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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

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

Aflac

Broadstone Net Lease

Deere & Company

Kinder Morgan

Provident Financial Services

AT&T

Verizon

Growing your dividend income takes time and consistency.

Dividend Income Summary: Lanny's November 2023 Summary

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Should You Invest in CVS Health (CVS) Based on Bullish Wall Street Views?

CVS Health's (CVS) restructuring plan poises it well, along with its strategic buyouts.

CVS Health (CVS) New Opportunities Drive Growth, Macro Woes Stay

WOONSOCKET, R.I. , Dec. 19, 2023 /PRNewswire/ -- CVS Health (NYSE: CVS) today announced that President and CEO Karen S.

CVS Health to present at the 42nd Annual J.P. Morgan Healthcare Conference

Devon Energy

OneMain Hld

TipRanks' analyst ranking service pinpoints Wall Street's best-performing stocks, including CVS Health and Devon Energy.

Top Wall Street analysts favor these 3 dividend stocks for the long haul

Archer-Daniels-Midland Company

Baker Hughes Co

Dow Inc

Energy Transfer LP Unit

Ford Motor Company

Kroger

MetLife

Pfizer

Philip Morris

Southern Company

Exxon Mobil

The Summer 2023 edition of Fortune Magazine revealed 500 biggest U.S. companies by revenue. Dogcatcher's quest to sniff out the best dividend buys focused on 68 industry leaders using YCharts 12/14/23 data. Those 68 industry leaders were segmented into 21 business sectors, ranging (alphabetically) from apparel to wholesalers. 3 of the 68 were private or foreign exchange listed firms not tracked by YCharts, leaving 65 listed. 58 dividend yielding stocks led those 68 industry leaders and ranged 0.17% to 9.08% in annual yield and ranged -15.07% to 36.4% in broker estimated one-year price target upsides by YCharts 12/14/23 reckoning.

4 Ideal December Dividend Fortune 500 Industry Leaders (Of 68)

Since its acquisition of health insurer Aetna in 2018, CVS has began to transform its business model from a brick-and-mortar pharmacy retailer to a fully integrated health care provider. Driven by a 2022 cutback in shareholder distributions and the announcement of two additional debt-funded acquisitions in primary care, shares have derated with growing investor concern on execution risk. Given strong performance in its insurance business and management having offered additional clarity on its mid-term strategy, I see favorable risk/reward skew with significant headroom for multiple rerating towards peers.

CVS Health: Risk/Reward Highly Skewed To The Upside

CVS's store receipts may stay long, but its prescription slips are about to get shorter.

Can CVS's Transparent Drug Pricing Cure An Industry Epidemic?

Alphabet

Spotify

Here are some of the major companies whose stocks moved on the week's news.

The Score: Spotify Technology, CVS Health, Alphabet and More Stocks That Defined the Week

CVS Health Corporation is a good fit for Warren Buffett's 10x Pretax Rule. Under this rule, paying 10x pretax earnings is already a good deal for a business even if it stagnates forever (as long as it does not shrink). CVS Health stock is for sale at 6.22x of its FWD pretax earnings.

CVS Health: A Good Fit To Buffett's 10x Pretax Rule

Shares of CVS Health Corporation NYSE: CVS have been enjoying a decent run this month, with a 10% gain in less than two weeks. It comes after multiple months of consolidation and sideways trading, as investors and the stock stabilized after its 40% plunge.

Is CVS stock ready for a rebound?

Premier

Select Medical Holdings

Spok Holdings

UnitedHealth Group

U.S. Physical Therapy

Walgreens

With the equities sector falling flat while the cryptocurrency arena skyrockets, the difficulties associated with planning next moves help drive the bullish case for dividend-paying healthcare stocks. As a defensive play, the broader wellness ecosystem should instill confidence.

7 Dividend-Paying Healthcare Stocks for Income Investors

CVS Health Corp (NYSE:CVS) has the unique opportunity as a health plan to leverage its high net promoter score retail franchise, according to BofA Securities analysts.  In an update to clients, the analysts noted they left the company's investor day incrementally positive and believe CVS has appropriately reset expectations for earnings growth over the intermediate term.

CVS Health has achievable targets ahead as headwinds ease: analysts

CVS held its investor day yesterday and Wall Street came away bullish. The healthcare giant will revamp the way it prices prescriptions, which could attract more business.

Why CVS Health Stock Rallied Wednesday Morning

More pricing disclosure and better integrated primary-care solutions will make CVS an easier service provider to do business with. The coming year's revenue should also be on the order of at least 3% better than this year's top line will likely be.

Why CVS Health Jumped Nearly 4% Today

Among the more stable stocks that have been more volatile than usual this year, CVS Health (NYSE: CVS ) is clearly seeing this volatility play out again today. Shares of CVS stock surged 4% in afternoon trading on a couple of key catalysts investors seem to like.

CVS Stock Alert: 3 Reasons Why CVS Health Is Up Today

CVS Health (CVS) shares jumped about 4% Tuesday after the drugstore chain and health-care firm posted strong guidance and raised its dividend on reported higher demand for its health-care services.

CVS Health Posts Strong Guidance, Raises Its Dividend, and Flags New Initiatives

Pharmacy giant CVS Health on Tuesday announced an overhaul of its drug-pricing model to boost transparency amid scrutiny of the soaring cost for medications.

CVS to overhaul drug-pricing model to boost transparency amid scrutiny of high cost for meds

CVS just announced it's changing how prescription drugs get priced at its pharmacies. The new program includes a set markup for medication costs, a step toward drug pricing transparency.

How Mark Cuban forced the biggest US pharmacy to upend its business

CVS's new effort aims to do away with a complex model that typically determines how much pharmacies get reimbursed and how much patients pay for medications.

CVS to change how it prices prescription drugs with new pharmacy reimbursement model

Drugstore chain CVS guided fiscal 2024 revenue higher than expected, and raised the quarterly dividend by 10%.

CVS Stock Is Climing on Upbeat Revenue Guidance, Higher Dividend

CVS Health Corp (NYSE:CVS) confirmed guidance for adjusted earnings as it reported a solid jump in third-quarter sales.  The company said in the three months ended September 30 that total revenue increased 10.6% to $89.8 billion from the year before, with net income of $2.27 billion compared to a net loss $3.40 billion before.

CVS Health reports jump in sales despite challenging environment

CVS Health on Tuesday forecast 2024 revenue above Wall Street estimates and an in-line profit as the company expects to benefit from its expansion into health services and strength in its health insurance business.

CVS forecasts 2024 revenue above estimates on health services demand

CVS Health Inc.'s stock CVS, rose 3% premarket Tuesday, after the drug-store chain backed guidance for 2023 and set guidance for 2024 with revenue that's comfortably above consensus. The company said it expects 2024 adjusted EPS of at least 8.50 on revenue of at least $866.0 billion.

CVS Health's stock pops 3% after it offers above-consensus revenue guidance for 2024

Introduces CVS CostVantageTM and CVS Caremark TrueCostTM to drive aligned incentives and deliver a more transparent and sustainable reimbursement model Launches CVS HealthspireTM brand for Health Services segment that simplifies access to multi-payor capabilities, better aligns client service, and drives better outcomes and greater lifetime member value Demonstrates ability to unlock value across superior assets including CVS Caremark®, Aetna®, and CVS Pharmacy® businesses Announces quarterly dividend of sixty-six and a half cents ($0.665 cents) per share, an approximate 10% increase Reiterates 2023 financial guidance and initiates 2024 projections, outlining achievable long-term growth expectations with clear opportunities to outperform WOONSOCKET, R.I. , Dec. 5, 2023 /PRNewswire/ -- Today at its 2023 Investor Day, CVS Health® (NYSE: CVS) will share how its strategy and combination of assets drives reliable, diversified, and accelerating earnings growth, while also delivering superior care and value to millions of Americans.

News for CVS Health Stock (CVS)