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Stock impact report

Baird Turns More Bullish on CVS, Nudges Price Target Higher [Yahoo! Finance]

CVS Health Corporation (CVS) 
Last cvs health corporation earnings: 2/12 06:45 am Check Earnings Report
US:NYSE Investor Relations: investors.cvshealth.com
Company Research Source: Yahoo! Finance
On April 15, Baird raised its price recommendation on CVS Health Corporation (NYSE:CVS) to $94 from $92. It reiterated an Outperform rating on the shares. The firm updated its model as it became more constructive on the stock. During the Q4 2025 earnings call, CEO David Joyner said 2025 had been a meaningful year of progress for CVS Health. He pointed to the company's ongoing effort to simplify healthcare while improving affordability and access. He referred to fourth-quarter results, noting adjusted operating income of $2.6 billion and adjusted EPS of $1.09. He also reiterated the company's full-year 2026 adjusted EPS guidance, which remains in the range of $7 to $7.20.For the full year, Joyner reported adjusted EPS of $6.75 and operating cash flow of $10.6B. Both came in ahead of the company's initial expectations. Within the Aetna segment, he said adjusted operating income improved by more than $2.6 billion year over year. He added that the company refreshed its leadership tea Show less Read more
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