Bernstein Raises PT on CVS Health (CVS) to $91, Reiterates ‘Market Perform’ Rating
On January 6, 2026, Bernstein increased its price target on CVS Health Corporation (NYSE:CVS) from $87 to $91, while reiterating a ‘Market Perform’ rating.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Pzena Investment Management Richard S. Pzena | 15,844,972 | $1,194,552,439 | -6% | 3.86% |
| 2. | Glenview Capital Larry Robbins | 8,196,799 | $617,956,677 | 13.76% | |
| 3. | 6,525,800 | $491,980,062 | +41% | 0.07% | |
| 4. | Millennium Management Israel Englander | 5,378,148 | $405,458,578 | +33% | 0.17% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 5,294,134 | $399,124,762 | +71% | 0.25% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $56.85 | 35 | $1,989.75 | 85 | 2024-10-23 | Filing | |
| $62.24 | 10 | $622.40 | 50 | 2024-10-02 | Filing | |
| $56.47 | 35 | $1,976.45 | 40 | 2024-09-09 | Filing | |
| $63.70 | 1,570 | $100,009.00 | 12,007 | 2025-06-05 | Filing | |
| $66.70 | 30,000 | $2,001,000.00 | 39,356 | 2025-02-18 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $71.02 | 7,500 | $532,650.00 | 22,156 | 2025-08-20 | Filing | |
| $66.67 | 150,000 | $10,000,710.00 | 8,196,799 | 2025-05-06 | Filing | |
| $67.99 | 96,999 | $6,595,272.41 | 8,346,799 | 2025-05-05 | Filing | |
| $67.37 | 1,226,933 | $82,654,672.72 | 8,443,798 | 2025-05-05 | Filing | |
| $69.66 | 373,776 | $26,035,591.55 | 9,670,731 | 2025-05-02 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,127,035 | $327,934,201 | 0.28% | |
| 2. | 2,956,013 | $234,589,192 | 0.32% | |
| 3. | 2,026,761 | $160,843,753 | 3.86% | |
| 4. | 1,899,163 | $150,717,576 | 2.05% | |
| 5. | 725,189 | $57,550,999 | 0.31% |