CVS Health Corporation (CVS)

Over the past six months, CVS Health's stock price has experienced fluctuations. As of July 18, 2025, the closing share price was $61.96. Key events impacting the stock include increased utilization in Medicare Advantage, growth in the Pharmacy and Consumer Wellness segment, implementation of CostVantage, completion of the store optimization plan, and a dividend increase.

Demand for CVS Health's products and services can be influenced by seasonality. Products like allergy medications experience elastic demand and are subject to seasonal fluctuations. The company's Pharmacy and Consumer Wellness segment benefits from seasonal trends, including high vaccine demand and a longer flu season. Conversely, a weak cough, cold, and flu season can negatively impact growth. Unexpected increases in demand for healthcare products and services can significantly boost revenue. Seasonality can also impact adjusted operating income within the Health Care Benefits segment.

CVS Health Corporation is an American healthcare company with operations in Pharmacy Services, Retail/Long-Term Care, Health Care Benefits, and Corporate/Other. It operates within the healthcare sector, focusing on Managed Healthcare and Health Insurance, with a presence in Retail-Drug Stores. The Pharmacy Services segment includes a large pharmacy benefit manager, processing over 2 billion prescription claims annually. The Retail/Long-Term Care division has a network of retail pharmacies and MinuteClinic walk-in medical clinics. Through the acquisition of Aetna, CVS Health operates as a health insurer, serving approximately 26 million medical members. Recent acquisitions have expanded CVS Health's offerings to include primary care services.

CVS Health Corp. primarily operates across the United States, with an extensive network of retail locations serving 52 states and territories and a total of 3,393 cities. While its main operations are in the U.S., the company also serves medical members in certain countries outside the U.S.. The company plans to close approximately 900 stores by the end of 2024 due to shifts in population, consumer purchasing behaviors, and anticipated healthcare demands, while aiming to maintain its retail pharmacy script share.

CVS Health has generally maintained a strong brand reputation, often recognized for its commitment to healthcare and community wellness. CVS Health has been recognized as one of the "World's Most Admired Companies" and has received accolades for its corporate responsibility, diversity, and innovation. CVS and its subsidiaries have faced controversies, including issues related to health and Medicare fraud, patient privacy violations, prescription errors, and deceptive business practices, leading to legal settlements and criticism.

CVS Health Corp. has a mixed ownership structure comprising institutional, retail, and individual investors. Institutional investors hold a significant portion of CVS Health's stock. The largest institutional shareholders include Vanguard Group Inc., BlackRock, Inc., Dodge & Cox, Capital World Investors, and State Street Corp. Approximately 200,421 individuals own CVS Health common stock. Insiders own a small percentage of the company's stock.