Highest-materiality recent filing
CVS shareholders approve 2026 incentive plan, re-elect directors at annual meeting
13 directors elected; all management proposals passed including 2026 ICP approval.
CVS Q1 revenue $100.4B (+6.2% YoY); raises FY26 EPS guidance to $7.30-7.50
GAAP diluted EPS $2.30 vs $1.41 YoY; Adjusted EPS $2.57 vs $2.25 YoY.
CVS Health elects former Elevance CFO John Gallina to board, effective March 19, 2026
John E. Gallina, age 66, former EVP and CFO of Elevance Health (NYSE: ELV), elected to CVS Health Board.
CVS Health Q4 revenue $105.7B (+8.2%); adj. EPS $1.09 vs $1.19; 2026 adj. EPS guide $7.00-$7.20
Full-year 2025 revenue record $402.1B (+7.8%); GAAP EPS $1.39 (incl. $5.7B goodwill impairment), Adj. EPS $6.75 (+24.5%).
CVS Health raises 2025 guidance and initiates 2026 outlook with mid-teens EPS CAGR target
2025 revenue guidance raised to at least $400B; Adjusted EPS raised to $6.60-$6.70 from $6.55-$6.65.
CVS Health appoints CEO David Joyner as Chair of the Board effective Jan 1, 2026
Joyner, President & CEO since Oct 2024, will also serve as Board Chair starting Jan 1, 2026.
Total revenues of $102.9B, up 7.8% YoY; GAAP diluted loss per share of $3.13 includes $5.7B goodwill impairment charge.
CVS subsidiary Omnicare files Chapter 11 bankruptcy after excessive court damages ruling
Omnicare, a wholly owned CVS subsidiary, voluntarily initiated Chapter 11 proceedings on Sept. 22, 2025.
CVS Health issues $4B in senior notes across four tranches with maturities 2032-2065
$750M 5.000% Senior Notes due 2032, $1.5B 5.450% Senior Notes due 2035.
Q2 revenue $98.9B (+8.4% YoY); GAAP EPS $0.80 vs $1.41; adj EPS $1.81 vs $1.83.
CVS Health annual meeting results: all 13 directors elected; say-on-pay passes with 59% support
All 13 director nominees elected; votes ranged from 926M to 1.007B in favor, with broker non-votes of 111M.
CVS Health Q1 Adj EPS $2.25 vs $1.31 YoY; raises FY25 Adj EPS guidance to $6.00-$6.20
Total revenues $94.6B, up 7.0% YoY; GAAP diluted EPS $1.41, Adjusted EPS $2.25.
CVS Health appoints new CFO and CMO; affirms FY2025 guidance will meet or exceed
Brian Newman named EVP & CFO effective May 12; base salary $1M, target bonus 150% of salary.
GAAP diluted EPS $1.30 (down $0.28 YoY); adjusted EPS $1.19 (down $0.93 YoY) on Health Care Benefits weakness.
CVS Health announces early results and pricing of $1.774B debt tender offer; early settlement Dec 18
Maximum tender amount $1.774B; notes tendered exceeded cap; no further purchases expected after Dec 18.
CVS Health issues $3.0B in junior subordinated notes across two tranches
Issued $2.25B of 7.000% Fixed-to-Fixed Rate Series A Junior Subordinated Notes due 2055.
CVS Health completes tender offer for $226M of 4.100% Senior Notes due 2025
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.
CVS Health prices tender offer for $950M 4.100% Senior Notes due Mar 2025
Principal outstanding $950,087,000 of 4.100% Senior Notes due March 25, 2025.
CVS Health issues $3B junior subordinated notes: 7.0% due 2055, 6.75% due 2054
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.
Any and all tender for $950M 4.100% Senior Notes due 2025; fixed spread +25 bps over 3.875% UST due 3/31/2025.
CVS Health adds four directors, enters pact with Glenview Capital; CEO pay raised
Board expanded from 12 to 16 with appointments of Leslie Norwalk, Larry Robbins, Guy Sansone, Doug Shulman.
CVS Health Q3 GAAP EPS $0.07, Adjusted EPS $1.09; records $1.1B premium deficiency reserve
Total revenues $95.4B (+6.3% YoY); GAAP diluted EPS $0.07 vs $1.75 prior year.
CVS Health appoints Prem Shah as Group President and Steve Nelson as President of Aetna
Prem Shah named EVP & Group President, overseeing CVS Caremark, CVS Pharmacy, and Health Care Delivery (Oak Street, Signify).
David Joyner named CVS Health CEO replacing Karen Lynch; preliminary Q3 EPS guide weak
David Joyner appointed President and CEO effective Oct. 17, 2024, succeeding Karen Lynch who resigned.
CVS Health Q2 adj EPS $1.83 vs $2.21 YoY; cuts FY2024 adj EPS guidance to $6.40-$6.65
Total revenues $91.2B, up 2.6% YoY; GAAP diluted EPS $1.41 vs $1.48, Adjusted EPS $1.83 vs $2.21.
CVS shareholders approve 33.5M share increase to equity plan; all directors elected
Shareholders approved amendment to 2017 ICP, increasing authorized shares by 33.5 million for future awards.
CVS Health issues $5B in senior notes across five tranches with rates 5.400%-6.050%
Issued $1B at 5.400% due 2029, $1B at 5.550% due 2031, $1.25B at 5.700% due 2034.
CVS Health issues $5.0B in senior notes across five tranches with rates 5.4%-6.05%
Aggregate principal $5.0B; net proceeds ~$4.95B after underwriting discounts and expenses.
CVS Health Q1 GAAP EPS $0.88 vs $1.65; FY2024 guidance slashed on Medicare pressure
Q1 revenues rose 3.7% to $88.4B; GAAP diluted EPS $0.88 vs $1.65; adjusted EPS $1.31 vs $2.20.
CVS Health reiterates FY2024 guidance: GAAP EPS ≥$7.06, adjusted ≥$8.30
Reaffirmed FY2024 GAAP diluted EPS guidance of at least $7.06.
CVS Q4 revenue $93.8B (+11.9% YoY), adj. EPS $2.12; FY2024 adj. EPS guidance cut to $8.30
Q4 total revenues $93.8B (+11.9% YoY); GAAP diluted EPS $1.58, adjusted EPS $2.12.
Thomas F. Cowhey appointed EVP and CFO effective Jan 5, 2024; receives $1M base salary, target cash incentive 150%, and $5.5M equity award.
On April 7, 2025, the Board of Directors of the Company also determined that Thomas F. Cowhey, currently the Executive Vice President and Chief Financial Officer of CVS Health, will cease to serve as Executive Vice President and Chief Financial Officer of CVS Health as of the Effective Date.
On April 7, 2025, the Board of Directors of CVS Health Corporation (the “Company” or “CVS Health”) appointed Brian O. Newman to serve as Executive Vice President and Chief Financial Officer of CVS Health, effective May 12, 2025 (the “Effective Date”).
On November 17, 2024, Ms. Norwalk, Mr. Robbins, Mr. Sansone and Mr. Shulman were appointed to the Board.
On November 17, 2024, Ms. Norwalk, Mr. Robbins, Mr. Sansone and Mr. Shulman were appointed to the Board.
On November 17, 2024, Ms. Norwalk, Mr. Robbins, Mr. Sansone and Mr. Shulman were appointed to the Board.
On November 17, 2024, Ms. Norwalk, Mr. Robbins, Mr. Sansone and Mr. Shulman were appointed to the Board.
On November 6, 2024, CVS Health Corporation (the “ Company ”) appointed Prem S. Shah as Executive Vice President and Group President, a newly created position within the Company.
Karen S. Lynch ceased to serve as President and Chief Executive Officer of the Company and resigned as a member of the Board on the same day.
Effective October 17, 2024, the Board has also appointed current Chairman Roger N. Farah as Executive Chairman of the Board.
the Board of Directors (the “ Board ”) of the Company appointed J. David Joyner as President and Chief Executive Officer of the Company, effective as of October 17, 2024.
The Board of Directors (the “Board”) of CVS Health appointed Thomas F. Cowhey to serve as CVS Health’s Executive Vice President and Chief Financial Officer, effective January 5, 2024.
On January 5, 2024, CVS Health also announced that Shawn M. Guertin, who, as previously disclosed, was on a personal leave of absence since October 13, 2023, will step down from his role as CVS Health’s Executive Vice President, Chief Financial Officer and President of Health Services due to family health reasons, effective immediately.
Max materiality 0.85 · Median 0.65 · Most common event earnings