{"filings":[{"id":2300997,"accession_number":"0001193125-26-354096","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2026-08-17T20:19:58+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CVS Health appoints Teresa Heitsenrether to board; Larry Robbins resigns","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Larry Robbins resigned from CVS Health board effective Aug 13, 2026; no disagreement cited.","Teresa Heitsenrether, JPMorgan Chief Data & Analytics Officer, appointed effective Nov 18, 2026.","Heitsenrether brings 40 years financial services experience; deemed independent under NYSE rules.","Robbins served since 2024 on Audit and Public Policy committees; departure after two years.","Robbins (Glenview CEO) cited improved financial performance and balance sheet repair during tenure."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":2060560,"accession_number":"0000064803-26-000097","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2026-08-05T10:32:06+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q2 2026 GAAP EPS $2.31, adj EPS $2.58; raises FY guidance to $7.90-$8.10 adj EPS","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $106.1B, up 7.3% YoY; GAAP diluted EPS $2.31 vs $0.80 prior year.","Adjusted EPS $2.58 vs $1.81 prior year; Health Care Benefits MBR improved to 87.4% from 89.9%.","Full-year 2026 guidance raised: GAAP EPS $6.84-$7.04 (from $6.24-$6.44), adj EPS $7.90-$8.10 (from $7.30-$7.50).","Cash flow from operations guidance raised to at least $11.5B from at least $9.5B; YTD cash flow $10.6B.","Health Services segment revenue up 11.5% to $51.8B; Pharmacy & Consumer Wellness prescriptions filled up 4.3%."],"consensus_eps_estimate":null,"consensus_eps_actual":4.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":206522000000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":499359,"accession_number":"0000064803-26-000082","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2026-05-18T20:13:58+00:00","items":["5.02","5.07"],"status":"ready","headline":"CVS shareholders approve 2026 incentive plan, re-elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["13 directors elected; all management proposals passed including 2026 ICP approval.","2026 Incentive Compensation Plan replaces expiring 2017 plan; effective for awards after May 14, 2026.","Advisory say-on-pay passed with ~94% of votes cast (excluding broker non-votes).","Ernst & Young ratified as independent auditor for 2026 with 1.12B votes for.","Stockholder proposal to reduce written consent threshold failed with ~40% support."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":98314,"accession_number":"0000064803-26-000051","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2026-05-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Q1 revenue $100.4B (+6.2% YoY); raises FY26 EPS guidance to $7.30-7.50","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $2.30 vs $1.41 YoY; Adjusted EPS $2.57 vs $2.25 YoY.","Health Care Benefits MBR improved to 84.6% (down 270 bps); adjusted op income up 52.6% to $3.04B.","Health Services segment revenue $48.2B (+11.0%) but adj op income -7.1% on client price improvements.","Pharmacy & Consumer Wellness adj op income -8.8% due to reimbursement pressure and seasonal illness decline.","FY26 guidance raised: GAAP EPS $6.24-6.44 (from $5.94-6.14); cash from ops at least $9.5B (from $9.0B)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":100426000000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.78,"calibrated_materiality_score":0.78,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113701,"accession_number":"0000064803-26-000017","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2026-03-19T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CVS Health elects former Elevance CFO John Gallina to board, effective March 19, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["John E. Gallina, age 66, former EVP and CFO of Elevance Health (NYSE: ELV), elected to CVS Health Board.","Gallina served as Elevance CFO from June 2016 to Nov 2023 and as EVP/Advisor to CEO until May 2024.","Appointed to Audit Committee and designated an audit committee financial expert under SEC rules.","Board determined Gallina to be independent under NYSE rules; compensation consistent with other non-employee directors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113700,"accession_number":"0000064803-26-000009","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q4 revenue $105.7B (+8.2%); adj. EPS $1.09 vs $1.19; 2026 adj. EPS guide $7.00-$7.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Full-year 2025 revenue record $402.1B (+7.8%); GAAP EPS $1.39 (incl. $5.7B goodwill impairment), Adj. EPS $6.75 (+24.5%).","Q4 Health Care Benefits segment adj. op. loss ($676M) widened from ($439M) on IRA Medicare Part D seasonality.","Pharmacy & Consumer Wellness Q4 adj. op. income $1,911M (+8.7%) on higher prescription volume including Rite Aid acquisitions.","2026 guidance: GAAP EPS $5.94-$6.14; Adj. EPS $7.00-$7.20; cash flow from operations at least $9.0B (down from prior $10.0B).","Medical membership 26.6M, down 0.5M YoY; days claims payable 38.9 (down 3.6 days from Q3)."],"consensus_eps_estimate":null,"consensus_eps_actual":1.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":402067000000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130088,"accession_number":"0000064803-25-000082","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-12-09T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CVS Health raises 2025 guidance and initiates 2026 outlook with mid-teens EPS CAGR target","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["2025 revenue guidance raised to at least $400B; Adjusted EPS raised to $6.60-$6.70 from $6.55-$6.65.","2026 full-year guidance: revenue at least $400B, Adjusted EPS $7.00-$7.20, cash flow from operations at least $10B.","Commits to mid-teens Adjusted EPS CAGR through 2028, driven by margin recovery at Aetna and growth across segments.","Announces 'Engagement as a Service' open consumer platform using AI to integrate healthcare experiences.","Reaffirms 2025 cash flow from operations of $7.5B-$8.0B; 2026 outlook at least $10B."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130087,"accession_number":"0001193125-25-289805","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-11-20T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health appoints CEO David Joyner as Chair of the Board effective Jan 1, 2026","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Joyner, President & CEO since Oct 2024, will also serve as Board Chair starting Jan 1, 2026.","Michael Mahoney continues as Lead Independent Director; Roger Farah remains on the Board.","Board cites Joyner's nearly 40 years of healthcare experience and operational improvements.","Joyner leads over 300,000 colleagues; Farah says 'bullish on future' under combined roles."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130086,"accession_number":"0000064803-25-000036","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q3 GAAP EPS loss of $3.13 on $5.7B goodwill impairment; raises FY2025 adjusted EPS guide to $6.55-$6.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues of $102.9B, up 7.8% YoY; GAAP diluted loss per share of $3.13 includes $5.7B goodwill impairment charge.","Adjusted EPS of $1.60, above prior year $1.09; FY2025 Adjusted EPS guidance raised to $6.55-$6.65 from $6.30-$6.40.","Health Care Benefits segment MBR improved to 92.8% from 95.2%; adjusted operating income of $314M vs loss of $924M in prior year.","Health Services adjusted operating income down 7.0% to $2.05B; Pharmacy & Consumer Wellness down 7.4% to $1.478B.","Aetna Medicare Advantage Star Ratings: >81% of members in 4-star+ plans; Caremark contract wins of ~$6.0B with high retention."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.93,"consensus_revenue_estimate":null,"consensus_revenue_actual":296374000000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146674,"accession_number":"0001193125-25-211349","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-09-22T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS subsidiary Omnicare files Chapter 11 bankruptcy after excessive court damages ruling","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Omnicare, a wholly owned CVS subsidiary, voluntarily initiated Chapter 11 proceedings on Sept. 22, 2025.","Filing triggered by a U.S. District Court (SDNY) ruling imposing excessive monetary damages for alleged pharmacy law violations.","Omnicare obtained $110M debtor-in-possession financing from a third party to support operations during the process.","Company intends to pursue a standalone restructuring or sale strategy while continuing pharmacy services without disruption.","No allegations of patient harm; Omnicare President cited the penalty as constitutionally excessive."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146673,"accession_number":"0001193125-25-181862","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-08-15T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health issues $4B in senior notes across four tranches with maturities 2032-2065","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$750M 5.000% Senior Notes due 2032, $1.5B 5.450% Senior Notes due 2035.","$1.25B 6.200% Senior Notes due 2055, $500M 6.250% Senior Notes due 2065.","Net proceeds ~$3.958B after underwriting discounts and estimated offering expenses.","Issued August 15, 2025; underwritten by Barclays, J.P. Morgan, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146672,"accession_number":"0000064803-25-000023","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-07-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q2 adj EPS $1.81; raises FY25 adj EPS outlook to $6.30-6.40, cuts GAAP view on litigation charges","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 revenue $98.9B (+8.4% YoY); GAAP EPS $0.80 vs $1.41; adj EPS $1.81 vs $1.83.","Recorded $833M litigation charges and $471M premium deficiency reserve in Medicare Advantage.","FY25 GAAP EPS guidance lowered to $3.84-3.94 from $4.23-4.43; adj EPS raised to $6.30-6.40 from $6.00-6.20.","Aetna MBR 89.9% vs 89.6% with premium deficiency impact; medical membership 26.7M down 358k sequentially.","Agreed to acquire certain Rite Aid prescription files and stores; cash flow from operations guided to at least $7.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":2.21,"consensus_revenue_estimate":null,"consensus_revenue_actual":193503000000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165075,"accession_number":"0000064803-25-000015","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-05-20T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CVS Health annual meeting results: all 13 directors elected; say-on-pay passes with 59% support","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 13 director nominees elected; votes ranged from 926M to 1.007B in favor, with broker non-votes of 111M.","Advisory say-on-pay approved: 597.9M for, 413.3M against, 2.8M abstain.","Ratification of Ernst & Young as auditor for 2025 approved: 1.104B for, 19.2M against.","Stockholder proposal to lower threshold for acting by written consent failed: 431.2M for, 577.9M against."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165074,"accession_number":"0000064803-25-000012","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q1 Adj EPS $2.25 vs $1.31 YoY; raises FY25 Adj EPS guidance to $6.00-$6.20","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $94.6B, up 7.0% YoY; GAAP diluted EPS $1.41, Adjusted EPS $2.25.","Operating income $3.374B vs $2.271B YoY; adjusted operating income $4.579B vs $2.957B.","Full-year 2025 guidance: GAAP diluted EPS revised to $4.23-$4.43 from $4.58-$4.83; Adjusted EPS raised to $6.00-$6.20 from $5.75-$6.00.","CVS Health to exit individual exchange business; introduces Aetna solutions and CVS Caremark GLP-1 formulary update.","Cash flow from ops $4.6B in Q1; FY25 CF guidance raised to ~$7.0B from ~$6.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":1.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":94588000000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165073,"accession_number":"0001193125-25-075089","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-04-08T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CVS Health appoints new CFO and CMO; affirms FY2025 guidance will meet or exceed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Brian Newman named EVP & CFO effective May 12; base salary $1M, target bonus 150% of salary.","Current CFO Tom Cowhey steps down May 12, becomes strategic advisor to CEO until departure.","Amy Compton-Phillips appointed EVP & Chief Medical Officer, effective May 19.","Based on YTD results through Feb, CVS expects full-year 2025 results to meet or exceed prior guidance."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182777,"accession_number":"0000064803-25-000006","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2025-02-12T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q4 revenue up 4.2% to $97.7B, adjusted EPS falls 44% to $1.19; FY25 guidance below consensus","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["GAAP diluted EPS $1.30 (down $0.28 YoY); adjusted EPS $1.19 (down $0.93 YoY) on Health Care Benefits weakness.","Full-year 2024 total revenues $372.8B (+4.2% YoY); GAAP diluted EPS $3.66, adjusted EPS $5.42.","Health Care Benefits segment hurt by continued utilization pressure and unfavorable Medicare Advantage star ratings.","2025 guidance: GAAP diluted EPS $4.58-$4.83; adjusted EPS $5.75-$6.00; cash flow from ops ~$6.5B.","Pharmacy & Consumer Wellness segment showed growth, but overall earnings pressured by insurance challenges."],"consensus_eps_estimate":null,"consensus_eps_actual":3.66,"consensus_revenue_estimate":null,"consensus_revenue_actual":372809000000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199354,"accession_number":"0001193125-24-279907","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-12-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health announces early results and pricing of $1.774B debt tender offer; early settlement Dec 18","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Maximum tender amount $1.774B; notes tendered exceeded cap; no further purchases expected after Dec 18.","Total consideration per $1,000 par: 2.700% notes due 2040 at $685.54; 3.875% notes due 2047 at $750.06.","Early settlement Dec 18; proration applied: 4.125% notes due 2040 accepted at ~57.5% of tendered; six series 0%.","Dealer managers Barclays and Mizuho; tender agent D.F. King; notes issued by CVS and Aetna Inc."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199353,"accession_number":"0001193125-24-274362","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-12-10T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health issues $3.0B in junior subordinated notes across two tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $2.25B of 7.000% Fixed-to-Fixed Rate Series A Junior Subordinated Notes due 2055.","Issued $750M of 6.750% Fixed-to-Fixed Rate Series B Junior Subordinated Notes due 2054.","Notes offered under existing shelf registration; use of proceeds not specified.","Supplemental indentures filed with the SEC as Exhibits 4.2 and 4.3."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199352,"accession_number":"0001193125-24-272865","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-12-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health completes tender offer for $226M of 4.100% Senior Notes due 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Tendered $225,979,000 principal amount of 4.100% Senior Notes due 2025 (out of $950,087,000 outstanding) plus $5,000 via guaranteed delivery.","Settlement expected on December 11, 2024.","Purchase to be funded with proceeds from new junior subordinated notes (7.000% Series A due 2055 and 6.750% Series B due 2054).","Total tender capped at $2B across this Any-and-All and a concurrent Maximum Tender Offer for other notes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199351,"accession_number":"0001193125-24-272437","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-12-06T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health prices tender offer for $950M 4.100% Senior Notes due Mar 2025","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Principal outstanding $950,087,000 of 4.100% Senior Notes due March 25, 2025.","Total consideration set at $998.22 per $1,000 principal, plus accrued interest.","Reference yield 4.434% based on 3.875% UST due 3/31/2025 plus 25 bps spread.","Settlement expected on December 11, 2024, for notes tendered by Dec 6 deadline.","Tender offer is subject to financing condition; no minimum principal condition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199350,"accession_number":"0001193125-24-270867","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-12-05T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health issues $3B junior subordinated notes: 7.0% due 2055, 6.75% due 2054","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $2.25B of 7.000% Series A Junior Subordinated Notes due 2055 and $750M of 6.750% Series B Junior Subordinated Notes due 2054.","Expected net proceeds ~$2.963B after underwriting discounts and expenses.","Closing expected December 10, 2024; lead underwriters include Barclays, Citigroup, Goldman Sachs.","Registration statement on Form S-3ASR (File No. 333-272200) effective May 25, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199349,"accession_number":"0001193125-24-268490","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-12-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health launches cash tender offers for up to $2B of senior notes; any and all 2025 notes included","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Any and all tender for $950M 4.100% Senior Notes due 2025; fixed spread +25 bps over 3.875% UST due 3/31/2025.","Maximum Tender Offer targets up to $2B aggregate purchase price across 10 series of notes with maturities 2030-2050.","Early tender payment of $30 per $1,000 for Maximum Tender Offer Notes tendered by Dec 13, 2024.","Tender offers conditioned on issuance of new subordinated debt; may be funded with cash if not."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199348,"accession_number":"0001193125-24-260405","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-11-18T23:59:59+00:00","items":["1.01","5.02","7.01","9.01"],"status":"ready","headline":"CVS Health adds four directors, enters pact with Glenview Capital; CEO pay raised","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board expanded from 12 to 16 with appointments of Leslie Norwalk, Larry Robbins, Guy Sansone, Doug Shulman.","Glenview Capital (Larry Robbins) gets board seats; standstill until 30 days before 2026 director nomination window.","CEO David Joyner's total direct compensation raised to $19M/yr ($1.5M base, $3M bonus target, $14.5M LTI).","Prem Shah (EVP Group President) gets $1.1M base, $1.925M bonus target, $9M LTI; one-time option award $6M.","Tilak Mandadi receives $3M in time-vesting RSUs as retention award; vests over three years."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199347,"accession_number":"0001193125-24-251673","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CVS Health appoints Prem Shah as Group President and Steve Nelson as President of Aetna","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Prem Shah named EVP & Group President, overseeing CVS Caremark, CVS Pharmacy, and Health Care Delivery (Oak Street, Signify).","Steve Nelson named EVP & President of Aetna; previously CEO of ChenMed and UnitedHealthcare.","Both appointments effective November 6, 2024, reporting to CEO David Joyner.","Shah most recently EVP, Chief Pharmacy Officer and President of Pharmacy & Consumer Wellness.","Nelson's managed care experience expected to drive Aetna growth and profitability improvements."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199346,"accession_number":"0000064803-24-000033","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-11-06T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q3 GAAP EPS $0.07, Adjusted EPS $1.09; records $1.1B premium deficiency reserve","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $95.4B (+6.3% YoY); GAAP diluted EPS $0.07 vs $1.75 prior year.","Adjusted EPS $1.09 vs $2.21 prior year; operating income $832M down from $3.69B.","Health Care Benefits segment recorded ~$1.1B premium deficiency reserves ($0.63/share) for Medicare and individual exchange.","Year-to-date cash flow from operations $7.2B; CEO highlights strong Health Services and Pharmacy segments but challenges in Health Care Benefits."],"consensus_eps_estimate":null,"consensus_eps_actual":2.35,"consensus_revenue_estimate":null,"consensus_revenue_actual":275099000000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199345,"accession_number":"0001193125-24-239193","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-10-18T23:59:59+00:00","items":["2.02","7.01","5.02","9.01"],"status":"ready","headline":"David Joyner named CVS Health CEO replacing Karen Lynch; preliminary Q3 EPS guide weak","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["David Joyner appointed President and CEO effective Oct. 17, 2024, succeeding Karen Lynch who resigned.","Roger Farah elevated to Executive Chairman of the Board.","Preliminary Q3 2024 GAAP diluted EPS $0.03-$0.08; adjusted EPS $1.05-$1.10.","Results include $1.1B premium deficiency reserve charge and $1.2B restructuring charge.","MBR expected ~95.2%; prior guidance withdrawn due to elevated medical cost trends."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215386,"accession_number":"0000064803-24-000028","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-08-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q2 adj EPS $1.83 vs $2.21 YoY; cuts FY2024 adj EPS guidance to $6.40-$6.65","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $91.2B, up 2.6% YoY; GAAP diluted EPS $1.41 vs $1.48, Adjusted EPS $1.83 vs $2.21.","Operating income $3.045B vs $3.234B; adjusted operating income $3.744B vs $4.481B, driven by Health Care Benefits segment pressure.","FY2024 GAAP EPS guidance lowered to $4.95-$5.20 from at least $5.64; cash flow from ops guided to ~$9B from at least $10.5B.","Health Care Benefits segment faces continued utilization pressure and unfavorable Medicare Advantage star ratings impact.","CEO announces leadership changes in Health Care Benefits segment; strong performance in Health Services and Pharmacy & Consumer Wellness."],"consensus_eps_estimate":null,"consensus_eps_actual":2.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":179671000000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234699,"accession_number":"0000064803-24-000019","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-05-22T23:59:59+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"CVS shareholders approve 33.5M share increase to equity plan; all directors elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Shareholders approved amendment to 2017 ICP, increasing authorized shares by 33.5 million for future awards.","All 12 director nominees elected, including CEO Karen S. Lynch, with >85% support from votes cast.","Advisory vote on named executive officer compensation passed (818M for, 139M against, excluding broker non-votes).","Ratification of Ernst & Young as independent auditor for 2024 approved (1.083B for, 22.9M against).","Four stockholder proposals (worker rights, majority vote, golden parachute, director time disclosure) all rejected."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234698,"accession_number":"0001193125-24-135296","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-05-09T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health issues $5B in senior notes across five tranches with rates 5.400%-6.050%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B at 5.400% due 2029, $1B at 5.550% due 2031, $1.25B at 5.700% due 2034.","Also issued $750M at 6.000% due 2044 and $1B at 6.050% due 2054; total $5.0B.","Notes sold under existing shelf registration (S-3ASR filed May 2023) and senior indenture.","Proceeds not specified; typical for general corporate purposes, debt refinancing, or capex."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234697,"accession_number":"0001193125-24-134280","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-05-08T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health issues $5.0B in senior notes across five tranches with rates 5.4%-6.05%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal $5.0B; net proceeds ~$4.95B after underwriting discounts and expenses.","Tranches: $1B 5.400% due 2029, $1B 5.550% due 2031, $1.25B 5.700% due 2034, $750M 6.000% due 2044, $1B 6.050% due 2054.","Closing expected May 9, 2024, subject to customary conditions.","Underwriters include BofA Securities, Barclays, Goldman Sachs, J.P. Morgan, and Wells Fargo."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":234696,"accession_number":"0000064803-24-000015","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-05-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q1 GAAP EPS $0.88 vs $1.65; FY2024 guidance slashed on Medicare pressure","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q1 revenues rose 3.7% to $88.4B; GAAP diluted EPS $0.88 vs $1.65; adjusted EPS $1.31 vs $2.20.","Operating income fell to $2.3B from $3.4B; Health Care Benefits segment pressured by Medicare utilization.","FY2024 guidance cut: GAAP EPS at least $5.64 (from $7.06); Adj EPS at least $7.00 (from $8.30).","Q1 cash flow from operations $4.9B; FY guidance reduced to at least $10.5B from $12.0B.","CEO cites Medicare Advantage challenges; expects elevated cost trends to persist through 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":88437000000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.85,"calibrated_materiality_score":0.85,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252556,"accession_number":"0000064803-24-000009","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-03-05T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"CVS Health reiterates FY2024 guidance: GAAP EPS ≥$7.06, adjusted ≥$8.30","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirmed FY2024 GAAP diluted EPS guidance of at least $7.06.","Reaffirmed FY2024 Adjusted EPS guidance of at least $8.30.","Reaffirmed FY2024 cash flow from operations guidance of at least $12.0 billion.","CFO Tom Cowhey to discuss business trends at March 5 webcast.","Guidance unchanged; no new financial information provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252555,"accession_number":"0000064803-24-000006","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-02-07T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Q4 revenue $93.8B (+11.9% YoY), adj. EPS $2.12; FY2024 adj. EPS guidance cut to $8.30","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 total revenues $93.8B (+11.9% YoY); GAAP diluted EPS $1.58, adjusted EPS $2.12.","Full-year 2023 revs $357.8B (+10.9%), GAAP EPS $6.47, adj. EPS $8.74; ops cash flow $13.4B.","FY2024 guidance revised: adj. EPS at least $8.30 (from $8.50), GAAP EPS at least $7.06, ops cash flow $12.0B.","Quarterly dividend raised 10% effective Feb 1, 2024; $3.1B returned via dividends in 2023.","Launched CVS CostVantage, Caremark TrueCost pricing models and CVS Healthspire segment for 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":6.47,"consensus_revenue_estimate":null,"consensus_revenue_actual":357776000000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":252554,"accession_number":"0000947871-24-000009","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2024-01-05T23:59:59+00:00","items":["2.02","5.02","7.01","9.01"],"status":"ready","headline":"CVS names Tom Cowhey CFO, Mike Pykosz President of Health Care Delivery; reaffirms FY2023 and FY2024 guidance","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Thomas F. Cowhey appointed EVP and CFO effective Jan 5, 2024; receives $1M base salary, target cash incentive 150%, and $5.5M equity award.","Shawn Guertin steps down as CFO and President of Health Services due to family health reasons; will leave CVS on May 31, 2024.","Mike Pykosz appointed President of Health Care Delivery; he was CEO of Oak Street Health and interim lead since Oct 13, 2023.","Reaffirms 2023 GAAP EPS guidance $6.37-$6.61, Adjusted EPS $8.50-$8.70 (expects upper half); 2024 guidance at least $7.26 GAAP, $8.50 Adjusted.","Expects Medicare Advantage membership growth of at least 800k in 2024; enrollment exceeded expectations during annual enrollment."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270055,"accession_number":"0000064803-23-000049","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-12-05T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CVS Health initiates FY24 guidance of at least $8.50 adj EPS, raises dividend 10%","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Introduces CVS CostVantage and CVS Caremark TrueCost for transparent pharmacy reimbursement, launch in 2025.","Launches CVS Healthspire brand for Health Services segment including Caremark, Oak Street, Signify, MinuteClinic.","Reiterates FY23 guidance; initiates FY24 projections: revenue >=$366B, adj EPS >=$8.50.","Board approves quarterly dividend increase to $0.665/share (+10%), payable Feb 1, 2024.","Aetna achieves 87% of Medicare Advantage members in 4-star+ plans for 2025, up from 21%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270054,"accession_number":"0000064803-23-000046","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-11-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q3 revenue $89.8B (+10.6%), GAAP EPS $1.75, Adj EPS $2.21, FY GAAP EPS guidance revised to $6.37-$6.61","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $89.8B, up 10.6% YoY; GAAP diluted EPS $1.75 vs loss of $2.59 prior year.","Adjusted EPS $2.21 vs $2.17 prior year; YTD cash flow from operations $16.1B.","FY GAAP EPS guidance revised to $6.37-$6.61 from $6.53-$6.75; adjusted EPS guidance confirmed at $8.50-$8.70.","Launched Cordavis to commercialize biosimilars; Aetna's 2024 Medicare offerings expanded.","Appointed Scott Kirby (United Airlines CEO) and Michael Mahoney (Boston Scientific CEO) to board."],"consensus_eps_estimate":null,"consensus_eps_actual":4.88,"consensus_revenue_estimate":null,"consensus_revenue_actual":263963000000.0,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270053,"accession_number":"0000947871-23-000994","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-10-16T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"CVS CFO Shawn Guertin takes leave; Tom Cowhey named interim CFO; Mike Pykosz interim Health Svcs Pres","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Guertin's leave effective immediately for unforeseen family medical reasons; Cowhey (SVP Corporate Finance) appointed interim CFO.","Mike Pykosz, CEO of Oak Street Health, named interim President of Health Services, assuming Guertin's dual role.","FY2023 GAAP EPS guidance reaffirmed at $6.53-$6.75; Adjusted EPS reaffirmed at $8.50-$8.70.","Q3 earnings call remains Nov 1, 2023; Investor Day remains Dec 5, 2023, as previously scheduled."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":270052,"accession_number":"0000064803-23-000040","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-10-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"87% of Aetna Medicare Advantage members now in 4+ Star plans for 2024; recovers majority of 2025 revenue headwind","summary_kind":"llm","event_type":"regulatory","confidence":"high","bullets":["Aetna National PPO improved from 3.5 to 4.0 Stars, driving increase from 21% to 87% of members in 4+ Star plans.","CMS 2024 Star Ratings expected to recover majority of previously disclosed ~$800M-$1B 2024 revenue headwind in 2025.","No impact on previously issued 2023 and 2024 guidance; additional updates at Investor Day on December 5, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287037,"accession_number":"0000947871-23-000948","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-09-21T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CVS Health elects Boston Scientific CEO Michael F. Mahoney to board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Michael F. Mahoney elected to CVS Health Board, effective November 1, 2023.","Mahoney has been President and CEO of Boston Scientific (BSX) since 2012.","Board determined Mahoney independent under NYSE and CVS guidelines.","Compensation consistent with other non-employee directors, subject to proration."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287036,"accession_number":"0000064803-23-000036","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-09-11T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"CVS Health reaffirms FY2023 GAAP EPS $6.53-$6.75, Adjusted EPS $8.50-$8.70, CFO $12.5B-$13.5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Reaffirms FY2023 GAAP diluted EPS range $6.53–$6.75, unchanged from prior guidance.","Reaffirms FY2023 Adjusted EPS range $8.50–$8.70, unchanged.","Reaffirms FY2023 cash flow from operations guidance $12.5B–$13.5B.","Management to present at investor meeting on September 12, 2023; webcast available."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287035,"accession_number":"0000947871-23-000898","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-08-23T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"CVS Health launches Cordavis subsidiary; first biosimilar Hyrimoz at >80% lower list price than Humira","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Launched Cordavis, a wholly owned subsidiary to commercialize and co-produce biosimilar products in the U.S.","First product: Cordavis private-label Hyrimoz (adalimumab-adaz) from Sandoz, launching Q1 2024.","List price of Cordavis Hyrimoz will be more than 80% lower than current Humira list price.","U.S. biosimilar market projected to grow from <$10B in 2022 to >$100B by 2029.","CVS CFO states Cordavis will help ensure sufficient biosimilar supply and reduce drug costs for consumers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287034,"accession_number":"0000947871-23-000871","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-08-17T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"Blue Shield of California to drop CVS Caremark as PBM except specialty; 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lowers GAAP EPS guidance to $6.53-$6.75","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $88.9B, +10.3% YoY; GAAP diluted EPS $1.48 (down from $2.29); adj EPS $2.21 (down from $2.53).","Full-year GAAP diluted EPS guidance cut to $6.53-$6.75 from $6.90-$7.12; adj EPS guidance confirmed $8.50-$8.70.","Operating income $3.23B, down $1.44B YoY; adjusted operating income $4.48B down $521M.","Completed Oak Street Health acquisition on May 2, 2023; returned $795M to shareholders via dividends in Q2.","Year-to-date cash flow from operations $13.3B; reaffirmed FY cash flow guidance $12.5B-$13.5B."],"consensus_eps_estimate":null,"consensus_eps_actual":3.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":174199000000.0,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":287032,"accession_number":"0000947871-23-000769","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-07-20T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"CVS Health elects United Airlines CEO J. Scott Kirby to board, effective Oct 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["J. Scott Kirby, CEO of United Airlines (UAL), elected to CVS Health Board effective October 1, 2023.","Board determined Kirby independent under NYSE rules and CVS corporate governance guidelines.","Kirby's compensation as non-employee director will be consistent with other directors, prorated.","Kirby brings airline industry experience; previously President of American Airlines and US Airways."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307090,"accession_number":"0001193125-23-159832","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-06-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health issues $5B in senior notes across five tranches, 2029-2063 maturities","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $1B of 5.000% Senior Notes due 2029, $750M of 5.250% Notes due 2031.","Issued $1.25B of 5.300% Senior Notes due 2033 and $1.25B of 5.875% Notes due 2053.","Issued $750M of 6.000% Senior Notes due 2063; combined offering totals $5.0B.","Notes offered under existing shelf registration; proceeds for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307089,"accession_number":"0001193125-23-158071","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health to issue $5B in senior notes across five tranches","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Aggregate principal: $1B 5.000% notes due 2029, $750M 5.250% notes due 2031, $1.25B 5.300% notes due 2033, $1.25B 5.875% notes due 2053, $750M 6.000% notes due 2063.","Net proceeds to CVS estimated at approximately $4.938B after underwriter discounts and expenses.","Offering expected to close June 2, 2023, subject to customary conditions.","Underwriters include Barclays, BofA Securities, Goldman Sachs, J.P. Morgan, and Wells Fargo Securities."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307088,"accession_number":"0000064803-23-000024","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-05-31T23:59:59+00:00","items":["7.01"],"status":"ready","headline":"CVS Health reaffirms FY2023 GAAP EPS $6.90-$7.12 and Adj. EPS $8.50-$8.70","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Reaffirms full-year 2023 GAAP diluted EPS guidance range of $6.90 to $7.12.","Reaffirms Adjusted EPS guidance range of $8.50 to $8.70 and cash flow from operations of $12.5B-$13.5B.","Expects medical costs to remain in line with pricing; slightly >50% of earnings in H2 2023 with Q3 modestly higher than Q4.","Guidance unchanged from prior announcement; no new financial results reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307087,"accession_number":"0000064803-23-000021","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-05-25T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"CVS Health 8-K contains XBRL data only; no material event discernible","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filing includes only XBRL-tagged financial data; no press release or narrative attachment.","Item 8.01 (Other Events) and Item 9.01 (Financial Statements) noted but specifics not provided.","Unable to identify any earnings, M&A, leadership, or other material change from available text.","Confidence in summary is low due to lack of extractable factual content."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307086,"accession_number":"0000064803-23-000019","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"CVS Health shareholders elect all 11 board nominees, approve E&Y, reject all five stockholder proposals","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All 11 director nominees elected; Karen S. Lynch received ~922M for vs ~10.9M against.","Ratification of Ernst & Young as auditor for 2023 approved with ~1.07B votes for.","Advisory say-on-pay approved (~745M for, ~186M against); shareholders favor annual frequency.","Five stockholder proposals (paid sick leave, special meeting threshold, by-law amendments, worker rights, board interlocks) all defeated.","Meeting had quorum of 1.09B shares; no other material actions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":307085,"accession_number":"0000064803-23-000015","cik":64803,"company_name":"CVS HEALTH Corp","ticker":"CVS","form_type":"8-K","filed_at":"2023-05-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"CVS Health Q1 revenue up 11% to $85.3B; EPS falls; guidance cut; closes Signify & Oak Street","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total revenues $85.3B (+11% YoY); GAAP diluted EPS $1.65 (down from $1.77); Adjusted EPS $2.20 (down from $2.30).","Full-year GAAP EPS guidance cut to $6.90-$7.12 from $7.73-$7.93; Adjusted EPS cut to $8.50-$8.70 from $8.70-$8.90.","Completed Signify Health acquisition ($7.8B) on Mar 29 and Oak Street Health ($10.6B) on May 2; total ~$18.4B.","Cash flow from operations $7.4B in Q1; reaffirmed full-year CF guidance $12.5-$13.5B.","Returned $779M to shareholders via dividends and repurchased 22.8M shares."],"consensus_eps_estimate":null,"consensus_eps_actual":1.65,"consensus_revenue_estimate":null,"consensus_revenue_actual":85278000000.0,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":117474625894.02037,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2023-05-03T23:59:59+00:00|307085"}