CVS Health is the most challenged of the managed care peers, with Aetna Medicare Advantage star ratings issues, PBM scrutiny, and retail pharmacy structural decline all compounding pressure. Activist Glenview engaged but turnaround pathway is multi-year. Retail pharmacy footprint optimization continues to drag. Oak Street Health primary care integration is the long-term thesis but execution has been mixed. Risk-reward unattractive until inflection visible.
Thesis reviewed May 29, 2026
CVS Health Corporation is headquartered in United States, which is currently showing moderate signals.
🇺🇸United States48EARLYView United States risk detail →🏥Healthcare35NEUTRAL| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| SYK | Stryker Corporation | 38 | +15% | ↓3% | EARLY |
| CI | The Cigna Group | 38 | +9% | ↓3% | NEUTRAL |
| TEVA | Teva Pharmaceutical Industries Ltd. | 38 | +9% | ↓3% | NEUTRAL |
| TMO | Thermo Fisher Scientific Inc. | 38 | +11% | ↓3% | EARLY |
| ELV | Elevance Health Inc. | 38 | +7% | ↓3% | NEUTRAL |
| HCA | HCA Healthcare Inc. | 38 | +9% | ↓3% | EARLY |
| DHR | Danaher Corporation | 38 | +11% | ↓3% | EARLY |
Investors who hold CVS may also have indirect exposure through these country funds.
CVS Aetna MA star ratings remain pressured, impacts 2026 bonuses
CVS announces 900 retail pharmacy closures over 3 years
Estimates · Yahoo Finance · Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Dwight EvansPA | D | Sell | $1k–$15k | Nov 21, 25 | -5.1% |
| John Boozman | Buy | $1k–$15k | Jan 29, 26 | +16.9% | |
| Thomas R. SuozziNY | D | Buy | $1k–$15k | Oct 24, 24 | +78.6% |
| Thomas H Tuberville | Sell | $1k–$15k | Aug 26, 24 | +68.3% | |
| Earl BlumenauerOR | Buy | $1k–$15k | Jun 27, 24 | +74.3% |