CVS

CVS HEALTH Corp

NYSE · Retail-Drug Stores and Proprietary Stores · Inc. DE · CIK 0000064803
$93.92 +0.64% $119.1B
High Impact Filing (8/10)Congressional Activity (1)
Vol
Market Cap$119.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders14 funds
Inst. Value$23.6B
Inst. Activity1 buys / 2 sells
Insider Activity0B / 5S
Insider Net $-$338.0M
Reddit Sentiment61° Warm
SEC Reports7
Congressional5 trades
Exchange NYSE·Sector Retail-Drug Stores and Proprietary Stores·Inc. DE·CIK 0000064803·Prev Close $93.32

Recent Activity

May 21, 2026 Insider
ROBBINS LARRY sold 378,000 shares
Director @ $93.31 ($35.3M)
May 21, 2026 Insider
ROBBINS LARRY sold 370,462 shares
Director @ $93.45 ($34.6M)
May 20, 2026 Insider
ROBBINS LARRY sold 797,628 shares
Director @ $93.48 ($74.6M)
May 19, 2026 SEC
California Court of Appeal affirmed a complete defense verdict for CVS in a customer lawsuit alleging discrimination, de
COURT-RULING — Impact 1/10
May 19, 2026 Event
Yessian v. Garfield Beach CVS CA2/3
Court ruling from California Court of Appeal. Docket: B343942
May 15, 2026 SEC
The Ninth Circuit affirmed the district court's order compelling independent community pharmacies to arbitrate their ant
COURT-RULING — Impact 6/10
May 15, 2026 SEC
A federal district court in Illinois partially granted and partially denied CVS Health's motion to dismiss a pro se form
COURT-RULING — Impact 2/10
Inst.
NORGES BANK — NEW
20,996,288 shares ($1.7B)

Price Targets

$101.88 +8.5% upside Buy
Current $93.92 Low $79.00 Median $101.50 High $140.00 26 analysts
$79.00 $140.00

Analyst Ratings

Buy79% buy · 33 analysts
8Strong Buy
18Buy
7Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 20, 2026 Mizuho MAINTAIN Outperform → Outperform
May 14, 2026 Morgan Stanley MAINTAIN Overweight → Overweight
May 13, 2026 Bernstein MAINTAIN Outperform → Outperform
May 12, 2026 JP Morgan MAINTAIN Overweight → Overweight
May 11, 2026 TD Cowen MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.82 ▲ +1.5% $1.48 — $1.94 1% YoY 19
Next Q $1.71 ▼ -4.8% $1.56 — $1.90 7% YoY 19
Current FY $7.43 ▲ +3.8% $7.37 — $7.65 10% YoY 22
Next FY $8.36 ▲ +2.2% $8.07 — $8.80 13% YoY 27

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$9.6B
DODGE & COX$5.0B
FMR LLC$3.3BADD
NORGES BANK$1.7BNEW
MORGAN STANLEY$1.6B

Recent Insider Trades

DateInsiderTypeValue
May 21, 2026ROBBINS LARRYSELL$35.3M
May 21, 2026ROBBINS LARRYSELL$34.6M
May 20, 2026ROBBINS LARRYSELL$74.6M
May 19, 2026ROBBINS LARRYSELL$187.3M
May 14, 2026Shulman DouglasA$140.6K

Reddit Sentiment

61°
Warm
Bearish Neutral Bullish
14 mentions 5 bullish 1 bearish

Congressional Trades

4 members: 3 buys, 2 sells
MemberPartyTypeAmount
Ro KhannaDBUY$1,001 - $15,000
Michael McCaulRBUY$15,001 - $50,000
John BoozmanRBUY$1,001 - $15,000
14 institutional holders with $23.6B total value (296,943,305 shares) as of 2025-Q4. Top holders: VANGUARD, DODGE, FMR. Net selling activity: 2 institutions trimmed/exited vs 1 added.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC120,709,530$9.6B40.7%
2DODGE & COX62,509,988$5.0B21.1%
3FMR LLC41,017,981$3.3B13.8%ADD +47.6%
4NORGES BANK20,996,288$1.7B7.1%NEW
5MORGAN STANLEY20,373,774$1.6B6.9%
6CHARLES SCHWAB INVESTMENT MANAGEMENT INC13,857,346$1.1B4.7%NEW
7BANK OF AMERICA CORP /DE/9,419,636$747.5M3.2%
8WELLS FARGO & COMPANY/MN7,066,463$560.8M2.4%DOUBLED +100.0%
9ARIEL INVESTMENTS, LLC825,092$65.5M0.3%ADD +50.6%
10Hillman Capital Management, Inc.71,685$5.7M0.0%
11TWO SIGMA INVESTMENTS, LP22,692$1.8M0.0%NEAR_EXIT -98.7%
12Tweedy, Browne Co LLC12,085$959.1K0.0%DOUBLED +104.6%
13Cullen Capital Management, LLC4,745$376.6K0.0%TRIM -26.5%
14Olstein Capital Management, L.P.56,000$4.4K0.0%TRIM -30.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW20,996,288$1.7B2025-Q4
Cullen Capital Management, LLCTRIM6,4554,745-26.5%$376.6K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT160,9000-100.0%$0.002025-Q4
RENAISSANCE TECHNOLOGIES LLCTRIM582,853160,900-72.4%$12.1M2025-Q3
Tweedy, Browne Co LLCDOUBLED5,06110,357+104.6%$780.8K2025-Q3
Cullen Capital Management, LLCNEW6,455$486.6K2025-Q3
NORGES BANKEXIT19,696,9870-100.0%$0.002025-Q3
FMR LLCADD30,893,51145,610,230+47.6%$3.1B2025-Q2
NORGES BANKNEW19,696,987$1.4B2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED50,000582,853+1065.7%$40.2M2025-Q2
Tweedy, Browne Co LLCNEW5,061$349.1K2025-Q2
Olstein Capital Management, L.P.TRIM110,00077,000-30.0%$5.3K2025-Q2
Mawer Investment Management Ltd.EXIT936,4440-100.0%$0.002025-Q2
WELLS FARGO & COMPANY/MNDOUBLED3,262,3766,525,936+100.0%$442.1M2025-Q1
RENAISSANCE TECHNOLOGIES LLCNEW50,000$3.4M2025-Q1
TWO SIGMA INVESTMENTS, LPNEAR_EXIT1,709,46522,694-98.7%$1.5M2025-Q1
NORGES BANKEXIT18,702,9280-100.0%$0.002025-Q1
NORGES BANKADD14,435,01418,702,928+29.6%$839.6M2024-Q4
UBS Group AGADD6,713,55710,631,341+58.4%$477.2M2024-Q4
ARIEL INVESTMENTS, LLCADD616,807928,626+50.6%$41.7M2024-Q4
Olstein Capital Management, L.P.TRIM165,000123,000-25.5%$5.5K2024-Q4
SOUND SHORE MANAGEMENT INC /CT/EXIT1,140,8120-100.0%$0.002024-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT967,1530-100.0%$0.002024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW12,208,668$767.7M2024-Q3
21 unique insiders with 5 transactions. Net insider value: -$338.0M ($0.00 bought, $338.0M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 21, 2026ROBBINS LARRYDirectorSELL378,000$93.31$35.3M
May 21, 2026ROBBINS LARRYDirectorSELL370,462$93.45$34.6M
May 20, 2026ROBBINS LARRYDirectorSELL797,628$93.48$74.6M
May 19, 2026ROBBINS LARRYDirectorSELL1,983,387$94.45$187.3M
May 14, 2026Shulman Douglas H.DirectorA1,447.504$97.15$140.6K
May 14, 2026BROWN C DAVID IIDirectorA1,544$97.15$150.0K
May 14, 2026Finucane Anne A.DirectorA1,544.004$97.15$150.0K
May 14, 2026DECOUDREAUX ALECIA ADirectorA1,447.504$97.15$140.6K
May 14, 2026SANSONE GUY PDirectorA1,447$97.15$140.6K
May 14, 2026Norwalk Leslie VDirectorA1,447$97.15$140.6K
May 14, 2026KIRBY J SCOTTDirectorA1,447$97.15$140.6K
May 14, 2026Balser Jeffrey R.DirectorA2,058$97.15$199.9K
May 14, 2026AGUIRRE FERNANDODirectorA1,563$97.15$151.8K
May 14, 2026Mahoney Michael FDirectorA1,737.005$97.15$168.7K
May 14, 2026Gallina John EDirectorA1,447.504$97.15$140.6K
May 14, 2026ROBBINS LARRYDirectorA1,930.005$97.15$187.5K
May 8, 2026Mandadi TilakEVP, Chief Exp & Tech OfficerSELL69,551$89.58$6.2M
Apr 1, 2026Clark James DavidSVP, Cont & Chief Acct OfficerF3,262$72.49$236.5K
Apr 1, 2026CAPOZZI HEIDI BEVP and Chief People OfficerF1,334$72.49$96.7K
Apr 1, 2026Nelson Steven HEVP and President, AetnaF2,432$72.49$176.3K
Apr 1, 2026Joyner J. DavidPresident, CEO and ChairF8,029$72.49$582.0K
Apr 1, 2026Khichi Samrat S.EVP, CPO and General CounselF3,541$72.49$256.7K
Apr 1, 2026Mandadi TilakEVP, Chief Exp & Tech OfficerF3,634$72.49$263.4K
Apr 1, 2026Shah Prem SEVP and Group PresidentF1,484$72.49$107.6K
Mar 31, 2026Compton-Phillips AmyEVP, Chief Medical OfficerA35,928$71.82$2.6M
Mar 31, 2026Compton-Phillips AmyEVP, Chief Medical OfficerA5,569$71.82$400.0K
Mar 31, 2026Mandadi TilakEVP, Chief Exp & Tech OfficerA22,277$71.82$1.6M
Mar 31, 2026Joyner J. DavidPresident, CEO and ChairA86,326$71.82$6.2M
Mar 31, 2026Mandadi TilakEVP, Chief Exp & Tech OfficerA143,712$71.82$10.3M
Mar 31, 2026CAPOZZI HEIDI BEVP and Chief People OfficerA10,025$71.82$720.0K
Mar 31, 2026CAPOZZI HEIDI BEVP and Chief People OfficerA64,670$71.82$4.6M
Mar 31, 2026Clark James DavidSVP, Cont & Chief Acct OfficerA11,138$71.82$799.9K
Mar 31, 2026Khichi Samrat S.EVP, CPO and General CounselA80,838$71.82$5.8M
Mar 31, 2026Clark James DavidSVP, Cont & Chief Acct OfficerA11,976$71.82$860.1K
Mar 31, 2026Nelson Steven HEVP and President, AetnaA22,277$71.82$1.6M
Mar 31, 2026Khichi Samrat S.EVP, CPO and General CounselA12,531$71.82$900.0K
Mar 31, 2026Nelson Steven HEVP and President, AetnaA143,712$71.82$10.3M
Mar 31, 2026Newman BrianEVP, Chief Financial OfficerA19,493$71.82$1.4M
Mar 31, 2026Shah Prem SEVP and Group PresidentA25,062$71.82$1.8M
Mar 31, 2026Shah Prem SEVP and Group PresidentA161,676$71.82$11.6M
Mar 31, 2026Newman BrianEVP, Chief Financial OfficerA125,748$71.82$9.0M
Mar 19, 2026Gallina John EDirectorA582$71.86$41.8K
Feb 28, 2026Khichi Samrat S.EVP, CPO and General CounselF7,886$79.60$627.7K
Feb 28, 2026Joyner J. DavidPresident and CEOF1,944$79.90$155.3K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (79% buy). Based on 33 analysts: 8 strong buy, 18 buy, 7 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$101.88 mean target +8.5% upside Buy (1.50)
$79.00 Low $140.00 High
MetricValue
Current Price$93.92
Target Low$79.00
Target Mean$101.88
Target Median$101.50
Target High$140.00
# Analysts26
RecommendationBuy (1.50)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$1.82 $1.48 $1.94 0.8% +1.5% 15↑ 2↓ $0.0B 19
Next Q
2026-09-30
$1.71 $1.56 $1.90 6.9% -4.8% 4↑ 12↓ $0.0B 19
Current FY
2026-12-31
$7.43 $7.37 $7.65 10.1% +3.8% 21↑ 0↓ $409.3B 1.8% 22
Next FY
2027-12-31
$8.36 $8.07 $8.80 12.5% +2.2% 23↑ 0↓ $425.7B 4.0% 27

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.825
7d ago$1.833-0.008
30d ago$1.797+0.027
60d ago$1.832-0.008
90d ago$1.835-0.010
15 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 20, 2026 Mizuho MAINTAIN Outperform Outperform
May 14, 2026 Morgan Stanley MAINTAIN Overweight Overweight
May 13, 2026 Bernstein MAINTAIN Outperform Outperform
May 12, 2026 JP Morgan MAINTAIN Overweight Overweight
May 11, 2026 TD Cowen MAINTAIN Buy Buy
May 8, 2026 Wells Fargo MAINTAIN Overweight Overweight
May 7, 2026 UBS MAINTAIN Buy Buy
May 7, 2026 RBC Capital MAINTAIN Outperform Outperform
May 7, 2026 Barclays MAINTAIN Overweight Overweight
May 7, 2026 Truist Securities MAINTAIN Buy Buy
May 7, 2026 Evercore ISI Group MAINTAIN Outperform Outperform
Apr 15, 2026 Baird MAINTAIN Outperform Outperform
Mar 31, 2026 Piper Sandler MAINTAIN Overweight Overweight
Mar 12, 2026 Bernstein UPGRADE Market Perform Outperform
Jan 28, 2026 Argus Research MAINTAIN Buy Buy
Jan 27, 2026 B of A Securities MAINTAIN Buy Buy
Jan 6, 2026 Bernstein MAINTAIN Market Perform Market Perform
Dec 17, 2025 JP Morgan MAINTAIN Overweight Overweight
Dec 12, 2025 Bernstein MAINTAIN Market Perform Market Perform
Dec 10, 2025 Truist Securities MAINTAIN Buy Buy
Dec 10, 2025 Piper Sandler REITERATE Overweight Overweight
Dec 10, 2025 UBS MAINTAIN Buy Buy
Dec 10, 2025 Barclays MAINTAIN Overweight Overweight
Dec 10, 2025 Mizuho MAINTAIN Outperform Outperform
Dec 10, 2025 Morgan Stanley MAINTAIN Overweight Overweight
Dec 10, 2025 Baird MAINTAIN Outperform Outperform
Dec 5, 2025 Bernstein MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202681870079%
Apr 1, 202681870079%
Mar 1, 202671880076%
Feb 1, 202671970079%
Jan 1, 202671970079%
Strong BuyBuyHoldSellStrong Sell
4 members of Congress traded this stock: 3 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000CVS Health CorpMay 13, 2026 (31d)
Feb 20, 2026Michael McCaulRHOUSEBUY$15,001 - $50,000CVS Health CorpMar 12, 2026 (21d)
Jan 29, 2026John BoozmanRSENATEBUY$1,001 - $15,000CVS Health CorpFeb 15, 2026 (18d)
Jan 13, 2026Michael McCaulRHOUSESELL$15,001 - $50,000CVS Health CorpFeb 12, 2026 (31d)
Nov 21, 2025Dwight EvansDHOUSESELL$1,001 - $15,000CVS Health CorpMay 18, 2026 (179d)
61°
Warm
Bearish Neutral Bullish
14 mentions 5 bullish 1 bearish 12 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 14, 2026160° Warm101
May 14, 2026160° Warm101
May 6, 2026140° Cool011
Apr 28, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Mar 26, 2026160° Warm101
Mar 26, 2026160° Warm101
Mar 19, 2026250° Neutral002
Mar 19, 2026250° Neutral002
Mar 2, 2026156° Neutral001
Mar 2, 2026156° Neutral001
Feb 21, 2026160° Warm101

Recent Reddit Threads

r/wallstreetbets Bearish 16d 6h ago
CVS Health Q1 Earnings Call Live Transcript
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 2mo ago
Why do health insurers generate so little cash compared to pharma?
▲ 1 💬 0 ⚡ 0.5
r/investing Neutral 2mo ago
United Health and CVS Wash rules
▲ 1 💬 1 ⚡ 0.5
r/investing Neutral 2mo ago
United Health and CVS Wash Rules
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 23d 23h ago
CVS !!! Let’s go !!!
▲ 1 💬 0 ⚡ 0.5
r/options Bullish 1mo ago
Turning $40,000 to $400,000
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bullish 7d 21h ago
CVS about to break 100!!! Yes there are stocks other than AI ones
▲ 1 💬 1 ⚡ 0.3
r/investing Bullish 3mo ago
How can I win at life and come on top
▲ 0 💬 9
May 19, 2026
Enforcement
Yessian v. Garfield Beach CVS CA2/3
Court ruling from California Court of Appeal. Docket: B343942
May 15, 2026
Enforcement
Osterhaus Pharmacy, Inc. v. Cvs Health Corporation
Court ruling from Court of Appeals for the Ninth Circuit. Docket: 25-1843
May 14, 2026
short_volume
Short Volume: CVS — 59.5% short (2.3M / 3.8M)
Short: 2,251,441 | Exempt: 28,438 | TRF Vol: 3,784,636 | Short Ratio: 59.5% | Off-exchange volume (dark pool + OTC)
May 12, 2026
short_volume
Short Volume: CVS — 58.7% short (3.2M / 5.5M)
Short: 3,232,736 | Exempt: 55,907 | TRF Vol: 5,507,269 | Short Ratio: 58.7% | Off-exchange volume (dark pool + OTC)
May 11, 2026
short_volume
Short Volume: CVS — 55.4% short (2.6M / 4.7M)
Short: 2,605,656 | Exempt: 45,126 | TRF Vol: 4,701,053 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 6, 2026
earnings_calendar
CVS Q1 2026 Earnings Before Market Open — 2026-05-06
Apr 29, 2026
short_volume
Short Volume: CVS — 58.4% short (1.5M / 2.5M)
Short: 1,450,014 | Exempt: 16,987 | TRF Vol: 2,481,115 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
dark_pool
Dark Pool: CVS — 7.3M shares, 121,330 trades
Week starting 2026-04-27. Total ATS volume: 7,326,370 shares across 121,330 trades.
Apr 20, 2026
dark_pool
Dark Pool: CVS — 8.8M shares, 114,717 trades
Week starting 2026-04-20. Total ATS volume: 8,763,893 shares across 114,717 trades.
Apr 14, 2026
Enforcement
Bruce Bunting v. District of Columbia CVS Pharmacy, LLC
Court ruling from Court of Appeals for the D.C. Circuit. Docket: 24-7124
Apr 14, 2026
Enforcement
Bruce Bunting v. District of Columbia CVS Pharmacy, LLC
Court ruling from Court of Appeals for the D.C. Circuit. Docket: 24-7124
Apr 13, 2026
dark_pool
Dark Pool: CVS — 9.0M shares, 124,151 trades
Week starting 2026-04-13. Total ATS volume: 8,982,304 shares across 124,151 trades.
Apr 10, 2026
short_volume
Short Volume: CVS — 56.9% short (1.0M / 1.8M)
Short: 1,005,621 | Exempt: 1,079 | TRF Vol: 1,768,057 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: CVS — 58.3% short (3.3M / 5.7M)
Short: 3,324,356 | Exempt: 19,740 | TRF Vol: 5,703,424 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Apr 6, 2026
dark_pool
Dark Pool: CVS — 8.6M shares, 117,901 trades
Week starting 2026-04-06. Total ATS volume: 8,595,795 shares across 117,901 trades.
Apr 6, 2026
short_interest
FTD: CVS — 49,261 shares ($3.6M) failed to deliver
Settlement: 20260406, Price: $73.49, FTD Value: $3,620,190.89, CVS HEALTH CORPORATION (DE)
Apr 2, 2026
short_volume
Short Volume: CVS — 58.6% short (1.0M / 1.8M)
Short: 1,034,773 | Exempt: 3,239 | TRF Vol: 1,764,758 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: CVS — 5.7M shares, 87,849 trades
Week starting 2026-03-30. Total ATS volume: 5,720,732 shares across 87,849 trades.
Mar 30, 2026
Enforcement
1:26-cv-22124 PIEDRA v. HOLIDAY CVS, L.L.C.
Court ruling from United States District Court for the Southern District of Florida. Docket: N/A
Mar 27, 2026
short_volume
Short Volume: CVS — 58.8% short (1.3M / 2.2M)
Short: 1,311,058 | Exempt: 1,102 | TRF Vol: 2,230,714 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)