CVS Health
At a glance
CVS Health reported 2025 revenue of $402.07B, up 7.8% from $372.81B in 2024. Over 4 years since 2021 ($292.11B), that is growth of about 8.3% a year. Operating margin was 1.2%, down from 4.6% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 3 insiders reported 1 open-market purchase ($1,289) and 2 sales ($323.7M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $317.5M by Director Larry Robbins on May 21, 2026. Net, insiders were sellers of $323.7M.
CVS Health filed 8 current reports (Form 8-K) in the last 12 months, most often for officer or director change (3), results of operations (3), shareholder vote results (1) and regulation fd disclosure (1). The latest officer or director change was reported on Aug 17, 2026.
4 of the 20 investors tracked here held CVS Health at the last quarter end, worth $822.4M combined. It is the largest weight for Viking Global Investors (1.1% of its portfolio), followed by National Pension Service (Korea) (0.2%). New this quarter: Viking Global Investors. Added: Renaissance Technologies. Reduced: Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Net income | $8B | $4.31B | $8.34B | $4.61B | $1.77B |
| Diluted EPS | $6.02 | $3.26 | $6.47 | $3.66 | $1.39 |
| Dividend per share | $2.00 | $2.20 | $2.42 | $2.66 | $2.66 |
Fiscal year ends Dec 31 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined