CapWealth Grows Position in CVS Health Amid Market Optimism
CapWealth CVS Health investment rises 7.1% in Q1 2025 with the purchase of 23,877 additional CVS shares. The firm now owns 361,854 shares valued at approximately $24.5 million, making CVS the 11th largest holding in its portfolio.
This move signals institutional confidence in the company’s long-term fundamentals and ongoing evolution as a healthcare leader.
Institutional Investors
Are Putting a Lot of Money on CVS Capital Wealth isn’t the only big investor that has changed their holdings in CVS:
- OFI Invest Asset Management and Proficio Capital Partners LLC both added new investments.
- Sowell Financial Services LLC increased its holdings by 17.4%.
- Zurcher Kantonalbank raised its position by 21.8%.
- Daiwa Securities Group Inc. boosted its stake by 7.8%.
In total, institutional investors hold over 80.66% of CVS stock, reflecting robust market confidence.
Analysts See Upside: Price Targets and Ratings Climb
Brokerage updates indicate continued analyst enthusiasm:
- Mizuho raised its target to $76 (Outperform)
- Wells Fargo increased to $84 (Overweight)
- Robert W. Baird hiked its target to $71
- Wall Street Zen upgraded CVS to Buy
The average price target now stands at $75.06, with most analysts rating the stock as “Moderate Buy.”
Strong Financials Reinforce CVS’s Outlook
In its Q1 2025 earnings, CVS Health beat estimates with EPS of $2.25, well above the $1.62 consensus. Revenue hit $94.59 billion, up 7% YoY.
- P/E Ratio: 15.98
- Market Cap: $84.69 billion
- 52-Week High/Low: $72.51 / $43.56
- Dividend Yield: 3.97%
A $0.665 quarterly dividend will be paid on August 1, 2025, to shareholders on record by July 22.
Insider Confidence Also Rising
On June 5, Director Guy P. Sansone purchased 1,570 shares at $63.70 each, totaling $100,009. This move signals insider belief in the stock’s near-term strength.
CVS Health: An Overview of Stability and Innovation
Three business segments comprise CVS Health Corporation’s operations:
- Traditional and consumer-directed health care benefits programs
- Health Services: clinical services and pharmaceutical benefits
- Pharmacy & Consumer Wellness: product sales and retail pharmacies
Source: Market Beat
