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CVS Health
Stock
Stock
ISIN: US1266501006
Ticker: CVS
US1266501006
CVS
Price
Discussion about CVS
Posts
77
2Wk·
INITIAL MARKET REACTION TO TRUMP VICTORY:
- U.S. Stocks: Broadly higher across sectors
- $XLF: Big banks higher on expectations of regulatory relief, M&A growth
- Cannabis Stocks: $WEED (+1.62%), $MSOS, $TLRY (+3.17%) down as Florida votes against legalization
- $CVS (+2.17%), $UNH (-0.04%) : Health insurers rally on potential easing of Medicare Advantage pressures
- $XLE (+0.8%) , $XOM (+0.52%): Energy stocks higher, anticipating fossil fuel support and less regulation
- Solar/Renewables: Pressure on $FSLR (+2.56%), $SEDG (+11.14%), EV, hydrogen, and battery stocks as clean energy subsidies could be rolled back
- Crypto: Higher as Trump holds a favorable stance, $BTC (-1.85%) strong
- $TSLA (+4.29%): Higher after Trump Win as Musk was all-in on support
- Bonds: Weaker, with yields rising on fiscal concerns
- China Stocks: Weak as tariff pressures and anti-China policy concerns grow
- Peso/Mexican Equities: Weaker on aggressive trade policies and tariffs fear
- FinTech: Higher with $HOOD (+4.3%), $AFRM (+1.28%) , $SQ (+0.18%), $SOFI (+4.38%) responding positively
- Dollar: Stronger due to pro-business policies
- $META (+0.15%), $SNAP (+8.21%): Mixed as TikTok ban concerns ease
- Overall: Dollar, crypto, energy, banks, and U.S. stocks higher; bonds, renewables, and cannabis under pressure.
2323
2Wk·
$CVS (+2.17%) Health Q3 Earnings Highlights:
🔹 Adjusted EPS: $1.09 (Est. $1.55) 😕
🔹 Revenue: $95.4B (Est. $92.7B) 🟢; UP +6.3% YoY
🔹 Appoints Steve Nelson as President
Health Care Benefits Segment
🔹 Revenue: $32.996B; UP +25.5% YoY
🔹 Adjusted Operating Income (Loss): $(924)M (compared to $1.5B profit in Q3 2023)
🔹 Medical Benefit Ratio (MBR): 95.2% (vs. 85.7% in Q3 2023)
🔹 Medical Membership: 27.1M; UP +1.4M YoY
🔸 Premium Deficiency Reserves: $1.1B recorded, primarily in Medicare and individual exchange product lines, for anticipated Q4 losses
Health Services Segment
🔹 Revenue: $44.1B; DOWN -5.9% YoY
🔹 Adjusted Operating Income: $2.20B; UP +17.4% YoY
🔹 Pharmacy Claims Processed: 484.1M; DOWN -16.5% YoY
Pharmacy & Consumer Wellness Segment
🔹 Revenue: $32.4B; UP +12.3% YoY
🔹 Adjusted Operating Income: $1.60B; UP +14.9% YoY
🔹 Prescriptions Filled: 431.6M; UP +6.0% YoY
Financial and Operational Highlights
🔹 Operating Income: $832M; DOWN -77.5% YoY
🔹 Adjusted Operating Income: $2.55B; DOWN -42.8% YoY
🔹 YTD Cash Flow from Operations: $7.2B
CEO Commentary
🔸 "Our integrated model allows us to provide lower cost of care and a simpler, improved health care experience for consumers. Q3 results reflect strength in Health Services and Pharmacy & Consumer Wellness segments, while the Health Care Benefits segment faced challenges." — David Joyner, CEO
Restructuring and Strategic Appointments
🔸 CVS recorded $1.2B in restructuring charges, including $607M for store closures planned in 2025 and $293M in workforce optimization.
🔸 Prem Shah appointed as Group President overseeing CVS Caremark and CVS Pharmacy operations. Steve Nelson, former ChenMed CEO, appointed President of Aetna.
1212
3Wk·
Earnings next week
$$BRK.A (+1.14%) (Saturday)
3Wk·
Day 1 of the month, the first dividend arrives! 😀
1Mon·
CVS Health ♥️
CVS Health Corp. describes itself as a diversified healthcare provider.
CVS Health Corporation offers various services in the medical field.
The company operates one of the largest pharmacy chains in the US and is also active in prescription management, health clinics and digital health services.
CVS Health is also known for its MinuteClinic health clinics, which can be found in many of its retail locations.
Key Figures:
Despite the recent fall in the share price, CVS Health shows solid key financial figures:
Profit:
CVS Health impresses with its extremely reliable profit development.
Over a 10-year period, CVS Health's earnings growth is 5.5% per year. However, analysts expect a decline in profits for the current financial year.
The current P/E ratio (price/earnings ratio) is 11.33, which is 0.63 points below the historical average of 11.96 for the last 10 years. From this perspective, the CVS Health share appears to be favorably valued.
Dividend:
With a dividend yield of 4.08% for 2024, the share remains attractive for investors.
CVS Health has been increasing its dividend for 3 years. Over the last 10 years, CVS Health has increased it by 9.47% annually. Over a 5-year period, the payout has risen by 6%.
CVS Health pays a dividend 4 times a year. The distribution months are February, May, August and November.
Current:
On October 18, 2024, David Joyner was appointed as the new CEO, replacing Karen Lynch. This surprising change in leadership comes at a time when the company is facing significant challenges.
I am curious to know what you think of CVS Health.
77
7 Comments
continues to run in my savings plan - still convinced by the share.
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1Mon·
$BMY (+1.6%) closed before the weekend and took a small profit.
$CVS (+2.17%) is dragging down the healthcare sector and the share is moving sideways in the hourly chart.
Better safe than sorry.
1Mon·
What's going on at $CVS (+2.17%) going on? Does anyone know anything? 😅
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16 Comments
1Mon
My daughter is supposed to collect the news about her shares and always explain something to me. Do you do that too?
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2Mon·
Portfolio Feedback
Moin Moin,
have just opened a new position with $NU (+4.68%) I am all in all still 400€ in the minus (don't know yet why it is not entered correctly), but it is getting better and better and stupid and risky trades are getting less and less.
I am 23 years old and just want to take something with me in the long term for my pension or whatever will or will not exist by then. I'm also going to start with crypto soon, I'm getting some information from a colleague at work and I'm also doing some research on the side. Do you think that's too many positions?
from $AMD (+1.27%) &$CVS (+2.17%) I'm only holding one now, I want to try to hold one more share that I used to have more of.
thank you very much and have a nice evening
18Positions
€29,850.49
3.46%
66
11 Comments
2Mon
You seem to be really good at losing money. Minus 25% on average and now in crypto too... 🎢 I won't say any more about that now. Have fun, good luck, but please don't bet more than you're willing to lose. Don't borrow money for it. Your positions have nothing to do with retirement planning.
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