CVS Health Corp (CVS) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

CVS Health Corp (CVS)

93.06

+0.14 (0.15%)

as of Aug 28, 2026, 8:00:00 pm Market Open.

411 watching

Investor Insights

Aug 28, 2026, 12:00 am

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

CVS Health Corp has garnered mixed reviews from experts, reflecting a complex outlook for the company. While recent earnings exceeded expectations and led to a significant share price increase, analysts remain cautious due to underlying challenges in its Caremark business and uncertainties surrounding visibility in earnings. The comparison with higher-quality growth stocks suggests that CVS may have more execution risk, even as its valuation appears cheaper relative to competitors. The company's shift towards a managed care model and the impact of its drugstore segment raises questions about its long-term performance. Overall, CVS could be a compelling option within its sector, especially when considering the potential for recovery and improvements in management strategy.

Consensus

Cautious

Valuation

Undervalued

Similar

UNH

DON'T BUY

Company has seen turmoil the past year. Healthcare will be a strong sector going forward. Better companies in this space.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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)

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 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.

Premium content

It's a Monthly Gems opinion which is available only for Stockchase Premium

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.

Premium content

Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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

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.

Showing 121 to 135 of 465 entries

Most Recent Experts

Jenny Harrington, CEO, Gilman Hill Asset Management

Gilman Hill Asset Management

Kevin Simpson

Capital Wealth Planning

Jim Lebenthal

Cerity Partners

Bill Baruch, Founder, Blue Line Capital

Blue Line Capital

Brianne Gardner

Raymond James

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

CVS Health Corp (CVS)