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

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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

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Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

AbbVie

Caterpillar

Citizens & Northern

Discovery

General Dynamics

Kinder Morgan

Leggett & Platt

Norfolk Southern

Norwood Financial

Realty Income Corp

Healthpeak Properties

Provident Financial Services

Procter & Gamble

Starbucks

AT&T

Verizon

WestRock

In May, we received $581.67 in dividend income! This was a 32.19% year over year increase compared to May 2020. Until the dividend cut is finalized, we are still receiving a boatload of dividend income from AT&T.

Dividend Income Summary: Bert's May 2021 Summary

CVS Health's (CVS) consumer-centric digital strategy is more relevant in the current environment as people are increasingly using technology while staying indoors.

CVS Health (CVS) Digital Tools Gain Steam Amid COVID-19 Crisis

CVS Health (CVS) closed the most recent trading day at $84.23, moving -0.6% from the previous trading session.

CVS Health (CVS) Dips More Than Broader Markets: What You Should Know

CVS Health's (CVS) retail division to offer instant 2% ExtraBucks rewards on purchases through the ExtraCare Rewards loyalty program.

CVS Health (CVS) Introduces Changes in ExtraBucks Program

Kroger

Walgreens

Investors should not lose optimism and continue to discover the enormous business opportunities this retail pharmacy- drug store industry holds. Here are three stocks, WMT, UNH, HLF, which you can grab now.

Amazon's Physical Pharmacy Not a Grave Threat: 3 Stocks to Buy

CVS offers a dividend yield of 2.35% but currently no dividend growth. CVS is digesting its Aetna acquisition in large bites and reducing net debt fast.

CVS Health: Expect Dividend Growth And Multiple Expansion

In March, an unsecured database belonging to CVS Health Corp (NYSE: CVS) containing more than 1 billion data points was mistakenly posted online. The database contained searches conducted on its websites for medications and COVID-19 vaccines, Forbes reported.

CVS Health Leaked Around 1B Search Records By Mistake, Including COVID-19 Vaccine Queries: Forbes

Kimberly-Clark

Microsoft

There are certain kinds of companies that tend to do well no matter how the economy is doing.

3 Recession-Ready Stocks to Buy in June

The shares of CVS Health Corporation (NYSE:CVS) have been falling since their recent May 24 four-year high of $90.61, which the stock climbed to after three-straight months of gains.

Stumbling CVS Could Stage a Climb

CVS is today announcing significant changes in its loyalty plan by improving its already successful ExtraCare program with added benefits and more frequent rewards.

CVS ExtraCare Program Gets Even Better, A Big Win For Customers

WOONSOCKET, R.I., June 15, 2021 /PRNewswire/ -- CVS Pharmacy, the retail division of CVS Health (NYSE: CVS), today announced its long-standing, popular and free ExtraCare ® Rewards loyalty program is paying 2% back in ExtraBucks rewards moments after nearly every transaction, rather than being paid out on a quarterly basis.

CVS Pharmacy Announces Major Update to ExtraCare Rewards Program, Delivering Simpler, Faster and Recurring Rewards

Dollar General

Dollar Tree

Ralph Lauren

Ross Stores

Walmart

The economy is booming, but that doesn't mean you can expect retail stocks to take off. Some of them are running into some challenges.

7 Retail Stocks That You Don't Want In Your Cart

Allscripts Healthcare Solutions

NextGen Healthcare Inc

Stocks like CVS Health (CVS), Walgreens Boots Alliance (WBA) and Allscripts (MDRX) are expected to continue to grow post-pandemic on a series of remote health care product and service launches.

3 Stocks With Telehealth Offerings for Post-Pandemic Gains

Bio-Rad Laboratories

Gilead Sciences

STAAR Surgical

It is hard to believe, but in just over two weeks the second quarter will come to a close and many investors will be reviewing their portfolios and making changes for the second half of 2021.

Why 4 Jefferies Franchise List Stocks Could Be Big Second-Half Winners

It's definitely not good news for the big pharmacy retailers.

Are CVS and Walgreens in Trouble if Amazon Enters the Retail Pharmacy Market?

CVS has shown encouraging results in the last year and has some promising expansion plans.

CVS: Don't Lose Sleep Over Your Retirement Portfolio

According to recent 13-F filings, the famous "big short" investor Michael Burry has bought call options on CVS Health Corp. ( CVS , Financial) in successive quarters. There's been a lot of speculation as to why he's bound to the stock, but it seems as though he sees value due to the stock not living up to its full potential of late.

Why Michael Burry Is a Fan of CVS

CHICAGO, June 11, 2021 /PRNewswire/ -- Aetna®, a CVS Health® company (NYSE: CVS), announced it has received approval to expand its existing Illinois Medicare-Medicaid Alignment Initiative (MMAI) demonstration health plan (Aetna Better Health® Premier Plan MMAI) to serve the entire state.  The MMAI is a groundbreaking joint effort by the Illinois Department of Healthcare and Family Services (HFS) and Centers for Medicare and Medicaid Services (CMS) to reform the way care is delivered to individuals eligible for both Medicare and Medicaid services ("dual eligibles").

Aetna Better Health Premier Plan MMAI approved to expand statewide to serve dual eligible Medicare-Medicaid customers across Illinois

WOONSOCKET, R.I., June 9, 2021 /PRNewswire/ -- CVS Health (NYSE: CVS) today announced it has opened the first MinuteClinic locations in Utah.

CVS Health Opens First MinuteClinic Locations in Utah as part of Nationwide Expansion of CVS HealthHUB™ Locations

CVS Health's (CVS) time-delay safes are anticipated to help reduce robbery incidents.

CVS Health (CVS) Deploys Time-Delay Safes in Georgia Pharmacies

Investors are optimistic about CVS Health (CVS) on solid first-quarter performance and growth in digital health services.

Here's Why You Should Retain CVS Health (CVS) in Your Portfolio

WOONSOCKET, R.I., June 7, 2021 /PRNewswire/ -- As part of an ongoing commitment to helping build healthier and safer communities, CVS Health (NYSE: CVS) today announced the completed installation of time delay safe technology in all 355 Georgia CVS Pharmacy locations, including those in Target stores.

CVS Health Completes Rollout of Time Delay Safes in All of Its Georgia Pharmacies

Vici Properties

Happy Birthday to me! The unofficial beginning of summer (Memorial Day weekend) is also just before my birthday. Equity markets took a breather in May with the S&P 500 up 0.55% while the DJIA fared better, up 1.93%.

Sand In My Shoes - May Update

CVS Health (CVS) reported earnings 30 days ago. What's next for the stock?

Why Is CVS Health (CVS) Up 3.6% Since Last Earnings Report?

LAS VEGAS, June 2, 2021 /PRNewswire/ -- Aetna Better Health of Nevada 1, the Medicaid managed care business of Aetna®, a CVS Health® company (NYSE: CVS), today announced it has donated $65,000 to R.E.A.C.H., a non-profit organization that works to improve community health services and access to care in Nevada.

News for CVS Health Stock (CVS)