Rakuten Investment Management Inc. Has $21.59 Million Stake in CVS Health Corporation $CVS

Rakuten Investment Management Inc. increased its holdings in shares of CVS Health Corporation (NYSE:CVS - Free Report) by 10.5% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 208,478 shares of the pharmacy operator's stock after buying an additional 19,807 shares during the period. Rakuten Investment Management Inc.'s holdings in CVS Health were worth $21,594,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Fulcrum Asset Management LLP acquired a new stake in CVS Health during the 2nd quarter worth $621,000. Glenview Trust Co acquired a new position in shares of CVS Health in the 2nd quarter valued at $553,000. North Star Asset Management Inc. bought a new position in shares of CVS Health in the 2nd quarter worth $280,000. United Capital Financial Advisors LLC grew its stake in shares of CVS Health by 16.8% during the second quarter. United Capital Financial Advisors LLC now owns 48,048 shares of the pharmacy operator's stock worth $4,971,000 after purchasing an additional 6,908 shares during the period. Finally, Hamilton Capital LLC bought a new stake in CVS Health in the second quarter valued at about $257,000. 80.66% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

Several research firms have weighed in on CVS. HSBC reissued a "hold" rating and issued a $103.00 target price on shares of CVS Health in a research note on Monday, July 6th. Royal Bank Of Canada upped their price target on CVS Health from $107.00 to $113.00 and gave the company an "outperform" rating in a research note on Thursday, July 9th. Wells Fargo & Company increased their price target on shares of CVS Health from $103.00 to $123.00 and gave the company an "overweight" rating in a research report on Monday, July 13th. Truist Financial boosted their price objective on shares of CVS Health from $108.00 to $118.00 and gave the company a "buy" rating in a report on Tuesday, July 14th. Finally, DA Davidson upped their target price on shares of CVS Health from $80.00 to $100.00 and gave the company a "buy" rating in a research note on Thursday, May 7th. Twenty-two research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to MarketBeat.com, CVS Health presently has an average rating of "Moderate Buy" and a consensus price target of $107.17.

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 Up 0.2%

CVS stock opened at $93.15 on Friday. The company has a debt-to-equity ratio of 0.74, a current ratio of 0.87 and a quick ratio of 0.66. The stock has a market capitalization of $119.14 billion, a P/E ratio of 24.64, a P/E/G ratio of 0.91 and a beta of 0.61. CVS Health Corporation has a fifty-two week low of $69.51 and a fifty-two week high of $110.68. The business has a 50-day moving average of $101.42 and a 200-day moving average of $89.46.

CVS Health (NYSE:CVS - Get Free Report) last announced its quarterly earnings data on Wednesday, August 5th. The pharmacy operator reported $2.58 EPS for the quarter, topping analysts' consensus estimates of $1.87 by $0.71. CVS Health had a net margin of 1.18% and a return on equity of 13.12%. The business had revenue of $106.10 billion for the quarter, compared to analyst estimates of $100.03 billion. During the same quarter in the previous year, the firm posted $1.81 earnings per share. The firm's revenue for the quarter was up 7.3% on a year-over-year basis. CVS Health has set its FY 2026 guidance at 7.900-8.100 EPS. On average, sell-side analysts anticipate that CVS Health Corporation will post 8.02 earnings per share for the current fiscal year.

CVS Health Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Monday, August 3rd. Investors of record on Thursday, July 23rd were issued a dividend of $0.665 per share. The ex-dividend date of this dividend was Thursday, July 23rd. This represents a $2.66 dividend on an annualized basis and a dividend yield of 2.9%. CVS Health's payout ratio is presently 70.37%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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