CVS Health Corporation Website

CVS Health Corporation

NYSE-CVS

Company Overview

CVS Health Corporation provides health services in the United States. The company's Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. Its Pharmacy Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, mail order pharmacy, specialty pharmacy and infusion, clinical, and disease and medical spend management services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, plans offered on public health insurance and private health insurance exchanges, other sponsors of health benefit plans, and individuals. This segment operates retail specialty pharmacy stores; and specialty mail-order, mail-order dispensing, and compounding pharmacies, as well as branches for infusion and enteral nutrition services. The company's Retail/LTC segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products; and provides health care services through its MinuteClinic walk-in medical clinics. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. As of December 31, 2021, it operated approximately 9,900 retail locations and 1,200 MinuteClinic locations, as well as online retail pharmacy websites, LTC pharmacies, and onsite pharmacies. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was founded in 1963 and is headquartered in Woonsocket, Rhode Island.

  • Name

    CVS Health Corporation

  • CEO

    J. David Joyner

  • Website

    www.cvshealth.com

  • Sector

    Health Care Providers and Services

  • Year Founded

    1996

Company Statistics

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Bulls Say

  • CVS' diverse operations create the opportunity to view a patient more holistically by managing both medical and pharmacy benefits, which could lead to revenue and cost synergies for the organization.

  • The firm's entry into provider services has the potential to improve returns for all of CVS' segments if it can help patients more easily and cost-effectively manage chronic conditions through early intervention.

  • CVS' PBM remains an industry leader due to its intense focus on pharmaceutical cost trends, which should continue to attract clients.

Bears Say

  • Healthcare reform will likely remain a recurring political topic until universal, affordable coverage is achieved in the US, and CVS' stock may experience volatility if scenarios that threaten its prospects gain traction.

  • Foot traffic at physical retail stores could continue to decline as consumers increasingly favor online retailers like Amazon, creating the need to reinvent operations.

  • CVS' long-term profit growth prospects appear lower than its managed care peers' primarily due to the long-term challenges it faces in its retail operations.

Source: Morningstar Analysis - Dec 09, 2025

What's happening

Nov 11, 2025 - Dec 11, 2025

CVS Health Corp Navigates Challenges and Opportunities Amidst Market Fluctuations

  • CVS Health Corp revised its fiscal year 2025 revenue guidance to at least $400 billion, boosting investor sentiment.
  • The company faced legal challenges related to improper billing practices that impacted stock performance earlier in December.
  • Analysts maintain a moderate buy rating despite recent underperformance relative to the Health Care sector.

Over the past month, CVS Health Corp experienced a modest overall movement of 0.9%, outperforming the S&P 500's return of 0.3% by 0.6%. This performance was shaped by significant events influencing investor sentiment and stock price fluctuations during this period.

On December 9, CVS announced an optimistic revision to its financial guidance for fiscal year 2025, raising revenue expectations to at least $400 billion while adjusting earnings per share (EPS) projections between $6.60 and $6.70. This announcement coincided with positive social media discussions about these updates, contributing to a notable increase in stock price on that day. Analysts reacted favorably, viewing the company's strategic focus on innovation—such as launching an AI-driven platform—as pivotal for enhancing operational efficiency and consumer engagement.

However, preceding this bullish momentum were several bearish developments that weighed heavily on CVS's stock performance earlier in December. A settlement regarding improper billing practices related to insulin refills resulted in a substantial payout of approximately $37 million due to allegations of over-dispensing insulin from government healthcare programs between 2010 and 2020. This legal issue raised safety concerns among investors and led shares to hit a four-week low shortly before the positive announcements were made.

Additionally, ongoing scrutiny from regulatory bodies added pressure on CVS’s market position throughout November into early December; settlements regarding false claims further complicated perceptions about its operational integrity within the healthcare sector. Analyst downgrades emerged during this timeframe as firms adjusted their price targets downward amid concerns over competitive positioning following Lilly’s termination of its drug plan with CVS.

Despite these challenges, analysts maintained an overall moderate buy rating for CVS based on recent earnings surpassing expectations alongside increased revenue figures year-over-year across various segments including Health Care Benefits and Pharmacy & Consumer Wellness operations. It is noteworthy that despite achieving some gains recently, CVS Health Corp underperformed the Health Care (XLV) sector by -2.4%.

NYSE:CVS