CVS Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for CVS. 4 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 9 sales, a net selling of $345.7M. The largest was ROBBINS LARRY (director) selling $187.3M. The stock gained 11.2% over three months. Institutional holders were mixed over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 1, 2026 | Compton-Phillips Amyofficer: EVP, Chief Medical Officer | Tax | 7,618 | $90.98 |
| Jun 1, 2026 | Newman Brianofficer: EVP, Chief Financial Officer | Tax | 2,478 | $90.98 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 370,462 | $93.45 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 66,881 | $95.67 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 151 | $95.18 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 152,691 | $94.81 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 1,983,387 | $94.45 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 800 | $96.28 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 378,000 | $58.29 |
| May 21, 2026 | ROBBINS LARRYdirector | Sell | 797,628 | $93.48 |
| May 15, 2026 | DECOUDREAUX ALECIA Adirector | Grant | 1,448 | — |
| May 15, 2026 | Balser Jeffrey R.director | Grant | 2,058 | $97.15 |
| May 15, 2026 | KIRBY J SCOTTdirector | Grant | 1,447 | $97.15 |
| May 15, 2026 | BROWN C DAVID IIdirector | Grant | 1,544 | $97.15 |
| May 15, 2026 | ROBBINS LARRYdirector | Grant | 1,930 | — |
Source: CVS SEC Form 4 filings, latest Jun 1, 2026. For informational purposes only — not investment advice.
Research
Trump 100% Pharma Tariffs: PFE and MRK Face $200M Hit While LLY Gains 25%
Trump's proposed 100% pharma tariffs and China's biotech surge, per April 11 CNBC, threaten Europe's manufacturing edge, hiking costs for PFE (-2.8% 1M) and MRK (-5.1% 1M) while LLY's US focus drives 25% 2026 growth. Supply chain filings flag $100-200M hits; investors should fade exposed names, buy domestic leaders. Next catalysts: Earnings tariff disclosures and China trade flows.
PFEMRKLLYFTC Insulin Crackdown: CVS Settles — What It Means for LLY, NVO, and WBA
CVS Health's recent settlement with the FTC over insulin pricing marks a pivotal moment in the pharmaceutical landscape. This article analyzes the potential winners and losers among pharmacies and drugmakers as regulatory scrutiny intensifies, highlighting key players like Eli Lilly, Novo Nordisk, and Walgreens Boots Alliance.
WBALLYNVOPharma Tariffs: LLY, TMO, CVS Supply Chain Exposure Ranked by Risk
Trump's April 2 pharma tariff announcement highlights supply chain risks for LLY, TMO, and CVS, with SEC filings exposing China reliance. Stocks dipped mildly, but domestic manufacturing offers protection amid margin pressures.
PFEMRKLLYMedicare Advantage 2026 Rate Hike: UNH and HUM Lead Margin Winners — Ranked
The April 7, 2026, Medicare Advantage rate decision sparked gains for UNH and HUM, signaling margin relief for exposed insurers. UNH leads with balanced exposure and scale, followed by HUM's pure-play bet and CI's value. Rankings prioritize MA leverage, growth, and valuations amid stabilizing reimbursements.
UNHHUMCI
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