the 2nd quarter valued at $30,000. Finally, Beaird Harris Wealth Management LLC boosted its holdings in CVS Health by 201.0% in the second quarter. Beaird Harris Wealth Management LLC now owns 292 shares of the pharmacy operator’s stock worth $30,000 after purchasing an additional 195 shares in the last quarter. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on CVS. Weiss Ratings cut shares of CVS Health from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Friday, October 9th. Truist Financial lifted their price target on CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research report on Tuesday, July 14th. Sanford C. Bernstein reaffirmed an “outperform” rating and set a $112.00 target price on shares of CVS Health in a research report on Wednesday, September 9th. Argus increased their target price 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. Finally, BMO Capital Markets set a $112.00 target price on CVS Health in a research report on Wednesday, September 9th. Twenty analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $107.80.

CVS Health Stock Up 2.3%

CVS stock opened at $92.45 on Friday. The firm has a market capitalization of $118.25 billion, a PE ratio of 24.46, a PEG ratio of 0.84 and a beta of 0.60. The business’s 50 day simple moving average is $91.80 and its 200 day simple moving average is $93.03. CVS Health Corporation has a 1-year low of $69.51 and a 1-year high of $110.68. The company has a current ratio of 0.87, a quick ratio of 0.66 and a debt-to-equity ratio of 0.74.

CVS Health (NYSE:CVS) last released its quarterly earnings results on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share (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 business had revenue of $106.10 billion during the quarter, compared to the consensus estimate of $100.03 billion. During the same period in the previous year, the company posted $1.81 EPS. The firm’s quarterly revenue was up 7.3% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, research analysts anticipate that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, November 2nd. Shareholders of record on Thursday, October 22nd will be given a $0.6650 dividend. The ex-dividend date of this dividend is Thursday, October 22nd. This represents a $2.66 annualized dividend and a yield of 2.9%. 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: Improving fundamentals and valuation support the stock. CVS has recently exceeded earnings and revenue expectations, while analysts cited stronger returns, rising earnings estimates and a lower valuation than Alignment Healthcare. Its Aetna turnaround is also viewed as a potential catalyst. CVS vs. ALHC: Which Medicare Advantage Stock Is the Better Pick Now?
• Positive Sentiment: Expanded care access and quality credentials reinforce CVS’s healthcare-services strategy. CVS opened its first pharmacy-focused location in the Boston area to improve access to medications, immunizations and other services. Separately, MinuteClinic received its seventh consecutive Joint Commission accreditation, with primary care available at more than 65% of its locations. CVS Pharmacy Celebrates Opening of First Pharmacy-Focused Location in Boston Area
• Neutral Sentiment: New women’s-health collaboration could support longer-term engagement. CVS is partnering with The Midlife Collective on a research study and documentary focused on women’s midlife health. The initiative may strengthen brand awareness and consumer relationships, but it is unlikely to have a near-term financial impact. CVS Health Collaborates With The Midlife Collective
• Positive Sentiment: Home-based heart monitoring expands value-added services. Signify Health, part of CVS, offers continuous heart-rhythm monitoring for eligible health-plan members, potentially enabling earlier detection of serious conditions and supporting preventive-care economics. CVS Health: Early Detection Matters
• Negative Sentiment: $315 million opioid settlement creates legal, financial and reputational pressure. CVS agreed to settle Justice Department allegations involving unlawful opioid dispensing and false claims. The company admitted no wrongdoing but will implement tighter controlled-substance oversight, adding costs and highlighting compliance risks. CVS Agrees to Pay $315M

CVS Health Company Profile

CVS Health Corp. is an integrated health care company that provides pharmacy, insurance and health services primarily in the United States. Its operations are designed to connect consumers, health plans, health care providers and pharmacy services across multiple points of care.

The company’s major businesses include CVS Pharmacy retail locations, prescription fulfillment and consumer health products; CVS Caremark, a pharmacy benefit management business; and Aetna, which offers health insurance products and related services for employers, individuals, government programs and other organizations.