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 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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.

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Cost of revenue

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Earnings per share

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Book value per share

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Cash from investing

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UnitedHealth Group

CVS Health and UnitedHealth Group have asked U.S. Federal Trade Commission chair Lina Khan and commissioners Rebecca Kelly Slaughter and Alvaro Bedoya to disqualify themselves from an FTC lawsuit that has accused the companies of unlawfully inflating insulin prices.

CVS, UnitedHealth ask for FTC's Khan and 2 commissioners to be disqualified from case

Pfizer

Activists appear to be calling a bottom on the two stocks.

Pfizer and CVS Are Attracting Activists. Healthcare Stocks Could Rebound.

Best Buy

Brookdale Senior Living

Ensign Group

Kamala Harris wants Medicare to change and cover long-term home care services, such as in-home aides. The plan creates uncertainty for Brookdale Senior Living and Ensign Group.

Harris Wants More Senior Care in the Home. Which Stocks Win or Lose.

WOONSOCKET, R.I. , Oct. 8, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) is actively preparing for Hurricane Milton's landfall in Florida tomorrow.

CVS Health supporting customers, patients, members and colleagues as Hurricane Milton approaches

WOONSOCKET, R.I. , Oct. 7, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) will hold a conference call with analysts and investors on Wednesday, November 6th, 2024, at 8:00 a.m.

CVS Health to hold third quarter 2024 earnings conference call

Major changes could soon be coming, but will they drive the stock up?

Does This New Development Make CVS Stock a Buy or a Sell?

The stock could be poised for a turnaround.

Billionaire Investor Pushes for Changes at CVS. Is Now the Time to Buy the Stock?

On October 4, 2024, TD Cowen upgraded CVS Health (NYSE: CVS) to Buy from Hold, raising its price target to $85 from $59. This represents a potential upside of 35%, driven by significant updates to CVS's Medicare Advantage (MA) business.

Why CVS Health stock could appreciate 35% from here

We also chat about Uber and its quest to become an everything app.

An Activist Investor Is Interested in CVS; We Take a Look

Shares of CVS Health Corp (NYSE:CVS) are 3.9% higher to trade at $65.40 at last glance, after several updates for the healthcare giant.

CVS Health Stock Bounces on Company Updates

Changes in in the retail pharmacy's 2025 Medicare Advantage plan benefits should lower costs.

CVS Stock Can Gain 35% From Here, Analyst Says. Here's How.

Diamondback Energy

Morgan Stanley

M&T Bank

Williams

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

This Morgan Stanley Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

CVS has engaged advisors in a strategic review of its business, CNBC has reported Monday. One option being weighed is splitting up its retail pharmacy and insurance units.

CVS is under pressure and considering a break up. Here's why that could be risky

CVS Health (CVS) reachead $62.92 at the closing of the latest trading day, reflecting a +1.09% change compared to its last close.

Why the Market Dipped But CVS Health (CVS) Gained Today

The market speculates that following the FTC notice, several investors are pushing CVS Health to go for segment breakups.

CVS Stock Hits 50-Day SMA on Split Rumors: How Should You Play?

For the third year, CVS Pharmacy is offering 60+ allergy-friendly treats in stores and online McLEAN, Va. and WOONSOCKET, R.I.

FARE and CVS Pharmacy® continue to partner on Teal Pumpkin Project for a more inclusive Halloween

Talk that CVS Health may break up its businesses would mean unraveling synergies already making the company a lot of money and the potential to make even more.

Why CVS Health Won't Break Off Aetna From Its Medical Providers

In the high-stakes world of healthcare retail, CVS Health finds itself at a crossroads, navigating turbulent waters amid investor pressures and a stock price that seems to be on a downward spiral. As the pharmacy giant embarks on a strategic review, including possibly splitting its insurance and retail arms, CEO Karen S.

Can CVS Health's Strategic Overhaul Revitalize Its Market Position?

CVS Health (CVS) shares have been in the spotlight following reports that the healthcare services giant is considering separating its retail pharmacy and insurance units as it looks to improve profitability and appease investors.

Key CVS Health Stock Price Levels to Watch

CVS Health stock (NYSE: CVS) currently trades at $65 per share, 37% below its pre-inflation shock high of $102 seen in February 2022. In contrast, its peer – Walgreens stock – is down 78% over this period, amid falling profitability.

Should You Pick CVS Stock At $65?

Splitting up the company would face challenges, but there is no perfect solution to its struggles.

A CVS Breakup Is No Easy Fix for Its Problems

Glenview Capital Management, a hudge fund that has been subject of certain media reports that it was pushing CVS Health management to break up the healthcare giant, denies it is “pushing for a break-up.”

Glenview Capital: We Don't Want CVS Health Broken Up

CVS plans to lay off 2,900 workers, the company announced this week. The move comes as the pharmacy has been struggling with costs in a tough economy, and is considering breaking the company into two separate businesses, as Reuters reported.

CVS layoffs: Pharmacy to cut 2,900 workers amid breakup rumors, AI tech investments

Apple

Boeing

Ford Motor Company

A massive port strike and dismal economic data also weighed on the main indexes Tuesday.

Stock Market Today: Stocks Drop, Oil Spikes After Iran Attacks Israel

“While there's no guarantee it will happen, any company split would acknowledge that CVS can't be the integrated healthcare powerhouse it once thought,” one analyst said.

News for CVS Health Stock (CVS)