Q1 EPS Estimates for CVS Health Raised by Leerink Partnrs

CVS Health Co. (NYSE:CVS) – Stock analysts at Leerink Partnrs lifted their Q1 2025 EPS estimates for CVS Health in a report released on Thursday, April 24th. Leerink Partnrs analyst M. Cherny now expects that the pharmacy operator will post earnings per share of $1.84 for the quarter, up from their previous forecast of $1.62. Leerink Partnrs currently has a “Strong-Buy” rating on the stock. The consensus estimate for CVS Health’s current full-year earnings is $5.89 per share. Leerink Partnrs also issued estimates for CVS Health’s Q3 2025 earnings at $1.24 EPS and FY2025 earnings at $5.97 EPS.

CVS Health (NYSE:CVS) last posted its earnings results on Wednesday, February 12th. The pharmacy operator reported $1.19 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.89 by $0.30. CVS Health had a return on equity of 9.11% and a net margin of 1.24%.

Several other equities analysts have also recently commented on CVS. Edward Jones upgraded CVS Health from a “hold” rating to a “buy” rating in a research report on Thursday, January 30th. Truist Financial boosted their price objective on CVS Health from $76.00 to $82.00 and gave the stock a “buy” rating in a report on Friday, April 11th. Barclays raised their target price on shares of CVS Health from $71.00 to $73.00 and gave the company an “overweight” rating in a research note on Thursday, February 13th. Leerink Partners raised shares of CVS Health from a “market perform” rating to an “outperform” rating and boosted their price target for the stock from $55.00 to $75.00 in a research note on Thursday, February 13th. Finally, Piper Sandler raised their price objective on shares of CVS Health from $72.00 to $74.00 and gave the company an “overweight” rating in a research report on Friday, March 21st. Four research analysts have rated the stock with a hold rating, eighteen have given a buy rating and one has assigned a strong buy rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $71.83.

CVS Health Stock Down 0.9 %

Shares of NYSE:CVS opened at $65.30 on Friday. The company has a debt-to-equity ratio of 0.80, a current ratio of 0.81 and a quick ratio of 0.60. CVS Health has a one year low of $43.56 and a one year high of $71.45. The company has a market cap of $82.33 billion, a price-to-earnings ratio of 17.84, a PEG ratio of 0.98 and a beta of 0.57. The firm has a fifty day moving average price of $66.48 and a two-hundred day moving average price of $58.82.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in the company. Morse Asset Management Inc bought a new position in shares of CVS Health in the 3rd quarter worth about $409,000. Westside Investment Management Inc. increased its stake in shares of CVS Health by 4.6% during the third quarter. Westside Investment Management Inc. now owns 64,517 shares of the pharmacy operator’s stock valued at $4,041,000 after purchasing an additional 2,856 shares in the last quarter. World Investment Advisors LLC boosted its position in shares of CVS Health by 280.7% in the 3rd quarter. World Investment Advisors LLC now owns 27,543 shares of the pharmacy operator’s stock worth $1,732,000 after purchasing an additional 20,308 shares in the last quarter. Wilmington Savings Fund Society FSB purchased a new stake in shares of CVS Health in the 3rd quarter worth approximately $2,071,000. Finally, Tidal Investments LLC increased its position in CVS Health by 52.2% during the 3rd quarter. Tidal Investments LLC now owns 112,010 shares of the pharmacy operator’s stock valued at $7,043,000 after buying an additional 38,408 shares in the last quarter. Institutional investors own 80.66% of the company’s stock.

Insider Activity

In other news, SVP James David Clark sold 7,513 shares of CVS Health stock in a transaction dated Wednesday, March 5th. The shares were sold at an average price of $66.35, for a total transaction of $498,487.55. Following the sale, the senior vice president now owns 8,394 shares of the company’s stock, valued at approximately $556,941.90. The trade was a 47.23 % decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Michael F. Mahoney purchased 30,000 shares of the firm’s stock in a transaction that occurred on Tuesday, February 18th. The stock was bought at an average cost of $66.70 per share, with a total value of $2,001,000.00. Following the completion of the purchase, the director now owns 39,356 shares of the company’s stock, valued at $2,625,045.20. This represents a 320.65 % increase in their ownership of the stock. The disclosure for this purchase can be found here. Insiders own 1.22% of the company’s stock.

CVS Health Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, May 1st. Shareholders of record on Tuesday, April 22nd will be issued a $0.665 dividend. This represents a $2.66 dividend on an annualized basis and a yield of 4.07%. The ex-dividend date of this dividend is Tuesday, April 22nd. CVS Health’s dividend payout ratio (DPR) is presently 72.68%.

CVS Health Company Profile

CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services.