NYSE:CVS

CVS Health Corp (CVS)

97.38
+0.32 (0.33%)
as of Jun 10, 2026, 4:19:46 pm Market Open.
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Investor Insights
star iconJun 10, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

CVS Health Corp has seen a significant rise in its stock price, recently jumping 8% to reach a three-year high after beating earnings and raising its full-year forecast. Experts note that while the stock may appear cheap, caution is warranted as some underlying issues persist, particularly with visibility and execution. CVS is more than just a drug store chain; it is also a managed care company that is undergoing a transformation driven by strong leadership. Although the retail pharmacy space faces weaknesses, their health insurance segment is showing substantial improvement with notable revenue growth, leading to positive adjustments in guidance. Overall, CVS is viewed as a turnaround story that presents growth opportunities as competitors falter, and its valuation relative to earnings suggests that it may still have room to increase further.

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Consensus
Positive
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Valuation
Undervalued
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Sep 20/22, Down 10.8%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with CVS has triggered its stop at $90. To remain disciplined, we recommend covering the position at this time. This will result in a net investment loss of 4% when combined with the previous buy recommendations.
HOLD
Shares are down after Washington downgraded its flagship medicare plan. Not a good day. He won't sell it because it's been A strong performer for him, but he won't rule it out. Today's shares dropped 10%. He's holding. There's more to CVS than only the medicare ratings. They still predict low-double-digit earnings growth in coming years. Trades around 11x and pays a 2.2% yield.
TOP PICK
Recent foray into home healthcare, a blossoming theme with consumers. Great growth, smart acquirers. One of the largest in the US. Post-pandemic will see a focus on healthcare. Yield is 2.14%. (Analysts’ price target is $120.86)
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1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate this relatively recession proof diversified supplier in the healthcare and insurance space as a TOP PICK. The company recently announced an $8 billion acquisition that launches it into providing data and tech aid and health systems -- undoubtedly to assist their 1100 walk-in clinic locations. It trades at 16x earnings, compared to peers at 33x and it trades at less than 2x book value. The dividend is supported by a payout ratio under 40% of cash flow. We especially like how cash reserves have grown while debt has been retired. We continue to recommend a stop at $90, looking to achieve $121 -- upside over 19%. Yield 2.16% (Analysts’ price target is $120.57)
BUY
Just bought it this week. Really likes them buying Signify, a home healthcare business as the population ages. CVS boasts a 13% cash flow yield and pays a 2% dividend.
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Curated by Allan Tong since 2019.
99+ opinions with 4.15 rating.

TOP PICK

CVS is sitting on $12 billion of cash, trades at 1.8x book and 11x PE for 2023 compared to 17x among its peers. It pays a dividend of 2.17% based on low, safe 35% payout ratio. Our Michael O'Reilly endorses it as does Wall Street, which targets $20 higher than the current prices bubbling around $100.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate CVS, a top retail pharmacy and health care insurance company, as a TOP PICK. The company recently announced it is targeting entry into the primary care space and has cash reserves of $12 billion to do so. It trades at 1.8x book value and forward earnings for next year project a PE of 11x earnings compared to peers at 17x. It pays a good dividend backed by a payout ratio under 35% of cash flow. We like that it has continued to build cash reserves, while aggressively retiring debt and buying back shares. We continue to recommend the trailing stop at $90, looking to achieve $120 -- upside potential of 18%. Yield 2.17% (Analysts’ price target is $120.14)
BUY
Can't argue against Pfizer and JNJ, but he owns CVS. Pfizer is the purest drug play, JNJ has three divisions while CVS is pharmas, primarily, though it also runs insurance. In recent years, the market has recognized CVS as not just a storefront, but operates broader healthcare. The U.S. spends 18% of their GDP on healthcare, while the Western world is below 12%.
BUY
It was a key hub for vaccinations during Covid which attracted customers to its stores. But then shares fell from $111 last February to $88 in mid-June. Last week, CVS reported a strong quarter: 8% same-store sales growth and raised their full-year forecast. Shares jumped 8% ina day and returned above $100. He's very impressed by the new CEO. He really likes their Minute Clinics and a new acquisition could be a good fit.
BUY
It was a key hub for vaccinations during Covid which attracted customers to its stores. But then shares fell from $111 last February to $88 in mid-June. Last week, CVS reported a strong quarter: 8% same-store sales growth and raised their full-year forecast. Shares jumped 8% ina day and returned above $100. He's very impressed by the new CEO. He really likes their Minute Clinics and a new acquisition could be a good fit.
BUY
Allan Tong’s Discover Picks CVS has been paying down debt after buying insurer Aetna three years ago and their balance sheet is in such decent shape that the company recently announced share buybacks, though you may need to wait for a dividend to increase from the current 2.2% based on a low 34% payout ratio. CVS trades a fine 16x PE. The 6.02% EPS marked a 7% rise over the past year. Sales are up 8% YOY and growth is expected around that much. Expect sustainable, moderate growth. (If you want mega, double-digit growth, gamble on Bitcoin.) Read 3 Recession Proof Stocks for our full analysis.
BUY
A steady performer that consistently outperforms. They use their excess cash to pay down debt (to buy Aetna 3 years ago). They recently announced share buybacks and wants to see this increase. This is a long-term investment. They report next week.
TOP PICK

CVS is a major pharmacy benefits manager providing tons of data to large companies like GM. He likes the pharmacy business, because it's much cheaper to go to the pharmacy for a vaccine instead of a hospital. Pharmacy will gain market share. CVS will return to dividend increases after their Aetna acquisition. Trades at 10x earnings. Very well-positioned. This is recession-proof. (Analysts’ price target is $116.70)

BUY

Has owned this for a long time. Are vertically integrated. At their core are the 10,000 pharmacies. Have merged with Caremark, a pharmacy benefit manager, and bought Aetna the health insurer. Great CEO. They fill about a billion prescriptions a year. CVS offers stability to a portfolio to offset the cyclical ones.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly We again reiterate CVS, a top retail pharmacy and health care insurance company, as a TOP PICK. It trades at 1.6x book value and forward earnings for next year project a PE of 10x earnings compared to peers at 14x. It pays a good dividend backed by a payout ratio under 40% of cash flow. We like that it has continued to build cash reserves, while aggressively retiring debt and buying back shares. We continue to recommend the trailing stop at $85, looking to achieve $117 -- upside potential of 25%. Yield 2.36% (Analysts’ price target is $117.22)
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