CVS Health: Why Margin Compression In Aetna Limits The Upside For 2026 [Seeking Alpha]
CVS Health Corporation (CVS)
Last cvs health corporation earnings: 2/12 06:45 am
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Source: Seeking Alpha
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 rate increases. Dividend yield and business diversification provide a buffer, making CVS stock more attractive for income-focused investors than for those seeking growth. PM Images/DigitalVision via Getty Images Overview The story of CVS Health Corporation ( CVS ), at least from an investment perspective, is how well it can convert its $400 billion-plus in revenues to cash. Despite all the complexities and business segments within CVS, it This article was written by Analyst's Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am n
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CVS
News
- CVS Health (NYSE:CVS) had its price target raised by analysts at The Goldman Sachs Group, Inc. from $95.00 to $97.00. They now have a "buy" rating on the stock.MarketBeat
- CVS Health Maintains Full-Year Outlook Following Fourth-Quarter Beat [Yahoo! Finance]Yahoo! Finance
- CVS Health Corporation Q4 2025 Earnings Call Summary [Yahoo! Finance]Yahoo! Finance
- CVS Health (CVS) Q4 2025 Earnings Call Transcript [Yahoo! Finance]Yahoo! Finance
- CVS Health Q4 Earnings Call Highlights [Yahoo! Finance]Yahoo! Finance
CVS
Earnings
- 2/10/26 - Beat
CVS
Sec Filings
- 2/13/26 - Form 13F-HR
- 2/10/26 - Form 10-K
- 2/10/26 - Form 8-K
- CVS's page on the SEC website