Callodine Capital Management LP lowered its stake in CVS Health Corporation (NYSE: CVS) by 39.5% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 313,427 shares of the pharmacy operator's stock after selling 204,573 shares during the period. CVS Health
CVS Health (CVS) reported earnings 30 days ago. What's next for the stock?
CVS Health Corporation (CVS) Presents at Leerink Global Healthcare Conference 2026 Transcript
CVS Health Corporation is rated a Buy, with a bullish outlook for 2026–2027 driven by margin recovery and undervalued valuation metrics. CVS trades at attractive forward P/S (~0.25x) and P/E (~13x), with potential for >50% share price upside if Medicare Advantage margins recover. 2026 guidance projects improved Medical Benefit Ratio, rising GAAP EPS ($6.04), and margin expansion across all divisions despite flat revenues.
CVS Health and Google have partnered to use artificial intelligence and related cloud-based technology to increase consumer and patient engagement, and "ultimately support better health outcomes,” the companies said Thursday.
CVS Health will launch an AI-enabled platform in partnership with Alphabet's Google Cloud unit that will bring together data from diverse sources to help customers manage their health in real time, they said on Thursday.
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CVS beats Q4 earnings and revenue estimates, but higher costs squeeze margins. Shares slip pre-market despite upbeat 2026 EPS guidance.
CVS Health Corporation (CVS) Q4 2025 Earnings Call Transcript