Banque Cantonale Vaudoise Purchases 35,755 Shares of CVS Health Corporation $CVS

Key Points

• Banque Cantonale Vaudoise increased its stake in CVS by 155%, adding 35,755 shares to hold 58,821 shares valued at about $4.43 million.
• Analysts collectively rate CVS as a Moderate Buy (19 Buys, 4 Holds) with an average price target of $94.91, and several firms (eg. JPMorgan) have raised targets up to $101.
• CVS beat estimates last quarter — $1.09 EPS vs $1.00 and revenue of $105.69B (+8.2% YoY) — set FY2026 guidance of 5.94–6.14 EPS, and pays a 3.4% dividend with a high payout ratio (~193%).

Banque Cantonale Vaudoise raised its position in CVS Health Corporation (NYSE:CVS - Free Report) by 155.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 58,821 shares of the pharmacy operator's stock after acquiring an additional 35,755 shares during the period. Banque Cantonale Vaudoise's holdings in CVS Health were worth $4,434,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. National Pension Service raised its position in shares of CVS Health by 3.1% in the 3rd quarter. National Pension Service now owns 3,999,622 shares of the pharmacy operator's stock valued at $301,532,000 after purchasing an additional 119,189 shares during the last quarter. Kingsview Wealth Management LLC increased its stake in CVS Health by 316.2% during the 3rd quarter. Kingsview Wealth Management LLC now owns 104,432 shares of the pharmacy operator's stock valued at $7,873,000 after purchasing an additional 79,340 shares in the last quarter. AE Wealth Management LLC raised its holdings in shares of CVS Health by 6.2% in the third quarter. AE Wealth Management LLC now owns 257,204 shares of the pharmacy operator's stock worth $19,391,000 after buying an additional 14,983 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. lifted its stake in shares of CVS Health by 11.2% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 225,116 shares of the pharmacy operator's stock worth $16,971,000 after buying an additional 22,653 shares during the period. Finally, Alpha Omega Wealth Management LLC grew its holdings in shares of CVS Health by 12.3% during the third quarter. Alpha Omega Wealth Management LLC now owns 149,902 shares of the pharmacy operator's stock valued at $11,301,000 after buying an additional 16,418 shares during the last quarter. Institutional investors and hedge funds own 80.66% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. UBS Group restated an "outperform" rating on shares of CVS Health in a research note on Wednesday, December 10th. Argus cut their price objective on CVS Health from $91.00 to $90.00 and set a "buy" rating on the stock in a report on Wednesday, January 28th. Morgan Stanley lifted their target price on CVS Health from $89.00 to $93.00 and gave the stock an "overweight" rating in a report on Wednesday, December 10th. JPMorgan Chase & Co. upped their target price on CVS Health from $93.00 to $101.00 and gave the company an "overweight" rating in a research report on Wednesday, December 17th. Finally, Royal Bank Of Canada reissued an "outperform" rating on shares of CVS Health in a research report on Thursday, December 4th. Nineteen analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and an average price target of $94.91.

CVS Health Stock Performance

Shares of CVS stock opened at $78.25 on Tuesday. CVS Health Corporation has a 52-week low of $58.35 and a 52-week high of $85.15. The company has a quick ratio of 0.63, a current ratio of 0.84 and a debt-to-equity ratio of 0.80. The stock has a market cap of $99.55 billion, a PE ratio of 56.70, a price-to-earnings-growth ratio of 0.81 and a beta of 0.49. The business has a 50-day simple moving average of $78.46 and a 200-day simple moving average of $77.70.

CVS Health (NYSE:CVS - Get Free Report) last posted its earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, topping the consensus estimate of $1.00 by $0.09. The firm had revenue of $105.69 billion for the quarter, compared to analyst estimates of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.CVS Health's revenue for the quarter was up 8.2% compared to the same quarter last year. During the same period last year, the company earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. On average, equities analysts expect that CVS Health Corporation will post 5.89 EPS for the current year.

CVS Health Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Monday, February 2nd. Stockholders of record on Thursday, January 22nd were issued a dividend of $0.665 per share. This represents a $2.66 annualized dividend and a dividend yield of 3.4%. The ex-dividend date of this dividend was Thursday, January 22nd. CVS Health's payout ratio is 192.75%.

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.

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