CVS Corp Shares Owned by Institutions

CVS
 Stock
  

USD 102.26  0.39  0.38%   

CVS Corp fundamentals help investors to digest information that contributes to CVS Corp's financial success or failures. It also enables traders to predict the movement of CVS Corp Stock. The fundamental analysis module provides a way to measure CVS Corp's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to CVS Corp stock.
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CVS Corp Shares Owned by Institutions Analysis

CVS Corp's Shares Owned by Institutions show the percentage of the outstanding shares of stock issued by a company that is currently owned by other institutions such as asset management firms, hedge funds, or investment banks. Many investors like investing in companies with a large percentage of the firm owned by institutions because they believe that larger firms such as banks, pension funds, and mutual funds, will invest when they think that good things are going to happen.
 2019 2020 2021 2022 (projected)
Long Term Debt to Equity1.010.850.690.61
Interest Coverage3.954.795.278.15
Shares Held by Institutions 
 = 
Funds and Banks 
Firms 
More About Shares Owned by Institutions | All Equity Analysis

Current CVS Corp Shares Owned by Institutions

    
  80.32 %  
Most of CVS Corp's fundamental indicators, such as Shares Owned by Institutions, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, CVS Corp is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

CVS Corp Shares Owned by Institutions Driver Correlations

Understanding the fundamental principles of building solid financial models for CVS Corp is extremely important. It helps to project a fair market value of Ford stock properly, considering its historical fundamentals such as Shares Owned by Institutions. Since CVS Corp's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of CVS Corp's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of CVS Corp's interrelated accounts and indicators.
Since Institution investors conduct a lot of independent research they tend to be more involved and usually more knowledgeable about entities they invest as compared to amateur investors.
Compare to competition

Based on the latest financial disclosure, 80% of CVS Corp are shares owned by institutions. This is 79.93% higher than that of the Healthcare sector and significantly higher than that of the Healthcare Plans industry. The shares owned by institutions for all United States stocks is 104.85% lower than that of the firm.

CVS Corp Shares Owned by Institutions Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses CVS Corp's direct or indirect competition against its Shares Owned by Institutions to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of CVS Corp could also be used in its relative valuation, which is a method of valuing CVS Corp by comparing valuation metrics of similar companies.
CVS Corp is currently under evaluation in shares owned by institutions category among related companies.

CVS Corp Current Valuation Drivers

We derive many important indicators used in calculating different scores of CVS Corp from analyzing CVS Corp's financial statements. These drivers represent accounts that assess CVS Corp's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of CVS Corp's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee26.92 K(2.01 K)22.88 K23.86 K26.37 K21.69 K
Revenue Per Employee751.08 K659.59 K885.43 K893.24 K973.7 K790.25 K
Average Assets93.29 B149.1 B220.31 B232.44 B232.16 B194.59 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA11.8 B6.75 B16.41 B17.1 B17.45 B16.02 B
Earnings Before Interest Taxes and Depreciation Amortization USD11.8 B6.75 B16.41 B17.1 B17.45 B16.02 B
Earnings before Tax8.26 B1.41 B9 B9.75 B10.43 B9.88 B
Average Equity35.13 B42.28 B61.86 B67.84 B73.37 B65.22 B
Enterprise Value96.75 B88.05 B181.13 B167.42 B205.01 B177.75 B
Free Cash Flow6.09 B6.83 B10.39 B13.43 B15.74 B12.77 B
Invested Capital37.71 B106.61 B139.59 B135.19 B123.64 B103.59 B
Invested Capital Average37.92 B83.65 B141.19 B137.52 B131.19 B106.54 B
Market Capitalization73.44 B66.75 B96.65 B89.4 B136.18 B122.4 B
Tangible Asset Value43.05 B81.25 B109.58 B120.02 B124.85 B102.13 B
Working Capital581 M1.23 B(3 B)(5.65 B)(7.8 B)(8 B)

CVS Corp ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, CVS Corp's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to CVS Corp's managers, analysts, and investors.
Environment Score
Governance Score
Social Score

CVS Corp Institutional Holders

Institutional Holdings refers to the ownership stake in CVS Corp that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of CVS Corp's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing CVS Corp's value.
Security TypeSharesValue
Veritas Asset Management LlpCommon Shares8.5 M790.1 M
Sumitomo Mitsui Trust Holdings IncCommon Shares5.4 M504.1 M
Truist Financial CorpCommon Shares2.8 M262.5 M
Coho Partners LtdCommon Shares2.8 M258.2 M
New York State Common Retirement FundCommon Shares2.7 M254.2 M
Envestnet Asset Management IncCommon Shares2.3 M214.3 M
Scharf Investments LlcCommon Shares1.9 M176.1 M

CVS Corp Fundamentals

About CVS Corp Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze CVS Corp's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of CVS Corp using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of CVS Corp based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
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.

Be your own money manager

Our tools can tell you how much better you can do entering a position in CVS Corp without increasing your portfolio risk or giving up expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate.risk-adjusted returns of your individual positions relative to your overall portfolio.

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Pair Trading with CVS Corp

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if CVS Corp position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in CVS Corp will appreciate offsetting losses from the drop in the long position's value.
The ability to find closely correlated positions to CVS Corp could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace CVS Corp when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back CVS Corp - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling CVS Corp to buy it.
The correlation of CVS Corp is a statistical measure of how it moves in relation to other equities. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as CVS Corp moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if CVS Corp moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for CVS Corp can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching
Continue to CVS Corp Piotroski F Score and CVS Corp Altman Z Score analysis. Note that the CVS Corp information on this page should be used as a complementary analysis to other CVS Corp's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Bollinger Bands module to use Bollinger Bands indicator to analyze target price for a given investing horizon.

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Is CVS Corp's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of CVS Corp. If investors know CVS Corp will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about CVS Corp listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth YOY
0.062
Market Capitalization
134.2 B
Quarterly Revenue Growth YOY
0.11
Return On Assets
0.0391
Return On Equity
0.11
The market value of CVS Corp is measured differently than its book value, which is the value of CVS Corp that is recorded on the company's balance sheet. Investors also form their own opinion of CVS Corp's value that differs from its market value or its book value, called intrinsic value, which is CVS Corp's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because CVS Corp's market value can be influenced by many factors that don't directly affect CVS Corp's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between CVS Corp's value and its price as these two are different measures arrived at by different means. Investors typically determine CVS Corp value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, CVS Corp's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.