Revenue segments as reported by the company.

Products

Premiums

Services

Net investment income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Benefit costs

Operating expenses

Goodwill impairment

Store impairments

Opioid litigation charges

Loss on assets held for sale

Restructuring charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

CVS Health

Aetna is an American managed health care company, which sells traditional and consumer directed health care insurance plans and related services, such as medical, pharmaceutical, dental, behavioral health, long-term care, and disability plans. Aetna is a member of the Fortune 500.

Aetna

CVS Pharmacy is a subsidiary of the American retail and health care company CVS Health, headquartered in Woonsocket, Rhode Island. It was also known as, and originally named the Consumer Value Store and was founded in Lowell, Massachusetts, in 1963. The chain was owned by its original holding company Melville Corporation since its inception until its current parent company CVS Health was spun off into its own company in 1996. CVS Pharmacy is currently the largest pharmacy chain in the United States by number of locations (over 9,600 as of 2016) and total prescription revenue. As the retail pharmacy division of CVS Health, it ranks as the 7th largest U.S. corporation according to Fortune 500 in 2016. CVS Pharmacy's leading competitor Walgreens Boots Alliance ranked 37th.

CVS Pharmacy

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

Earnings data Q1 2021

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Earnings data Q1 2023

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Earnings data Q1 2024

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Earnings data Q3 2024

Earnings data Q4 2024

CVS Health exceeds Q4 expectations, eyes growth with Oak Street

CVS Health's strong financial performance in 2022, driven by revenue growth and exceeding EPS expectations, positions the company well for future growth.
The acquisition of Oak Street Health presents opportunities to expand into primary care and improve long-term earnings growth, despite challenges in maintaining retail performance.

CVS Health excels in Q1, eyes growth through acquisitions and innovation

CVS Health's strong financial performance, strategic acquisitions, and customer-centric initiatives position the company for sustained growth and competitive advantage.
While facing challenges in the evolving healthcare landscape, CVS Health's focus on innovation, affordability, and operational efficiency provides a solid foundation for future success.
By capitalizing on opportunities in growth, synergies, and healthcare services, CVS Health can navigate industry headwinds and drive long-term value creation for stakeholders.

CVS Health reports robust Q2 earnings, eyes growth opportunities

CVS Health's Q2 2023 performance reflects strong financial results and strategic acquisitions driving growth.
Despite challenges like higher costs and restructuring charges, the company remains confident in its ability to deliver outstanding performance.
Opportunities lie in expanding Medicaid contracts, biosimilar market establishment, and clinic openings for at-risk populations.
Overall, CVS Health's focus on cost optimization, digital sales growth, and patient engagement positions it well for future success.

CVS Health reports robust Q3 earnings and strategic growth plans

CVS Health's Q3 performance reflects strong financial results and strategic initiatives across its segments, positioning the company for sustainable growth.
While facing challenges like declining vaccine demand and contract losses, CVS Health is focused on leveraging opportunities in biosimilars and cost-saving solutions.
The company's commitment to operational excellence, innovation, and workforce investment underscores its strategic vision for becoming a leading health solutions provider.
With a clear focus on growth drivers and mitigating challenges, CVS Health is poised to capitalize on market opportunities and deliver value to shareholders.

CVS Health reports robust Q4 earnings, eyes Medicare margin recovery

CVS Health's Q4 2023 earnings call highlighted strong financial performance, a cautious stance on Medicare Advantage utilization, and a focus on transforming healthcare delivery. The company is committed to margin recovery, growth, and enhancing customer experience while addressing challenges in Medicare Advantage trends and cost pressures.

CVS Health faces Medicare Advantage challenges, focuses on margin improvement

CVS Health's Q1 2024 earnings call highlighted strong financial performance, challenges in the Medicare Advantage business, and a focus on improving margins. The company showcased strengths in the biosimilar market and Pharmacy & Consumer Wellness segment while addressing issues impacting Health Care Benefits and Services segments.

CVS Health's Q2 2024 performance reflects strong financial results, cost savings, and innovative initiatives in pharmacy services.
The company faces challenges in the Health Care Benefits segment but is actively addressing them through leadership changes and operational improvements.
Opportunities for growth include driving margin improvements, expanding digital reach, and educating stakeholders on the value delivery of PBMs.
Expectation of margin recovery in Medicare Advantage and double-digit EPS growth in 2025 highlight CVS Health's strategic focus on operational efficiencies and cost savings.

CVS Health reports robust Q3 earnings, focuses on growth strategies

CVS Health's Q3 2024 performance was marked by strong financial results, leadership changes, and segment-specific challenges and successes. The company is focused on leveraging opportunities in strategic initiatives and addressing areas for improvement to drive future growth.

Revenue

Cost of revenue

Gross profit

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Chewy

United Continental Hlds

Retail investors often feel on the outside of the stock market since information can often be hard to access and digest when the factors and trends to be identified aren't too clear-cut. This is why looking at Wall Street analyst actions can be an important checklist for retail investors when looking at potential opportunities to put their capital to work.

3 Key Analyst Upgrades: Why These Stocks Are Getting a Boost

Israel "Izzy" Englander's net worth tops $14 billion. He doesn't need dividend income.

Billionaire Israel Englander Bought This High-Yield Dividend Stock Hand Over Fist in Q3. Should You Buy It Too?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Brokers Suggest Investing in CVS Health (CVS): Read This Before Placing a Bet

Patterson Companies

Pfizer

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Wall Street's Most Accurate Analysts Weigh In On 3 Health Care Stocks With Over 5% Dividend Yields

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Exxon Mobil

AT&T, Altria Group, and Energy Transfer are top buys with dividends from $1K invested exceeding single share prices, meeting the dogcatcher ideal. Analysts forecast 15.47% to 28.33% net gains by November 2025 for top-ten F500IL dogs, with Energy Transfer as the standout “safer” choice. Eight F500IL stocks show negative free cash flow margins, making them unsafe buys; price drops or dividend increases could make top-yield F500IL fair-priced.

Of 63 Fortune 500 Industry Leaders, 57 Pay Dividends, 38 Are Cash Rich And 1 Is A Buy

Is CVS Health Stock an Underrated Buy?

Cigna

UnitedHealth Group

CVS Health, UnitedHealth Group and Cigna sued the Federal Trade Commission, claiming the agency's case against drug middlemen over high insulin prices in the U.S. is unconstitutional.  The complaint is the latest move in a bitter legal fight between the three largest pharmacy benefit managers, or PBMs, in the U.S. and the FTC.

CVS, UnitedHealth, Cigna sue to block FTC case over insulin prices

CVS Health Corporation (NYSE:CVS ) Wolfe 2024 Healthcare Results Conference November 19, 2024 10:20 AM ET Company Participants Tom Cowhey - Executive Vice President, Chief Financial Officer Conference Call Participants Justin Lake - Wolfe Research Justin Lake Got to mention Larry McGrath, the head of strategy in IR refused to sit up here with us, but he's doing God's work for the company, and we all appreciate it. Thank you, Larry.

CVS Health Corporation (CVS) Wolfe 2024 Healthcare Conference (Transcript)

CVS Health elevated Dr. Sreekanth Chaguturu to lead the company's healthcare delivery business a year after the company spent more than $20 billion on homecare provider Signify Health and senior clinic operator Oak Street Health.

CVS Health Taps Physician To Lead Healthcare Delivery Business

WOONSOCKET, R.I. , Nov. 19, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced that Dr. Sreekanth Chaguturu will be President, Health Care Delivery, in addition to his current role as Executive Vice President and Chief Medical Officer of CVS Health.

CVS Health names Dr. Sreekanth Chaguturu President, Health Care Delivery

CVS Health Monday said four new members will be added to its board from the hedge fund Glenview Capital Management, an activist investor that had been pushing for changes at the diversified healthcare giant.

CVS Health Adds Four Board Seats In Deal With Hedge Fund

CVS Health struck a deal with dissident Glenview Capital giving the investor four board seats. Glenview had been pushing for changes at the healthcare giant and had met with former CEO Karen Lynch prior to her ouster.

CVS strikes deal with activist Glenview Capital for four board seats

CVS Health Corp (NYSE:CVS) ticked up in pre-market trading after announcing the addition of four board members as part of a deal with activist investor Glenview Capital Management.  Larry Robbins, chief executive of the hedge fund, will join CVS' board, alongside Leslie Norwalk, Guy Sansone, and Doug Shulman, leaving the company with 16 directors.

CVS Health gains as board grows on deak with activist investor Glenview

Hedge fund Glenview Capital Management has been advocating for improvements at the pharmacy and healthcare company.

CVS Adds 4 New Board Members After Activist Push

CVS Health said on Monday it would add four new members to its board in an agreement with Glenview Capital Management, including the hedge fund's chief executive Larry Robbins.

CVS adds four new board members in deal with Glenview Capital

CVS Health Board of Directors appoints four new members: Leslie Norwalk, Larry Robbins, Guy Sansone, and Doug Shulman Appointments follow productive engagement with Glenview Capital Management WOONSOCKET, R.I. , Nov. 18, 2024 /PRNewswire/ -- The Board of Directors of CVS Health (NYSE: CVS) today announced the appointment of four new board members: Leslie Norwalk, Larry Robbins, Guy Sansone, and Doug Shulman, following productive discussions with Glenview Capital Management.

CVS Health Announces Board Appointments

Intel

Palantir Technologies

Michigan's pension bought Palantir, Intel, and CVS Health stock, while slashing an investment in Bristol Myers in the third quarter.

Large Pension Doubled Palantir Stake, Bought Up Intel and CVS Stock

Three prominent investment firms bet changes are in the offing at ailing healthcare giant CVS Health and added to existing bets and established a new position during the third quarter, according to regulatory filings.

Glenview, Sachem Head, Third Point buy CVS shares during Q3-filings

Bristol-Myers

They're down, but they aren't out, at least not in the eyes of patient investors.

2 Beaten-Down Dividend Stocks to Buy and Hold

Zacks.com users have recently been watching CVS Health (CVS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Is Trending Stock CVS Health Corporation (CVS) a Buy Now?

CVS Health expects the elevated levels of utilization to continue to put pressure on its 2024 performance and as a result could not provide an outlook for 2024.

Estimates for CVS Southbound After Rocky Q3: How to Play the Stock

WOONSOCKET, R.I. , Nov. 11, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced that Chief Financial Officer Tom Cowhey will participate in a fireside chat with investors at the Wolfe 2024 Healthcare Conference on November 19, 2024, at approximately 10:20 am ET.

CVS Health to present at the Wolfe 2024 Healthcare Conference

Cold water has been tossed on the idea that CVS Health would break up the company and sell off health or pharmacy benefits from assets that provide medical care if you listen closely to the company's new chief executive.

CVS Health Path Forward Becomes Clearer And Breakup Is Unlikely

CVS Health stock surged over 11% following a sizable revenue beat and the appointment of new CEO David Joyner, an industry veteran. The political landscape shift with Trump regaining the presidency and GOP gains is seen as a positive for CVS and Medicare Advantage stocks. Despite revenue growth, CVS faces significant challenges, including elevated medical costs and restructuring charges, impacting earnings and requiring a strategic turnaround.

CVS Health: Is It Time For A Turnaround?

Despite recent struggles, I remain bullish on CVS due to its potential for long-term growth and undervaluation, with a strong support level around $50. CVS faces challenges like high debt levels and declining margins, but restructuring efforts and improved star ratings offer reasons for optimism. The third quarter results showed revenue growth but significant declines in operating income and earnings per share, reflecting ongoing operational challenges.

News for CVS Health Stock (CVS)