CVS Health sees institutional buying and upbeat earnings and flu vaccine updates
BNP Paribas increased its CVS Health stake by 105.2% in the second quarter, while State Street and Legal & General also raised their holdings. CVS reported quarterly EPS of $2.58, well above the $1.87 consensus, reinforcing earnings momentum. Updated flu vaccines are available nationwide, supporting the pharmacy turnaround narrative despite sector regulatory and pricing risks.