NYSE:CVS
CVS Health Corp (CVS)
95.93
+1.11 (1.17%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
247 watching
Financials 
Technical Analysis 0
TOP PICK
#4 on Fortune 500 in terms of revenue. Two transformational acquisitions in the last 15 years, Caremark and Aetna, have made it a vertically integrated healthcare colossus. Pending transaction of Signify will help broaden its offering further via primary care. Huge addressable market. 11x earnings, a historical discount. Share price just getting started in this cycle. Yield is 2.47%. (Analysts’ price target is $116.62)
Brian MaddenOwned
specialty stores
DON'T BUY
Cheapish at 11x earnings. Good defensive play for a recession. However, market tries to anticipate these things, so this may not be the one. Under pressure from e-commerce drug delivery. Margins under pressure. Revenue growth anemic, 3-5% range. About 15% upside, but he'd look to more cyclical names as the Fed pivots. (Analysts’ price target is $117.00)
specialty stores
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Premium contentTOP PICK
CVS hopes to close the deal early next year, but ultimately Washington will decide whether to greenlight it or not. Another caveat is that CVS reported a $3 billion loss in early November to cover its share of the global opiod epidemic. ESG investors may be turned off this point, but CVS's Q3 earnings did blow past the street's estimates, with a reported EPS of $2.09 vs. an expected $1.99. Its Health Care Benefits segment as well as its pharmacy services revenues both rose 10% YOY while retail and long-term care climbed 7%. The company also raised its full-year forecast. Stockchaser Billy Kawasaki maintains a firm buy on CVS.
specialty stores
Premium contentTOP PICK
CVS Health is a different kind of health care company. It is a diversified health services company with nearly 300,000 employees united around a common purpose of helping people on their path to better health. In an increasingly connected and digital world, it is meeting people wherever they are and changing health care to meet their needs. Built on a foundation of unmatched community presence, its diversified model engages one in three Americans each year. From its innovative new services at HealthHUB locations, to transformative programs that help manage chronic conditions, it is making health care more accessible, more affordable and simply better. Social media mentions are up 560% in the past 24h.
specialty stores
Premium contentPAST TOP PICK
(A Top Pick Sep 20/22, Down 10.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVS has triggered its stop at $90. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 4% when combined with the previous buy recommendations.
specialty stores
HOLD
Shares are down after Washington downgraded its flagship medicare plan. Not a good day. He won't sell it because it's been A strong performer for him, but he won't rule it out. Today's shares dropped 10%. He's holding. There's more to CVS than only the medicare ratings. They still predict low-double-digit earnings growth in coming years. Trades around 11x and pays a 2.2% yield.
Jim LebenthalOwned
specialty stores
TOP PICK
Recent foray into home healthcare, a blossoming theme with consumers. Great growth, smart acquirers. One of the largest in the US. Post-pandemic will see a focus on healthcare. Yield is 2.14%. (Analysts’ price target is $120.86)
Michael SprungOwned
specialty stores
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this relatively recession proof diversified supplier in the healthcare and insurance space as a TOP PICK. The company recently announced an $8 billion acquisition that launches it into providing data and tech aid and health systems -- undoubtedly to assist their 1100 walk-in clinic locations. It trades at 16x earnings, compared to peers at 33x and it trades at less than 2x book value. The dividend is supported by a payout ratio under 40% of cash flow. We especially like how cash reserves have grown while debt has been retired. We continue to recommend a stop at $90, looking to achieve $121 -- upside over 19%. Yield 2.16% (Analysts’ price target is $120.57)
specialty stores
Premium contentTOP PICK
CVS is sitting on $12 billion of cash, trades at 1.8x book and 11x PE for 2023 compared to 17x among its peers. It pays a dividend of 2.17% based on low, safe 35% payout ratio. Our Michael O'Reilly endorses it as does Wall Street, which targets $20 higher than the current prices bubbling around $100.
specialty stores
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate CVS, a top retail pharmacy and health care insurance company, as a TOP PICK. The company recently announced it is targeting entry into the primary care space and has cash reserves of $12 billion to do so. It trades at 1.8x book value and forward earnings for next year project a PE of 11x earnings compared to peers at 17x. It pays a good dividend backed by a payout ratio under 35% of cash flow. We like that it has continued to build cash reserves, while aggressively retiring debt and buying back shares. We continue to recommend the trailing stop at $90, looking to achieve $120 -- upside potential of 18%. Yield 2.17% (Analysts’ price target is $120.14)
specialty stores
BUY
Can't argue against Pfizer and JNJ, but he owns CVS. Pfizer is the purest drug play, JNJ has three divisions while CVS is pharmas, primarily, though it also runs insurance. In recent years, the market has recognized CVS as not just a storefront, but operates broader healthcare. The U.S. spends 18% of their GDP on healthcare, while the Western world is below 12%.
Gordon ReidOwned
specialty stores
BUY
It was a key hub for vaccinations during Covid which attracted customers to its stores. But then shares fell from $111 last February to $88 in mid-June. Last week, CVS reported a strong quarter: 8% same-store sales growth and raised their full-year forecast. Shares jumped 8% ina day and returned above $100. He's very impressed by the new CEO. He really likes their Minute Clinics and a new acquisition could be a good fit.
specialty stores
BUY
It was a key hub for vaccinations during Covid which attracted customers to its stores. But then shares fell from $111 last February to $88 in mid-June. Last week, CVS reported a strong quarter: 8% same-store sales growth and raised their full-year forecast. Shares jumped 8% ina day and returned above $100. He's very impressed by the new CEO. He really likes their Minute Clinics and a new acquisition could be a good fit.
specialty stores
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