Mn Services Vermogensbeheer B.V. Has $36.28 Million Position in CVS Health Corporation $CVS

Mn Services Vermogensbeheer B.V. lifted its holdings in CVS Health Corporation (NYSE:CVS) by 2.1% during the third quarter, HoldingsChannel reports. The firm owned 481,200 shares of the pharmacy operator’s stock after purchasing an additional 10,000 shares during the period. Mn Services Vermogensbeheer B.V.’s holdings in CVS Health were worth $36,278,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Harbor Capital Advisors Inc. increased its position in CVS Health by 72.1% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator’s stock worth $26,000 after buying an additional 142 shares during the period. Avion Wealth grew its stake in shares of CVS Health by 99.0% in the second quarter. Avion Wealth now owns 380 shares of the pharmacy operator’s stock worth $26,000 after acquiring an additional 189 shares during the last quarter. Corundum Trust Company INC bought a new position in CVS Health during the third quarter worth $29,000. Harbor Asset Planning Inc. acquired a new position in CVS Health during the 2nd quarter valued at $30,000. Finally, Front Row Advisors LLC boosted its holdings in CVS Health by 436.5% in the 2nd quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator’s stock valued at $31,000 after purchasing an additional 371 shares during the period. Institutional investors and hedge funds own 80.66% of the company’s stock.

CVS Health News Roundup

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

• Positive Sentiment: CVS is activating pharmacies and advising patients to pick up prescriptions ahead of a major winter storm — shows operational readiness and continuity of care that can limit service disruption and protect short‑term revenue. Read More.
• Positive Sentiment: CVS announced programs aimed at making health insurance “simpler and more affordable,” signaling potential member growth and pricing or mix improvements for its health-insurance businesses. Read More.
• Positive Sentiment: Operational/PBM changes: CVS said it will cut some prior‑authorization requirements and expand rebate‑sharing — moves that could reduce friction for care delivery, improve customer experience and blunt policy/competitive criticisms. Read More.
• Positive Sentiment: Strategic/innovation: CVS is partnering with the University of Maryland on AI and pharmacy workforce development — a long‑term positive for efficiency and talent pipeline in its retail and clinical operations. Read More.
• Positive Sentiment: Market positioning: Reports show heavy buying of CVS call options, indicating some investors are positioned for further upside in the near term. Read More.
• Neutral Sentiment: Legal outcome: A Bloomberg Law piece says CVS and UnitedHealth successfully defended against an antitrust suit over drug costs — a favorable legal development but not necessarily dispositive for broader PBM scrutiny. Read More.
• Negative Sentiment: House Judiciary Committee report accuses CVS/Caremark of thwarting competition and targeting independent pharmacies — the committee alleges anticompetitive PBM practices, escalating regulatory and litigation risk that could pressure margins and valuation. Read More.
• Negative Sentiment: Follow‑up coverage: Multiple outlets (Becker’s, Seeking Alpha, MSN) detail the committee’s findings and show CVS executives were scrutinized in hearings over high costs and PBM conduct — these stories amplify political and regulatory uncertainty that investors price as risk. Read More. Read More. Read More.

CVS Health Stock Up 0.4%

Shares of NYSE CVS opened at $83.02 on Friday. CVS Health Corporation has a 52-week low of $53.28 and a 52-week high of $85.15. The company has a debt-to-equity ratio of 0.83, a quick ratio of 0.63 and a current ratio of 0.83. The business has a fifty day moving average of $79.05 and a two-hundred day moving average of $74.73. The stock has a market cap of $105.39 billion, a PE ratio of 218.49, a PEG ratio of 0.76 and a beta of 0.48.

CVS Health (NYSE:CVS) last posted its earnings results on Wednesday, October 29th. The pharmacy operator reported $1.60 earnings per share for the quarter, topping the consensus estimate of $1.36 by $0.24. CVS Health had a net margin of 0.12% and a return on equity of 11.45%. The business had revenue of $102.87 billion for the quarter, compared to analyst estimates of $98.85 billion. During the same quarter in the prior year, the firm earned $1.09 EPS. The firm’s quarterly revenue was up 7.8% compared to the same quarter last year. CVS Health has set its FY 2025 guidance at 6.550-6.650 EPS. As a group, equities research analysts expect that CVS Health Corporation will post 5.89 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd will be paid a $0.665 dividend. The ex-dividend date is Thursday, January 22nd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.2%. CVS Health’s payout ratio is 700.00%.

Analyst Ratings Changes

CVS has been the topic of several research reports. Raymond James Financial boosted their price objective on shares of CVS Health from $75.00 to $90.00 in a report on Friday, October 31st. Evercore ISI boosted their price target on CVS Health from $85.00 to $95.00 and gave the company an “outperform” rating in a research note on Thursday, October 30th. Morgan Stanley raised their price objective on CVS Health from $89.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday, December 10th. TD Cowen boosted their price objective on CVS Health from $100.00 to $105.00 and gave the company a “buy” rating in a research report on Wednesday, December 10th. Finally, Argus raised their target price on CVS Health from $80.00 to $91.00 and gave the stock a “buy” rating in a research report on Tuesday, November 4th. Nineteen research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $94.86.

CVS Health 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.