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CVS HEALTH Corp (CVS) is a retail-drug stores and proprietary stores company. Piotroski F-Score 7/8. 18 insider Form 4 filings in the last 90 days. Next earnings projected around 2026-07-30 from CVS's year-over-year reporting pattern (not yet company-confirmed). Fundamentals from SEC filings; prices are end-of-day.
EOD daily bars · delayed, not real-time · data: DatabentoCharting by TradingView Lightweight Charts™
XBRL company facts, SEC EDGAR. TTM = last four reported quarters. Valuation ratios arrive with a price source — we don't fake quotes.
FY ending 2025-12-31 vs 2024-12-31. original 1968 formula; calibrated on manufacturers, read financials/REITs with care
A plain-English read on CVS plus an auto-SWOT — built from CVS's SEC filings and market data, every point cited, nothing invented. Educational, not investment advice.
Four AI analysts — a bull, a bear, a risk manager, and a PM — debate CVS using only the SEC-filing and market facts below. Every point cites its evidence; nothing is invented. This is educational research, not investment advice.
Educational only — not financial advice. Data from SEC EDGAR public filings; no live market data is shown. Figures reflect the company's own reported XBRL facts and may lag.
| Pzena Investment Management (Richard Pzena) | $989.2M | 3.2% of portfolio |
| Fairfax Financial (Prem Watsa) | $194.8M | 10.0% of portfolio |
| Dwight EvansU.S. Representative · PA-02 | SELL | $1,001 - $15,000 | filed 2026-05-15 |
| Company | Stake value | % of company owned |
|---|---|---|
| ISHARES TR | $109.1M | — |
| STATE STR SPDR S&P 500 ETF T | $57.0M | — |
| VANGUARD SCOTTSDALE FDS | $20.4M | — |
| SELECT SECTOR SPDR TR | $5.3M | — |
| J P MORGAN EXCHANGE TRADED F | $5.0M | — |
| JANUS DETROIT STR TR | $5.0M | — |
| INVESCO EXCHANGE TRADED FD T | $4.4M | — |
| VANGUARD TAX-MANAGED FDS | $1.3M | — |
| ISHARES INC | $1.0M | — |
| TEUCRIUM COMMODITY TR | $968K | — |
| INVESCO DB US DLR INDEX TR | $833K | — |
| SIMPLIFY EXCHANGE TRADED FUN | $670K | — |
| UNITED STS BRENT OIL FD LP | $520K | — |
| VANECK ETF TRUST | $507K | — |
| PRUDENTIAL FINL INC | $262K | — |
Long US equity positions from CVS's own 13F-HR (SEC), reported quarterly and lagged up to 45 days. “% of company owned” = reported shares ÷ that company's latest shares outstanding.
Projected from CVS's own SEC 8-K filing history — the year-over-year reporting pattern (~50% land the exact day, ~90% within a week). No analyst estimates, no scraped calendars, nothing invented. It upgrades to a confirmed date + time the moment CVS files its announcement.
CVS has rallied after 5 of its last 8 earnings reports.
Large earnings reactions have been common.
CVS has traded higher after most recent earnings releases.
The average is inflated by its most volatile prints (+20.7% and -8.6%).
A more typical earnings reaction has been approximately ±4.2%.
Realized close-to-close history only — no options-implied move, no analyst estimates.
| Reported | Close-to-close |
|---|---|
| 2026-05-06 | +8.3% |
| 2026-02-10 | +1.6% |
| 2025-10-29 | -6.7% |
| 2025-07-31 | +0.3% |
| 2025-05-01 | +1.1% |
| 2025-02-12 | +20.7% |
| 2024-10-18 |
Earnings dates are the company's 8-K Item 2.02 filings (SEC). Reactions from Databento EOD.
| -8.6% |
| 2024-08-07 | -0.8% |
| ROBBINS LARRYDirector | SELL | $317.5M | view → |
| Mandadi TilakEVP, Chief Exp & Tech Officer | SELL | $6.2M | view → |