CVS Health (CVS) is up 3.3% today. Here is some analysis on what might have caused this price movement.
Analysis: The move appears tied to a mix of improving sentiment rather than a single major headline. Investors may be responding to recent signs that CVS’s Medicare Advantage business is entering the important annual enrollment season on steadier footing, along with supportive analyst commentary and a newly disclosed supply-chain contract extension.
Details:
Sources:
CVS Health, SEC, Stock Analysis
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$CVS Insider Trading Activity
$CVS insiders have traded $CVS stock on the open market 7 times in the past 6 months. Of those trades, 0 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $CVS stock by insiders over the last 6 months:
- LARRY ROBBINS has made 0 purchases and 7 sales selling 3,372,000 shares for an estimated $317,471,136.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$CVS Hedge Fund Activity
We have seen 1,057 institutional investors add shares of $CVS stock to their portfolio, and 819 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 22,112,970 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,287,586,746
- BANK OF AMERICA CORP /DE/ added 13,836,701 shares (+148.0%) to their portfolio in Q2 2026, for an estimated $1,431,406,718
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 13,259,314 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,371,676,033
- WELLINGTON MANAGEMENT GROUP LLP added 11,233,381 shares (+49.8%) to their portfolio in Q2 2026, for an estimated $1,162,093,264
- GQG PARTNERS LLC added 7,923,888 shares (+25136.8%) to their portfolio in Q2 2026, for an estimated $819,726,213
- INVESCO LTD. removed 4,543,515 shares (-18.1%) from their portfolio in Q2 2026, for an estimated $470,026,626
- WELLS FARGO & COMPANY/MN removed 4,428,857 shares (-54.6%) from their portfolio in Q2 2026, for an estimated $458,165,256
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 13F endpoint.
$CVS Price Targets
Multiple analysts have issued price targets for $CVS recently. We have seen 14 analysts offer price targets for $CVS in the last 6 months, with a median target of $109.0.
Here are some recent targets:
- Ben Hendrix from RBC Capital set a target price of $113.0 on 07/09/2026
- Sarah James from Cantor Fitzgerald set a target price of $110.0 on 07/07/2026
- Allen Lutz from B of A Securities set a target price of $110.0 on 06/23/2026
- Ann Hynes from Mizuho set a target price of $115.0 on 06/08/2026
- Erin Wright from Morgan Stanley set a target price of $111.0 on 06/04/2026
- David Macdonald from Truist Securities set a target price of $108.0 on 06/01/2026
- Andrew Mok from Barclays set a target price of $106.0 on 05/26/2026
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.
