CVS Health to hold fourth quarter and full year 2025 earnings conference call

Rhea-AI Summary

CVS Health (NYSE: CVS) will hold a conference call with analysts and investors on Tuesday, February 10, 2026 at 8:00 a.m. ET to discuss fourth quarter and full year 2025 financial results. An audio webcast will be available live and archived for one year on the company's Investor Relations website at investors.cvshealth.com.

News Market Reaction – CVS

+2.56%

1 alert

+2.56% News Effect

On the day this news was published, CVS gained 2.56%, reflecting a moderate positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Quarterly dividend: $0.665 per share 2025 revenue guidance: $400.0B+ 2025 adj. operating income: $14.22B–$14.39B +5 more

8 metrics

Quarterly dividend $0.665 per share Dividend payable Feb 2, 2026 on common stock

2025 revenue guidance $400.0B+ Updated full-year 2025 revenue guidance at Investor Day

2025 adj. operating income $14.22B–$14.39B Updated full-year 2025 adjusted operating income guidance

2025 cash flow from ops $7.5B–$8.0B Full-year 2025 cash flow from operations guidance

2026 revenue guidance $400.0B+ Initial full-year 2026 revenue guidance

2026 adj. operating income $15.07B–$15.41B Initial full-year 2026 adjusted operating income guidance

2026 adjusted EPS $7.00–$7.20 Initial full-year 2026 adjusted EPS guidance

2026 cash flow from ops $10.0B+ Initial full-year 2026 cash flow from operations guidance

Market Reality Check

Price: $76.69 Vol: Volume 4,330,147 vs 20-da...

normal vol

$76.69 Last Close

Volume Volume 4,330,147 vs 20-day average 6,009,301 (relative volume 0.72) ahead of the call notice. normal

Technical Shares at $79.33, trading above 200-day MA of $71.44 before the earnings call announcement.

Peers on Argus

CVS fell 1.67% while peers were mixed: CI -0.44%, ELV +0.23%, HUM +0.36%, CNC +0...

CVS fell 1.67% while peers were mixed: CI -0.44%, ELV +0.23%, HUM +0.36%, CNC +0.96%, MOH +4.15%, indicating a stock-specific move rather than a broad sector shift.

Historical Context

5 past events · Latest: Jan 09 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Jan 09	Earnings call notice	Neutral	-0.4%	Scheduled Q4 and full-year 2025 earnings conference call.
Jan 06	Dividend declaration	Positive	+0.3%	Approved quarterly dividend of $0.665 per share on common stock.
Dec 11	Public health initiative	Neutral	+2.4%	Expanded MMR vaccination access amid South Carolina measles outbreak.
Dec 09	Guidance update	Positive	+2.2%	Raised 2025 guidance and introduced 2026 outlook at Investor Day.
Dec 05	Impact report	Positive	-1.5%	Released report citing $474B U.S. economic impact and 1.3M jobs.

Pattern Detected

Recent CVS headlines generally showed price moves aligned with news tone, with one divergence on a positive economic impact report.

Recent Company History

Over the last few months, CVS reported several notable updates. On Dec 9, 2025, it raised 2025 revenue guidance to at least $400.0B and outlined a multi‑year growth plan, which coincided with a 2.23% gain. A new economic impact report on Dec 5, 2025 highlighted a $474 billion U.S. impact but saw a -1.46% move. More recently, a $0.665 quarterly dividend declaration produced a modest positive reaction, while prior earnings call scheduling notices led to small price changes around the announcement dates.

Market Pulse Summary

This announcement sets the date and time for CVS’s fourth quarter and full year 2025 earnings discus...

Analysis

This announcement sets the date and time for CVS’s fourth quarter and full year 2025 earnings discussion, directing investors to an audio webcast archived for one year. In context of recent guidance updates and dividend declarations, the call will be a key forum to revisit metrics like revenue, adjusted operating income, and cash flow. Investors may focus on how results compare to prior guidance and any updates to the multi‑year growth and capital return framework.

Key Terms

mmr, form 4, 8-k, deferred stock units, +4 more

8 terms

mmr medical

"measles-mumps-rubella (MMR) vaccine to South Carolina residents"

MMR is a combined vaccine that protects against measles, mumps and rubella, three contagious viral illnesses. For investors, MMR-related news matters because changes in approvals, manufacturing capacity, supply, or public vaccination programs can quickly affect revenues, costs and reputation for vaccine makers and healthcare providers—similar to how a disruption to a key product line can alter a company's sales and market value.

form 4 regulatory

"A CVS Health Corp director filed a Form 4 reporting receipt of 1,652 shares"

Form 4 is a official document that company insiders, such as executives or major shareholders, file with regulators whenever they buy or sell company shares. It provides transparency about how those with inside knowledge are trading, helping investors see if insiders are confident in the company's prospects or may be selling for personal reasons. This information can influence investor decisions by revealing insiders' perspectives on the company's value.

8-k regulatory

"[8-K] CVS HEALTH Corp Reports Material Event"

An 8-K is a public report companies must file with the U.S. Securities and Exchange Commission to disclose major events or changes that shareholders should know about, such as leadership changes, mergers, financial surprises, or legal developments. It matters to investors because it acts like a breaking-news alert for a company’s health and prospects—providing timely facts that can affect stock value and investment decisions.

deferred stock units financial

"beneficially owned 2,486.5714 deferred stock units awarded under CVS Health’s 2010"

Deferred stock units are promises from a company to give an employee shares of stock at a future date, often after certain conditions are met or after leaving the company. They function like a form of delayed compensation, allowing employees to earn shares over time. For investors, they represent potential future ownership in the company, but do not provide immediate voting rights or dividends until the shares are actually received.

restricted stock unit financial

"vesting and settlement of a restricted stock unit award, which is a common"

A restricted stock unit is a promise from a company to give an employee shares of stock after certain conditions are met, like staying with the company for a set amount of time. It’s like earning a bonus that turns into company stock once you’ve proven your commitment, making it a way to motivate and reward employees.

incentive compensation plan financial

"under the company’s 2017 Incentive Compensation Plan, reflecting standard board"

An incentive compensation plan is a formal program that rewards employees and executives with bonuses, stock, or other payments tied to specific performance goals—such as revenue, profit, productivity, or long‑term share price. Investors watch these plans because they shape how leaders make decisions and take risks; like paying a coach by wins rather than effort, well‑designed plans can drive sustainable growth while poor designs can encourage short‑term behaviors that harm shareholder value.

regulation fd regulatory

"incorporated into the Regulation FD disclosure section by reference"

Regulation FD is a rule that prevents company insiders, like executives, from sharing important information with some people before others get it. It matters because it helps ensure all investors have equal access to key news, making the stock market fairer and reducing chances of insider trading.

deferred stock unit financial

"2,021.9621 deferred stock units on 11/20/2025 under the company’s 2017"

A deferred stock unit (DSU) is a promise from a company to give an employee or director the value of a share at a future date, paid in actual shares or cash when certain conditions are met (such as retirement or a set date). Think of it like a gift card that converts to company stock later; it aligns pay with long‑term performance and can affect future share count, compensation expense and potential cash needs, so investors watch DSUs for their impact on dilution and company finances.

AI-generated analysis. Not financial advice.

WOONSOCKET, R.I., Jan. 15, 2026 /PRNewswire/ -- CVS Health® (NYSE: CVS) will hold a conference call with analysts and investors on Tuesday, February 10^th, 2026, at 8:00 a.m. ET to discuss fourth quarter and full year 2025 financial results.

An audio webcast of the event will be broadcast simultaneously on the Investor Relations portion of the CVS Health website at investors.cvshealth.com where it will be archived for a period of one year.

About CVS Health
CVS Health is a leading health solutions company building a world of health around every consumer, wherever they are. As of September 30, 2025, the Company had approximately 9,000 retail locations, more than 1,000 walk-in and primary care medical clinics, and a leading pharmacy benefits manager with approximately 87 million plan members. The Company also serves an estimated more than 37 million people through traditional, voluntary and consumer-directed health insurance products and related services, including highly rated Medicare Advantage offerings and a leading standalone Medicare Part D prescription drug plan. The Company's integrated model uses personalized, technology driven services to connect people to simply better health, increasing access to quality care, delivering better outcomes, and lowering overall costs.

Media contact
Ethan Slavin
860-273-6095
SlavinE@cvshealth.com

Investor contact
Larry McGrath
800-201-0938
investorinfo@cvshealth.com

View original content to download multimedia:https://www.prnewswire.com/news-releases/cvs-health-to-hold-fourth-quarter-and-full-year-2025-earnings-conference-call-302661620.html

SOURCE CVS Health

FAQ

When is the CVS (CVS) fourth quarter and full year 2025 earnings call?

The call is scheduled for Tuesday, February 10, 2026 at 8:00 a.m. ET.

Where can I listen to the CVS (CVS) February 10, 2026 earnings webcast?

Listen via the audio webcast on the Investor Relations site: investors.cvshealth.com.

Will the CVS (CVS) February 10, 2026 earnings webcast be archived?

Yes; the audio webcast will be archived on the Investor Relations website for one year.

Who is the intended audience for the CVS (CVS) February 10, 2026 call?

The call is for analysts and investors to discuss fourth quarter and full year 2025 results.

Do I need to register to access the CVS (CVS) earnings webcast on February 10, 2026?

Access details are available on the Investor Relations site; the announcement lists a live audio webcast at investors.cvshealth.com.