CVS Health Corporation (CVS)

CVS Health's stock price has seen an increase of approximately 15.97% from June 28, 2024, to June 27, 2025. Key events impacting the stock price include better-than-expected Q4 2024 and Q1 2025 earnings, an updated full-year 2025 guidance, and an upcoming dividend of US$0.67 per share. The company has faced Medicare Advantage challenges and pharmacy reimbursement pressure.

Demand for CVS Health's products and services exhibits seasonality, influenced by public health trends and specific product categories. The company experiences increased demand for vaccines and during flu season, which positively impacts its Pharmacy and Consumer Wellness segment. Demand for allergy medication can fluctuate with economic factors. Unexpected healthcare needs, such as during a pandemic, can significantly impact demand. Softening consumer demand in the front store has been noted as a partial offset to growth in other areas.

CVS Health Corporation is a leading American healthcare company operating as an integrated pharmacy health care provider and health solutions company. It operates across healthcare plans, pharmacies, drug stores, health and medical insurance, and dental insurance. The company's primary segments include Pharmacy Services (CVS Caremark), Retail/Long Term Care (CVS Pharmacy), Health Care Benefits (Aetna), Health Services, and Pharmacy & Consumer Wellness.

CVS Health Corp. primarily operates across the United States and Puerto Rico, maintaining an extensive network of approximately 9,135 to 9,900 retail locations. MinuteClinic walk-in medical clinics are located in over 1,100 CVS Pharmacy locations across 33 states and the District of Columbia. The company has been strategically reviewing its retail footprint, with plans to close approximately 900 retail stores between 2022 and the end of 2024.

CVS Health's brand reputation has been impacted by scrutiny and legal challenges, including Medicaid overcharging lawsuits where the company is accused of submitting false claims to state Medicaid programs. The company's Pharmacy Benefit Management (PBM) segment, CVS Caremark, has faced criticism for allegedly inflating drug prices. CVS and its subsidiaries have faced numerous controversies, including allegations of health and Medicare fraud, patient privacy violations, and deceptive business practices.

CVS Health Corp. has a diverse ownership structure, primarily dominated by institutional investors, who hold approximately 84.07% to 86.10% of the company's stock. Insiders own about 1.29% of the stock, while retail investors hold approximately 14.65%. Recent insider activity indicates more buying than selling in the past three months.