$3,320,000 of CVS HEALTH (AND SUBSIDIARIES) lobbying was just disclosed, from Q1 of 2026, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Issues related to organized retail crime. H.R. 2853/S. 1404, The Combatting Organized Retail Crime Act S. 2068 - The End Prescription Drug Ads Now Act H.R. 3789 - The Drug-price Transparency for Consumers Act of 2025 Issues related to retail pharmacy, drug pricing, and women's health. H.R. 3164 - The Ensuring Community Access to Pharmacist Services Act of 2025 S. 2426 - The Equitable Community Access to Pharmacist Services Act H.R. 5031, The Preserving Patient Access to Long-Term Care Pharmacies Act Issues related to corporate tax. H.R. 3010/S. 1785 - No Handouts for Drug Advertisement Act Issues related to Medicare Part D, Medicare Advantage, Medicaid, mental health, and telehealth. Issues related to pharmacy testing, vaccination, and treatment. Issues related to Accountable Care Organizations. Issues related to Medicare Shared Savings Program. Issues related to Medicaid. S. 882, The Patients Before Middlemen (PBM) Act S. 927, The Protecting Pharmacies in Medicaid Act S. 1105 - No Unreasonable Payments, Coding, Or Diagnoses for the Elderly Act S. 3345, The PBM Price Transparency and Accountability Act H.R. 4317, The Pharmacy Benefit Manager (PBM) Reform Act H.R. 4093, Apple to Apples Comparison Act H.R. 6575, CommonGround for Affordable Health Care Act H.R. 6703, The Lower Healthcare Premiums for All Americans Act H.R.6609, Pharmacists Fight Back in Medicare and Medicaid Act Issues related to employer, small group and individual insurance markets. H.R. 2214, the Delinking Revenue from Unfair Gouging (DRUG) Act H.R. 5433 - The Patients Over Profits Act S. 2836 - The Patients Over Profits Act H.R. 4409 - The Fair Pharmacies for Federal Employees Act of 2025 H.R. 6703, Lower Healthcare Premiums for All Americans Act H.R. 6610, The Pharmacists Fight Back [in Federal Employee Health Benefit Plans Act] S. 3822, Break Up Big Medicine Act Issues related to the competitive nature of the pharmacy benefit manager industry and workforce issues. S. 2099, The Restore Prescription Drugs Discount Act"
You can find more data on corporate lobbying on Quiver Quantitative.
CVS Congressional Stock Trading
Members of Congress have traded $CVS stock 5 times in the past 6 months. Of those trades, 2 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:
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 01/29.
- REPRESENTATIVE DWIGHT EVANS sold up to $15,000 on 11/21.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
CVS Hedge Fund Activity
We have seen 844 institutional investors add shares of CVS stock to their portfolio, and 875 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.
CVS Analyst Ratings
Wall Street analysts have issued reports on $CVS in the last several months. We have seen 10 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
- TD Cowen issued a "Buy" rating on 11/03/2025
To track analyst ratings and price targets for CVS, check out Quiver Quantitative's $CVS forecast page.
CVS Price Targets
Multiple analysts have issued price targets for $CVS recently. We have seen 16 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
- Andrew Mok from Barclays 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.
