Benjamin Edwards Inc. Increases Position in CVS Health Corporation $CVS

Benjamin Edwards Inc. increased its holdings in CVS Health Corporation (NYSE:CVS) by 32.8% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 45,247 shares of the pharmacy operator’s stock after acquiring an additional 11,173 shares during the quarter. Benjamin Edwards Inc.’s holdings in CVS Health were worth $4,681,000 as of its most recent filing with the SEC.

A number of other institutional investors also recently made changes to their positions in CVS. Handelsbanken Fonder AB raised its stake in shares of CVS Health by 83.6% in the 2nd quarter. Handelsbanken Fonder AB now owns 1,089,694 shares of the pharmacy operator’s stock valued at $112,729,000 after purchasing an additional 496,124 shares in the last quarter. State Street Corp increased its holdings in CVS Health by 2.1% in the fourth quarter. State Street Corp now owns 60,183,743 shares of the pharmacy operator’s stock valued at $4,776,182,000 after buying an additional 1,245,457 shares during the last quarter. Legal & General Group Plc raised its stake in CVS Health by 0.3% during the fourth quarter. Legal & General Group Plc now owns 9,309,182 shares of the pharmacy operator’s stock valued at $738,777,000 after buying an additional 31,249 shares in the last quarter. Deutsche Bank AG lifted its holdings in CVS Health by 28.4% during the 4th quarter. Deutsche Bank AG now owns 4,666,495 shares of the pharmacy operator’s stock worth $370,333,000 after buying an additional 1,031,998 shares during the last quarter. Finally, BNP Paribas increased its holdings in shares of CVS Health by 105.2% in the 2nd quarter. BNP Paribas now owns 49,971 shares of the pharmacy operator’s stock valued at $5,154,000 after acquiring an additional 25,617 shares during the last quarter. 80.66% of the stock is owned by institutional investors and hedge funds.

Key CVS Health News

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

• Positive Sentiment: Pharmacy momentum supports the turnaround case. Rising prescription volumes, gains associated with Rite Aid and improving pharmacy profitability could provide support for CVS’s second-half outlook. This adds to the company’s recent earnings momentum, including revenue growth and an earnings beat in its latest reported quarter. How CVS’ Pharmacy and Consumer Wellness Is Positioned for H2 2026
• Positive Sentiment: Updated flu vaccines are now available nationwide. CVS Pharmacy and MinuteClinic are offering the 2026–2027 vaccines, while expanded testing and treatment services may increase seasonal customer traffic. A company survey found that more than 60% of consumers are likely to get a flu shot, though the earnings effect is likely to be seasonal and modest. CVS Pharmacy and MinuteClinic Now Offering Updated Flu Vaccines Nationwide
• Positive Sentiment: Value-focused coverage is reinforcing rebound expectations. Zacks characterizes CVS as a potential long-term value stock, while Trefis notes that the company’s historical drawdowns have often eventually recovered. These are sentiment and valuation arguments rather than new financial guidance, but they may attract investors seeking a healthcare turnaround at a relatively reasonable valuation. Why CVS Health Is a Top Value Stock for the Long-Term
• Neutral Sentiment: ACA insurer exits create both opportunity and uncertainty. Cigna, Molina and other carriers are leaving Obamacare exchanges in 2027. The disruption could create enrollment opportunities for Aetna, CVS’s insurance business, but also highlights regulatory, pricing and membership risks across the sector. All the Insurers Exiting ACA Obamacare Exchanges for 2027
• Negative Sentiment: Political pressure on vertically integrated healthcare companies remains a risk. Mark Cuban’s support for breaking up “big medicine” adds to scrutiny of insurers, pharmacy benefit managers and large healthcare platforms. No specific policy action against CVS was announced, but potential structural or regulatory changes could weigh on sentiment. Mark Cuban Backs Plan to Break Up Big Medicine

CVS Health Stock Performance

Shares of CVS opened at $93.15 on Monday. The firm has a fifty day moving average of $101.42 and a 200-day moving average of $89.55. The company has a market cap of $119.14 billion, a price-to-earnings ratio of 24.64, a price-to-earnings-growth ratio of 0.91 and a beta of 0.61. 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 Corporation has a 1 year low of $69.51 and a 1 year high of $110.68.

CVS Health (NYSE:CVS) last issued its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 earnings per share for the quarter, beating the consensus estimate of $1.87 by $0.71. The firm had revenue of $106.10 billion for the quarter, compared to the consensus estimate of $100.03 billion. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. CVS Health’s quarterly revenue was up 7.3% compared to the same quarter last year. During the same period last year, the firm posted $1.81 EPS. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. As a group, equities analysts anticipate that CVS Health Corporation will post 8.02 earnings per share for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Monday, August 3rd. Stockholders of record on Thursday, July 23rd were given a dividend of $0.665 per share. The ex-dividend date was Thursday, July 23rd. This represents a $2.66 annualized dividend and a dividend yield of 2.9%. CVS Health’s payout ratio is currently 70.37%.

Analysts Set New Price Targets

A number of research firms have commented on CVS. DA Davidson lifted their price objective on shares of CVS Health from $80.00 to $100.00 and gave the stock a “buy” rating in a report on Thursday, May 7th. UBS Group raised their price target on shares of CVS Health from $122.00 to $126.00 and gave the stock a “buy” rating in a research report on Thursday, August 6th. Weiss Ratings raised shares of CVS Health from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, August 5th. Sanford C. Bernstein increased their price objective on shares of CVS Health from $94.00 to $106.00 and gave the stock an “outperform” rating in a research note on Tuesday, May 12th. Finally, Bank of America lifted their target price on CVS Health from $100.00 to $110.00 and gave the company a “buy” rating in a research note on Monday, June 22nd. Twenty-two analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $107.17.

CVS Health Company 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.