CVS HEALTH ($CVS) posted quarterly earnings results for Q1 2026 on Wednesday, May 6th. The company reported earnings of $2.57 per share, beating estimates of $2.22 by $0.35. The company also reported revenue of $100,426,000,000, beating estimates of $96,045,721,315 by $4,380,278,685.
You can see Quiver Quantitative's $CVS stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
CVS HEALTH Hedge Fund Activity
We have seen 847 institutional investors add shares of CVS HEALTH stock to their portfolio, and 936 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 23,387,155 shares (-73.8%) from their portfolio in Q4 2025, for an estimated $1,856,004,620
- WELLINGTON MANAGEMENT GROUP LLP added 12,233,675 shares (+193.2%) to their portfolio in Q4 2025, for an estimated $970,864,448
- DODGE & COX removed 10,666,598 shares (-14.6%) from their portfolio in Q4 2025, for an estimated $846,501,217
- DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN added 8,355,230 shares (+822.1%) to their portfolio in Q4 2025, for an estimated $663,071,052
- JPMORGAN CHASE & CO removed 4,072,568 shares (-11.5%) from their portfolio in Q4 2025, for an estimated $323,198,996
- MARSHALL WACE, LLP removed 3,649,256 shares (-99.6%) from their portfolio in Q4 2025, for an estimated $289,604,956
- FRANKLIN RESOURCES INC removed 3,438,834 shares (-47.8%) from their portfolio in Q4 2025, for an estimated $272,905,866
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
CVS HEALTH Government Contracts
We have seen $7,273,230 of award payments to $CVS over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- CENTER FOR BIOLOGICS EVALUATION AND RESEARCH (CBER) REQUIREMENT FOR BIOLOGICS EFFECTIVENESS AND SAFETY (BES...: $5,476,406
- CENTER FOR BIOLOGICS EVALUATION AND RESEARCH (CBER) REQUIREMENT FOR BIOLOGICS EFFECTIVENESS AND SAFETY (BES...: $1,381,573
- PHARMACY REPACKAGING: $200,000
- CVS GIFT CARDS: $11,250
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
CVS HEALTH Congressional Stock Trading
Members of Congress have traded $CVS stock 2 times in the past 6 months. Of those trades, 1 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CVS stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/29.
- REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 11/21.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
CVS HEALTH Analyst Ratings
Wall Street analysts have issued reports on $CVS in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- UBS issued a "Buy" rating on 12/10/2025
- Barclays issued a "Overweight" rating on 12/10/2025
- Mizuho issued a "Outperform" rating on 12/10/2025
- Truist Securities issued a "Buy" rating on 12/10/2025
- Piper Sandler issued a "Overweight" rating on 12/10/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
To track analyst ratings and price targets for CVS HEALTH, check out Quiver Quantitative's $CVS forecast page.
CVS HEALTH Price Targets
Multiple analysts have issued price targets for $CVS recently. We have seen 12 analysts offer price targets for $CVS in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Michael Ha from Baird set a target price of $94.0 on 04/15/2026
- Jessica Tassan from Piper Sandler set a target price of $99.0 on 03/31/2026
- Lance Wilkes from Bernstein set a target price of $94.0 on 03/12/2026
- Steve Silver from Argus Research set a target price of $90.0 on 01/28/2026
- Michael Cherny from B of A Securities set a target price of $95.0 on 01/27/2026
- Lisa Gill from JP Morgan set a target price of $101.0 on 12/17/2025
- Erin Wright from Morgan Stanley set a target price of $93.0 on 12/10/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
