Guidance Update Buzz: Recent chatter on social media has been lively following CVS Health's updated financial guidance for 2025, shared during their Investor Day event. Many are pointing to the raised adjusted earnings per share forecast as a sign of strong future growth. The stock's rally post-announcement has caught significant attention.
Analyst Optimism: Discussions also highlight recent analyst upgrades, with several firms raising price targets for CVS. There’s a notable focus on the company’s turnaround strategy and long-term outlook for 2026. The tone suggests growing confidence in the strategic direction of the health giant.
Note: This discussion summary was generated from an AI condensation of post data.
CVS Health Insider Trading Activity
CVS Health insiders have traded $CVS stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $CVS stock by insiders over the last 6 months:
- ANNE A. FINUCANE sold 7,500 shares for an estimated $532,650
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
CVS Health Revenue
CVS Health had revenues of $102.9B in Q3 2025. This is an increase of 7.8% from the same period in the prior year.
You can track CVS financials on Quiver Quantitative's CVS stock page.
CVS Health Congressional Stock Trading
Members of Congress have traded $CVS stock 4 times in the past 6 months. Of those trades, 1 have been purchases and 3 have been sales.
Here’s a breakdown of recent trading of $CVS stock by members of Congress over the last 6 months:
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CVS Health Hedge Fund Activity
We have seen 871 institutional investors add shares of CVS Health stock to their portfolio, and 959 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 8,398,255 shares (+31.2%) to their portfolio in Q3 2025, for an estimated $633,144,444
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 6,472,749 shares (+69.0%) to their portfolio in Q3 2025, for an estimated $487,980,547
- WELLINGTON MANAGEMENT GROUP LLP added 5,042,816 shares (+391.6%) to their portfolio in Q3 2025, for an estimated $380,177,898
- CITADEL ADVISORS LLC removed 4,959,383 shares (-60.7%) from their portfolio in Q3 2025, for an estimated $373,887,884
- AMUNDI added 3,637,943 shares (+95.3%) to their portfolio in Q3 2025, for an estimated $274,264,522
- JENNISON ASSOCIATES LLC removed 3,022,874 shares (-75.3%) from their portfolio in Q3 2025, for an estimated $227,894,470
- BLACKROCK, INC. removed 2,850,536 shares (-2.3%) from their portfolio in Q3 2025, for an estimated $214,901,909
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
CVS Health Government Contracts
We have seen $7,069,230 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 Analyst Ratings
Wall Street analysts have issued reports on $CVS in the last several months. We have seen 14 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 12/10/2025
- UBS issued a "Buy" rating on 12/10/2025
- Piper Sandler issued a "Overweight" rating on 12/10/2025
- Truist Securities issued a "Buy" rating on 12/10/2025
- Mizuho issued a "Outperform" rating on 12/10/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
- TD Cowen issued a "Buy" rating on 11/03/2025
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 15 analysts offer price targets for $CVS in the last 6 months, with a median target of $95.0.
Here are some recent targets:
- Lance Wilkes from Bernstein set a target price of $87.0 on 12/12/2025
- Jessica Tassan from Piper Sandler set a target price of $101.0 on 12/10/2025
- Andrew Mok from Barclays set a target price of $93.0 on 12/10/2025
- Michael Ha from Baird set a target price of $92.0 on 12/10/2025
- Erin Wright from Morgan Stanley set a target price of $93.0 on 12/10/2025
- David Macdonald from Truist Securities set a target price of $98.0 on 12/10/2025
- Ann Hynes from Mizuho set a target price of $95.0 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.
