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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Lisa Gill | JPMorgan | 6 | 0% |
| Andy Mok | Barclays | 6 | 0% |
| Elizabeth Anderson | Evercore ISI | 6 | 0% |
| Justin Lake | Wolfe Research | 6 | 0% |
| Steve Baxter | Wells Fargo | 5 | 0% |
| George Hill | Deutsche Bank | 4 | 0% |
| Mike Cherny | Leerink Partners | 4 | 0% |
| Ann Hynes | Mizuho Securities | 3 | 0% |
| Erin Wright | Morgan Stanley | 3 | 0% |
| Eric Percher | Nephron Research | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Barclays | 1 | 6 | 0% |
| Evercore ISI | 1 | 6 | 0% |
| JPMorgan | 1 | 6 | 0% |
| Wolfe Research | 1 |
| 6 |
| 0% |
| Wells Fargo | 1 | 5 | 0% |
| Leerink Partners | 1 | 4 | 0% |
| Deutsche Bank | 1 | 4 | 0% |
| Mizuho Securities | 1 | 3 | 0% |
CVS Health reported Q1 FY2026 revenue exceeding $100 billion, up over 6%, with adjusted EPS of $2.57, a meaningful increase of over 14%. The medical benefit ratio was 84.6%, and full-year 2026 adjusted EPS guidance was raised to $7.30 to $7.50, a 4.23% midpoint increase. Aetna margin recovery momentum continued, and pharmacy share growth and CostVantage model execution drove results. The AI investment and Health100 platform launch advanced the company strategy, while PBM regulatory evolution and transparency transition progressed.
Margin | Pricing | Regulation Policy | Guidance Reliability | Competitive Dynamics | Cost Pressure | Revenue Growth | Demand | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 3 | 2 | 2 | 1 | 1 | ||
| 2025Q1 | 3 | 2 | 2 | 1 | 1 | 2 | 1 | |
| 2025Q2 | 6 | 2 | 2 | 2 | 2 | 1 | 1 | 2 |
| 2025Q3 | 5 | 3 | 2 | 1 | 1 | 3 | 1 | |
| 2025Q4 | 4 | 3 | 1 | 2 | 2 | 1 | ||
| 2026Q1 | 4 | 2 | 2 | 1 | 3 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Margin | 4 | 3 | 6 | 5 | 4 | 4 |
| Pricing | 3 | 2 | 2 | 3 | 2 | |
| Regulation Policy | 2 | 2 | 2 | 3 | 2 | |
| Guidance Reliability | 2 | 1 | 2 | 2 | 1 | 1 |
| Competitive Dynamics | 1 | 2 | 1 | 2 | 3 | |
| Cost Pressure | 1 | 2 | 1 | 1 | 2 | |
| Revenue Growth | 1 | 1 | 3 | 1 | ||
| Demand | 1 | 2 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CVS CVS Health | 9 | +6.2% | |
| CI Cigna | 8 | +4.6% | |
| CNC Centene Corporation | 9 | +7.1% | |
| ELV Elevance Health | 7 | +2.6% | |
| HUM Humana | 7 | +23.5% | |
| UNH UnitedHealth Group Incorporated | 7 | +2.0% |