Glenview Capital Reduces Stake in CVS (CVS) Post Strong Earnings

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May 07, 2025
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  • Glenview Capital trims its stake in CVS Health but remains confident in its potential.
  • Analysts project a potential 17.35% upside for CVS Health stock.
  • GuruFocus estimates a 28.72% upside based on the GF Value metric.

Glenview Capital Management has recently reduced its stake in CVS Health (CVS, Financial) by 3.75 million shares, following the company's announcement of an optimistic earnings outlook and strong performance in Q1 2025. Despite this strategic move, CVS Health continues to hold the position of Glenview's largest investment, underscoring the firm's confidence in its future growth potential.

Wall Street Analysts' Projections

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According to projections from 24 Wall Street analysts, the average 12-month price target for CVS Health Corp (CVS, Financial) stands at $77.84, with an upper estimate of $95.00 and a lower estimate of $70.00. This average target suggests a potential upside of 17.35% from the current stock price of $66.33. For a deeper dive into these projections, visit the CVS Health Corp (CVS) Forecast page.

The consensus among 29 brokerage firms positions CVS Health Corp (CVS, Financial) with an average brokerage recommendation of 2.2, categorized as "Outperform." This rating scale ranges from 1, which denotes a Strong Buy, to 5, indicating a Sell.

GuruFocus Insights

From the perspective of GuruFocus, the estimated GF Value for CVS Health Corp (CVS, Financial) in one year is projected to be $85.38. This assessment points to a prospective upside of 28.72% compared to the current price of $66.33. The GF Value represents GuruFocus' view of the fair trading value of the stock, derived from historical trading multiples, past business growth, and future performance projections. For more comprehensive details, explore the CVS Health Corp (CVS) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.