CVS Health Corporation $CVS Shares Acquired by Nippon Life Global Investors Americas Inc.

Nippon Life Global Investors Americas Inc. raised its holdings in shares of CVS Health Corporation (NYSE:CVS) by 5.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 367,540 shares of the pharmacy operator’s stock after acquiring an additional 20,060 shares during the quarter. CVS Health makes up 1.3% of Nippon Life Global Investors Americas Inc.’s portfolio, making the stock its 26th largest holding. Nippon Life Global Investors Americas Inc.’s holdings in CVS Health were worth $31,495,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Elevation Wealth Partners LLC increased its stake in shares of CVS Health by 41.8% in the 2nd quarter. Elevation Wealth Partners LLC now owns 356 shares of the pharmacy operator’s stock valued at $37,000 after purchasing an additional 105 shares in the last quarter. HBW Advisory Services LLC boosted its position in shares of CVS Health by 3.5% during the third quarter. HBW Advisory Services LLC now owns 3,408 shares of the pharmacy operator’s stock worth $292,000 after buying an additional 115 shares during the period. Apella Capital LLC boosted its stake in CVS Health by 1.7% during the 2nd quarter. Apella Capital LLC now owns 6,940 shares of the pharmacy operator’s stock valued at $724,000 after purchasing an additional 117 shares in the last quarter. Wellington Altus USA Inc. lifted its position in CVS Health by 13.3% in the second quarter. Wellington Altus USA Inc. now owns 1,025 shares of the pharmacy operator’s stock worth $106,000 after purchasing an additional 120 shares during the period. Finally, Childress Capital Advisors LLC lifted its holdings in shares of CVS Health by 3.9% during the 3rd quarter. Childress Capital Advisors LLC now owns 3,497 shares of the pharmacy operator’s stock valued at $300,000 after purchasing an additional 131 shares in the last quarter. Hedge funds and other institutional investors own 80.66% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. HSBC reaffirmed a “hold” rating and set a $103.00 price target on shares of CVS Health in a research report on Monday, July 6th. Truist Financial boosted their price objective on shares of CVS Health from $108.00 to $118.00 and gave the stock a “buy” rating in a research note on Tuesday, July 14th. Piper Sandler set a $112.00 target price on shares of CVS Health in a report on Wednesday, September 9th. Wall Street Zen downgraded CVS Health from a “strong-buy” rating to a “buy” rating in a research report on Monday, October 19th. Finally, UBS Group reaffirmed a “buy” rating on shares of CVS Health in a research report on Tuesday, September 22nd. Nineteen research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $109.64.

CVS Health News Roundup

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

• Positive Sentiment: One valuation analysis says CVS could be approximately 27% undervalued, with the next earnings report providing a potential catalyst. Analysts reportedly expect quarterly earnings of about $1.62 per share, making segment performance and management commentary important for the shares. CVS Health Could Be 27% Undervalued As Earnings Focus Sharpens
• Positive Sentiment: CVS’s free Project Health screenings, which do not require appointments or insurance, support the company’s community-health strategy and could strengthen patient engagement and brand visibility. The immediate financial impact is likely limited. CVS Health Project Health Screenings
• Neutral Sentiment: Articles highlight CVS’s broader strategy of combining healthcare services with housing and other social-support initiatives. The approach may improve long-term outcomes and customer retention, but near-term earnings effects are unclear. CVS Health Beyond Housing
• Neutral Sentiment: Analyst-estimate and ratings coverage provides context ahead of earnings but does not identify a clear change in consensus or a new company-specific catalyst. CVS Health Stock Analyst Estimates and Ratings
• Negative Sentiment: The University of Kentucky and five other hospital systems are suing CVS over alleged fraud or prescription-contract breaches. The claims, including a reported $41 million UK lawsuit, create litigation, reimbursement, and reputational risks, although the allegations have not been proven. Hospital Systems Sue CVS UK Sues CVS Health
• Negative Sentiment: CVS reportedly faces as much as $2 billion of Medicare ratings-related risk. Any reduction in Medicare Advantage star ratings could hurt bonus payments, membership economics, and expectations for future earnings. CVS Health Medicare Ratings Risk

CVS Health Price Performance

CVS stock opened at $90.20 on Monday. The company has a fifty day moving average price of $91.22 and a 200-day moving average price of $88.76. CVS Health Corporation has a 52-week low of $69.51 and a 52-week high of $110.68. The company has a market capitalization of $115.36 billion, a P/E ratio of 23.86, a PEG ratio of 0.84 and a beta of 0.58. The company has a debt-to-equity ratio of 0.74, a quick ratio of 0.66 and a current ratio of 0.87.

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, topping the consensus estimate of $1.87 by $0.71. The firm had revenue of $106.10 billion during the quarter, compared to analyst estimates of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The company’s revenue was up 7.3% compared to the same quarter last year. During the same quarter last year, the business earned $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, equities analysts expect that CVS Health Corporation will post 8.02 EPS for the current year.

CVS Health Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, November 2nd. Stockholders of record on Thursday, October 22nd will be paid a $0.6650 dividend. The ex-dividend date is Thursday, October 22nd. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. CVS Health’s payout ratio is currently 70.37%.

CVS Health Profile

CVS Health Corporation (NYSE: CVS) is a diversified health care company that provides pharmacy, insurance and health services in the United States. Its businesses serve consumers, employers, health plans and health care providers through pharmacies, benefit programs, insurance coverage and clinical care services.

The company’s Pharmacy Services segment, led by CVS Caremark, manages prescription drug benefits for employers, insurers and government programs. CVS Pharmacy operates retail pharmacies and health-focused stores that dispense prescriptions and offer over-the-counter products, health and wellness merchandise, immunizations and related services.