Third View Private Wealth LLC Takes Position in CVS Health Corporation $CVS

Key Points

• Third View Private Wealth LLC initiated a new position of 34,895 shares (≈$2.77M) in CVS during Q4, joining other institutions that now own about 80.66% of the stock.
• CVS beat the quarter with EPS $1.09 vs $1.00 and revenue $105.69B vs $103.67B, set FY2026 guidance of 5.94–6.14 EPS, and declared a quarterly dividend of $0.665 (3.4% yield) despite a high payout ratio (~192.8%).
• Analysts give CVS a consensus rating of “Moderate Buy” (20 Buys, 3 Holds) with an average price target of $94.95, versus the recent stock price near $78.12, implying potential upside.

Third View Private Wealth LLC acquired a new position in CVS Health Corporation (NYSE:CVS - Free Report) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 34,895 shares of the pharmacy operator's stock, valued at approximately $2,769,000.

Several other institutional investors also recently bought and sold shares of CVS. Harbor Capital Advisors Inc. boosted its holdings in CVS Health by 72.1% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 339 shares of the pharmacy operator's stock worth $26,000 after buying an additional 142 shares during the last quarter. Caitong International Asset Management Co. Ltd boosted its holdings in CVS Health by 407.2% in the 3rd quarter. Caitong International Asset Management Co. Ltd now owns 350 shares of the pharmacy operator's stock worth $26,000 after buying an additional 281 shares during the last quarter. Corundum Trust Company INC acquired a new stake in CVS Health in the 3rd quarter worth about $29,000. Front Row Advisors LLC boosted its holdings in CVS Health by 436.5% in the 2nd quarter. Front Row Advisors LLC now owns 456 shares of the pharmacy operator's stock worth $31,000 after buying an additional 371 shares during the last quarter. Finally, GoalVest Advisory LLC acquired a new stake in CVS Health in the 4th quarter worth about $32,000. 80.66% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities research analysts recently issued reports on the company. Leerink Partners reiterated an "outperform" rating and issued a $98.00 price objective on shares of CVS Health in a report on Thursday, March 5th. Sanford C. Bernstein upgraded CVS Health from a "market perform" rating to an "outperform" rating and lifted their price objective for the stock from $91.00 to $94.00 in a report on Thursday, March 12th. Weiss Ratings reiterated a "hold (c-)" rating on shares of CVS Health in a report on Monday, December 29th. The Goldman Sachs Group lifted their price objective on CVS Health from $95.00 to $97.00 and gave the stock a "buy" rating in a report on Thursday, February 12th. Finally, Bank of America decreased their target price on shares of CVS Health from $100.00 to $95.00 and set a "buy" rating on the stock in a research note on Tuesday, January 27th. Twenty equities research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $94.95.

CVS Health Stock Down 1.5%

CVS stock opened at $78.12 on Tuesday. The firm has a market cap of $100.12 billion, a PE ratio of 56.61, a PEG ratio of 0.83 and a beta of 0.51. The company has a debt-to-equity ratio of 0.80, a quick ratio of 0.63 and a current ratio of 0.84. The firm's 50 day moving average price is $75.97 and its 200-day moving average price is $77.83. CVS Health Corporation has a one year low of $58.35 and a one year high of $85.15.

CVS Health (NYSE:CVS - Get Free Report) last released its quarterly earnings results on Tuesday, February 10th. The pharmacy operator reported $1.09 EPS for the quarter, beating 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 net margin of 0.44% and a return on equity of 11.31%. The business's revenue for the quarter was up 8.2% compared to the same quarter last year. During the same quarter in the previous year, the company earned $1.19 EPS. CVS Health has set its FY 2026 guidance at 5.940-6.140 EPS. On average, equities research analysts anticipate that CVS Health Corporation will post 5.89 EPS for the current year.

CVS Health Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Monday, May 4th. Stockholders of record on Thursday, April 23rd will be given 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 is Thursday, April 23rd. CVS Health's payout ratio is presently 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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