Notícias

If you own CVS Health (CVS), the primary focus shifts from 2026 execution toward potential headwind variables heading into 2027. Management raised its 2026 earnings outlook on its fiscal Q2 2026 call in August. It also gave an early read on 2027, a quarter sooner than usual. One warning in that read came with no number. Over the past three months, the shares lost 15.2%, while the S&P 500 gained 5.0%. What is the 2027 problem CVS would not put a number on.

CVS Health (CVS) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The company also announced its first acquisition in the UK days after the conclusion of the Competition and Markets Authority probe.

CVS Group (LON:CVSG) reported higher revenue, adjusted EBITDA and adjusted earnings per share for the year ended June 30, 2026, while highlighting softer U.K. companion-animal demand late in the year and continued expansion in Australia. Revenue rose 5.9% to £712.8 million, supported by acquisition

UnitedHealth Group (UNH) stock has risen about 40% since late March 2026, against close to 19% for the S&P 500. Read cold, that looks like a recovery nobody could have timed. It was not hidden. The company had said plainly, months before the shares turned, that it would give up members to rebuild margin.

Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for “Global Equity Strategy”. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by an AI-driven earnings rally despite elevated interest rates, inflation concerns, and geopolitical uncertainty. Polaris Global Equity Composite (net of fees) returned 13.26% […]

CVS Health has delivered a 36.9% share price gain over the past three years, even after a recent pullback. This puts fresh focus on whether that climb still lines up with what the business earns. With earnings in the spotlight and the stock giving back some ground in recent weeks, the key issue for you is whether today's valuation is properly grounded in its profit power. The 36.9% return over three years raises the question of how much of that move reflects lasting earnings strength versus...

UnitedHealth (UNH) has turned its profits around. Operating earnings rose 55% in the second quarter of 2026, and management raised its full-year adjusted earnings guide to $19.50 to $20 a share. Revenue, though, has nearly stopped growing. So the rest of the recovery rests on something the company only partly controls: the medical bills of the people it insures.

CVS Health and Cardinal Health are benefiting from healthcare growth, but differences in performance, valuation and targets shape the outlook.

Key Stats for Eli Lilly StockPrice change for Eli Lilly stock in last 6 months: 27%$LLY Stock Price as of Sep. 21: $1,16552-Week High: $1,292$LLY Stock Price Target: $1,325What Happened?Eli Lilly (LLY) stock is drawing fresh attention today after Guggenheim raised its price target to $1,284 from $1,273 and maintained a Buy rating.

Haleon plc (NYSE:HLN) is finding a new growth opportunity in the expanding U.S. population using GLP-1 weight-loss drugs such as Wegovy and Zepbound. According to Reuters, the company has been placing products that can address GLP-1-related side effects in both its normal store locations and dedicated GLP-1 sections at CVS. That strategy has produced an […]

Key Stats for CVS Health StockCurrent Price: $88. 84Target Price (Mid): ~$130Street Target: ~$116Potential Total Return: ~47%Annualized IRR: ~9% / yearWhat Happened?CVS Health (CVS) slid to a $88.

CVS Health (CVS) concluded the recent trading session at $87.6, signifying a -1.4% move from its prior day's close.

CVS raises its 2026 revenue and earnings outlook, but reimbursement pressure, macro headwinds and soft front-store demand could weigh on results.

The plan should make all Omnicare creditors, including the Department of Justice, whole.

The consumer health company’s GLP-1 shelf strategy at CVS is paying off, and bigger retailers could follow.

The end of the earnings season is always a good time to take a step back and see who shined (and who didn’t). Let’s take a look at how health insurance providers stocks fared in Q2, starting with CVS Health (NYSE:CVS).

The sale lets Ascension shed insurance risk while Aetna gains a stake in a profitable plan serving high-margin dual-eligible members.

A piece of the company is winding down its operations under CVS Health.

CVS Health (CVS) keeps a little over a penny of profit from every dollar it takes in. A net margin of 1.2% reads like a verdict on the business. On $415.1 billion of revenue, one point of net margin is worth over $4 billion, and 1.2% is closer to a floor than a peak. Management has been working on it through 2026.

Kroger (KR) has cut its 2026 same-store sales outlook and kept its 2026 profit outlook. If you own the stock, the easy comfort is that earnings held. The risk sits inside that comfort. The cost savings holding up profit are the same savings management plans to spend on lower shelf prices, and the stock is down 15% over the past six months.

BTSG faces a $200M 2026 IRA revenue headwind in Home Pharmacy, but efficiency gains and technology are helping protect profitability.

When the Federal Reserve lifts rates and signals they may stay elevated for years, the easy-growth playbook breaks. Cash flows today matter more than promises tomorrow, and investors start to care a lot about balance sheet strength, pricing power and dependable dividends. This article walks through three large cap quality defensive stocks that screen well under those rules and explains how the latest Fed move could affect each one. The three stocks below are a sample of what this quality...

At the WSJ Leadership Institute's Technology Council Summit, technology executives from McKinsey, FedEx and CVS Health discuss how they are navigating the rising costs of generative AI and finding real business value.

UnitedHealth's repair job is going to plan almost everywhere. The exception is the cost of its commercial health plans, where medical costs are running modestly above the 11% the company had been expecting. Medicare costs are coming in below what it planned for 2026, and Medicaid cost trend is in line, though management expects Medicaid margins to stay pressured for 2026. That cost divergence is what a holder should watch.

Cardinal Health expects IRA pricing changes to pressure Pharma revenues while protecting profitability through compensation and durable distribution agreements.

CVS trades at a forward multiple that screams cheap, yet the street's already bullish and our model runs even hotter. Before you trust either read, there are a few risks that could turn this setup into a trap.

CVS Health (CVS) concluded the recent trading session at $94.43, signifying a -1.17% move from its prior day's close.

CVS Health (NYSE:CVS) announced the rollout of updated 2026 to 2027 COVID-19 vaccines across CVS Pharmacy and MinuteClinic locations. The new vaccines are positioned for broad availability through CVS Health’s nationwide network of retail pharmacies and in store clinics. CVS Health highlighted the vaccines as part of its role in supporting ongoing COVID-19 management and wider public health efforts. This fresh 2026 to 2027 COVID-19 vaccine rollout at CVS Health sits against a wider backdrop...

CVS Health's Health Services arm is gaining from pharmacy strength and improving care delivery, with robust new sales and clinic economics supporting growth.