Cvs Health CORP

Market Movers (8-K)

NYSE
CVS Health Corporation's stockholders approved the 2026 Incentive Compensation Plan and ratified the appointment of Ernst & Young LLP as independent auditor at the 2026 Annual Meeting.
NYSE
CVS Health announced robust first-quarter 2026 results, with total revenues reaching $100.4 billion, a 6.2% year-over-year increase, and raised its full-year earnings and cash flow guidance.
Better than expected
NYSE
CVS Health Corporation announced the election of John E. Gallina, former Executive Vice President and Chief Financial Officer of Elevance Health, Inc., to its Board of Directors, effective March 19, 2026.
NYSE
CVS Health announced robust full-year 2025 revenues of $402.1 billion, alongside a significant goodwill impairment charge and updated 2026 cash flow guidance.
Worse than expected
NYSE
CVS Health updated its 2025 financial guidance, provided 2026 guidance, and announced a strategy to reimagine healthcare, targeting mid-teens Adjusted EPS CAGR through 2028.
Better than expected
NYSE
CVS Health's Board of Directors has appointed President and CEO J. David Joyner as Chair, effective January 1, 2026, consolidating leadership roles.

Quarterly Earnings (10-Q)

NYSE
CVS Health Corporation announced robust financial performance for the first quarter of 2026, with total revenues reaching $100.4 billion, a 6.2% increase year-over-year.
Better than expected
NYSE
CVS Health reported a significant net loss in Q3 2025, primarily driven by a $5.7 billion goodwill impairment charge related to its Health Care Delivery unit, despite overall revenue growth.
Capital raise
Worse than expected
NYSE
CVS Health Corporation reported a significant drop in second-quarter net income and diluted EPS, primarily driven by over $800 million in litigation charges and losses from exiting certain Accountable Care programs, despite overall revenue growth.
Worse than expected
NYSE
CVS Health's Q1 2025 results show significant revenue growth and improved operating income, despite a litigation charge and losses on accountable care assets.
Worse than expected
NYSE
CVS Health's Q3 2024 results reveal a significant drop in net income due to restructuring charges and increased healthcare costs, despite revenue growth.
Worse than expected
NYSE
CVS Health's second-quarter results show a complex picture with revenue growth offset by increased healthcare costs and a decline in operating income.
Worse than expected

Annual Reports (10-K)

NYSE
CVS Health reports a 7.8% revenue increase in 2025 to $402.07 billion, driven by growth across all segments, despite a significant goodwill impairment charge and increased litigation expenses impacting net income.
Delay expected
Worse than expected
NYSE
CVS Health Corporation releases its 10-K filing for fiscal year 2024, detailing financial performance and strategic initiatives amidst a changing healthcare industry.
Worse than expected
NYSE
CVS Health Corporation's recent 10-K filing provides a detailed description of its common stock, authorized capital, and compliance with securities regulations.
Worse than expected

Insider Trading (Form 4)

NYSE
CVS Health Corp. executive James David Clark reported a transaction involving the withholding of common stock to cover FICA taxes upon becoming retirement eligible.
NYSE
CVS Health CFO Brian Newman disposed of 2,478 shares to satisfy tax withholding obligations following a restricted stock unit vesting.
NYSE
CVS Health EVP and Chief Medical Officer Amy Compton-Phillips reported the surrender of 7,618 shares to cover tax obligations.
NYSE
CVS Health Director Fernando Aguirre reported the sale of 19,924 shares of common stock across two transactions in May 2026.
NYSE
Larry Robbins and Glenview Capital have significantly reduced their position in CVS Health through a series of open-market sales.
NYSE
CVS Health director John E. Gallina acquired 1,447.5039 deferred stock units as part of the company's non-employee director compensation policy.

Proxy Statements (Def-14A)

NYSE
CVS Health Corporation will hold its Annual Meeting of Stockholders on May 15, 2025, with proxy materials available online and via request.
NYSE
CVS Health's 2025 proxy statement highlights strategic priorities, board changes, and executive compensation details.
Delay expected
Worse than expected
NYSE
CVS Health Corporation's upcoming annual meeting on May 16, 2024, will address key proposals including director elections, executive compensation, and amendments to the incentive compensation plan.
NYSE
CVS Health's 2024 proxy statement outlines key governance matters, including director elections, executive compensation, and several stockholder proposals.

Institutional Holdings (13F)

NYSE
CVS Health Corp. has filed its quarterly 13F holdings report, detailing its investment portfolio as of March 31, 2026, with a total reported value of $212,255,190.
NYSE
CVS Health Corp. filed its Form 13F-HR, revealing over $102 million in equity holdings as of September 30, 2025.
NYSE
CVS Health Corp. has filed its Q2 2025 13F report, revealing equity holdings totaling over $190 million, primarily in the SPDR S&P 500 ETF Trust.
NYSE
CVS Health Corp's latest 13F filing discloses its holdings as of March 31, 2025, showcasing investments in Prudential Financial, Health Catalyst, and SPDR S&P 500 ETF Trust.
NYSE
CVS Health Corp's recent 13F filing reveals its holdings in Prudential Financial, Health Catalyst, and SPDR S&P 500 ETF Trust as of December 31, 2024.
NYSE
CVS Health Corp's latest 13F filing discloses approximately $230 million in managed securities as of September 30, 2024.

Schedule 13G - Passive Investments

NYSE
Vanguard Capital Management has filed a Schedule 13G reporting a 7.51% beneficial ownership stake in CVS Health Corp.
NYSE
The Vanguard Group reported a 0% beneficial ownership in CVS Health Corp following an internal realignment, with subsidiaries now reporting separately.
NYSE
BlackRock, Inc. has filed an amendment to its Schedule 13G, disclosing a beneficial ownership of 8.3% of CVS Health Corporation's common stock as of June 30, 2025.
NYSE
Capital World Investors has filed a Schedule 13G, revealing a beneficial ownership of 5.5% of CVS Health Corp.'s common stock as of March 31, 2025.
NYSE
BlackRock, Inc. has filed an Amendment No. 13 to its Schedule 13G, disclosing a 7.1% beneficial ownership stake in CVS Health Corporation as of March 31, 2025.