Hussman Strategic Advisors Inc. Makes New $3.33 Million Investment in CVS Health Corporation $CVS

Key Points

• Hussman Strategic Advisors established a new position in CVS, acquiring 42,000 shares worth about $3.33 million in Q4 (0.8% of its portfolio and its 13th largest holding), while overall institutional ownership sits around 80.66%.
• Sell‑side sentiment is broadly positive—20 Buy vs. 3 Hold ratings with a consensus target of $95.05 ("Moderate Buy")—but investors should weigh near‑term margin risks; CVS pays a quarterly dividend of $0.665 (annualized $2.66, ~3.2% yield) with a high payout ratio (~192.8%).

Hussman Strategic Advisors Inc. acquired a new position in CVS Health Corporation (NYSE:CVS - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 42,000 shares of the pharmacy operator's stock, valued at approximately $3,333,000. CVS Health comprises 0.8% of Hussman Strategic Advisors Inc.'s investment portfolio, making the stock its 13th biggest holding.

Other institutional investors have also recently modified their holdings of the company. Caitong International Asset Management Co. Ltd raised its stake in shares of CVS Health by 407.2% in the third quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator's stock worth $26,000 after purchasing an additional 281 shares during the last quarter. Ares Financial Consulting LLC purchased a new position in shares of CVS Health in the fourth quarter worth about $29,000. Corundum Trust Company INC purchased a new position in shares of CVS Health in the third quarter worth about $29,000. GoalVest Advisory LLC purchased a new position in shares of CVS Health in the fourth quarter worth about $32,000. Finally, SOA Wealth Advisors LLC. raised its stake in shares of CVS Health by 36.9% in the third quarter. SOA Wealth Advisors LLC. now owns 486 shares of the pharmacy operator's stock worth $37,000 after purchasing an additional 131 shares during the last quarter. 80.66% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several brokerages have recently issued reports on CVS. The Goldman Sachs Group raised their price objective on CVS Health from $95.00 to $97.00 and gave the stock a "buy" rating in a research note on Thursday, February 12th. Argus reduced their price objective on CVS Health from $91.00 to $90.00 and set a "buy" rating for the company in a research note on Wednesday, January 28th. TD Cowen restated a "buy" rating on shares of CVS Health in a research note on Friday, March 13th. Piper Sandler reduced their price objective on CVS Health from $101.00 to $99.00 and set an "overweight" rating for the company in a research note on Tuesday, March 31st. Finally, Wolfe Research reduced their price target on CVS Health from $100.00 to $97.00 and set an "outperform" rating for the company in a research report on Monday, March 2nd. Twenty investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $95.05.

CVS Health News Summary

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

• Positive Sentiment: Regulatory tailwinds for Aetna and clearer PBM policy raised upside visibility for CVS’s Health Services and PBM businesses, boosting investor optimism about Medicare Advantage payments and reduced insulin‑pricing uncertainty. Regulatory Tailwinds Article
• Positive Sentiment: Operational efficiency gains from automation: WSJ reports on CVS’s new highly automated distribution center using robots to move millions of items with far fewer staff — a potential long‑term margin lever. Robotics/Operations Article
• Positive Sentiment: Competitive positioning: coverage notes CVS is pushing health‑services expansion while Walgreens pulls back, which could support share gains in higher‑margin care services. Competitive Positioning Article
• Neutral Sentiment: Earnings preview / analyst focus: Wall Street is parsing Q1 metrics (revenue, pharmacy trends and Health Services growth). Investors are waiting for the company’s March‑quarter results and management color before re‑rating shares. Earnings Countdown Article
• Negative Sentiment: Near‑term margin risk: earnings previews caution that benefits segment pressures and elevated costs could weigh on Q1 results, a key reason investors are cautious ahead of the print. Earnings Preview Article
• Negative Sentiment: Market dynamics and valuation: after a strong run-up, the stock’s rich near‑term multiples and lighter intraday volume can amplify down‑moves as investors lock in gains while awaiting Q1 clarity (contributing to today’s pullback).

CVS Health Stock Down 1.4%

Shares of CVS stock opened at $82.12 on Friday. The stock has a 50 day moving average of $76.32 and a 200 day moving average of $77.97. The company has a current ratio of 0.84, a quick ratio of 0.63 and a debt-to-equity ratio of 0.80. The stock has a market cap of $105.24 billion, a P/E ratio of 59.51, a P/E/G ratio of 0.86 and a beta of 0.60. CVS Health Corporation has a twelve month low of $58.35 and a twelve month high of $85.15.

CVS Health (NYSE:CVS - Get Free Report) last posted its quarterly earnings data on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating analysts' consensus estimates of $1.00 by $0.09. The business had revenue of $105.69 billion during the quarter, compared to analysts' expectations of $103.67 billion. CVS Health had a return on equity of 11.31% and a net margin of 0.44%.The business's revenue was up 8.2% compared to the same quarter last year. During the same period in the previous year, the business earned $1.19 earnings per share. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. As a group, sell-side analysts expect that CVS Health Corporation will post 7.14 EPS for the current year.

CVS Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be given a $0.665 dividend. The ex-dividend date is Thursday, April 23rd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.2%. CVS Health's payout ratio is 192.75%.

CVS Health 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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