Mutual of America Capital Management LLC Has $10.39 Million Stock Holdings in CVS Health Corporation $CVS

Mutual of America Capital Management LLC lowered its stake in CVS Health Corporation (NYSE:CVS) by 5.2% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 137,799 shares of the pharmacy operator’s stock after selling 7,550 shares during the period. Mutual of America Capital Management LLC’s holdings in CVS Health were worth $10,389,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in CVS. CIBC Asset Management Inc increased its stake in shares of CVS Health by 0.3% during the third quarter. CIBC Asset Management Inc now owns 203,206 shares of the pharmacy operator’s stock worth $15,320,000 after purchasing an additional 644 shares during the period. 1834 Investment Advisors Co. lifted its holdings in shares of CVS Health by 2.2% during the third quarter. 1834 Investment Advisors Co. now owns 123,433 shares of the pharmacy operator’s stock worth $9,306,000 after buying an additional 2,691 shares in the last quarter. Stoneridge Investment Partners LLC bought a new stake in shares of CVS Health in the third quarter valued at about $774,000. Kanawha Capital Management LLC increased its position in CVS Health by 17.6% during the third quarter. Kanawha Capital Management LLC now owns 3,678 shares of the pharmacy operator’s stock worth $277,000 after acquiring an additional 550 shares during the period. Finally, Trek Financial LLC bought a new stake in CVS Health in the 3rd quarter valued at about $302,000. Institutional investors own 80.66% of the company’s stock.

Key Headlines Impacting CVS Health

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

• Positive Sentiment: CVS is pitching itself as a partner in healthcare reform while navigating legal and regulatory fights, a narrative that can support long‑term growth expectations. Woonsocket-based CVS battles Congress, FTC and courts while positioning itself as healthcare reform partner
• Positive Sentiment: Increased retail and analyst attention — Zacks highlights CVS as a trending ticker, which can help liquidity and prompt fresh analyst coverage or investor interest. CVS Health Corporation (CVS) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Aggregated analyst forecasts and model updates are available for investors to review; these may produce revisions but are not yet decisive. CVS Health Corporation (CVS) Stock Forecasts
• Neutral Sentiment: Zacks’ analyst blog mentioned CVS among other coverage items — useful for context but not an immediate catalyst. The Zacks Analyst Blog Microsoft, Anheuser-Busch CVS, and Stran & Co
• Negative Sentiment: The Trump administration proposed keeping Medicare Advantage payment rates essentially flat (reported average increase ~0.09%), a direct headwind to revenue growth expectations for insurers and MA products that involve CVS. Trump Administration proposes keeping steady Medicare rates paid to insurers, WSJ reports
• Negative Sentiment: Major outlets report a sharp market reaction to the Medicare rate proposal — sector selloff pressure for CVS as investors reprice MA-related growth and margins. Health insurers tumble after Trump administration proposes keeping Medicare Advantage rates flat next year
• Negative Sentiment: House Judiciary materials and reports allege CVS took steps to limit competition for pharmacy hubs — potential regulatory, enforcement or reputational risk that could pressure valuation if it leads to fines or remedies. CVS accused of shutting out rival pharmacy hubs in House Judiciary investigation

Analysts Set New Price Targets

A number of research firms have recently weighed in on CVS. Royal Bank Of Canada reiterated an “outperform” rating on shares of CVS Health in a research report on Thursday, December 4th. Robert W. Baird upped their target price on CVS Health from $82.00 to $92.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Morgan Stanley boosted their price target on CVS Health from $89.00 to $93.00 and gave the company an “overweight” rating in a research note on Wednesday, December 10th. Leerink Partners raised their target price on shares of CVS Health from $86.00 to $95.00 and gave the company an “outperform” rating in a report on Thursday, October 16th. Finally, Argus upped their price target on shares of CVS Health from $80.00 to $91.00 and gave the stock a “buy” rating in a report on Tuesday, November 4th. Nineteen investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $94.86.

CVS Health Trading Up 1.2%

Shares of CVS Health stock opened at $83.97 on Tuesday. The firm has a market capitalization of $106.59 billion, a PE ratio of 220.98, a price-to-earnings-growth 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. The firm’s 50 day moving average is $79.17 and its 200 day moving average is $74.97. CVS Health Corporation has a 1 year low of $53.36 and a 1 year high of $85.15.

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 analysts’ consensus estimates of $1.36 by $0.24. CVS Health had a net margin of 0.12% and a return on equity of 11.45%. The firm had revenue of $102.87 billion for the quarter, compared to analysts’ expectations of $98.85 billion. During the same quarter in the previous year, the firm posted $1.09 earnings per share. The company’s revenue was up 7.8% on a year-over-year basis. CVS Health has set its FY 2025 guidance at 6.550-6.650 EPS. Equities research 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 declared a quarterly dividend, which will be paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd will be issued a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a dividend yield of 3.2%. The ex-dividend date is Thursday, January 22nd. CVS Health’s payout ratio is 700.00%.

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.