Browsing Tag
CVS Health Corporation
13 posts
Cardinal Health lifts EPS outlook to $13 as specialty drug profits surge 17%
Cardinal Health has raised its fiscal 2027 earnings outlook after strong growth in pharmaceutical distribution and specialty products. However, declining medical-products profitability and the contribution of tax and share-count changes warrant closer examination.
CVS Health raises EPS outlook to $8.20 as Aetna insurance margins recover
CVS Health reported 5.4% revenue growth and stronger adjusted earnings as its health insurance division recovered from a difficult comparison period. The company raised cash flow guidance substantially, but medical cost inflation, changes in insurance membership and pharmacy reimbursement pressure remain material risks.
CVS Health to split into two as shares plunge 12.5% despite profit growth
CVS Health Corporation plans to separate its retail pharmacy business from its insurance, pharmacy benefit management and healthcare services operations by the first half of 2028. The announcement coincided with stronger quarterly earnings and higher guidance, yet a sharp share-price decline exposed doubts about whether dismantling the integrated structure will deliver greater shareholder value.
Humana shares surge 15% near $446: Is the 2028 Medicare recovery already priced in?
Humana shares have surged after 95% of its Medicare Advantage members qualified for plans rated four stars or higher in 2027. The improvement strengthens its 2028 payment outlook, but the stock's valuation depends on how much additional revenue becomes sustainable profit.
AI hospital coding added $942m to Blue Cross costs, insurer study says
A Blue Cross Blue Shield Association study says increasingly aggressive AI-assisted hospital coding generated about $942 million of additional costs for its member insurers during 2024 and 2025. The association says more complex diagnoses often did not correspond with increases in treatments that would normally be expected if patients had actually become substantially sicker.
CVS stock slips as Aetna settles Medicare Advantage diagnosis code fraud case for $117.7m
CVS Health's Aetna to pay $117.7M over Medicare Advantage diagnosis code fraud. Read what this means for CVS stock and managed care enforcement.
Why CVS Health Corporation’s TrumpRx discount card move is unsettling the drug pricing status quo
CVS Health Corporation begins accepting TrumpRx discount cards, reshaping pharmacy pricing dynamics. Find out what this means for drug costs and investors.
Why are U.S. health insurers crashing? Medicare fears hit Humana, UnitedHealth, CVS
Find out why Humana, UnitedHealth, CVS, and Commvault were among the top U.S. stock losers on January 27, 2026. Read the full sector breakdown now.
Can Walmart’s Better Care Services disrupt retail health in 2026?
Walmart launches Better Care Services to integrate digital health, nutrition AI, and affordable wellness—find out how it’s reshaping retail healthcare.
Inside the CVS whistleblower case that led to a $37.76m pharmacy fine
CVS Health agrees to pay $37.76M to settle insulin billing fraud claims. Find out what this means for drug pricing and pharmacy compliance in 2025.