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

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Stockholders equity

Minority interest

Total liabilities & equity

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Net debt

Book value per share

Cash from operations

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Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

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Cash from financing

Change in stock

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Walgreens

Workers are concerned that Walgreens and CVS are placing unreasonable demands on them, without providing enough resources to safely execute tasks.

Pharmacy staff from Walgreens, CVS say they're at a breaking point — here's what their days look like

Bristol-Myers

Shares of CVS Health and Bristol Myers Squibb are down more than 20% year to date. Both businesses, however, have some promising growth opportunities ahead.

2 Absurdly Cheap Healthcare Stocks to Buy and Hold for Decades

CVS Health (CVS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

CVS Health (CVS) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

CVS Health Corp (NYSE:CVS) will report its third quarter 2023 financial results on November 1, with analysts calling for earnings per share (EPS) of $2.13, reflecting a year-over-year increase of just 2% according to Zacks Investment Research.   The healthcare company has a recent history of exceeding EPS expectations and Zacks believes CVS can do the same in 3Q.

CVS Health could see another earnings surprise in 3Q: analysts

CVS Health can derive strong synergy benefits from their pharmacies, health insurance, and PBM businesses. CVS Health's debt load is manageable and offers the opportunity to acquire a number of Rite Aid drugstores. However, there is a big shark lurking: Amazon Pharmacy.

CVS Health: Rite Aid's Chapter 11 Provides Opportunity

CVS Health's shares have not changed much over the past five years. The company is a leader in a sector that currently appears to be undervalued. Valuation suggests the company's intrinsic value lies much higher.

CVS Health: A Bargain Long-Term Opportunity

CVS Health experienced a rise in revenue in Q2 2023 and is scheduled to announce Q3 2023 earnings on November 1, 2023. The company is undergoing a comprehensive restructuring to improve efficiency and cut costs.

CVS Health Presents Technical Strength Amidst Robust Financials

It's been quite a week for pharmacy news. Pharmacies are facing numerous challenges as fall progresses—just in time for cold and flu season.

CVS pharmacy pulls oral phenylephrine cold medicines from shelves. Will Walgreens and others follow?

CVS has displayed great ambitions to become a vertically integrated managed healthcare provider, across insurance, primary care, retail pharmacy, and home-based care.

CVS: Get Paid 3.43%, Before M&A Synergy Materializes By 2026

The latest sentiment survey from AAII showed only 34.1% of respondents reported as bullish this week, down from 40% last week.

CVS Health: 'Only' A Fair Company For A Wonderful Price?

CVS Health said yesterday it is to remove oral cough and cold products with phenylephrine as the only active ingredient from its shelves following growing concerns over the drug's effectiveness. Phenylephrine is widely used in decongestant products with brands such as Benadryl and Tylenol said to contain the drug.

CVS Health to remove cough medicines due to effectiveness doubts

CVS said on Thursday that it is voluntarily removing certain common oral cough and cold products after a Food and Drug Administration (FDA) advisory panel determined last month that its active ingredient doesn't work.

CVS pulls popular cold medicines from store shelves

The move comes a month after FDA advisers said the common ingredient phenylephrine is ineffective.

CVS Pulls Certain Cold Medicines From Shelves and Will Stop Selling Them

The FDA has not decided whether to ask drug manufacturers and retailers like CVS to remove products containing oral phenylephrine from the market.

CVS to pull certain cold medicines containing decongestant phenylephrine from store shelves

CVS Health Corp. CVS, +0.14% is pulling decongestants off their shelves that contain an ingredient an Food and Drug Administration advisory committee determined did not work, according to a Thursday report from the Wall Street Journal. Used as a key ingredient in decongestants for nearly a century, FDA advisors in September determined that phenylephrine did not improve congestion.

CVS voluntarily pulling decongestants from shelves that contain ineffective ingredient

CVS Health is pulling some of the most common decongestants with phenylephrine from its shelves and will no longer sell them, after advisers to U.S. health regulators raised doubt over the efficacy of the ingredient, according to a Wall Street Journal report on Thursday.

CVS Health to remove cold medicine with phenylephrine from shelves - WSJ

Pharmacists say increased workloads and cut hours are the perfect recipe for medication errors, which can be fatal

US pharmacy workers strike over ‘dangerous' workloads as CVS and Walgreens rake in profits

Rite Aid

Drug store chains for decades saturated US cities, suburbs and small towns with new stores.

CVS, Walgreens and Rite Aid are closing thousands of stores. Here's why

The Medicare Advantage plans are available in 21 counties in Minnesota ST. LOUIS PARK, Minn.

Allina Health | Aetna Awarded 4.5 Star Quality Rating for 2024 Medicare Advantage Plans

UnitedHealth earnings last Friday may also be a factor buoying CVS stock.

CVS Stock Rises After Rite Aid Files for Bankruptcy

CVS Health Corp. CVS, +0.87% said Monday its chief financial officer, Shawn Guertin, is taking a leave of absence due to family health reasons. The drug store chain said Thomas F.

CVS CFO Shawn Guertin to take leave of absence for family health reasons

SVP of Corporate Finance Thomas F. Cowhey Appointed Interim CFO CEO of Oak Street Health Mike Pykosz Named Interim President of Health Services WOONSOCKET, R.I.

CVS Health announces CFO Shawn Guertin to take leave of absence due to family health reasons

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Eaton

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing.

My Dividend Growth Portfolio - Q3 2023 Summary

Best Buy BBY  and CVS CVS  are two retail giants that value investors may have their eyes on with both stocks rebounding of late but still closer to their 52-week lows.

Is There Enough Value to Buy CVS or Best Buy Stock for a Rebound?

Commitment to exceptional service for members across the nation drove a significant improvement in member experience ratings WOONSOCKET, R.I. , Oct. 13, 2023 /PRNewswire/ -- Aetna®, a CVS Health® company (NYSE: CVS), announced today that 87 percent of its Medicare Advantage (MA) members are in 2024 Medicare Advantage Prescription Drug (MAPD) plans that are rated 4 stars or higher (out of 5 stars) by the Centers for Medicare & Medicaid Services (CMS).

News for CVS Health Stock (CVS)