CVS Health Corp Chief Financial Officer Thomas Cowhey intends to step down from his position, Bloomberg News reported on Monday, citing people familiar with the matter.
CVS Health's strong track record of stable cash generation aids it amid the broader market sell-offs due to escalating 2025 Trump tariffs.
CVS has been worst hit by the rising healthcare utilization/ medical costs, as observed in the relatively higher medical benefit ratio in FQ4'24/ FY2024 compared to its peers. Even so, we believe that FY2024 (and maybe FY2025) are likely to be its trough years, as the management offers promising guidance and the consensus raises forward estimates. Despite industry-wide issues, CVS remains well positioned to weather through the near-term uncertainties, thanks to the pricing increases and the stable balance sheet health.
I rate CVS Health as a BUY due to its undervaluation and potential for financial growth despite current sector uncertainties. CVS's revenue is growing, but profitability is declining due to retail competition and PBMs shrinking reimbursement rates. CVS's PBM business, Caremark, holds a significant market share, positioning it better than competitors like Walgreens.
CVS Health (CVS) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
The stock market remains in freefall, today on fears of a full-blown trade war having been ignited, sending the stock market officially into correction turf.
In the most recent trading session, CVS Health (CVS) closed at $68.07, indicating a +0.13% shift from the previous trading day.
CVS Health gained 50% over the three-month period while Deckers fell nearly as much.
We're nearing the end of the calendar-year Q1, with many S&P 500 stocks delivering strong performances year-to-date despite recent volatility stemming from tariff talks and other economic developments.
CVS Health experienced a significant turnaround in 2025, with shares up nearly 50% after a 44% decline in 2024. The recent rally is not driven by great results or strong guidance under new CEO leadership, but rather bad ones that just weren't as terrible as expected. CVS's 2025 outlook includes modest revenue growth, improved operating income, and a focus on stabilizing margins and profitability.
The American stock markets have had a rough month as investors remain jittery over international tariff fears. While this market downturn has affected most sectors of the economy, healthcare stocks are doing exceptionally well, outperforming the general market as the most successful sector of 2025 so far.
Zacks.com users have recently been watching CVS Health (CVS) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.