CVS Health Corporation's stock is up 9% over the past year, despite a 6% decline year-to-date, driven by strategic changes and the acquisition of nearly 9 million new patients from Rite Aid pharmacies. As CVS gears up to report its first-quarter 2026 results on May 6, it has consistently beaten earnings estimates, including an adjusted EPS of $1.09 last quarter. The company’s efforts to manage utilization levels and the prospect of flat earnings growth starting in 2026 may further attract investors, especially as analysts raise price targets amid competitive industry shifts.
“Its shares are up by 9% over the past year.”
“and are down by 6% year-to-date.”
“CVS Health · could benefit as · competitors shrink or disappear”
“CVS Health · is scheduled to report · first-quarter 2026 results · May 6, before the market opens”
“CVS Health · posted adjusted earnings per share (EPS) · last reported quarter · $1.09”
“CVS Health · surpassed the Zacks Consensus Estimate · last reported quarter · 10.1%”
“CVS Health · beat on earnings · trailing four quarters · average surprise 20.6%”
“CVS Health · exited the states in which Aetna operated · on the Public Exchanges · January 2026”
“CVS Health · made several strategic changes throughout 2025 · to manage the persistent utilization levels · including a slowdown in the pace of new primary care clinic openings”
“CVS Pharmacy · established a new trajectory of at least flat earnings annually · starting in 2026 · with a stronger-than-expected performance in 2025”
“CVS Health · acquired the prescription files of certain Rite Aid pharmacies · which enabled · nearly 9 million new patients into CVS stores”
“CVS Health · has an Earnings ESP · of · -0.26%”
