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

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

Benefit costs

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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.

Earnings data Q1 2021

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Earnings data Q3 2021

Earnings data Q4 2021

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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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CVS Health's (CVS) recent collaboration establishes new Accountable Care that focuses on health equity, coordinated care and enhanced access.

CVS Health (CVS) to Expand Health Care Access With New Pact

Pharmacy, insurance, and healthcare services provider CVS Health Corporation (NYSE: CVS) shares are trading near 52-week lows despite the recent rally in the benchmark indices. The Company has evolved from a drug store chain into an integrated healthcare company offering healthcare provider and payor services.

CVS Health is Growing into an Integrated Healthcare Organization

CVS Health Corp said on Monday that David Joyner would return to head the U.S. diversified healthcare company's pharmacy services and tapped former Cigna Corp executive Amy Bricker as its chief product officer for consumer business.

CVS names new pharmacy services, consumer product chiefs

WOONSOCKET, R.I. , Jan. 23, 2023 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced two executive appointments.

CVS Health names David Joyner head of Pharmacy Services; Amy Bricker becomes Chief Product Officer - Consumer

Agreement establishes new Accountable Care collaboration that emphasizes health equity, coordinated care and improved access WOONSOCKET, R.I. and CHICAGO , Jan. 23, 2023 /PRNewswire/ -- CVS Accountable Care Organization, Inc., a division of the CVS Health family of businesses (NYSE: CVS), today announced it has entered into a collaboration with RUSH University System for Health (RUSH) to expand access for Medicare patients to RUSH clinical services in the Chicago area.

CVS Health and RUSH Collaborate to Increase Health Care Access for Chicago-Area Medicare Patients

CVS Health stock (NYSE: CVS) saw a 15% fall in the last twelve months, in line with the broader S&P500 index, which was down 13%.

Should You Buy CVS Stock At $90?

Apple

Shake Shack

SYNNEX

Spotify

TipRanks analyst ranking service pinpoints Wall Street's best-performing stocks, including Apple and Spotify.

Top Wall Street analysts pick these stocks to climb 2023's wall of worry

TDOC has infamously recorded an immense asset impairment worth $9.63B over the LTM, likely attributed to the overly expensive Livongo acquisition worth $18.5B. With other players embarking on aggressive M&A activities into the virtual and primary healthcare market, it remains to be seen if CVS will learn from its peer mistake.

Is CVS Making The Same Mistake As Teladoc?

Baxter

L3Harris

Income investors looking to buy on a pullback might be interested in these stocks.

3 Dividend Stocks Trading Near Their 52-Week Lows

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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 - Q4 2022 Summary

Oak Street Health

This is about a potential takeover in the primary healthcare space. Recently, media reports appeared that CVS Health Corporation is in talks to acquire primary care provider Oak Street Health, Inc.

Oak Street Health And CVS Health: Potential Strategic Merger

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March-April 2022, UBS, Kiplinger, and Barron's analysts and reporters combined to list five sets of stocks sorted as: “Inflation Busters.” Those five articles revealed 48 equities, with 43 paying dividends. Article titles were, '24 Pricing Power Performers' [UBS]; ‘7 REITS Raising Dividends' [KIP]; '10 Stocks for Rising Interest-Rates' [KIP]; ‘5 Stocks to Stave-off Sizzling Inflation' [KIP]; ‘6 Dividend Stocks Whip Inflation [Barron's]'.

10 January Inflation-Busting Ideal Dividend Dogs

CVS has reignited its dividend growth streak. Shares of CVS are trading for 10 times 2022 earnings.

CVS Health Is A Buy Near Its 52-Week Low

News of CVS Health (CVS) potentially acquiring Oak Street Health (OHS) for $10 billion broke this week and highlighted what could be another lucrative acquisition in 2023.

Time to Buy CVS or Oak Street Health Stock on Potential Acquisition?

WOONSOCKET, R.I. , Jan. 13, 2023 /PRNewswire/ -- CVS Health® (NYSE: CVS) will hold a conference call with analysts and investors on Wednesday, February 8, 2023, at 8:00 a.m.

CVS Health to Hold Fourth Quarter and Full-Year 2022 Earnings Conference Call

Dillard's

Macy's

Overstock.com

Walgreens

Consumer data showing signs of deflation on a month-to-month basis is promising for the broader stock market. This is especially significant for the Retail and Wholesale sector and a stronger consumer could lead to more upside in these five stocks.

5 Retail Stocks That Could Rally on Lower Inflation

WOONSOCKET, R.I. , Jan. 12, 2023 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced that Sam Khichi will join the company as Executive Vice President, Chief Policy Officer and General Counsel, effective February 13.

CVS Health Names Sam Khichi Executive Vice President, Chief Policy Officer and General Counsel

Buffett isn't concerned when stock prices fall.

Take Warren Buffett's Advice and Do This During the Bear Market

Boeing

Sand Hill Global Advisors' Brenda Vingiello laid out her top stocks for 2023 Wednesday afternoon on CNBC's "Fast Money Halftime Report." Here's a look at her three best ideas for the year.

Why Disney, Boeing And CVS Are This Investor's Top Stocks For 2023

CVS is still trading below its intrinsic value and the stock is clearly undervalued in my opinion. In my opinion, neither the quarterly results nor the looming recession or the current opioid litigations are reasons for concern in my opinion.

Am I Wrong About CVS?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why CVS Health (CVS) is a Top Value Stock for the Long-Term

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American Tower

In 2022, I shifted my investment strategy to focusing on dividend growth income investing and started this article series in August '22. Dedicating myself to create monthly articles to track the progress of my investments has improved my performance and sharpened my researching abilities.

My Dividend Growth Income - Year End Summary

News for CVS Health Stock (CVS)