CVS Health Reports Strong Q4 Earnings, Reaffirms 2026 Guidance
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 days ago
0mins
Source: Newsfilter
- Earnings Beat: CVS Health reported adjusted earnings of $1.09 per share for Q4, surpassing analyst expectations of $0.99, indicating strong progress in its turnaround strategy under CEO David Joyner, which has bolstered investor confidence.
- Significant Revenue Growth: The company achieved $105.69 billion in revenue for the fourth quarter, an 8.2% increase year-over-year, with all business segments showing growth, particularly the insurance segment which saw over 10% revenue growth, signaling a recovery in market competitiveness.
- 2026 Profit Guidance Maintained: CVS expects full-year profit to range between $7 and $7.20 per share while maintaining its revenue guidance of at least $400 billion for 2026, despite facing $20 billion in market headwinds, reflecting the company's confidence in future growth.
- Strategic Adjustments Yield Results: Following the closure of 16 underperforming Oak Street Health locations, CVS's primary care provider is improving profitability, and combined with new technology investments and the acquisition of Rite Aid customers, is expected to further drive growth in its retail pharmacy business.
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Analyst Views on CVS
Wall Street analysts forecast CVS stock price to rise
17 Analyst Rating
16 Buy
1 Hold
0 Sell
Strong Buy
Current: 77.930
Low
91.00
Averages
96.71
High
105.00
Current: 77.930
Low
91.00
Averages
96.71
High
105.00
About CVS
CVS Health Corporation is a health solutions company. The Company's segments include Health Care Benefits, Health Services, Pharmacy & Consumer Wellness and Corporate/Other. Health Care Benefits segment offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, PDPs and Medicaid health care management services. Health Services segment provides a full range of pharmacy benefit management (PBM) solutions through its CVS Caremark operations and delivers health care services in its medical clinics, virtually, and in the home. Pharmacy & Consumer Wellness segment dispenses prescriptions in its CVS Pharmacy retail locations and through its infusion operations, provides ancillary pharmacy services including pharmacy patient care programs, diagnostic testing and vaccination administration, and sells a wide assortment of health and wellness products and general merchandise.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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