Q2 EPS Estimates for CVS Health Boosted by Leerink Partnrs

CVS Health Corporation (NYSE:CVS - Free Report) - Equities research analysts at Leerink Partnrs increased their Q2 2025 earnings per share estimates for shares of CVS Health in a research note issued on Thursday, July 10th. Leerink Partnrs analyst M. Cherny now forecasts that the pharmacy operator will post earnings of $1.48 per share for the quarter, up from their previous forecast of $1.45. The consensus estimate for CVS Health's current full-year earnings is $5.89 per share. Leerink Partnrs also issued estimates for CVS Health's Q3 2025 earnings at $1.47 EPS and Q4 2025 earnings at $0.99 EPS.

CVS has been the subject of a number of other reports. Morgan Stanley reiterated an "overweight" rating on shares of CVS Health in a report on Tuesday, April 15th. Jefferies Financial Group upped their price objective on CVS Health from $74.00 to $80.00 and gave the stock a "buy" rating in a research note on Monday, June 30th. Wells Fargo & Company restated an "overweight" rating and set a $84.00 price objective (up from $76.00) on shares of CVS Health in a research note on Tuesday, May 6th. Robert W. Baird upped their price objective on CVS Health from $51.00 to $71.00 and gave the stock a "neutral" rating in a research note on Tuesday, April 15th. Finally, Cowen restated a "buy" rating on shares of CVS Health in a research note on Monday, May 5th. Two investment analysts have rated the stock with a hold rating, eighteen have assigned a buy rating and one has issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, CVS Health has a consensus rating of "Moderate Buy" and a consensus target price of $75.06.

CVS Health Stock Performance

Shares of NYSE CVS traded down $0.42 during trading on Monday, reaching $64.36. The stock had a trading volume of 6,863,158 shares, compared to its average volume of 10,172,735. CVS Health has a one year low of $43.56 and a one year high of $72.51. The company has a debt-to-equity ratio of 0.77, a quick ratio of 0.63 and a current ratio of 0.82. The stock has a market cap of $81.42 billion, a PE ratio of 15.36, a P/E/G ratio of 0.93 and a beta of 0.57. The firm's 50 day moving average price is $65.05 and its two-hundred day moving average price is $62.47.

CVS Health (NYSE:CVS - Get Free Report) last posted its quarterly earnings data on Thursday, May 1st. The pharmacy operator reported $2.25 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.62 by $0.63. CVS Health had a return on equity of 10.59% and a net margin of 1.39%. The company had revenue of $94.59 billion for the quarter, compared to the consensus estimate of $93.07 billion. During the same period in the previous year, the business earned $1.31 EPS. CVS Health's revenue for the quarter was up 7.0% compared to the same quarter last year.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in the stock. Vanguard Group Inc. increased its holdings in shares of CVS Health by 0.8% during the 1st quarter. Vanguard Group Inc. now owns 118,335,394 shares of the pharmacy operator's stock valued at $8,017,223,000 after acquiring an additional 969,027 shares during the last quarter. Dodge & Cox grew its holdings in CVS Health by 4.8% in the 1st quarter. Dodge & Cox now owns 73,459,122 shares of the pharmacy operator's stock valued at $4,976,856,000 after buying an additional 3,353,223 shares during the last quarter. Capital World Investors grew its holdings in CVS Health by 26.6% in the 4th quarter. Capital World Investors now owns 61,039,777 shares of the pharmacy operator's stock valued at $2,739,927,000 after buying an additional 12,819,148 shares during the last quarter. Geode Capital Management LLC grew its holdings in CVS Health by 2.6% in the 4th quarter. Geode Capital Management LLC now owns 27,051,540 shares of the pharmacy operator's stock valued at $1,211,582,000 after buying an additional 689,867 shares during the last quarter. Finally, Capital International Investors grew its holdings in CVS Health by 4.8% in the 4th quarter. Capital International Investors now owns 26,666,401 shares of the pharmacy operator's stock valued at $1,196,989,000 after buying an additional 1,212,126 shares during the last quarter. Institutional investors and hedge funds own 80.66% of the company's stock.

Insider Buying and Selling at CVS Health

In related news, Director Guy P. Sansone acquired 1,570 shares of the stock in a transaction dated Thursday, June 5th. The shares were acquired at an average price of $63.70 per share, with a total value of $100,009.00. Following the acquisition, the director owned 12,007 shares in the company, valued at approximately $764,845.90. The trade was a 15.04% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. 1.22% of the stock is owned by company insiders.

CVS Health Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, August 1st. Stockholders of record on Tuesday, July 22nd will be paid a dividend of $0.665 per share. This represents a $2.66 dividend on an annualized basis and a dividend yield of 4.13%. The ex-dividend date of this dividend is Tuesday, July 22nd. CVS Health's dividend payout ratio (DPR) is presently 63.48%.

CVS Health Company Profile

CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services.