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

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Margins

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

Benefit costs

Operating expenses

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Loss on assets held for sale

Restructuring charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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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.

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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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Cash from investing

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Signify Health

NEW ORLEANS--(BUSINESS WIRE)--Former Attorney General of Louisiana Charles C. Foti, Jr., Esq. and the law firm of Kahn Swick & Foti, LLC (“KSF”) are investigating the proposed sale of Signify Health, Inc. (NYSE: SGFY) to CVS Health Corporation (NYSE: CVS). Under the terms of the proposed transaction, shareholders of Signify will receive $30.50 in cash for each share of Signify that they own. KSF is seeking to determine whether this consideration and the process that led to it are adequate,

SIGNIFY HEALTH INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Adequacy of Price and Process in Proposed Sale of Signify Health, Inc. - SGFY

Featuring reductions in prescription drug costs and money-saving Medicare Advantage benefits and extras that make a difference WOONSOCKET, R.I. , Oct. 1, 2022 /PRNewswire/ -- Aetna®, a CVS Health® company (NYSE: CVS), announced its 2023 Medicare offerings, featuring more affordable medical and prescription drug coverage and expanded money-saving benefits that support members' whole health and well-being.

Aetna 2023 Medicare plans put money back in members' pockets

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Novavax

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UnitedHealth Group

Health care stocks are traditionally a defensive play for investors in a falling market. It's a rich market with blue chip insurance providers, service providers, pharmaceutical companies, retailers, and tech players.

Health Care Stocks: Reviewing The Best Of The Industry

CVS Is in Another Bidding War

WOONSOCKET, R.I. , Sept. 27, 2022 /PRNewswire/ -- CVS Health® (NYSE: CVS) is actively preparing for Hurricane Ian's landfall in Florida this week.

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

4 top healthcare stocks for your second-half of 2022 watchlist.

Good Stocks To Buy Right Now? 4 Healthcare Stocks To Know

Humana

Cano Health

Source: metamorworks / Shutterstock Cano Health (NYSE: CANO ) stock is moving on Friday from reports that Humana (NYSE: HUM ) and CVS (NYSE: CVS ) are considering buying the company. According to insider sources, both companies have expressed interest in buying out CANO and bringing the company into their folds.

CANO Stock Moves as Humana, CVS Consider Acquisition

Humana could be considering buying Cano Health, according to a Wall Street Journal (WSJ) report citing unnamed sources. This comes amid a broader movement of healthcare giants buying out primary-care providers.

Cano Health Courts CVS, Humana as Buyout Suitors

Humana and CVS Health are among the several companies looking to buy senior-care facility operator Cano Health , according to media reports on Thursday, sending Cano's shares up about 50%.

Humana, CVS among firms looking to buy Cano Health - reports

Suicide prevention strategy propelled a significant reduction in suicide attempts among adult members Goal inspired by American Foundation for Suicide Prevention's Project 2025 initiative WOONSOCKET, R.I. , Sept. 22, 2022 /PRNewswire/ -- Today, CVS Health® (NYSE: CVS) announced its milestone progress against the goal set last year of reducing Aetna member suicide attempts 20% by 2025.

CVS Health reports progress against goal to reduce suicide attempts among Aetna members 20% by 2025

Walmart

CHARLESTON, W.Va. — Walmart and CVS Pharmacy have settled with the state of West Virginia for a combined total of $147 million in a lawsuit over the companies' roles in contributing to the oversupply of prescription drugs that fueled the opioid epidemic in the country's most impacted state, Attorney General Patrick Morrisey announced Tuesday.

West Virginia announces $147 million opioid settlement with CVS, Walmart

CVS Health Corp and Walmart Inc have agreed to pay $147.5 million to settle West Virginia's claims over their alleged roles in the state's opioid crisis, state attorney general Patrick Morrisey said Tuesday.

CVS, Walmart reach $147.5 mln opioid settlement with West Virginia -attorney general

There will always be a need for these two businesses, a key ingredient for any portfolio.

Inflation Continues: 2 Recession-Resistant Stocks

It will take more than high interest rates or a recession to stop these stocks from outperforming over the long run.

Stock Market Sell-Off: 2 Reliable Dividend Stocks to Buy On the Dip

A major feature of CVS Health's (CVS) time delay safe function is that it cannot be overridden and is designed to deter pharmacy robbers.

CVS Health (CVS) Progresses With Safe Medication Approach

If a deal doesn't happen, what could that mean for investors?

Is CVS' Acquisition of Signify in Danger of Falling Through?

Dow Inc

Kirby

McKesson

Occidental Petroleum

Rush Enterprises

Schlumberger

Ronald Muhlenkamp is the founder and president of Muhlenkamp & Company, which was established in 1997 to manage private accounts for individuals and institutions.

These Are Ronald Muhlenkamp's Top 10 Holdings

Most stocks are having a lousy year in 2022. Here are a dozen that don't deserve being this deep in the red.

IBM, CVS and 10 Other Stocks That Are Too Cheap Now

CVS Health Corporation (NYSE:CVS ) 20th Annual Morgan Stanley Global Healthcare Conference September 13, 2022 8:35 AM ET Company Participants Karen Lynch – President and Chief Executive Officer Shawn Guertin – Executive Vice President and Chief Financial Officer Conference Call Participants Ricky Goldwasser – Morgan Stanley Ricky Goldwasser So, good morning everyone. And for those of you who are new to the room, welcome to Morgan Stanley's Global Healthcare Conference.

CVS Health Corporation (CVS) 20th Annual Morgan Stanley Global Healthcare Conference Transcript

New safes for controlled substances anticipated to help reduce organized retail crime All 213 CVS Pharmacy® locations across Louisiana, Mississippi and Arkansas now using time delay safe technology WOONSOCKET, R.I. , Sept. 13, 2022 /PRNewswire/ -- As part of an ongoing commitment to support law enforcement and help build safer communities, CVS Health® (NYSE: CVS) today announced the installation of time delay safe technology in all 213 CVS Pharmacy locations, including those in Target stores, across three states in the southern U.S. The states and corresponding number of pharmacy locations include Louisiana (133), Mississippi (57) and Arkansas (23).

CVS Health completes rollout of time delay safes in three southern states

There is more to the comparison, and in the sections below, we discuss why we believe CVS stock will offer better returns than WMT stock in the next three years.

CVS Health Stock Is A Better Pick Over This Giant Retailer

WOONSOCKET, R.I. , Sept. 13, 2022 /PRNewswire/ -- CVS Health® (NYSE: CVS) has appointed Jeffrey R.

CVS Health Appoints Dr. Jeffrey Balser to Board of Directors

Even though mental health challenges aren't anything new, we are living in a time with a series of unique stressors that are impacting every one of us, such as Russia's invasion of Ukraine, as well as a pandemic that has stretched two-and-a-half years and continually reminds us that as much as we want to be done with it, we're still living with a public health emergency that none of us has experienced in our lifetimes. It's no wonder that people are reporting "alarming" levels of stress, according to the American Psychological Association.

Opinion: CVS Health CEO says it's time for business leaders to get serious about mental health

Many aspects of drug stores and supermarkets feel like they're of another era. But perhaps the most retro part of these stores is the photo-printing equipment.

Why CVS and Walmart still print photos

Aetna CVS Health Individual and Family Plans combine the quality health insurance coverage of Aetna®, with affordable care options at CVS Pharmacy® locations to help members achieve their best health. WOONSOCKET, R.I.

News for CVS Health Stock (CVS)