CVS
Cvs Health CORP
NYSE
Form 4: CVS Health Director Guy Sansone Boosts Stake with Recent Stock Purchase
Sentiment:
Insider Transaction Report
9 June 2025 8:22 AM
CVS Health Corp. Director Guy P. Sansone acquired 1,570 shares of common stock, increasing his direct beneficial ownership in the company.
Better than expected
The purchase of shares by a director is generally considered a positive signal, indicating management's confidence in the company's future performance and valuation.
Summary
- Guy P. Sansone, a Director of CVS Health Corp. (CVS), purchased 1,570 shares of the company's common stock.
- The transaction occurred on June 5, 2025, at a price of $63.7 per share.
- Following this acquisition, Mr. Sansone directly beneficially owns 12,007.355 shares of CVS common stock.
- The filing indicates the transaction was made pursuant to a contract, instruction, or written plan for the purchase or sale of equity securities intended to satisfy the affirmative defense conditions of Rule 10b5-1(c).
Sentiment
Score: 8
Explanation: The purchase of shares by a director is a strong positive signal, indicating confidence in the company's future prospects and aligning management's interests with shareholders.
Positives
- A director's purchase of company stock (insider buying) can signal confidence in the company's future prospects and valuation.
- The acquisition increases the director's alignment of interests with shareholders, suggesting a belief in the company's long-term success.
Future Outlook
This Form 4 filing does not contain forward-looking statements or guidance regarding the company's future outlook.
Industry Context
Insider buying, particularly by a director, can be viewed positively by the market as it suggests confidence in the company's performance within the competitive healthcare and retail pharmacy sector. This transaction aligns the director's financial interests more closely with the long-term success of CVS Health, a major player in the U.S. healthcare landscape.
Comparison to Industry Standards
- While specific comparable companies or projects are not detailed in a Form 4, insider purchases are generally seen as a positive signal across all industries.
- In the healthcare sector, such a move by a director of a large entity like CVS Health (competitors include Walgreens Boots Alliance, UnitedHealth Group, Cigna) might be interpreted as a belief that the company's current valuation is attractive or that its strategic initiatives are expected to yield positive results.
Stakeholder Impact
- Shareholders may view this insider purchase as a positive indicator of the company's future performance and management's belief in its value.
Key Dates
- 06/05/2025: Date of transaction where Guy P. Sansone acquired common stock.
- 06/09/2025: Date the Form 4 filing was signed and submitted to the SEC.
Keywords
CVS Health, CVS, Insider Trading, Form 4, Stock Purchase, Director, Guy P. Sansone, Healthcare, Pharmacy, Retail Pharmacy
CVS
Cvs Health CORP
NYSE
Sector: TBD
Filings with Classifications
Better than expected
9 June 2025 8:22 AM
Insider Transaction Report
- The purchase of shares by a director is generally considered a positive signal, indicating management's confidence in the company's future performance and valuation.
Worse than expected
6 May 2025 4:15 PM
SEC Form 4 Filing
- The sale of a significant number of shares by a director and related funds could be perceived negatively by investors.
Worse than expected
1 May 2025 6:35 AM
Quarterly Report (Form 10-Q)
- The company recorded a premium deficiency reserve of $448 million in its individual exchange product line.
- Medical membership disruptions may result in volatility in the company's financial results.
- Elevated utilization levels may pressure the Health Care Benefits segment and its health care delivery assets.
Better than expected
1 May 2025 6:32 AM
Earnings Release
- The company's Q1 2025 results exceeded expectations with a 7.0% increase in total revenues.
- Adjusted EPS guidance was raised to $6.00 to $6.20 from $5.75 to $6.00.
- Cash flow from operations guidance was increased to approximately $7.0 billion from approximately $6.5 billion.
Delay expected
4 April 2025 4:03 PM
Definitive Proxy Statement
- The Health Services segment results fell below expectations, primarily due to a one quarter delay in the full rollout of our Cordavis biosimilars business.
Worse than expected
4 April 2025 4:03 PM
Definitive Proxy Statement
- The company did not meet threshold 2024 PSU Adjusted EPS performance for the 2022-2024 PSUs, resulting in a 0% payout.
- MIP Adjusted Operating Income metric achieved below threshold performance.
Delay expected
14 March 2025 5:02 PM
SEC Filing Form 4
- The gift of shares by the reporting person to a donor-advised charitable family foundation on November 18, 2022 was not timely reported due to an administrative error.
Worse than expected
12 February 2025 6:47 AM
Annual Results
Worse than expected
12 February 2025 6:32 AM
Earnings Release
- The company's GAAP and Adjusted EPS decreased compared to the prior year, indicating worse than expected profitability.
- The Health Care Benefits segment reported an adjusted operating loss, which is worse than the operating income in the prior year.
Capital raise
10 December 2024 4:33 PM
Debt Issuance Announcement
- CVS Health Corporation issued $2.25 billion of 7.000% Fixed-to-Fixed Rate Series A Junior Subordinated Notes due 2055.
- CVS Health Corporation issued $750 million of 6.750% Fixed-to-Fixed Rate Series B Junior Subordinated Notes due 2054.
Capital raise
9 December 2024 7:08 AM
Debt Tender Offer Announcement
- CVS Health will fund the purchase of the tendered notes with proceeds from the issuance of 7.000% Series A Junior Subordinated Notes due 2055 and 6.750% Series B Junior Subordinated Notes due 2054.
Capital raise
4 December 2024 6:53 PM
Debt Offering Announcement
- CVS Health is raising $3 billion through the issuance of junior subordinated notes.
- The offering is split into two series: $2.25 billion in Series A notes and $750 million in Series B notes.
- The net proceeds are expected to be approximately $2,963,075,700 after deducting underwriter discounts and estimated offering expenses.
Capital raise
2 December 2024 9:50 AM
Debt Tender Offer Announcement
- CVS Health plans to issue new subordinated debt securities to fund the cash tender offers.
- The amount of the new debt issuance is expected to be sufficient to cover the purchase of all tendered notes, accrued interest, and fees associated with the tender offers.
Worse than expected
6 November 2024 6:35 AM
Quarterly Report
- The company's net income and operating income were significantly lower than expected due to restructuring charges and increased healthcare costs.
- The Health Care Benefits segment's performance was worse than expected due to increased utilization and premium deficiency reserves.
- The company's medical benefit ratio (MBR) was higher than expected, indicating higher healthcare costs.
Worse than expected
6 November 2024 6:33 AM
Quarterly Report
- The company's GAAP and adjusted EPS were significantly lower than the previous year due to a decline in the Health Care Benefits segment and premium deficiency reserves.
- Operating income decreased by 77.5% due to the decline in adjusted operating income and restructuring charges.
- Adjusted operating income decreased by 42.8% due to the Health Care Benefits segment's performance.
Worse than expected
18 October 2024 6:46 AM
Leadership Change and Preliminary Quarterly Results
- The company's preliminary Q3 2024 results are worse than expected due to higher medical costs and significant charges for premium deficiency reserves and restructuring.
- The company has withdrawn its previous financial guidance, indicating a significant deviation from prior expectations.
Worse than expected
7 August 2024 6:35 AM
Quarterly Report
- The company's operating income and net income decreased year-over-year, indicating worse than expected profitability.
- The Health Care Benefits segment experienced a higher medical benefit ratio, indicating higher than expected healthcare costs.
- The Health Services segment saw a decrease in revenue due to the loss of a large client, which was worse than expected.
Worse than expected
7 August 2024 6:33 AM
Quarterly Report
- The company lowered its full-year earnings and cash flow guidance, indicating worse than expected results.
- The Health Care Benefits segment experienced a significant decline in operating results, contributing to the worse than expected performance.
- The adjusted EPS for the second quarter was lower than the prior year, indicating worse than expected profitability.
Capital raise
9 May 2024 4:19 PM
Debt Issuance Announcement
- CVS Health Corporation issued $5 billion in senior notes.
- The notes were sold to investors through an underwriting agreement.
Capital raise
8 May 2024 4:40 PM
Debt Issuance Announcement
- CVS Health is raising approximately $4.95 billion through the issuance of senior notes.
- The funds will be used for general corporate purposes as detailed in the prospectus.
Worse than expected
1 May 2024 6:40 AM
Quarterly Report
- The company's net income and operating income decreased significantly, indicating worse than expected results.
- The medical benefit ratio (MBR) in the Health Care Benefits segment increased substantially, reflecting higher healthcare costs than anticipated.
- The Health Services segment experienced a revenue decrease, which was worse than expected.
Worse than expected
1 May 2024 6:32 AM
Quarterly Report
- The company's earnings per share and cash flow guidance were significantly lowered due to higher than expected medical costs.
- The Health Care Benefits segment experienced a substantial decrease in adjusted operating income, indicating worse than expected performance.
- The medical benefit ratio increased significantly, reflecting higher healthcare costs than anticipated.
Worse than expected
7 February 2024 6:52 AM
Annual Results
- The company's Medicare Advantage plans did not qualify for full level quality bonuses in 2024, which could reduce profit margin.
Worse than expected
7 February 2024 6:33 AM
Quarterly Report
- The company revised its full-year 2024 earnings and cash flow guidance downwards, indicating worse than expected future performance.
- The Health Care Benefits segment experienced a decrease in adjusted operating income due to increased utilization in Medicare Advantage, which was worse than expected.
- The Pharmacy & Consumer Wellness segment saw a decrease in adjusted operating income for the full year due to continued pharmacy reimbursement pressure and decreased COVID-19 related services, which was worse than expected.
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