UniSuper Management Pty Ltd Acquires 29,521 Shares of CVS Health Corporation $CVS

UniSuper Management Pty Ltd boosted its stake in shares of CVS Health Corporation (NYSE:CVS) by 33.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 117,841 shares of the pharmacy operator’s stock after purchasing an additional 29,521 shares during the quarter. UniSuper Management Pty Ltd’s holdings in CVS Health were worth $8,884,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Novem Group increased its stake in shares of CVS Health by 1.7% during the second quarter. Novem Group now owns 11,994 shares of the pharmacy operator’s stock worth $827,000 after purchasing an additional 206 shares during the period. Patton Fund Management Inc. acquired a new position in shares of CVS Health in the second quarter valued at about $233,000. ORG Partners LLC raised its stake in CVS Health by 418.9% in the 2nd quarter. ORG Partners LLC now owns 467 shares of the pharmacy operator’s stock worth $32,000 after purchasing an additional 377 shares in the last quarter. TOWER TRUST & INVESTMENT Co raised its stake in CVS Health by 2.2% in the 2nd quarter. TOWER TRUST & INVESTMENT Co now owns 15,764 shares of the pharmacy operator’s stock worth $1,087,000 after purchasing an additional 336 shares in the last quarter. Finally, Uncommon Cents Investing LLC grew its position in shares of CVS Health by 3.9% during the 2nd quarter. Uncommon Cents Investing LLC now owns 37,345 shares of the pharmacy operator’s stock worth $2,576,000 after purchasing an additional 1,406 shares in the last quarter. Institutional investors and hedge funds own 80.66% of the company’s stock.

Analyst Ratings Changes

CVS has been the subject of several recent research reports. UBS Group reiterated an “outperform” rating on shares of CVS Health in a research note on Wednesday, December 10th. Wolfe Research increased their target price on CVS Health from $85.00 to $100.00 and gave the stock an “outperform” rating in a report on Monday, December 8th. Truist Financial set a $100.00 price target on CVS Health in a research note on Wednesday, December 10th. Weiss Ratings reiterated a “hold (c-)” rating on shares of CVS Health in a research note on Monday, December 29th. Finally, Morgan Stanley boosted their target price on shares of CVS Health from $89.00 to $93.00 and gave the company an “overweight” rating in a research report on Wednesday, December 10th. Nineteen equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $94.86.

CVS Health Stock Up 0.4%

Shares of NYSE CVS opened at $83.02 on Friday. The company has a market cap of $105.39 billion, a price-to-earnings ratio of 218.49, a PEG ratio of 0.76 and a beta of 0.48. The company has a current ratio of 0.83, a quick ratio of 0.63 and a debt-to-equity ratio of 0.83. CVS Health Corporation has a 12 month low of $53.28 and a 12 month high of $85.15. The stock has a 50-day moving average price of $79.05 and a two-hundred day moving average price of $74.78.

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

CVS Health Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, February 2nd. Investors of record on Thursday, January 22nd will be issued a dividend of $0.665 per share. The ex-dividend date of this dividend is Thursday, January 22nd. This represents a $2.66 annualized dividend and a dividend yield of 3.2%. CVS Health’s dividend payout ratio (DPR) is 700.00%.

Key Stories Impacting CVS Health

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.

About CVS Health

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.