CVS Health Aktie News

CVS Health Corporation is rated a Hold, reflecting balanced risk and income potential amid persistent Medicare Advantage cost pressures. Q4 2025 saw record revenue, but rising medical costs in Aetna drove a $1B cut to FY 2026 cash flow guidance, now at $9B. CVS Health's valuation is highly sensitive to margin changes, with exposure to Medicare Advantage limiting upside barring significant CMS r...

CVS Health Corporation (CVS) Q4 2025 Earnings Call Transcript

CVS Health Corp (NYSE:CVS) on Tuesday reported stronger-than-expected fourth-quarter revenue and adjusted earnings, driven by growth across its pharmacy, health services, and insurance businesses. The US pharmacy chain and health insurer said fourth-quarter revenue rose 8.2% to $105.7 billion, topping analysts' expectations of $103.6 billion.

CVS Health delivered a stronger-than-expected fourth quarter, beating Wall Street estimates on both earnings and revenue as the company presses ahead with a multi-year turnaround. The results underline a period of stabilisation after a challenging 2024, with management reaffirming long-term profit and revenue targets despite policy changes and pricing pressure across the healthcare sector.

CVS Health (NYSE: CVS) delivered a solid revenue beat in Q4 2025, though adjusted earnings declined year-over-year despite exceeding Wall Street expectations.

CVS Health Tuesday reported $2.9 billion in fourth quarter net income as the company slowly begins to get a handle on costs that have hit its Aetna health insurance business hard.

CVS Health earnings came in ahead of analyst forecasts but the company is concerned about Medicare rates.

The healthcare giant saw its revenue jump 8% in the fourth quarter