CVS
CVS Health Corporation
October 7, 2026 · market open
- Rarity
- 1.21
- Peak move
- +3.99%
- Float cap
- $109.7B
CVS Health Corporation is a health solutions company that operates retail pharmacies, walk-in and primary care clinics, and a pharmacy benefits manager. Through its Aetna operations, it offers medical, pharmacy, dental, behavioral health, Medicare Advantage, Medicare Part D, and Medicaid coverage. It serves consumers, employers, and government-sponsored plans.
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What we found
9 events · 0 from SEC or newswire · 1 timed with the move- Key eventTimed with the move
notable_investor_commentJim Cramer said on October 6 that CVS Health has become "insanely cheap" at around $86 a share, arguing the market overreacted to a proposed 340B Medicaid reimbursement change and that a possible 5% hit to next year's earnings should not have knocked about $30 billion off market value.
product_launchCVS Health opened its first pharmacy-focused CVS Pharmacy in the Boston area, a roughly 3,000-square-foot store at 32 Warren Street in Roxbury, part of nearly 20 such locations planned nationwide in 2026 and more than 40 new CVS Pharmacy locations this year.
- Key event
litigation_outcomeU.S. District Judge Margaret M. Garnett denied CVS Health's motion for reconsideration in the securities class action Louisiana Sheriffs' Pension and Relief Fund et al. v. CVS Health Corp. (S.D.N.Y. Case No. 1:24-cv-05303), allowing shareholder claims over alleged AI use in Medicare Advantage care denials to proceed.
- Key event
analyst_ratingBofA Securities lowered its price target on CVS Health to $110 from $120 while keeping a Buy rating, citing about $0.45 of 340B-related EPS risk including a proposed reimbursement change that could be a $600M-$700M EBIT headwind in 2027.
analyst_ratingBernstein raised its price target on CVS Health to $112 from $106 while maintaining a Buy/Outperform rating, citing a faster-than-expected recovery at the Aetna insurance unit.
policy_changeHRSA named 10 drugmakers and 21 drugs for its revised 340B Rebate Model Pilot launching January 1, 2027, replacing upfront safety-net discounts with manufacturer-coordinated rebates, and CMS launched a Medicare Part D 340B claims data repository.
major_contractMcKesson signed an agreement in principle to extend its pharmaceutical distribution partnership with CVS Health through June 2032, supplying CVS retail, mail-order and specialty pharmacies and distribution centers.
dividend_changeCVS Health's board declared a quarterly dividend of $0.665 per common share, payable November 2, 2026 to holders of record on October 22, 2026.
major_contractCardinal Health entered a binding letter of intent to extend its pharmaceutical distribution agreements with CVS Health through June 30, 2032, keeping its current scope of distribution services; Cardinal reaffirmed FY2027 adjusted EPS guidance of $12.40-$12.60.