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CVS · NYSE

CVS HEALTH CORP

Private beta

Sector unavailable · Industry unavailable

$94.66

-0.66%

Close on Sep 11, 2026

Exit Review

Updated 6/30/2026

Long-term research evidence only. No price targets, no trading signals, no recommendations.

Investment Report Card

CVS HEALTH CORP

Sector unavailable · Data confidence partial

No Suggested Investment Score today

Risk Intelligence is unavailable

Risk Intelligence

Core Model

Not Available

Exit Review

How strong and defensively sound is the company?

This reading is not available for this company yet.

Long-Term Potential

Research Model

Not Available

Not Scored

Does the business have the characteristics needed to create value over many years?

This reading is not available for this company yet.

Fundamental Momentum

Research Model

Not Available

Not Scored

Is the underlying business getting stronger or weaker?

This reading is not available for this company yet.

Ownership Intelligence

Supplemental Intelligence

Not Available

Positive disclosed activity

What are important owners actually doing?

This reading is not available for this company yet.

Valuation Intelligence

Research Model
C−

59 / 100

Reasonable

Is today's price reasonable?

Around the middle of the covered universe — and valuation is researched separately from the Suggested Investment Score.

Capital Returns Intelligence

Research Model
C

63 / 100

Favorable Capital Returns

How effectively does the company reward shareholders?

Around the middle of the covered universe — and capital returns are researched separately from the Suggested Investment Score.

Why it stands out

  • More disclosed holders are new or increasing than reducing or exiting.

What holds it back

  • Business Quality is below the frozen Exit Review threshold.

Long-term view

Long-Term Potential is not available for this company, so no long-term reading is shown.

Ownership view

No disclosed ownership reading is available at the required confidence, so ownership is left blank rather than estimated.

Valuation view

CVS HEALTH CORP reads 59 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades above most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.

Capital returns view

CVS HEALTH CORP reads 63 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 6.6% a year and a share count falling about 0.6% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.

What changed

No meaningful recorded changes in the stored history.

Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.

Compare CVS with other companies

Research Collections

This company does not currently satisfy any collection rule. That is a stored research result, not a judgement about the business.

Browse collections

60-Second Brief

Too few stored readings exist for this company to summarise honestly.

Composite discovery model

Suggested Investment Score

Suggested Investment Score

Not currently in the Suggested Investment ranking

Risk Intelligence is unavailable. A composite score is only published when every required input is available for this company. Nothing is estimated to fill a gap, and exclusion from the ranking is not a sell instruction.

COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Ranking updated September 12, 2026

Researched separately

Valuation Intelligence 59 · Reasonable

RESEARCH MODEL

Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.

Researched separately

Capital Returns Intelligence 63 · Favorable Capital Returns

RESEARCH MODEL

Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.

Why this company scores the way it does

This company does not currently hold a stored Suggested Investment Score, so no contribution breakdown can be shown.

Stored snapshots only

What changed

Research-score history available since September 2026.

Stored research history does not yet cover a full 30 days comparison for this company.

A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.

Learn the metrics on this page

Plain-English definitions, with the formula and the limitations of each measure.

Fifth research lens · outside the score

Valuation Intelligence

Valuation Intelligence

Is today's price reasonable?

Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.

59/ 100

Reasonable

RESEARCH MODEL
Excellent coverage

Compared with its history

33

Expensive

Is this company expensive or inexpensive compared with its own history?

Compared with peers

63

Attractive

How expensive is this stock compared with similar companies?

Earnings & cash flow

71

Attractive

How much financial output does an investor receive relative to the price paid?

Growth-adjusted

80

Very Attractive

Does the company's growth help justify the valuation investors are paying?

CVS HEALTH CORP reads 59 out of 100 on Valuation Intelligence, recorded as Reasonable. The stock currently trades above most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.

Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026

Valuation history

Stored readings only. The dashed line is this company's own median for the selected measure.

Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.

Current P/E 24.8x · own median 15.7x · peer median 25.1x

Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.

Sixth research lens · outside the score

Capital Returns Intelligence

Capital Returns Intelligence

How effectively does the company reward shareholders?

Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.

63/ 100

Favorable Capital Returns

RESEARCH MODEL
Excellent coverage

Dividend Quality

88

Exceptional Capital Returns

Dividend reliability

Buyback Effectiveness

30

Limited Capital Returns

Do buybacks actually reduce shares?

Dilution Control

50

Moderate Capital Returns

Is your ownership share protected?

Capital Return Sustainability

88

Exceptional Capital Returns

Can the cash flow support it?

Shareholder Yield

64

Favorable Capital Returns

Cash returned versus company value

CVS HEALTH CORP reads 63 out of 100 on Capital Returns Intelligence (Favorable Capital Returns), reflecting a dividend that has grown about 6.6% a year and a share count falling about 0.6% a year.

How returned cash was used

Dividends $3.42B · net repurchases $1.12B · total returned $4.53B · 39% of free cash flow

Price data through September 11, 2026 · Financial data through the quarter ended June 30, 2026

Capital returns history

Stored readings only. History builds forward from activation rather than being reconstructed.

Only one stored reading exists for this measure so far, so there is nothing to chart yet.

Why higher yield isn't always better

A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.

Why buybacks can be misleading

Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.

What these terms mean
Dividend Yield
The annual dividend relative to the current share price.
Payout Ratio
The share of company earnings used to pay dividends.
Free Cash Flow Payout
How much of the company's available cash is being used for dividends.
Share Repurchases
When a company buys back its own stock.
Dilution
When the number of shares increases, reducing each existing share's percentage ownership of the company.
Shareholder Yield
A combined view of dividends and net share repurchases relative to the company's market value.

Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Suggested Investment Score.

Stored daily snapshots only

Ranking history

Stored Suggested Investment ranking history
TodayNot rankedNo stored score
30 days agoNot rankedNo stored score
90 days agoNot rankedNo stored score
First suggestedNot yet suggested
Highest rankNot ranked

In the company’s own words

What this company does

CVS Health Corporation, together with its subsidiaries (collectively, "CVS Health," the "Company," "we," "our" or "us"), is a leading health solutions company building a world of health around every consumer it serves and connecting care so that it works for people wherever they are. As of December 31, 2025, we had approximately 9,000 retail locations, more than 1,000 walk-in and primary care medical clinics and a leading pharmacy benefits manager with approximately 87 million plan members and expanding specialty pharmacy solutions. We serve an estimated more than 37 million people through traditional, voluntary and consumer-directed health insurance products and related services, including expanding Medicare Advantage offerings and a leading standalone Medicare Part D prescription drug plan ("PDP"). We are creating new sources of value through our integrated model allowing us to expand into personalized, technology driven care delivery and health services, increasing access to quality care, delivering better health outcomes and lowering overall health care costs.

The Company has four reportable segments: Health Care Benefits, Health Services, Pharmacy & Consumer Wellness and Corporate/Other.

Our ambition at CVS Health is to be America’s most trusted health care company. Our purpose is to simplify health care one person, one family and one community at a time. Across our unique collection of businesses, our work is rooted in our values: we care, we innovate with purpose, we are accountable and we prioritize safety and quality. Our strategy is focused on simplifying health care experiences, improving engagement, lowering costs and delivering better health outcomes. We expect to create sustainable shareholder value by delivering best-in-class execution, transforming consumer experiences, being the partner of choice and harnessing enterprise capabilities, enabled by innovation and capital stewardship.

The Health Care Benefits segment operates as one of the nation’s leading diversified health care benefits providers through its Aetna operations, serving an estimated more than 37 million people as of December 31, 2025. The Health Care Benefits segment has the information and resources to help members, in consultation with their health care professionals, make more informed decisions about their health care. The Health Care Benefits segment offers a broad range of traditional, voluntary and consumer-directed health insurance products and related services, including medical, pharmacy, dental and behavioral health plans, medical management capabilities, Medicare Advantage and Medicare Supplement plans, PDPs and Medicaid health care management services. The Health Care Benefits segment’s primary customers, its members, primarily access the segment’s products and services through employer groups, government-sponsored plans or individually. The Health Care Benefits segment also serves customers who purchase products and services that are ancillary to its health insurance products.

Quoted from the business section of this company’s 10-K filed February 10, 2026. Read the filing

Four distinct intelligence areas

The IA view

Risk Intelligence

Production core

47

Restricted

+19.1 vs Jun 30, 2026

Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.

As of Sep 11, 2026

Long-Term Potential

Research model

Insufficient Data

No prior period to compare

Durable business economics and reinvestment characteristics. Independent external validation is pending.

Fundamental Momentum

Research model

Insufficient Data

No prior period to compare

Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.

Elite Investor Activity

Supplemental

63

Mid range

0 vs Jun 30, 2026

8 tracked managers disclosed a position for this period.

As of Sep 11, 2026

Company intelligence

CVS score history

Each area is measured and reported separately. No combined score exists.

CVS intelligence history from 2023-09-30 to 2026-09-11. Risk Intelligence 47.2 on 2026-09-11, up 19.1 from 28.1 on 2026-06-30. Elite Investor Activity 62.5 on 2026-09-11, unchanged 0 from 62.5 on 2026-06-30. Each area is reported separately and is never combined into a single score.

Risk Intelligence 47.2 as of Sep 11, 2026 (+19.1 vs prior period) · Production core

Elite Investor Activity 62.5 as of Sep 11, 2026 (0 vs prior period) · Supplemental

Share price

CVS price history

Closing prices adjusted for splits and dividends, through Sep 11, 2026. Past prices do not indicate future results.

6M change
+26.3%
1Y change
+30.7%
3Y change
+51.0%
5Y change
+30.8%
Max change
+58.4%

Last stored close $94.66 · +30.7% over the selected range · 52 sessions shown

Balanced evidence

Why IA likes it

  • More disclosed holders are new or increasing than reducing or exiting.

Risk and uncertainty

What IA doesn’t like

  • Business Quality is below the frozen Exit Review threshold.

What would change our view

  • Business Quality falling below the frozen qualification threshold.
  • Price Risk moving to a less favorable category.
  • A sustained reversal in the Fundamental Momentum research evidence.
  • New material public ownership disclosures.

Public filings · descriptive only

Elite Investor Activity

Reporting holders

44

New holders

30

Increasing

6

Reducing

6

Exiting

0

Coverage

Excellent

Positive disclosed activity · Report period 2023-09-30 · Public 12/27/2023

ManagerChangePortfolio weightRankDisclosed

Insufficient high-confidence manager coverage.

Objective stored changes

What changed

  • Risk Intelligence

    IA Defensive improved

    Business Quality qualification score moved from 28.1 to 29.8.

  • Elite Investor Activity

    Tracked managers initiated positions

    2 tracked managers first disclosed a position for the reporting period ending 2026-09-11.

  • Elite Investor Activity

    Elite Investor Consensus strengthened

    Disclosed agreement among tracked managers moved from 43 to 63 for the reporting period ending 2026-06-30.

  • Elite Investor Activity

    Tracked managers initiated positions

    2 tracked managers first disclosed a position for the reporting period ending 2026-06-30.

  • Risk Intelligence

    Exit Review triggered

    Business Quality fell below the Exit Review threshold. Exit Review is a prompt for review, never an automatic sell.

  • Elite Investor Activity

    Elite Investor Consensus weakened

    Disclosed agreement among tracked managers moved from 86 to 50 for the reporting period ending 2025-12-31.

  • Elite Investor Activity

    Elite Investor Consensus strengthened

    Disclosed agreement among tracked managers moved from 50 to 86 for the reporting period ending 2025-09-30.

  • Elite Investor Activity

    Tracked managers initiated positions

    3 tracked managers first disclosed a position for the reporting period ending 2025-09-30.

  • Elite Investor Activity

    Tracked managers exited positions

    2 tracked managers no longer disclosed a position for the reporting period ending 2025-06-30.

  • Elite Investor Activity

    Elite Investor Consensus strengthened

    Disclosed agreement among tracked managers moved from 17 to 50 for the reporting period ending 2025-03-31.

Ownership timeline

No high-confidence public ownership events are available.

General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.