Auto-Owners Insurance 13F: Exits CVS Health (CVS) Stake
Auto-Owners Insurance sold its entire position in CVS Health Corporation during the period.
Reviewed by automated data checks against the source filing. How we make and check alerts
Auto-Owners Insurance sold its entire stake of 5,811 shares in CVS Health Corporation ($CVS), according to a 13F filing with the SEC dated October 15, 2026.
Since the filing, $CVS is down 0.2% to date (from the $92.58 close on Oct 15, 2026).
Find the original: Auto-Owners Insurance 13F filings on SEC EDGAR
CVS
CVS Health Corporation
Key Points
- Auto-Owners Insurance closed its position in CVS Health Corporation by selling all 5,811 shares, according to a Form 13F filing with the SEC on October 15, 2026.
- CVS Health recently traded around $92.83, sitting 16.1% below its 52-week high of $110.68 while maintaining a strong buy consensus from analysts.
- Other large institutional investors adjusted their stakes, with Blackrock Inc. trimming its holdings while Vanguard Capital Management added shares.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated CVS Health Corporation alert may contain errors. Disclosures
Auto-Owners Insurance closed out its investment in CVS Health Corporation (NYSE: CVS), selling all 5,811 shares it owned. The complete exit was revealed in a Form 13F filing submitted to the Securities and Exchange Commission on October 15, 2026. Because 13F reports look backward at the end of a previous quarter, the transaction does not necessarily reflect the fund's current holdings today.
Inside Auto-Owners Insurance's CVS Trade
Auto-Owners Insurance completely exited its stake, dropping from 5,811 shares down to zero. The move represents a 100.0% reduction in its holdings for the healthcare provider. Institutional filings like this one show what major money managers held at a specific point in time, though they often trade in and out of names after the reporting period closes.
Other Institutional Activity in CVS Health
Other large funds made notable adjustments to their CVS positions during the same reporting period. Blackrock Inc. grew its holdings by 2,694,646 shares, ending with 123,223,409 shares worth about $11,380,914,130 after a 2.1% decrease. Vanguard Capital Management LLC grew its holdings by 661,233 shares, ending with 83,315,369 shares worth about $7,695,007,531 following a 0.8% increase. Capital World Investors cut its holdings by 2,294,211 shares, ending with 74,951,955 shares worth about $6,922,562,609 after a 3.0% decrease. State Street Corporation grew its holdings by 961,023 shares, ending with 60,283,408 shares worth about $5,567,775,599 following a 1.6% increase. Dodge & Cox Inc. cut its holdings by 1,765,644 shares, ending with 50,012,765 shares worth about $4,619,179,005 after a 3.4% decrease.
CVS Health Corporation Stock Up 2.7%
CVS Health shares recently changed hands at $92.83. That puts the stock 1.1% above its 50-day moving average of $91.80 and 5.3% above its 200-day moving average of $88.12. The share price sits 33.5% higher than its 52-week low of $69.51 and 16.1% below its 52-week peak of $110.68.
Recent Earnings
CVS Health posted trailing-twelve-month revenue of $412,644,999,168 with an earnings per share total of $3.80. The company reported a net profit margin of 1.2% alongside a return on equity of 6.2%. Its year-over-year revenue growth stood at 7.1%. The healthcare giant is scheduled to deliver its next round of financial results on November 4, 2026.
Earnings drift grade
Outlook vs expectations on the last report — not price action.
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Forward outlook
11 analysts raised price targets.
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EPS & revenue
EPS beat estimates by 15.8%. Revenue beat estimates by 4.6%.
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Profit surprise
EBITDA beat by 15 percent. Operating income beat by 4 percent.
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Pre-earnings setup
Bar was high, analysts already very bullish.
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Analyst signal
11 target raises.
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Earnings quality
Operating margin up 1.1 points. Positive free cash flow.
Earnings Call Summary
CVS delivered a strong first quarter with $100.4 billion in revenue, up 6 percent year over year, and earnings per share of $2.57, beating consensus by 36 cents. The Aetna health insurance business showed major improvement with operating income up 1 billion dollars year over year and a better medical benefit ratio. Pharmacy sales grew 3 percent at existing stores driven by strong prescription volume increases. Management is focused on affordability, reducing friction in the health system, and launching a new consumer app called Health100 powered by artificial intelligence.
Guidance CVS raised full year earnings guidance to $7.30 to $7.50 per share, up from $7.00 to $7.20. They expect at least $405 billion in revenue for the year. Operating cash flow guidance improved to at least $9.5 billion.
Good report. The company beat and showed some forward improvement, with a few meaningful caveats.
Dividend
CVS Health offers an annual dividend yield of 2.87% supported by a payout ratio of 70.0%.
Insider Buying and Selling at CVS Health Corporation
Company insiders also made transactions prior to the filing. Tilak Mandadi sold 69,551 shares on May 8, 2026, at an average price of $89.58 for a total value of $6,230,379. Larry Robbins sold 3,372,000 shares on May 21, 2026, valued at $317,471,136.
Analysts Set New Price Targets
Wall Street analysts maintain a positive outlook on the stock. On August 6, 2026, UBS maintained a buy rating with a price target of $126.00. JP Morgan maintained an overweight rating on August 12, 2026, moving its target to $118.00. Argus Research kept a buy rating on August 19, 2026, with a $114.00 target. UBS maintained a buy rating on September 3, 2026, setting a target of $118.00. Leerink Partners maintained an outperform rating on October 12, 2026, with a $112.00 target. Overall, the stock holds a consensus strong buy rating and a mean price target of $115.48 across 25 analyst opinions.
About CVS Health
Headquartered in Woonsocket, Rhode Island, CVS Health Corporation operates as a major healthcare provider across the United States. The company runs health insurance plans, Medicare services, prescription drug programs, and pharmacy benefit management tools through its various segments, employing 219,000 workers.
Bottom Line
Auto-Owners Insurance no longer holds a stake in CVS Health based on this SEC disclosure. Investors will look toward the company's upcoming earnings release on November 4, 2026, for clues about its financial direction. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.
Related Filing Alerts
Source: Auto-Owners Insurance's 13F filing on $CVS (Oct 15, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Auto-Owners Insurance 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts