CVS Health's integrated pharmacy and insurance model is driving accelerating revenue growth, with 2026Q2 revenue up 7.3% year-over-year to $106.1B and EPS surging 188.8% to $2.31. Underwriting profitability has stabilized near 95.6% combined ratio, though elev...
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Revenue growth accelerated to 7.3% in 2026Q2, with EPS up 188.8% to $2.31, while the combined ratio improved to 95.6% from 98.0% in 2025Q4, indicating stabilizing underwriting profitability.
CVS Health’s integrated model combines Aetna insurance, CVS Caremark PBM, retail pharmacy, and care delivery services into a single platform. This vertical integration gives the company a competitive edge by offering a more holistic, potentially cost‑effective approach to healthcare.
Recent purchases of Oak Street Health and Signify Health strengthen CVS’s primary care and home‑healthcare offerings. The company plans to open 1,500 HealthHub locations by the end of 2025, broadening its service footprint and revenue streams.
Total revenues reached a record $402.1 billion in 2025, up 7.8% from the prior year. This growth reflects the success of CVS’s integrated services and expanding footprint.
Trailing total returns as of 10/3/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
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| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Aug 5, 2026 | $2.58+38.0% vs $1.87 | $106.1B+6.1% vs $100.0B |
Q2 2026 May 6, 2026 | $2.57+16.3% vs $2.21 | $106.1B+11.7% vs $95.0B |
Q1 2026 Feb 10, 2026 | $1.09+9.0% vs $1.00 | $105.7B+1.9% vs $103.7B |
Q4 2025 Oct 29, 2025 | $1.60+16.8% vs $1.37 | $102.9B+4.1% vs $98.8B |
Treasuries pay more today, but these three healthcare dividend payers offer something Treasuries can't: growth in both the payout and the stock.
WOONSOCKET, R.I., Sept. 30, 2026 /PRNewswire/ -- CVS Health® (NYSE: CVS) has announced that its board of directors has approved a quarterly dividend of sixty-six and one-half cents ($0.665 cents) per share on the Common Stock of the Corporation.
The latest trading day saw CVS Health (CVS) settling at $87.85, representing a -1.44% change from its previous close.
Did CVS Health Corporation Insiders Breach their Fiduciary Duties to Shareholders?PR NewswireNEW YORK, Sept. 26, 2026Shareholders are encouraged to contact the
Benchmark CVS against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for CVS Health Corp. (CVS)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $86.46 | $110.32B | 62.20 | 7.85% | 0.44% | 2.34% | 3.09% | |
| $371.90 | $337.74B | 28.11 | 11.81% | 3.14% | 13.49% | — | |
| $270.53 | $71.56B | 12.20 | 11.26% | 2.27% | 15.16% | — | |
| $386.43 | $83.8B | 15.38 | 12.62% | 2.47% | 11.2% | — | |
| $388.36 | $46.63B | 39.47 | 10.06% | 0.88% | 6.89% | — | |
| $902.28 | $107.55B | 23.51 | 12.36% | 1.12% | — | — |
CVS Health Corp. (CVS) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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CVS Health Corp. (CVS) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
May 18, 2026·SEC
May 6, 2026·SEC
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CVS Health Corp. (CVS) stock FAQ — growth, dividends, profitability & financials explained
CVS Health Corp. (CVS) grew revenue by 7.8% over the past year. This is steady growth.
Yes, CVS Health Corp. (CVS) is profitable, generating $4.91B in net income for fiscal year 2025 (0.4% net margin).
Yes, CVS Health Corp. (CVS) pays a dividend with a yield of 3.09%. This makes it attractive for income-focused investors.
CVS Health Corp. (CVS) has a return on equity (ROE) of 2.3%. This is below average, suggesting room for improvement.
CVS Health Corp. (CVS) has a combined ratio of 97.4%. A ratio below 100% indicates underwriting profitability.
