CVS Health Ownership

CVS Stock  USD 58.01  0.91  1.59%   
CVS Health holds a total of 1.26 Billion outstanding shares. The majority of CVS Health Corp outstanding shares are owned by other corporate entities. These outside corporations are usually referred to as non-private investors looking to acquire positions in CVS Health Corp to benefit from reduced commissions. Therefore, institutional investors are subject to a different set of regulations than regular investors in CVS Health. Please pay attention to any change in the institutional holdings of CVS Health Corp as this could imply that something significant has changed or is about to change at the company. Please note that on November 13, 2024, Representative Thomas Suozzi of US Congress acquired under $15k worth of CVS Health Corp's common stock.
 
Shares in Circulation  
First Issued
1985-09-30
Previous Quarter
1.3 B
Current Value
1.3 B
Avarage Shares Outstanding
905.4 M
Quarterly Volatility
369.7 M
 
Black Monday
 
Oil Shock
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as CVS Health in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of CVS Health, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
Dividends Paid is likely to gain to about 3.3 B in 2024, whereas Dividend Yield is likely to drop 0.02 in 2024. Common Stock Shares Outstanding is likely to drop to about 984.2 M in 2024. Net Income Applicable To Common Shares is likely to drop to about 3.7 B in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in CVS Health Corp. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.

CVS Stock Ownership Analysis

About 83.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 0.97. Some equities with similar Price to Book (P/B) outperform the market in the long run. CVS Health Corp has Price/Earnings To Growth (PEG) ratio of 2.2. The entity last dividend was issued on the 21st of October 2024. The firm had 2:1 split on the 7th of June 2005. CVS Health Corporation provides health services in the United States. CVS Health Corporation was founded in 1963 and is headquartered in Woonsocket, Rhode Island. CVS Corp operates under Healthcare Plans classification in the United States and is traded on New York Stock Exchange. It employs 216000 people. For more info on CVS Health Corp please contact Karen Lynch at 401 765 1500 or go to https://www.cvshealth.com.
Besides selling stocks to institutional investors, CVS Health also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different CVS Health's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align CVS Health's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

CVS Health Quarterly Liabilities And Stockholders Equity

252.43 Billion

CVS Health Insider Trades History

Less than 1% of CVS Health Corp are currently held by insiders. Unlike CVS Health's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against CVS Health's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of CVS Health's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

CVS Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as CVS Health is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading CVS Health Corp backward and forwards among themselves. CVS Health's institutional investor refers to the entity that pools money to purchase CVS Health's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Jpmorgan Chase & Co2024-06-30
13.9 M
Franklin Resources Inc2024-06-30
13.8 M
Pzena Investment Management, Llc2024-09-30
13.1 M
Charles Schwab Investment Management Inc2024-09-30
12.2 M
Amvescap Plc.2024-06-30
12.1 M
Glenview Capital Management Llc2024-09-30
11.9 M
Northern Trust Corp2024-09-30
11.6 M
Legal & General Group Plc2024-06-30
11.4 M
T. Rowe Price Associates, Inc.2024-06-30
10.2 M
Vanguard Group Inc2024-09-30
117.6 M
Blackrock Inc2024-06-30
100.2 M
Note, although CVS Health's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

CVS Health Corp Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific CVS Health insiders, such as employees or executives, is commonly permitted as long as it does not rely on CVS Health's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases CVS Health insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

CVS Health's latest congressional trading

Congressional trading in companies like CVS Health Corp, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in CVS Health by those in governmental positions are based on the same information available to the general public.
2024-11-13Representative Thomas SuozziAcquired Under $15KVerify
2024-10-08Representative Ro KhannaAcquired Under $15KVerify
2024-09-12Senator Tommy TubervilleAcquired Under $15KVerify
2024-07-22Representative Michael McCaulAcquired Under $15KVerify
2024-07-08Representative Ro KhannaAcquired Under $15KVerify
2024-07-06Representative Earl BlumenauerAcquired Under $15KVerify
2024-05-22Representative William R KeatingAcquired Under $15KVerify
2024-01-17Senator Jerry MoranAcquired Under $15KVerify
2024-01-16Senator Jerry MoranAcquired Under $15KVerify
2023-10-20Senator Pete RickettsAcquired $50K to $100KVerify
2023-07-05Representative Dwight EvansAcquired Under $15KVerify
2023-06-15Representative William R KeatingAcquired Under $15KVerify
2023-02-13Senator Dan SullivanAcquired Under $15KVerify
2022-01-01Representative Donald S Beyer JrAcquired Under $15KVerify
2021-11-18Representative Thomas SuozziAcquired $15K to $50KVerify
2021-03-30Representative Michael T McCaulAcquired $100K to $250KVerify
2021-01-19Representative Robert J WittmanAcquired Under $15KVerify
2020-06-03Representative Earl BlumenauerAcquired Under $15KVerify
2020-01-23Representative John RutherfordAcquired Under $15KVerify
2020-01-20Representative Mo BrooksAcquired Under $15KVerify
2019-12-12Representative Robert J WittmanAcquired Under $15KVerify
2019-08-15Senator John HoevenAcquired $50K to $100KVerify
2019-07-29Senator Thom TillisAcquired Under $15KVerify
2019-06-14Senator Thom TillisAcquired Under $15KVerify
2019-06-13Representative Bill FloresAcquired Under $15KVerify
2019-06-11Senator Sheldon WhitehouseAcquired Under $15KVerify
2019-06-10Senator Sheldon WhitehouseAcquired Under $15KVerify
2019-05-08Representative Brian MastAcquired $50K to $100KVerify
2019-02-27Senator Thom TillisAcquired Under $15KVerify
2019-01-11Representative Robert J WittmanAcquired Under $15KVerify
2019-01-08Representative Steve CohenAcquired $15K to $50KVerify
2018-12-12Representative Robert J WittmanAcquired Under $15KVerify
2018-05-10Senator Gary PetersAcquired Under $15KVerify
2018-05-09Senator Gary PetersAcquired Under $15KVerify
2017-11-08Senator James InhofeAcquired $50K to $100KVerify
2017-09-19Senator James InhofeAcquired $50K to $100KVerify
2017-06-06Senator Susan M CollinsAcquired $15K to $50KVerify
2017-06-05Senator Susan M CollinsAcquired $15K to $50KVerify
2016-12-16Senator Gary PetersAcquired Under $15KVerify
2016-12-15Senator Gary PetersAcquired Under $15KVerify
2016-11-08Senator Gary PetersAcquired Under $15KVerify
2016-11-07Senator Gary PetersAcquired Under $15KVerify
2014-09-19Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-09-18Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-05-15Senator Sheldon WhitehouseAcquired Under $15KVerify
2014-05-14Senator Sheldon WhitehouseAcquired Under $15KVerify

CVS Health Outstanding Bonds

CVS Health issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. CVS Health Corp uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most CVS bonds can be classified according to their maturity, which is the date when CVS Health Corp has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

CVS Health Corporate Filings

8K
18th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
F3
15th of November 2024
The report used by insiders such as officers, directors, and major shareholders (beneficial owners holding more than 10% of any class of the company's equity securities) to declare their ownership of a company's stock
ViewVerify
13A
13th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
8th of November 2024
Other Reports
ViewVerify

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Additional Tools for CVS Stock Analysis

When running CVS Health's price analysis, check to measure CVS Health's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy CVS Health is operating at the current time. Most of CVS Health's value examination focuses on studying past and present price action to predict the probability of CVS Health's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move CVS Health's price. Additionally, you may evaluate how the addition of CVS Health to your portfolios can decrease your overall portfolio volatility.