Loading
CVS HEALTH Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 27 Jan 2026.
CVS HEALTH Corp: what insiders have been doing
Headquartered in Rhode Island, United States, CVS HEALTH Corp belongs to the Healthcare & Pharma sector and traces its origins to 1963. Filings by its managers are published through SEC (Form 4). In the past year (18 October 2025 to 18 October 2026), 51 filings came from 20 insiders.
The record shows 1 purchase on the open market worth €1,238, made by 1 insider, against 7 sales worth €273.3M by 1 insider. Sales outweigh purchases by €273.3M. Unlike grants, an open-market purchase is paid for by the insider, at the market price. One trade stands out by size: a sale of €161.4M from Robbins Larry, disclosed on 21 May 2026, or 0.14% of market capitalisation. On the buying side, the filings list 1 chief executive among the declarants.
The clock since the last published purchase (27 January 2026) now reads 264 days. The median gap between a trade and its publication by SEC (Form 4) is 1 day. The legal deadline for a Form 4 is two business days after the transaction. Keep in mind that insiders sell for many reasons unrelated to the outlook, from tax bills to estate planning.
For context, the typical company on the same exchange (median of 5,813 companies) published 19 filings over the same period, against 51 filings here. Since 2016, the database holds 10 purchases and 21 sales by insiders of the company. The 10-K for the year ended 31 December 2025 shows 402.07 bn USD of revenue and 1.77 bn USD of net income and a dividend of 2.66 USD per share.
Other companies in the same sector with recent insider buying flagged by our signals: Anixa Biosciences Inc and Vivos Inc. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
265
Thresholds
n/a
Buy Volume
€4M
10 ops. · all time
Sell Volume
€383M
21 ops. · all time
Who traded when
BuySaleLarry Robbins8 sales
Anne A. Finucane1 sale
Guy P. Sansone1 buy
Michael F. Mahoney1 buy
Steven H. Nelson1 buy
Since the insiders bought
- +52.5%Entry US$64.26 · Close at T+365 US$98.02
- +17.8%Entry US$65.09 · Close at T+365 US$76.69
- +20.0%Entry US$55.90 · Close at T+365 US$67.10
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate CVS HEALTH Corp Strong Buy (bullish), based on 25 analysts. Average price target: US$115.48.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 17,958 of 24,148 companies
35.1
score / 100
Value46
Quality25
FCF yld6.8%
Earn yld1.5%
EV/EBITDA19.8x
ROE6.2%
Gross mgn14%
Net mgn0.4%
Debt/EBITDA8.1x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$90.39
Analyst consensus
25 analystsStrong buy
US$103.00Target US$115.48(+28%)US$145.00
Income statement
RevenueUS$402.1B
Gross profitUS$55.4B14% margin
EBITDAUS$9.9B2% margin
Net incomeUS$1.8B1.2% margin
Valuation
PER (trailing)23.8x
PER (forward)10.6x
P/Book1.4x
Beta0.60
Balance sheet & cash
Market capUS$115.6B
Total debtUS$80B
Free Cash FlowUS$7.8B
Debt / Equity96%
Profitability & ownership
ROE6.2%
ROA3.0%
% insiders0.1%
% institutions90.9%
Last declaration on 29 June 2026
Declarations265 total
454 sharesCommon Stock (Restricted)SEC:0000064803-26-000092:0
7,618 shares@ US$90.980.0005% mcap16.7% of flowCommon StockSEC:0000064803-26-000086:0
2,478 shares@ US$90.980.0002% mcap7.4% of flowCommon StockSEC:0000064803-26-000088:0
30,437 shares@ US$93.7750.0021% mcap63.7% of flowCommon StockSEC:0000064803-26-000084:0
1,563 shares@ US$93.5010.0001% mcap3.3% of flowCommon StockSEC:0000064803-26-000084:1
1,983,387 shares@ US$94.4480.14% mcap43.2% of flowCommon StockSEC:0000905148-26-002617:0
151 shares@ US$95.180.0000% mcap0.0% of flowCommon StockSEC:0000905148-26-002617:1
797,628 shares@ US$93.47660.056% mcap17.2% of flowCommon StockSEC:0000905148-26-002617:2
152,691 shares@ US$94.80610.011% mcap3.3% of flowCommon StockSEC:0000905148-26-002617:3
66,881 shares@ US$95.66550.0048% mcap1.5% of flowCommon StockSEC:0000905148-26-002617:4
800 shares@ US$96.28190.0001% mcap0.0% of flowCommon StockSEC:0000905148-26-002617:5
370,462 shares@ US$93.44820.026% mcap8.0% of flowCommon StockSEC:0000905148-26-002617:6
1,447 shares@ US$97.150.0001% mcap13.9% of flowCommon StockSEC:0000064803-26-000072:0
1,447 shares@ US$97.150.0001% mcap26.2% of flowCommon StockSEC:0000064803-26-000070:0
1,544 shares@ US$97.150.0001% mcap20.9% of flowCommon StockSEC:0000064803-26-000062:0
1,563 shares@ US$97.150.0001% mcap3.4% of flowCommon StockSEC:0000064803-26-000076:0
2,058 shares@ US$97.150.0001% mcap17.6% of flowCommon StockSEC:0000064803-26-000074:0
1,447 shares@ US$97.150.0001% mcap22.0% of flowCommon StockSEC:0000064803-26-000068:0
11,138 shares@ US$71.8223.8% of flowCommon Stock (Restricted)SEC:0000064803-26-000036:0
3,262 shares@ US$72.497.0% of flowCommon StockSEC:0000064803-26-000036:1
5,569 shares@ US$71.829.7% of flowCommon Stock (RSUs)SEC:0000064803-26-000037:0
86,326 shares@ US$71.8264.9% of flowCommon Stock (RSUs)SEC:0000064803-26-000038:0
12,531 shares@ US$71.8212.6% of flowCommon Stock (Restricted)SEC:0000064803-26-000039:0
3,541 shares@ US$72.493.6% of flowCommon StockSEC:0000064803-26-000039:1
22,277 shares@ US$71.8219.1% of flowCommon Stock (RSUs)SEC:0000064803-26-000040:0
25 of 265 declarations
About CVS HEALTH Corp
CVS Health Corp. (NYSE: CVS) is one of the largest integrated health care companies in the United States. Its business model is built around three complementary pillars: retail pharmacy and consumer wellness, pharmacy benefit management through CVS Caremark, and health insurance/medical services, primarily through Aetna. The company’s origins date back to 1963, when the first Consumer Value Store was founded in Lowell, Massachusetts. Since then, CVS has evolved from a health-and-beauty retailer into a broad health platform spanning pharmacy, benefits, insurance, and care delivery. Its corporate headquarters are in Woonsocket, Rhode Island.
For European investors, CVS Health stands out as a nationally scaled, defensive health care franchise with significant operating reach. The company operates roughly 9,000 retail pharmacy locations, more than 1,000 walk-in and primary care clinics, a leading PBM serving about 87 million plan members, and a senior-focused pharmacy care business. It also serves more than 37 million people through traditional, voluntary, and consumer-directed health insurance products. This diversification gives CVS multiple revenue streams across a highly recurring, regulated industry, while also creating potential cross-selling and care-coordination synergies between dispensing, insurance, and clinical services.
Read moreShow less
From a competitive standpoint, CVS benefits from a dense distribution footprint and a powerful consumer brand, but it also faces meaningful industry headwinds. These include reimbursement pressure, changing pharmacy economics, intense competition in retail pharmacy, and rising medical-cost trends in the insurance segment. The company has been reshaping its portfolio to strengthen integrated care, including the 2023 acquisitions of Signify Health and Oak Street Health. In 2025, CVS also completed the acquisition of select Rite Aid assets, further reinforcing its pharmacy presence and market coverage. These moves support a strategy centered on broader access to care and tighter coordination across the health care journey, although execution and integration remain important watch items.
Recent company developments have highlighted both progress and complexity. CVS reported quarterly results in 2025 and 2026 while emphasizing operational execution and a more connected health strategy. At the same time, the company has dealt with litigation-related charges and some pressure in parts of its care-delivery portfolio. CVS is now positioning itself around a more integrated ecosystem that links Aetna, CVS Pharmacy, CVS Caremark, and Health Care Delivery. For investors, the stock offers exposure to U.S. health care consumption, insurance, and pharmacy services, listed on the NYSE in the United States, with the usual large-cap stability of a major healthcare platform but also with integration and profitability risks that deserve close monitoring.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
