CVS Health Corporation ($CVS) Stock Forecast: Up 5.3% Today

What is CVS Health Corporation?

CVS Health Corporation (NYSE: CVS) offers pharmacy services, health plans, and retail products. The company is divided into Pharmacy Services, Retail/LTC, Health Care Benefits, and Corporate/Other segments. Today, CVS saw a significant rise in the market.

Why is CVS Health Corporation going up?

CVS stock is up 5.3% on Feb 12, 2026 15:37

• CVS stock surged after news of Agree Realty Corporation's strong Q4 performance and increased investment projections, suggesting a robust real estate market.
• The growth of UnitedHealth Group's Optum Health division, alongside a slight decrease in its price target, likely boosted investor confidence in the healthcare sector, positively impacting CVS as a healthcare-related stock.
• With Humana reporting a widened Q4 loss and a projected decline in 2026 EPS, investors may have turned to CVS as a more secure investment within the healthcare industry.
• Dollar Tree's expansion into a former CVS location generated interest in CVS, leading investors to consider the potential effects of evolving retail landscapes on traditional pharmacy chains.

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Agree Realty Corporation (NYSE:ADC) Q4 2025 Earnings Call Transcript

Agree Realty Corporation (NYSE: ADC) reported strong Q4 2025 results and increased its 2026 investment guidance to $1.4 billion to $1.6 billion, representing a 10% increase from the prior range. The company achieved 4.6% AFFO per share growth in 2025, with an initial 2026 guidance projecting 5.4% year-over-year growth at the midpoint. Key drivers include robust investment across acquisition and development platforms, proactive balance sheet management, and strategic capital recycling, positioning ADC for continued earnings growth and operational efficiency.

https://www.insidermonkey.com/blog/agree-realty-corporation-nyseadc-q4-2025-earnings-call-transcript-1694388/

UnitedHealth Group Incorporated (UNH) Strengthens Healthcare Platform Through Optum Expansion

UnitedHealth Group (UNH) is strengthening its healthcare platform through the expansion of Optum Health, a division expected to generate over $13.2 billion in operating earnings. Despite a cut in its price target by Mizuho, analysts like Piper Sandler maintain an Outperform rating, citing confidence in Optum's potential for upside. The company reported solid Q4 and full-year 2025 results with increased revenues, demonstrating momentum in serving stakeholders and improving performance.

https://finviz.com/news/308512/unitedhealth-group-incorporated-unh-strengthens-healthcare-platform-through-optum-expansion

Humana's Q4 loss widens

Humana reported a wider net loss in Q4 and projected a significant decline in its 2026 EPS, primarily due to a headwind from Medicare Advantage (MA) Star Ratings. Despite this, the company anticipates approximately 25% individual MA membership growth in 2026. Humana is more exposed to MA-specific shocks than diversified rivals due to its MA-heavy business mix, though expansions in care delivery and Medicaid platforms are adding some diversification.

https://www.insurancebusinessmag.com/us/news/life-insurance/humanas-q4-loss-widens-565084.aspx

NETSTREIT Q4 2025 presentation slides: Strong portfolio metrics amid mixed earnings

NETSTREIT Corp (NYSE:NTST) released its Q4 2025 investor presentation, showcasing strong portfolio metrics and a disciplined investment strategy despite missing earnings expectations. The company maintains a highly occupied, diversified portfolio focused on necessity-based retail, with a significant portion of annual base rent from investment-grade tenants. NETSTREIT projects continued AFFO per share growth for 2026 and expects minimal equity raise needs due to its strong balance sheet and liquidity.

https://ng.investing.com/news/company-news/netstreit-q4-2025-presentation-slides-strong-portfolio-metrics-amid-mixed-earnings-93CH-2337653

Off-price retailer 'officially cheaper than Dollar General' to open new store - chain confirms February date

Dollar Tree is opening a new store in Easton, Pennsylvania, in a former CVS Pharmacy location. The popular off-price retailer, which recently acquired 170 former 99 Cents Only Stores, is known for its low prices, though it has introduced "Plus" sections with items up to $5. This expansion comes as other pharmacy chains like CVS, Walgreens, and Rite Aid struggle with store closures.

https://www.the-sun.com/money/15927286/dollar-tree-easton-pennsylvania-cvs-health/

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CVS Health Corporation Price History

09.11.2025 - CVS Stock was up 5.6%

• CVS introduced a new consumer engagement platform, "Engagement as a Service," aimed at improving consumer interaction and partnerships. This strategic decision likely increased investor confidence and contributed to the bullish market movement.
• The company's optimistic profit forecast for 2026, driven by successful turnaround efforts and improved margins in key business units, may have impressed investors and generated a sense of positivity.
• While falling short of revenue projections for 2026, CVS's higher adjusted earnings outlook and commitment to strategic endeavors demonstrated resilience in a challenging retail and healthcare landscape, potentially reassuring shareholders.
• The mistrial in the opioid case involving CVS, Walmart, and Walgreens initially resulted in uncertainty. However, the absence of a unanimous verdict may have alleviated investors' concerns, leading to a favorable market response.

05.00.2026 - CVS Stock was up 0.7%

• Today's rise in CVS stock can be attributed to various factors:
• Strong Q3 earnings performance, exceeding analyst expectations with $1.60 EPS on $102.87 billion in revenue, demonstrating robust financial results and investor confidence.
• Alpha Omega Wealth Management LLC increasing its stake in CVS Health Corporation by 12.3%, indicating positive sentiment and confidence in the company's future growth prospects.
• Positive industry sentiment in the healthcare sector, reflected in the growth forecasts for the Palliative Care Market where CVS Health Corporation plays a significant role, suggesting potential opportunities for revenue growth and market leadership.
• CVS's emphasis on innovation, strategic partnerships, and service diversification appears to be resonating well with investors, driving increased interest and investment in the company's stock.

30.09.2025 - CVS Stock was down 7.3%

• Despite surpassing third-quarter earnings projections and increasing annual guidance, CVS stock faced a decline in value.
• It is possible that the market responded negatively as some investors were anticipating even more robust results despite the positive earnings and revenue outcomes.
• The decline in CVS stock could also be linked to some investors seizing gains after expecting a more significant market response.
• The CEO's initiatives to boost profits and enhance stock performance may not have fully convinced investors about the company's potential for long-term growth, which contributed to the stock's decline.

27.00.2026 - CVS Stock was down 13.2%

• CVS Health's stock experienced a significant drop of about 11.5% after an analyst downgrade and negative news related to Medicare Advantage rates and an antitrust probe into its pharmacy practices.
• The bearish movement in CVS stock could be attributed to concerns about potential impacts on its revenue and profitability due to the proposed flat Medicare Advantage rates by the administration.
• The overall negative sentiment in the healthcare sector, particularly with peers like UnitedHealth, experiencing stock declines and reducing benefits in response to disappointing reimbursement rates, likely added to the downward pressure on CVS Health's stock.
• Despite the challenges, analysts still maintain a "Moderate Buy" rating for CVS Health, indicating some optimism for its future performance despite the current market conditions.

27.00.2026 - CVS Stock was down 9.4%

• The bearish movement in CVS stock today could be attributed to the broader impact of proposed regulatory changes affecting Medicare rates, as evidenced by similar trends in other health-insurance stocks like Humana and UnitedHealth.
• The significant drop in Humana's stock price following proposed changes in Medicare Advantage payment rates may have influenced market sentiment in the healthcare sector, leading to a negative trend for CVS as well.
• While CVS was not specifically named in recent discussions, the industry-wide implications of regulatory changes on health-insurance companies and related stocks likely played a role in the stock's decline today.
• Overall, the market's response to regulatory uncertainties surrounding Medicare rates and specific news affecting healthcare peers has created a ripple effect, affecting CVS and other related stocks negatively.

27.00.2026 - CVS Stock was down 11.1%

• The company's price target was reduced to $95 from $100 by an analyst, raising concerns over proposed flat Medicare Advantage rates and an investigation into pharmacy-hub practices, leading to an 11.6% drop in the stock.
• The Trump administration's proposal of near-flat Medicare Advantage reimbursement rates for 2027 negatively affected major health insurers like UnitedHealth and Humana, causing their shares to decline. This announcement also had repercussions on CVS Health's stock.
• Despite positive earnings and strong guidance for FY2025, investor worries surrounding Medicare Advantage rates and ongoing healthcare investigations have overshadowed CVS Health's financial prospects, contributing to the bearish movement.
• Uncertainty surrounding regulations and potential financial impacts on healthcare companies, particularly those heavily dependent on Medicare Advantage plans, has influenced market sentiment and led to a downward trend in CVS Health's stock price.

27.00.2026 - CVS Stock was down 12.5%

• CVS Health experienced a strong bearish movement today, likely influenced by the broader sector-wide selloff due to a proposed near-zero increase in Medicare Advantage payment rates for 2027 by the Trump administration.
• The unexpected regulatory change impacted major health insurers like UnitedHealth Group, CVS Health, and Elevance Health, in addition to Humana, leading to concerns over tighter margins and regulatory uncertainty within the sector.
• Despite CVS Health's positive revenue growth, the challenges it faces with negative financial indicators such as net margin, ROE, ROA, and a high debt-to-equity ratio may have contributed to the market's negative sentiment towards the stock.
• The combination of regulatory concerns in the healthcare sector alongside CVS Health's financial challenges likely played a significant role in the bearish movement of the stock today.

02.08.2025 - CVS Stock was up 1.3%

• The positive momentum in its Health Care Benefit segment, driven by government plans despite facing utilization pressures, contributed to the bullish movement in CVS stock today.
• Strong investor confidence in CVS's future prospects and fundamental strength is reflected in the stock hitting a 52-week high.
• Investors may currently view CVS as a better value and stronger investment option compared to other healthcare stocks like HealthEquity and Elevance.
• CVS's focus on Aetna margin recovery, digital investments, and cost savings is resonating well with investors, contributing to the bullish market movement.

06.00.2026 - CVS Stock was down 1.2%

• The bearish movement in CVS stock today could be attributed to the company's financial challenges, including declining margins and a leveraged balance sheet, which may have raised concerns among investors.
• Despite maintaining its quarterly dividend at $0.665 per share and demonstrating robust revenue growth, the market may be reacting to the company's struggles with profitability.
• The significant increase in stake by Robeco Institutional Asset Management B.V. and the high institutional ownership in CVS Health Corporation may indicate confidence in the company's long-term prospects, but short-term challenges could be impacting the stock price negatively.
• Analysts raising price targets for CVS Health based on successful turnaround strategies and positive growth outlook may provide some optimism for the stock's future performance, but current financial hurdles could be overshadowing these potential gains.

12.01.2026 - CVS Stock was up 5.3%

• CVS stock surged after news of Agree Realty Corporation's strong Q4 performance and increased investment projections, suggesting a robust real estate market.
• The growth of UnitedHealth Group's Optum Health division, alongside a slight decrease in its price target, likely boosted investor confidence in the healthcare sector, positively impacting CVS as a healthcare-related stock.
• With Humana reporting a widened Q4 loss and a projected decline in 2026 EPS, investors may have turned to CVS as a more secure investment within the healthcare industry.
• Dollar Tree's expansion into a former CVS location generated interest in CVS, leading investors to consider the potential effects of evolving retail landscapes on traditional pharmacy chains.

29.09.2025 - CVS Stock was up 0.3%

• CVS outperformed Q3 earnings and revenue projections by a considerable margin.
• CEO David Joyner's successful first year at CVS led to improved profits and stock performance, bolstering investor faith.
• Recent advancements within CVS's Pharmacy & Consumer Wellness division, such as technological enhancements and strategic acquisitions, supported the stock's upward trajectory.
• Despite a slight dip in the stock price during the last trading session, the optimistic news and outlook surrounding CVS have attracted investor attention and confidence in the company's future growth prospects.

09.00.2026 - CVS Stock was down 1.2%

• The recent invitation of CVS Health's CEO to testify before Congress regarding coverage affordability issues has raised concerns among investors about potential regulatory challenges or changes in the healthcare sector, leading to a bearish sentiment.
• Challenges such as margin recovery issues and high medical costs persist for CVS Health, despite its efforts to increase dividends and form partnerships to improve its care model. These factors have contributed to the stock's decline.
• The underperformance of CVS stock in comparison to competitors and the broader market suggests that investors may be shifting away from healthcare stocks during a period of market volatility, adding further downward pressure on CVS shares.
• Competitors like Humana Inc. focusing on data-driven platforms and innovative healthcare strategies may be prompting CVS Health to adapt and innovate, potentially impacting its stock performance negatively in the short term.