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CVS Health Announces $5 Million Scholarship Program to Support Future Pharmacists in Louisiana
Prnewswire· 2026-02-18 13:00
CVS Health Announces $5 Million Scholarship Program to Support Future Pharmacists in Louisiana [Accessibility Statement] Skip NavigationInvestment aims to strengthen the pharmacy workforce and expand access to care across the stateBATON ROUGE, La., Feb. 18, 2026 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced the launch of a new $5 million scholarship program designed to support aspiring pharmacists in the state of Louisiana. The initiative will provide financial assistance to students pursuing thei ...
Here's Why CVS Health (CVS) is a Strong Growth Stock
ZACKS· 2026-02-16 15:46
Taking full advantage of the stock market and investing with confidence are common goals for new and old investors, and Zacks Premium offers many different ways to do both.The research service features daily updates of the Zacks Rank and Zacks Industry Rank, full access to the Zacks #1 Rank List, Equity Research reports, and Premium stock screens, all of which will help you become a smarter, more confident investor.Zacks Premium also includes the Zacks Style Scores. What are the Zacks Style Scores? Develope ...
Is CVS Health Corporation (CVS) Larry Robbins’ top pick?
Yahoo Finance· 2026-02-15 22:48
Accounting for 13.76% share ($617.96 million) in the billionaire’s portfolio, CVS Health Corporation (NYSE:CVS) ranks as Larry Robbins’ top stock pick. We recently published a list of youngest hedge fund billionaires and their top stock picks. Reuters reported on February 10, 2026, that although CVS Health Corporation (NYSE:CVS) reported a decrease in fourth-quarter profit, it still exceeded Wall Street expectations, highlighting the company’s early success in restructuring efforts following a challenging ...
Is CVS Health Corporation (CVS) Larry Robbins’ top pick?
Yahoo Finance· 2026-02-15 22:48
Group 1 - CVS Health Corporation (NYSE:CVS) is the top stock pick for billionaire Larry Robbins, accounting for 13.76% of his portfolio, valued at $617.96 million [1] - Despite a decrease in fourth-quarter profit, CVS exceeded Wall Street expectations, indicating early success in restructuring efforts after a challenging 2024 [2] - Adjusted EPS for CVS was $1.09, down from $1.19 a year earlier but above the consensus estimate of $0.99, with total revenue increasing from $97.70 billion to $105.70 billion due to higher prescription volumes and assets acquired from Rite Aid [3] Group 2 - For 2026, CVS reaffirmed its revenue guidance of at least $400.00 billion and adjusted EPS guidance of $7.00–$7.20, reflecting a focus on execution discipline rather than aggressive growth [4] - The Aetna insurance unit reported a medical loss ratio of 94.80%, slightly better than expected, despite pressures from Medicare Advantage cost trends related to the Inflation Reduction Act [4] - CVS operates as a diversified healthcare company, integrating insurance, pharmacy benefit management, retail pharmacies, and clinical services across the United States [6]
Jim Cramer Discusses CVS Health (CVS) In Detail
Yahoo Finance· 2026-02-15 15:12
We recently published 13 Stocks Jim Cramer Talked About. CVS Health Corporation (NYSE:CVS) is one of the stocks that Jim Cramer talked about. CVS Health Corporation (NYSE:CVS) is one of the largest pharmaceutical retailers in America. Its shares are up by 19.2% over the past year and are down by 2% year-to-date. In late January, Argus trimmed the firm’s share price target to $90 from $91 and kept a Buy rating on the shares. The financial firm pointed out that CVS Health Corporation (NYSE:CVS) would likel ...
Saggio Realty Announces Milestone Linked to Sale of Marco Island's CVS-Anchored Plaza
Globenewswire· 2026-02-14 01:20
Core Insights - The successful sale of Island Plaza, a CVS-anchored retail center in Marco Island, was completed for $26.6 million in late 2025, marking a significant achievement in commercial real estate investment in Southwest Florida [1][2]. Acquisition and Performance - Island Plaza was originally acquired in 2013 for $12.5 million, representing the largest real estate transaction during the Great Recession at that time [3][7]. - The first-year net operating income (NOI) was just under $995,000, positioning the asset among the strongest-performing retail holdings on Marco Island at the time of purchase [4]. - Over a 12-year hold, the center maintained consistent leasing, benefiting from sustained tourism-driven demand and tenant stability, resulting in an equity multiple of approximately 2.5 times the original investment [5][7]. Financial Metrics - The exit sale price of $26.6 million reflects a competitive investment performance with an estimated 12-year internal rate of return (IRR) range of 9% to 13% [7][8]. - The cap rate in the first year was 7.9%, indicating a strong initial return on investment [7]. Tenancy and Market Position - Island Plaza is anchored by CVS Pharmacy and includes a mix of national and regional retailers, contributing to its resilience and consistent performance [8][9]. - The property is strategically located at Marco Island's busiest commercial intersection, enhancing its value as a retail center [9]. Company Backgrounds - Hendricks Commercial Properties specializes in long-term ownership and high-performance operation of mixed-use and retail assets across the United States [10]. - Saggio Realty, with over 35 years of experience, focuses on commercial investment properties and represents various institutional and private investors in Southwest Florida [11].
Retirees and Income Investors Get Paid Monthly, Plus 20% Gains With This ETF
247Wallst· 2026-02-13 12:53
Core Insights - The AAM S&P 500 High Dividend Value ETF (SPDV) has returned 20.2% over the past year, outperforming the SPDR S&P 500 ETF Trust (SPY) which returned 15.5% [1] - SPDV focuses on high-yield companies, generating income through dividend-paying stocks and providing monthly distributions [1] Fund Performance - SPDV's largest holding is Newmont Corp at 3.48%, with a conservative payout ratio of 14.8%, ensuring stability in dividend payments [1] - The fund's monthly distributions have increased from $0.085 in early 2023 to $0.10 in January 2026, indicating improving cash flow from its holdings [1] Holdings Analysis - Halliburton, representing 2.57% of the portfolio, offers a 1.94% yield with a payout ratio of 45.3%, suggesting sustainability during downturns in the energy sector [1] - CVS Health, making up 2.45% of the portfolio, has raised concerns regarding dividend sustainability due to a 43.2% year-over-year decline in quarterly earnings [1]
Analysts See Multiple Growth Levers For CVS Health In 2026
Benzinga· 2026-02-11 19:31
Group 1 - CVS Health Corp. reported sales of $105.69 billion, exceeding the consensus estimate of $103.59 billion [1] - Adjusted earnings were $1.09 per share, surpassing the analyst estimate of 99 cents, but decreased from $1.19 in the prior year [1] - The company reaffirmed its fiscal 2026 adjusted earnings guidance of $7.00-$7.20 per share, compared to the Street consensus of $7.17, indicating a strong position for 2026 [1] Group 2 - CVS updated its cash flow from operations guidance to at least $9.0 billion, down from at least $10.0 billion [2] - The company anticipates fiscal 2026 revenue of at least $400 billion, below the consensus of $409.77 billion, with adjusted operating income projected between $15.07 billion and $15.41 billion [2] Group 3 - Bank of America Securities views the reaffirmation of the 2026 guidance positively amid investor concerns regarding Medicare Advantage headwinds in 2027 and regulatory scrutiny in the pharmacy benefit manager sector [3] - In Health Care Benefits, group Medicare Advantage rate renewals are seen as opportunities to improve margins, supported by progress in Individual Medicare Advantage [4] - Analyst Allen Lutz noted that CVS has several strategies to counteract headwinds from the 2027 preliminary rate notice, including share repurchases and repricing of Group Medicare Advantage [4] Group 4 - In Health Services, Bank of America expects continued margin improvement in Oak Street due to clinic closures, fewer new openings, and growing patient panels, which support a path toward break-even [5] - Overall, Bank of America sees multiple levers in place to drive CVS's enterprise growth and maintains a positive outlook on the long-term strategy, reiterating a Buy rating with a price forecast of $95 [5] - CVS Health shares were up 0.87% at $76.36 at the time of publication [5]
CVS Health: Why Margin Compression In Aetna Limits The Upside For 2026
Seeking Alpha· 2026-02-10 19:45
Core Viewpoint - The article emphasizes the importance of conducting thorough research and independent verification before making investment decisions, highlighting the inherent risks and volatility associated with stock investments [2][3]. Group 1 - The article provides informational content but does not serve as an exhaustive analysis of any featured company [2]. - It clarifies that the predictions and opinions presented are based on a probabilistic approach rather than absolute certainty [2]. - The author has no financial interest in the companies mentioned, ensuring an unbiased perspective [1]. Group 2 - The article stresses that past performance is not indicative of future results, cautioning readers against relying solely on historical data [3]. - It notes that the views expressed may not reflect those of the platform as a whole, indicating a diversity of opinions among contributors [3]. - The article highlights that the analysts may not be licensed or certified, which could affect the reliability of the information provided [3].
CVS Health Shares Dip Despite Fourth-Quarter Earnings and Revenue Beat
Financial Modeling Prep· 2026-02-10 19:36
Core Insights - CVS Health Corporation reported fourth-quarter results that exceeded analyst expectations, with adjusted earnings per share of $1.09, surpassing the estimate of $1.00, and revenue of $105.7 billion, up 8.2% year over year, exceeding the forecast of $103.63 billion [1][2] Financial Performance - For full-year 2025, CVS achieved record revenue of $402.1 billion, reflecting a 7.8% year-over-year growth, while adjusted earnings per share increased by 24.5% to $6.75 [2] - The company reduced its 2026 cash flow from operations guidance to at least $9.0 billion, down from the previous target of at least $10.0 billion, while maintaining its full-year 2026 adjusted EPS guidance of $7.00 to $7.20, aligning with analyst expectations of $7.17 [2] Segment Performance - The Pharmacy & Consumer Wellness segment showed strong fourth-quarter performance, with revenue increasing by 12.4% due to higher prescription volumes and a favorable pharmacy drug mix, and same-store prescription volume rose by 9.7% on a 30-day equivalent basis [3] - The Health Services segment, which includes pharmacy benefit management, reported a 9.0% revenue increase, while the Health Care Benefits segment experienced 10.1% revenue growth but recorded an adjusted operating loss due to Medicare Part D seasonality changes under the Inflation Reduction Act [3]