Earnings Preview: What To Expect From CVS Health's Report

Core Viewpoint - CVS Health Corporation is a major player in the U.S. health solutions market, with a market capitalization of $102 billion and operates through multiple segments including Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness [1] Financial Performance - CVS is expected to report an adjusted EPS of $0.99 for Q4 2025, reflecting a 16.8% decline from $1.19 in the same quarter last year, although it has consistently exceeded bottom-line estimates in the past four quarters [2] - For fiscal 2025, analysts project an adjusted EPS of $6.65, which represents a 22.7% increase from $5.42 reported in fiscal 2024 [3] Stock Performance - CVS shares have increased by 55.6% over the past 52 weeks, significantly outperforming the S&P 500 Index's rise of 18.3% and the State Street Health Care Select Sector SPDR ETF's return of 11.9% during the same period [4] Recent Developments - Despite reporting a better-than-expected Q3 2025 adjusted EPS of $1.60 and revenue of $102.9 billion, CVS stock fell nearly 2% due to a $5.7 billion non-cash goodwill impairment charge in its Health Care Delivery segment, which impacted investor confidence [5] Analyst Ratings - The consensus among analysts is highly bullish, with a "Strong Buy" rating overall; out of 24 analysts, 19 recommend a "Strong Buy," 2 suggest a "Moderate Buy," and 3 give a "Hold" rating. The average price target of $94.74 indicates a potential upside of 17.4% from current price levels [6]