Glenview Capital Keeps CVS Health (CVS) Among Top Holdings

CVS Health Corporation (NYSE:CVS) is one of the 12 Strong Buy Stocks to Buy and Hold for the Next 5 Years.

On May 21, 2026, Glenview Capital said CVS Health Corporation (NYSE:CVS) remains one of its three largest positions after a partial rebalance. Glenview said CVS shares have generated a total return of 80% since its May 2024 purchases, reflecting progress in the company’s long-term cultural and operational turnaround. Following healthy Q1 results and increased annual guidance, Glenview reduced its overall holdings by 3.75 million shares for diversification and to create buying power for other opportunities. Glenview added that it has “no plans for additional adjustments” to its CVS holdings and said its confidence in the company’s outlook “remains strong.”

On May 20, 2026, Mizuho raised the firm’s price target on CVS Health Corporation (NYSE:CVS) to $110 from $102 and maintained an Outperform rating on the shares. Mizuho viewed Q1 reports in the managed-care group as solid and cited a reduced likelihood of negative medical loss ratio shifts through the end of 2026.

Glenview Capital Keeps CVS Health (CVS) Among Top Holdings

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On May 13, Bernstein also raised the firm’s price target on CVS Health Corporation (NYSE:CVS) to $106 from $94 and maintained an Outperform rating on the shares. Bernstein said CVS continues to have attractive exposure to a Medicare Advantage turnaround, as well as potential for more stable earnings in its pharmacy and pharmacy benefit manager businesses after PBM reform. Bernstein also said the PBM bill and the first Federal Trade Commission settlement earlier this year made PBM reform largely complete and created a clearing event, reducing uncertainty around CVS’ turnaround.

CVS Health Corporation (NYSE:CVS) provides health solutions in the United States through its Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments.

While we acknowledge the risk and potential of CVS as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than CVS and that has 10,000% upside potential, check out our report about the cheapest AI stock.

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