QuarterlyIQ Insights · CVS
News & Events
Material updates from SEC filings (8-K, 10-Q, 10-K) ranked by impact, with no firehose noise.
- 2026-05-06Item 2.02
by reference. The information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (as amended, the “Exchange Act”) or otherwise subject to the liabilities of that Section, and shall not be or be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as shall…
earnings preannouncementearnings missnegativescore 80 - 2026-03-19Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (d): On March 18, 2026, the Board of Directors (the “Board”) of CVS Health Corporation (“CVS Health” or the “Company”) elected John E. Gallina to serve on the Board, effective March 19, 2026. Mr. Gallina, age 66, is the former Executive Vice President and Chief Financial Officer (“CFO”) of Elevance Health, Inc. (“Elevance”; NYSE: ELV) a leading hea…
executive changeceo transitionneutralscore 81 - 2026-02-10Item 2.02
by reference. The information in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934 (as amended, the “Exchange Act”) or otherwise subject to the liabilities of that Section, and shall not be or be deemed to be incorporated by reference in any filing under the Securities Act of 1933, as amended, or the Exchange Act, regardless of any general incorporation language in such filing, except as shall…
earnings preannouncementearnings inlineneutralscore 67 - 2024-03-05Item 7.01
Regulation FD Disclosure. On March 5, 2024, members of CVS Health Corporation’s (“CVS Health,” the “Company,” “we” or “our”) senior management team will meet with investors and Executive Vice President and Chief Financial Officer Tom Cowhey will participate in a webcast at 9:50 a.m. (Eastern Time). During the meetings and webcast, the senior management team will reaffirm the Company’s previously announced full-year 2024 GAAP diluted earnings per share (“EPS”) guidance of at least $7.06, its f…
legal regulatorylitigation filednegativescore 52 - 2023-09-21Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (d): On September 20, 2023, the Board of Directors (the “Board”) of CVS Health Corporation (“CVS Health” or the “Company”) elected Michael F. Mahoney to serve on the Board, effective November 1, 2023. Mr. Mahoney, age 58, has been the President of Boston Scientific Corporation (“Boston Scientific”; NYSE: BSX), a global developer, manufacturer and m…
executive changeceo transitionneutralscore 81 - 2023-09-11Item 7.01
Regulation FD Disclosure. On September 12, 2023, members of CVS Health Corporation’s (“CVS Health,” the “Company,” “we” or “our”) senior management team will meet with investors and will participate in a webcast at 8:50 a.m. (Eastern Time). During the meetings and webcast, the senior management team will reaffirm the Company’s previously announced full year 2023 GAAP diluted earnings per share (“EPS”) guidance range of $6.53 to $6.75, its full year 2023 Adjusted EPS guidance range of $8.50 to…
product or strategy shiftrestructuringneutralscore 52 - 2023-08-17Item 7.01
Regulation FD Disclosure. CVS Health Corporation (“CVS Health,” the “Company,” “we” or “our”) understands that Blue Shield of California has announced today, as part of a new pharmacy care model, that it will use a number of pharmacy service providers beginning in 2024. CVS Caremark will continue to provide specialty pharmacy services. The financial impact associated with the partial termination of the Blue Shield of California contract is not expected to have an impact to our previously issu…
product or strategy shiftrestructuringneutralscore 52 - 2023-07-20Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (d): On July 19, 2023, the Board of Directors (the “Board”) of CVS Health Corporation (“CVS Health” or the “Company”) elected J. Scott Kirby to serve on the Board, effective October 1, 2023. Mr. Kirby, age 55, has been the Chief Executive Officer and a member of the Board of Directors of United Airlines Holdings, Inc. (“United Airlines”; NYSE: UAL)…
executive changeceo transitionneutralscore 81 - 2023-05-31Item 7.01
Regulation FD Disclosure. Members of CVS Health Corporation’s (“CVS Health,” the “Company,” “we” or “our”) senior management team are scheduled to participate in a webcast at 9:00 a.m. (Eastern Time) on May 31, 2023 and in meetings with investors thereafter. During the webcast and meetings, the senior management team will reaffirm the Company’s previously announced full year 2023 GAAP diluted earnings per share (“EPS”) guidance range of $6.90 to $7.12, its full year Adjusted EPS guidance rang…
legal regulatorylitigation filednegativescore 52 - 2023-03-30Item 7.01
Regulation FD Disclosure. CVS Health Corporation (the “Company”) now expects to close the acquisition of Oak Street Health, Inc. (“Oak Street Health”) in the first half of 2023. On its first quarter 2023 earnings call, scheduled for May 3, 2023, the Company expects to provide an update to its full year 2023 guidance to reflect: year-to-date performance and trends; the accretive impacts of the acquisition of Signify Health, Inc., which closed on March 29, 2023; the dilutive impacts of the Oak…
mna activityacquisition announcedpositivescore 52 - 2023-01-09Item 2.02
Results of Operations and Financial Condition. Members of CVS Health Corporation’s (“CVS Health,” the “Company,” “we” or “our”) senior management team are scheduled to meet with investors beginning on January 9, 2023 and will participate in a webcast at 11:15 a.m. (Eastern Time) on January 10, 2023. During the meetings and webcast, the Company will disclose that it has reaffirmed its estimated full-year 2022 Adjusted earnings per share (“EPS”) guidance range of $8.55 to $8.65. The Company exp…
earnings preannouncementearnings inlineneutralscore 67 - 2022-10-20Item 8.01
Other Events. As previously disclosed, on September 19, 2022, CVS Health Corporation (“CVS Health”) filed its premerger notification and report with the U.S. Department of Justice (the “DOJ”) and the U.S. Federal Trade Commission under the Hart-Scott-Rodino Antitrust Improvements Act of 1976, as amended (the “HSR Act”). As a result, the waiting period under the HSR Act with respect to the transactions contemplated by the Agreement and Plan of Merger (the “Merger Agreement”) pursuant to which…
mna activityacquisition announcedpositivescore 52 - 2022-10-06Item 8.01
Other Events On October 6, 2022, the Centers for Medicare & Medicaid Services (“CMS”) released its 2023 Star Ratings for Medicare Advantage (“Medicare Part C”) and Medicare Part D prescription drug plans. Based on the newly released 2023 Star Ratings, which will impact revenues in 2024, the percentage of Aetna Medicare Advantage members in 4+ Star plans is expected to drop to 21% (based on current enrollment and contract affiliation), as compared to 87% based on the 2022 Star Ratings. The mai…
capital allocationbuyback announcedpositivescore 52 - 2022-09-13Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (d): Effective September 12, 2022, the Board of Directors (the “Board”) of CVS Health Corporation (“CVS Health” or the “Company”) elected Jeffrey R. Balser, M.D., Ph.D., to serve on the Board. Dr. Balser, age 60, serves as President and Chief Executive Officer of Vanderbilt University Medical Center (“VUMC”) and has been its chief executive since 2…
executive changeceo transitionneutralscore 81 - 2022-09-13Item 7.01
Regulation FD Disclosure. On September 13, 2022, members of CVS Health Corporation’s (“CVS Health’s” or the “Company’s”) senior management team are scheduled to participate in a webcast at 8:35 a.m. (Eastern Time), following which they will meet with investors. During the webcast and meetings, the senior management team will reaffirm the Company’s previously announced full year 2022 Adjusted earnings per share (“EPS”) guidance range of $8.40 to $8.60 and its full year 2022 cash flow from oper…
legal regulatorylitigation filednegativescore 52 - 2022-08-02Item 8.01
Other Events On August 2, 2022, CVS Health Corporation (“CVS Health”, or the “Company”) announced that it will redeem for cash all of its 2.750% Senior Notes due December 1, 2022 (the “2.750% Notes”) and its 4.750% Senior Notes due December 1, 2022 (the “4.750% Notes” and, together with the 2.750% Notes, the “CVS Notes”). The Company also announced that Omnicare, LLC, formerly known as Omnicare, Inc., a wholly-owned subsidiary of the Company (“Omnicare”), will redeem for cash all of Omnicare’…
capital allocationdebt issuanceneutralscore 52 - 2022-07-15Item 8.01
Other Events On July 15, 2022, CVS Health Corporation (“CVS Health”, or the “Company”) announced that Aetna Inc., a subsidiary of the Company (“Aetna”) will redeem for cash all of Aetna’s 2.750% Senior Notes due November 15, 2022 (the “Notes”). The redemption will occur on or about August 15, 2022. Notices of redemption will be sent by U.S. Bank Trust Company, National Association (as successor-in-interest to State Street Bank and Trustee Company), as trustee. The aggregate principal amount o…
capital allocationdebt issuanceneutralscore 52 - 2022-06-09Item 7.01
Regulation FD Disclosure. Members of CVS Health Corporation’s (“CVS Health’s” or the “Company’s”) senior management team are scheduled to meet with investors during the remainder of June 2022. During the meetings, the senior management team will reaffirm the Company’s previously announced full year 2022 GAAP diluted earnings per share (“EPS”) guidance range of $6.93 to $7.13, its full year Adjusted EPS guidance range of $8.20 to $8.40 and its full year 2022 cash flow from operations guidance…
legal regulatorylitigation filednegativescore 52 - 2022-05-16Item 8.01
Other Events On May 16, 2022, CVS Health Corporation (“CVS Health”, or the “Company”) announced that it will redeem for cash all of its 3.500% Senior Notes due July 20, 2022 (the “Notes”). The redemption will occur on or about May 31, 2022. Notices of redemption will be sent by The Bank of New York Mellon Trust Company, N.A., as trustee. The aggregate principal amount of Notes outstanding is $1,500 million. The Notes will be redeemed at a redemption price equal to 100% of the principal amount…
capital allocationdebt issuanceneutralscore 52 - 2022-03-25Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. On March 21, 2022, Jonathan C. Roberts, the current Executive Vice President and Chief Operating Officer of CVS Health Corporation (“CVS Health”), informed CVS Health that he intends to retire from CVS Health in June 2022. At this time, CVS Health does not intend to appoint a new Chief Operating Officer. Section 9 – Financial Statements and Exhibits
executive changecoo transitionneutralscore 67 - 2022-01-11Item 2.02
Results of Operations and Financial Condition. Members of CVS Health Corporation’s (“CVS Health’s” or the “Company’s”) senior management team are scheduled to participate in a webcast at 8:15 a.m. (Eastern Time) and meet with investors on January 11, 2022. During the webcast and meetings, the Company will disclose that it has raised its full year 2021 GAAP diluted earnings per share (“EPS”) guidance range to $5.87 to $5.92 from $5.50 to $5.61 and raised its full year 2021 Adjusted EPS guidanc…
earnings preannouncementearnings inlineneutralscore 67 - 2021-12-13Item 8.01
Other Events On December 13, 2021, CVS Health Corporation (“CVS Health”, or the “Company”) announced that it will redeem for cash all of its 3.700% Senior Notes due March 9, 2023 (the “Notes”). The redemption will occur on or about December 28, 2021. Notices of redemption will be sent by The Bank of New York Mellon Trust Company, N.A., as trustee. The aggregate principal amount of Notes outstanding is $2,336 million. The Notes will be redeemed at a redemption price that includes a make-whole…
capital allocationdebt issuanceneutralscore 52 - 2021-06-10Item 5.02
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (e) On May 18, 2021, CVS Health Corporation (“ CVS Health ”, and together with its subsidiaries, the “ Company ”) announced that Eva C. Boratto, former Executive Vice President – Chief Financial Officer of CVS Health, would be stepping down from that role effective May 28, 2021. At the Company’s request to assist in transition and for strategic sup…
executive changeceo transitionneutralscore 81
Recent score changes
Importance-ranked changes since the prior daily snapshot.
- score change · company_momentum_scoreseverity 100
Company momentum rose by 63.6 points (from -15.5 to 48.1).
- score change · composite_insight_scoreseverity 36
Composite insight rose by 18.0 points (from -2.3 to 15.7).
- score change · valuation_scoreseverity 35
Valuation rose by 17.5 points (from 49.2 to 66.7).
- label change · signal_labelseverity 20
Signal changed from 'mixed' to 'mild_favorable'.
- label change · valuation_labelseverity 20
Valuation label changed from 'full' to 'fair'.
General-purpose headline news (a news API), full earnings call transcripts, and macro/sector items flagged when they directly affect this stock are not yet in the marts. Today this tab covers SEC filings surfaced via mart.stock_material_events_history.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.