CVS Health Corporation (CVS)

CVS Health's stock has shown strong performance, with a 9.10% increase in the last 30 days and a 43.74% increase over the past 12 months as of October 27, 2025. Key events include a double-beat in Q2 2025 earnings, exceeding analyst estimates for both earnings per share and revenue. Wall Street anticipates approximately $98.83 billion in revenue for Q3 2025. However, in late 2024, the company replaced its CEO and withdrew its 2024 profit forecast, warning that Q3 results would fall significantly below expectations. CVS-owned Omnicare filed for Chapter 11 bankruptcy after a U.S. district court slammed the subsidiary with $949 million in restitution and penalty payments for fraudulently billing the U.S. government. CVS Pharmacy completed the acquisition of Rite Aid assets nationwide on October 15, 2025. CVS Health announced the closure of 16 Oak Street Health Centers in October 2025, citing elevated medical costs.

Demand for CVS Health's products and services exhibits seasonality, particularly within its Pharmacy & Consumer Wellness segment. Revenues in this segment have been supported by seasonal trends, including periods of high vaccine demand and a longer-than-usual flu season. The company leverages machine learning and artificial intelligence to forecast future demand, integrating hyper-local weather trends and local event data.

CVS Health Corp. is an American healthcare company focused on providing accessible, affordable, and effective care. It operates in managed healthcare, health insurance, and pharmacies & drug stores. Its core business includes CVS Pharmacy, a retail pharmacy chain; CVS Caremark, a pharmacy benefits manager; Aetna, a health insurance provider; MinuteClinic, walk-in medical clinics; CVS Specialty, a specialty pharmacy division; Oak Street Health, a primary care network; Signify Health, a home health services provider; and other products like dental and health insurance plans, vitamins, cosmetics, and groceries.

CVS Health's operations are primarily within the United States, with an extensive network of retail pharmacies, clinics, and corporate offices. While its services are U.S.-centric, it engages in global sourcing and may have international support functions. The company is headquartered in Woonsocket, Rhode Island, with other corporate offices in Chicago, Illinois; Hartford, Connecticut; and Scottsdale, Arizona.

CVS Health's brand reputation has been influenced by both positive strategic moves and challenging legal and operational issues. The bankruptcy filing of its Omnicare subsidiary and the associated $949 million fraud judgment have likely had a negative impact. The decision to close 16 Oak Street Health Centers could also raise concerns. CVS Health has been actively working to improve access to more affordable fertility treatments and has highlighted the transformation of community pharmacy to meet patient needs. The acquisition of Rite Aid assets also demonstrates a commitment to expanding its reach and services. The company's focus on operational excellence and technological upgrades also contributes positively to its brand image.

Institutional investors and hedge funds own a significant portion of CVS Health Corp.'s stock, accounting for 80.66% of the company. Major institutional owners include Teacher Retirement System of Texas, Motley Fool Asset Management LLC, Fjarde AP Fonden Fourth Swedish National Pension Fund, Avion Wealth, Harbor Asset Planning Inc., Bell Investment Advisors Inc., Roxbury Financial LLC, and ORG Partners LLC.