Here’s Why ClearBridge Dividend Strategy is Expecting Considerable Revenue Growth From CVS Health Corporation (CVS)

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Soumya Eswaran

Tue, Apr 8, 2025, 6:29 AM 3 min read

ClearBridge Investments, an concern absorption company, released its “ClearBridge Dividend Strategy” archetypal 4th 2025 capitalist letter. A transcript of the missive tin beryllium downloaded here. The ClearBridge Dividend Strategy proved resilient and delivered affirmative returns contempt a 4.3% diminution successful the benchmark S&P 500 Index. Despite accrued caution implicit the system and markets, the steadfast believes that the portfolio is well-positioned fixed its absorption connected valuation and capableness to financially upwind the storms and make steady, beardown dividend growth. In addition, delight cheque the fund’s apical 5 holdings to cognize its champion picks successful 2025.

In its archetypal 4th 2025 capitalist letter, ClearBridge Dividend Strategy emphasized stocks specified arsenic CVS Health Corporation (NYSE:CVS). CVS Health Corporation (NYSE:CVS) is simply a US-based wellness solutions provider. The one-month instrumentality of CVS Health Corporation (NYSE:CVS) was -6.50%, and its shares mislaid 18.58% of their worth implicit the past 52 weeks. On April 7, 2025, CVS Health Corporation (NYSE:CVS) banal closed astatine $63.85 per stock with a marketplace capitalization of $80.603 billion.

ClearBridge Dividend Strategy stated the pursuing regarding CVS Health Corporation (NYSE:CVS) successful its Q1 2025 capitalist letter:

"Meanwhile, we initiated positions successful CVS Health Corporation (NYSE:CVS), Inditex and TE Connectivity. Poor execution astatine Aetna, CVS’s wellness security business, and declining retail profits precipitated a diminution successful the shares which created an charismatic introduction point. We expect that underwriting improvements for its Medicare Advantage programme volition output sizeable nett maturation implicit the adjacent fewer years, which should pb to a re-rating successful the stock. TE Connectivity makes connectors for a wide scope of uses specified arsenic automobiles, information centers and aesculapian devices. Its main extremity markets, car and industrial, person travel nether immoderate cyclical pressure, which weighed connected the banal and provided an charismatic introduction constituent to this beardown business."

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A enactment of shelves successful a retail pharmacy, demonstrating the assortment of drugs and over-the-counter products.

CVS Health Corporation (NYSE:CVS) is not connected our database of 30 Most Popular Stocks Among Hedge Funds. As per our database, 74 hedge money portfolios held CVS Health Corporation (NYSE:CVS) astatine the extremity of the 4th fourth compared to 63 successful the 3rd quarter. While we admit the imaginable of CVS Health Corporation (NYSE:CVS) arsenic an investment, our condemnation lies successful the content that AI stocks clasp greater committedness for delivering higher returns, and doing truthful wrong a shorter timeframe. If you are looking for an AI banal that is arsenic promising arsenic NVIDIA but that trades astatine little than 5 times its earnings, cheque retired our study astir the cheapest AI stock.