OFI Invest Asset Management Takes Position in CVS Health Corporation $CVS

Key Points

• OFI Invest Asset Management opened a new position in CVS in Q4, buying 246,732 shares worth about $19.58 million, amid a market where roughly 80.66% of CVS stock is held by institutional investors.
• CMS finalized a 2.48% net increase to 2027 Medicare Advantage payments (≈$13B industry-wide), which lifted insurer stocks—CVS rose about 5%—and improves revenue and margin visibility for CVS’s large Aetna/MA business.
• Analysts have a consensus rating of “Moderate Buy” (20 Buys, 3 Holds) with a $94.95 target; CVS recently beat quarterly EPS/revenue, set FY2026 guidance of $5.94–$6.14 per share, and pays a $0.665 quarterly dividend (≈3.4% yield).

OFI Invest Asset Management acquired a new stake in shares of CVS Health Corporation (NYSE:CVS - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 246,732 shares of the pharmacy operator's stock, valued at approximately $19,581,000.

Other institutional investors also recently made changes to their positions in the company. Cresset Asset Management LLC boosted its position in CVS Health by 7.5% during the 2nd quarter. Cresset Asset Management LLC now owns 22,632 shares of the pharmacy operator's stock worth $1,561,000 after purchasing an additional 1,581 shares during the period. Baker Avenue Asset Management LP purchased a new stake in CVS Health during the 2nd quarter worth $256,000. Natixis boosted its position in CVS Health by 35.3% during the 2nd quarter. Natixis now owns 121,245 shares of the pharmacy operator's stock worth $8,363,000 after purchasing an additional 31,659 shares during the period. Certuity LLC purchased a new stake in CVS Health during the 2nd quarter worth $300,000. Finally, Daiwa Securities Group Inc. boosted its position in CVS Health by 21.0% during the 2nd quarter. Daiwa Securities Group Inc. now owns 216,152 shares of the pharmacy operator's stock worth $14,910,000 after purchasing an additional 37,509 shares during the period. 80.66% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently weighed in on the stock. Morgan Stanley upped their price target on shares of CVS Health from $89.00 to $93.00 and gave the stock an "overweight" rating in a research report on Wednesday, December 10th. Leerink Partners reaffirmed an "outperform" rating and set a $98.00 price target on shares of CVS Health in a research report on Thursday, March 5th. Wolfe Research decreased their price objective on shares of CVS Health from $100.00 to $97.00 and set an "outperform" rating for the company in a research report on Monday, March 2nd. Barclays upped their price objective on shares of CVS Health from $87.00 to $93.00 and gave the company an "overweight" rating in a research report on Wednesday, December 10th. Finally, Truist Financial set a $100.00 price objective on shares of CVS Health in a research report on Wednesday, December 10th. Twenty equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $94.95.

CVS Health News Summary

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

• Positive Sentiment: CMS finalized a 2.48% net increase to 2027 Medicare Advantage payments (adding roughly $13B industry-wide), which directly improves revenue and margin visibility for CVS’s large Aetna/MA business and underpins upside to future EPS. Medicare Finalizes 2.48% Rate Increase, Lifting Health Insurer Outlook
• Positive Sentiment: Market reaction: reports show insurer stocks, including CVS, jumped on the MA payment hike (one outlet noted a ~5% surge), reflecting investor re-rating of MA exposure. This short-term buying is boosting today’s share move. CVS Health (CVS) Shares Surge 5% on $13B Medicare Advantage Payment Increase
• Positive Sentiment: Analyst/idea coverage: a recent Seeking Alpha piece frames CVS as a diversified income play with improving Medicare Advantage rate visibility for 2027, supporting the longer-term investment thesis. CVS Health: A Diversified Income Play With Improving MA Rate Visibility For 2027
• Positive Sentiment: Retail innovation: CVS is rolling out apothecary-style pharmacy stores—an execution step to differentiate the retail experience and potentially boost same-store sales and pharmacy margins over time. CVS Health launches apothecary-style pharmacy stores
• Neutral Sentiment: Aetna provider survey: findings show provider optimism and opportunities to simplify care and deepen payer-provider trust, but administrative burden remains a top challenge—positive long-term signal but mixed near-term impact. Aetna Provider Survey Reveals Optimism and Opportunities to Simplify Health Care
• Negative Sentiment: Macro/headline risk: equity futures were pressured by geopolitical concerns (Iran-related headlines), which could cap broader market gains and weigh on CVS despite sector-specific positives. Equity Futures Fall as Trump's Latest Iran Deadline Looms

CVS Health Stock Performance

NYSE:CVS opened at $78.82 on Thursday. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.84 and a quick ratio of 0.63. The firm has a 50-day moving average of $75.73 and a two-hundred day moving average of $77.75. The stock has a market cap of $100.27 billion, a P/E ratio of 57.11, a PEG ratio of 0.77 and a beta of 0.51. CVS Health Corporation has a 1-year low of $58.35 and a 1-year high of $85.15.

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

CVS Health Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be paid a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a dividend yield of 3.4%. The ex-dividend date is Thursday, April 23rd. CVS Health's dividend payout ratio is 192.75%.

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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