CVS Health Updates 2026 Financial Guidance, Projects Mid-Teens Adjusted EPS CAGR
Written by Emily J. Thompson, Senior Investment Analyst
Source: PRnewswire
Updated: 1 day ago0mins
- Strategic Vision: At its 2025 Investor Day, CVS Health unveiled a new strategy aimed at enhancing consumer experiences and simplifying healthcare services by integrating businesses like Aetna, CVS Caremark, and CVS Pharmacy, thereby strengthening its competitive position in the U.S. healthcare market.
- Financial Outlook: The company updated its 2025 financial guidance, projecting a mid-teens Adjusted EPS CAGR for 2026, reflecting strong performance and innovation across its diversified business portfolio.
- Consumer Engagement Platform: CVS Health launched an open consumer engagement platform designed to simplify healthcare experiences by integrating resources, which is expected to lower healthcare costs and enhance consumer health value, further solidifying its market position.
- Market Coverage: With over 9,000 pharmacies, CVS Health connects with approximately 185 million consumers, with 85% of Americans living within 10 miles of a CVS Pharmacy, demonstrating its extensive influence and market penetration in U.S. healthcare services.
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Analyst Views on CVS
Wall Street analysts forecast CVS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CVS is 90.53 USD with a low forecast of 75.00 USD and a high forecast of 102.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
15 Buy
1 Hold
0 Sell
Strong Buy
Current: 78.240
Low
75.00
Averages
90.53
High
102.00
Current: 78.240
Low
75.00
Averages
90.53
High
102.00
UBS
Kevin Caliendo
Buy
maintain
$96 -> $97
2025-12-10
New
Reason
UBS
Kevin Caliendo
Price Target
$96 -> $97
2025-12-10
New
maintain
Buy
Reason
UBS analyst Kevin Caliendo raised the firm's price target on CVS Health to $97 from $96 and keeps a Buy rating on the shares. The current EPS compound annual growth rate of mid-teens growth through 2028E does not contemplate any meaningful capital deployment, suggesting that CVS could have a positive upside/downside skew to earnings for 2027 and beyond, the analyst tells investors in a research note. UBS remains optimistic that Q4 has potentially more upside to EPS.
Barclays
Overweight
maintain
$87 -> $93
2025-12-10
New
Reason
Barclays
Price Target
$87 -> $93
2025-12-10
New
maintain
Overweight
Reason
Barclays raised the firm's price target on CVS Health to $93 from $87 and keeps an Overweight rating on the shares following the investor day. The company guided to mid-teens earnings growth through 2028, which includes margin improvement at Aetna and Care Delivery, the analyst tells investors in a research note.
Morgan Stanley
Overweight
maintain
$89 -> $93
2025-12-10
New
Reason
Morgan Stanley
Price Target
$89 -> $93
2025-12-10
New
maintain
Overweight
Reason
Morgan Stanley raised the firm's price target on CVS Health to $93 from $89 and keeps an Overweight rating on the shares. Guidance for a mid-teens 2026-28 EPS compound annual growth rate was "well received" and "nicely ahead" of the prior 6% floor, while 2026 guidance was issued in-line with prior commentary with added detail, the analyst says following the company's investor day. The event leaves the firm with increased conviction in the earnings power and trajectory of the business, the analyst added.
Piper Sandler
Jessica Tassan
Overweight
maintain
$99 -> $101
2025-12-10
New
Reason
Piper Sandler
Jessica Tassan
Price Target
$99 -> $101
2025-12-10
New
maintain
Overweight
Reason
Piper Sandler analyst Jessica Tassan raised the firm's price target on CVS Health to $101 from $99 and keeps an Overweight rating on the shares. The firm says CVS established guidance for a three year mid-teens adjusted EPS CAGR led by the ongoing margin recovery at HCB. This outlook very conservatively gets us to $9.41 of adjusted EPS in 2028 with buybacks offering upside and rendering $10.00 readily achievable within the forecast period. Guidance assumes buybacks are suspended in 2026 as CVS prioritizes deleveraging; and resume in 2027 and 2028 only to offset dilution.
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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
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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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