Revenue segments as reported by the company.

Products

Premiums

Services

Net investment income

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Benefit costs

Operating expenses

Goodwill impairment

Store impairments

Opioid litigation charges

Loss on assets held for sale

Restructuring charge

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

CVS Health

Aetna is an American managed health care company, which sells traditional and consumer directed health care insurance plans and related services, such as medical, pharmaceutical, dental, behavioral health, long-term care, and disability plans. Aetna is a member of the Fortune 500.

Aetna

CVS Pharmacy is a subsidiary of the American retail and health care company CVS Health, headquartered in Woonsocket, Rhode Island. It was also known as, and originally named the Consumer Value Store and was founded in Lowell, Massachusetts, in 1963. The chain was owned by its original holding company Melville Corporation since its inception until its current parent company CVS Health was spun off into its own company in 1996. CVS Pharmacy is currently the largest pharmacy chain in the United States by number of locations (over 9,600 as of 2016) and total prescription revenue. As the retail pharmacy division of CVS Health, it ranks as the 7th largest U.S. corporation according to Fortune 500 in 2016. CVS Pharmacy's leading competitor Walgreens Boots Alliance ranked 37th.

CVS Pharmacy

CVS Health Corp. is a health solutions company, which engages in the provision of healthcare services. It operates through the following segments: Health Care Benefits, Health Services, Pharmacy and Consumer Wellness, and Corporate and Other. The Health Care Benefits segment operates as a health care benefits provider. The Health Services segment offers a full range of PBM solutions, delivers health care services in its medical clinics, virtually, and in the home. The Pharmacy & Consumer Wellness segment dispenses prescriptions in its retail pharmacies and through its infusion operations. The Corporate and Other Segment is involved in management and administrative expenses. The company was founded by Stanley P. Goldstein and Ralph Hoagland in 1963 and is headquartered in Woonsocket, RI.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

CVS Health exceeds Q4 expectations, eyes growth with Oak Street

CVS Health's strong financial performance in 2022, driven by revenue growth and exceeding EPS expectations, positions the company well for future growth.
The acquisition of Oak Street Health presents opportunities to expand into primary care and improve long-term earnings growth, despite challenges in maintaining retail performance.

CVS Health excels in Q1, eyes growth through acquisitions and innovation

CVS Health's strong financial performance, strategic acquisitions, and customer-centric initiatives position the company for sustained growth and competitive advantage.
While facing challenges in the evolving healthcare landscape, CVS Health's focus on innovation, affordability, and operational efficiency provides a solid foundation for future success.
By capitalizing on opportunities in growth, synergies, and healthcare services, CVS Health can navigate industry headwinds and drive long-term value creation for stakeholders.

CVS Health reports robust Q2 earnings, eyes growth opportunities

CVS Health's Q2 2023 performance reflects strong financial results and strategic acquisitions driving growth.
Despite challenges like higher costs and restructuring charges, the company remains confident in its ability to deliver outstanding performance.
Opportunities lie in expanding Medicaid contracts, biosimilar market establishment, and clinic openings for at-risk populations.
Overall, CVS Health's focus on cost optimization, digital sales growth, and patient engagement positions it well for future success.

CVS Health reports robust Q3 earnings and strategic growth plans

CVS Health's Q3 performance reflects strong financial results and strategic initiatives across its segments, positioning the company for sustainable growth.
While facing challenges like declining vaccine demand and contract losses, CVS Health is focused on leveraging opportunities in biosimilars and cost-saving solutions.
The company's commitment to operational excellence, innovation, and workforce investment underscores its strategic vision for becoming a leading health solutions provider.
With a clear focus on growth drivers and mitigating challenges, CVS Health is poised to capitalize on market opportunities and deliver value to shareholders.

CVS Health reports robust Q4 earnings, eyes Medicare margin recovery

CVS Health's Q4 2023 earnings call highlighted strong financial performance, a cautious stance on Medicare Advantage utilization, and a focus on transforming healthcare delivery. The company is committed to margin recovery, growth, and enhancing customer experience while addressing challenges in Medicare Advantage trends and cost pressures.

CVS Health faces Medicare Advantage challenges, focuses on margin improvement

CVS Health's Q1 2024 earnings call highlighted strong financial performance, challenges in the Medicare Advantage business, and a focus on improving margins. The company showcased strengths in the biosimilar market and Pharmacy & Consumer Wellness segment while addressing issues impacting Health Care Benefits and Services segments.

CVS Health's Q2 2024 performance reflects strong financial results, cost savings, and innovative initiatives in pharmacy services.
The company faces challenges in the Health Care Benefits segment but is actively addressing them through leadership changes and operational improvements.
Opportunities for growth include driving margin improvements, expanding digital reach, and educating stakeholders on the value delivery of PBMs.
Expectation of margin recovery in Medicare Advantage and double-digit EPS growth in 2025 highlight CVS Health's strategic focus on operational efficiencies and cost savings.

CVS Health reports robust Q3 earnings, focuses on growth strategies

CVS Health's Q3 2024 performance was marked by strong financial results, leadership changes, and segment-specific challenges and successes. The company is focused on leveraging opportunities in strategic initiatives and addressing areas for improvement to drive future growth.

Revenue

Cost of revenue

Gross profit

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Walgreens

Pharmacists say increased workloads and cut hours are the perfect recipe for medication errors, which can be fatal

US pharmacy workers strike over ‘dangerous' workloads as CVS and Walgreens rake in profits

Rite Aid

Drug store chains for decades saturated US cities, suburbs and small towns with new stores.

CVS, Walgreens and Rite Aid are closing thousands of stores. Here's why

The Medicare Advantage plans are available in 21 counties in Minnesota ST. LOUIS PARK, Minn.

Allina Health | Aetna Awarded 4.5 Star Quality Rating for 2024 Medicare Advantage Plans

UnitedHealth earnings last Friday may also be a factor buoying CVS stock.

CVS Stock Rises After Rite Aid Files for Bankruptcy

CVS Health Corp. CVS, +0.87% said Monday its chief financial officer, Shawn Guertin, is taking a leave of absence due to family health reasons. The drug store chain said Thomas F.

CVS CFO Shawn Guertin to take leave of absence for family health reasons

SVP of Corporate Finance Thomas F. Cowhey Appointed Interim CFO CEO of Oak Street Health Mike Pykosz Named Interim President of Health Services WOONSOCKET, R.I.

CVS Health announces CFO Shawn Guertin to take leave of absence due to family health reasons

Apple

AbbVie

Arbor Realty Trust

Abbott Labs

Archer-Daniels-Midland Company

Aflac

Ameriprise Financial

Amazon

American Express

Bank of America

Becton, Dickinson and Co.

Blackrock Inc

Bristol-Myers

Citigroup

Cardinal Health

Caterpillar

Cisco Systems

Chevron

Disney

Digital Realty Trust

Duke Energy

Emerson Electric

Enterprise Products Partners

Eaton

In 2015, I started publishing updates regarding my dividend growth portfolio, and I keep doing so every quarter. This is part of being transparent with my readers, so they can see what I hold and its correlation with my writing.

My Dividend Growth Portfolio - Q3 2023 Summary

Best Buy BBY  and CVS CVS  are two retail giants that value investors may have their eyes on with both stocks rebounding of late but still closer to their 52-week lows.

Is There Enough Value to Buy CVS or Best Buy Stock for a Rebound?

Commitment to exceptional service for members across the nation drove a significant improvement in member experience ratings WOONSOCKET, R.I. , Oct. 13, 2023 /PRNewswire/ -- Aetna®, a CVS Health® company (NYSE: CVS), announced today that 87 percent of its Medicare Advantage (MA) members are in 2024 Medicare Advantage Prescription Drug (MAPD) plans that are rated 4 stars or higher (out of 5 stars) by the Centers for Medicare & Medicaid Services (CMS).

Eighty-seven (87) percent of Aetna Medicare Advantage members in 4-star plans or higher for 2024

WOONSOCKET, R.I. , Oct. 10, 2023 /PRNewswire/ -- At this time, CMS has not disclosed the final 2024 Star ratings.

CVS Health statement on 2024 Star ratings

Dow Inc

Energy Transfer LP Unit

Ford Motor Company

Coca-Cola

Omnicom Group

Pfizer

Philip Morris

Raytheon Technologies

Southern Company

Stanley Black & Decker

Sysco

Verizon

The Summer 2023 edition of Fortune Magazine revealed 500 biggest U.S. companies by revenue. The latest quest to sniff-out the best dividend buys focused on 68 industry leaders using YCharts 10/5/23 data. Those 68 industry leaders were segmented into 21 business sectors ranging (alphabetically) from apparel to wholesalers. 58 dividend yielding stocks highlighted those 68 industry leaders and ranged from 0.19% to 9.28% in annual yield and ranged from -55.55% to 52.81% in broker-estimated one-year price-target-upsides by YCharts 10/5/23 reckoning.

5 Ideal Fortune 500 Top October Dividend Dogs

CVS Health's brand name carries some weight in the healthcare industry. The company boasts a diversified portfolio of healthcare services.

3 Reasons to Buy CVS Health Stock Right Now

WILMINGTON, Del.--(BUSINESS WIRE)-- #clinical--Amalgam Rx, Inc., a leader in enabling data-driven health care decision making, announced the participation of CVS Health Ventures in its Series B investment round. The investment supports the scaling of Amalgam's EHR-integrated clinical decision support platform to provide actionable information for health care providers (HCPs) for use at the point of care. Amalgam's technology aligns and helps realize shared savings agreements between payers and HCPs. “Our i.

CVS Health Ventures Makes Strategic Investment in Amalgam Rx

CVS Health offers 3.5% Dividend Yield with $14.5 billion in stock repurchase remaining. M&A period is over, now focusing on integrating new businesses and strengthening the balance sheet. Sees cost recovery by 2H24, with the conclusion of a cost optimization program expected to yield $700-800 million in savings.

CVS Health Offers Recession-Resistant Growth With Transformation

Johnson & Johnson

Medtronic

Patterson Companies

UnitedHealth Group

Facing an uncertain market environment, investors ought to consider the top healthcare stocks that pay dividends. Sure, the Federal Reserve may be in a position to facilitate a soft landing for the economy, per bullish analysts.

7 Top Healthcare Stocks That Pay Dividends

WOONSOCKET, R.I. , Oct. 3, 2023 /PRNewswire/ -- CVS Health® (NYSE: CVS) will hold a conference call with analysts and investors on Wednesday, November 1, 2023, at 8:00 a.m.

CVS Health to Hold Third Quarter 2023 Earnings Conference Call

Amid the tumult of a turbulent market landscape, savvy investors cast a hopeful eye toward top value stocks. The Dow is down, shedding over 100 points on Friday, and both the S&P 500 and Nasdaq are wrapping up their worst month in 2023, making the outlook appear dim for many assets.

The 3 Top Value Stocks to Watch in Q4 2023

Plans feature expanded money-saving benefits that matter most to members WOONSOCKET, R.I. , Oct. 1, 2023 /PRNewswire/ -- Aetna®, a CVS Health® company (NYSE: CVS), announces our 2024 Medicare products ― the largest Medicare offering in our history1 ― featuring more choices, flexible benefit allowances, a strong provider network and further simplified medical and prescription drug plans that support members' overall health and well-being.

Aetna 2024 Medicare plans offer more choices, flexibility and simplicity

Kenvue

A couple of beaten-down dividend stocks in the healthcare sector deserve more attention than they've been getting lately. Kenvue is the consumer health business Johnson & Johnson spun off earlier this year, and it offers a 4% yield at recent prices.

2 Exceptional Dividend Stocks to Buy in October and Hold Forever

Michael Burry is best known for his short positions but is long on nearly 30 stocks. One of his contrarian picks appears to be most likely to succeed because of its attractive valuation and long-term tailwinds.

Here's the Michael Burry Stock That Could Be the Biggest Winner Over the Next 5 Years

Centene

Elevance Health Inc

Humana

Health insurer UnitedHealth Group Inc. NYSE: UNH has a market capitalization of $466.61 billion, ranking it as the tenth largest company in the S&P 500.

Can Undervalued Healthcare Stocks Add Yield To Your Portfolio?

CVS Health (CVS) shares dropped 2.2% on Wednesday after pharmacists at the drugstore chain in Kansas City, Mo. threatened to walk off the job for the second time in a week to protest working conditions.

CVS Shares Fall Following Pharmacist Walkout Threat at Kansas City Locations

News for CVS Health Stock (CVS)