CVS Health Corporation $CVS Shares Purchased by Corient Private Wealth LLC

Key Points

• Corient Private Wealth LLC increased its CVS Health stake by 6.1% in the fourth quarter, buying 22,764 additional shares and bringing its total to 397,228 shares worth about $31.5 million.
• Wall Street sentiment on CVS remains generally positive, with 22 Buy ratings and 4 Hold ratings; the consensus rating is “Moderate Buy” and the average price target is $100.68.
• CVS reported strong quarterly results, posting EPS of $2.57 versus the $2.21 estimate and revenue of $100.43 billion, while also guiding FY2026 EPS to $7.30-$7.50.

Corient Private Wealth LLC raised its position in CVS Health Corporation (NYSE:CVS - Free Report) by 6.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 397,228 shares of the pharmacy operator's stock after purchasing an additional 22,764 shares during the quarter. Corient Private Wealth LLC's holdings in CVS Health were worth $31,540,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. Swiss RE Ltd. bought a new position in CVS Health in the 4th quarter worth approximately $26,000. Sankala Group LLC bought a new stake in CVS Health during the 4th quarter valued at $28,000. Caitong International Asset Management Co. Ltd boosted its position in CVS Health by 407.2% during the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator's stock worth $26,000 after acquiring an additional 281 shares during the period. Mcguire Capital Advisors Inc. acquired a new position in CVS Health during the 4th quarter worth $28,000. Finally, Ares Financial Consulting LLC bought a new position in shares of CVS Health in the fourth quarter worth $29,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities research analysts recently weighed in on CVS shares. Royal Bank Of Canada lifted their price objective on shares of CVS Health from $93.00 to $107.00 and gave the company an "outperform" rating in a research note on Thursday, May 7th. HSBC increased their target price on shares of CVS Health from $83.00 to $85.00 and gave the company a "hold" rating in a research report on Tuesday, May 5th. Wolfe Research reduced their price target on shares of CVS Health from $100.00 to $97.00 and set an "outperform" rating for the company in a research note on Monday, March 2nd. Cantor Fitzgerald reiterated an "overweight" rating on shares of CVS Health in a research note on Thursday, June 11th. Finally, Robert W. Baird upped their target price on CVS Health from $92.00 to $94.00 and gave the stock an "outperform" rating in a research report on Wednesday, April 15th. Twenty-two equities research analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus price target of $100.68.

CVS Health Stock Down 0.1%

NYSE CVS opened at $98.26 on Monday. CVS Health Corporation has a 12 month low of $58.50 and a 12 month high of $102.77. The company has a market capitalization of $125.38 billion, a P/E ratio of 43.29, a PEG ratio of 0.96 and a beta of 0.62. The company's 50 day simple moving average is $89.31 and its 200 day simple moving average is $81.50. The company has a debt-to-equity ratio of 0.78, a current ratio of 0.87 and a quick ratio of 0.66.

CVS Health (NYSE:CVS - Get Free Report) last issued its earnings results on Wednesday, May 6th. The pharmacy operator reported $2.57 earnings per share for the quarter, topping analysts' consensus estimates of $2.21 by $0.36. The firm had revenue of $100.43 billion during the quarter, compared to analysts' expectations of $94.99 billion. CVS Health had a net margin of 0.72% and a return on equity of 11.88%. The firm's revenue for the quarter was up 6.2% compared to the same quarter last year. During the same period last year, the firm posted $2.25 earnings per share. CVS Health has set its FY 2026 guidance at 7.300-7.500 EPS. Equities research analysts expect that CVS Health Corporation will post 7.44 earnings per share for the current fiscal year.

Insider Buying and Selling at CVS Health

In other news, EVP Tilak Mandadi sold 69,551 shares of the firm's stock in a transaction on Friday, May 8th. The stock was sold at an average price of $89.58, for a total transaction of $6,230,378.58. Following the completion of the sale, the executive vice president directly owned 10,133 shares of the company's stock, valued at $907,714.14. This trade represents a 87.28% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Larry Robbins sold 370,462 shares of the business's stock in a transaction on Thursday, May 21st. The stock was sold at an average price of $93.45, for a total value of $34,619,673.90. Following the sale, the director directly owned 4,824,799 shares in the company, valued at $450,877,466.55. This trade represents a 7.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 3,441,551 shares of company stock valued at $323,703,977. Corporate insiders own 0.85% of the company's stock.

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.

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