$CVS

CVS HEALTH Corp (CVS) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. 8-K CVS HEALTH Corp false 0000064803 0000064803 2026-08-13 2026-08-13 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 OR 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event repo

CVS Health (NYSE: CVS) said Teresa Heitsenrether, JPMorgan Chase’s Chief Data & Analytics Officer, will join its board effective Nov. 18, 2026. CVS also said director Larry Robbins left the board effective Aug. 13, 2026. The changes add data, analytics and AI expertise while ending Robbins’ two-year tenure.

CVS Health (NYSE: CVS) said it appointed Teresa Heitsenrether to its board effective Nov. 18, 2026. She is Chief Data & Analytics Officer at JPMorgan Chase. CVS also said Larry Robbins will leave the board effective Aug. 13, 2026. The changes relate to board refresh and governance.

CVS Health shares fell about 3.1% on the day of its Q2 2026 earnings update, according to the article. CVS reported Q2 revenue of $106.1B and adjusted EPS of $2.58, raised full-year adjusted EPS guidance to $7.90 to $8.10, and said its medical benefit ratio improved to 87.4%. The article links investor caution to longer-term outlook concerns and FTC-related Caremark PBM changes.

CVS Health said 2026 earnings momentum is improving, citing a 7.9% rise in the Zacks consensus estimate for 2026 earnings, projected 16.6% EPS growth, and 65.3% cash-flow growth. In Q2, adjusted EPS rose 42.5% to $2.58 and adjusted operating income increased 35.4% to $5.16B. CVS raised 2026 adjusted EPS guidance to $7.90-$8.10, but medical-cost pressure and PBM economics remain risks.

Mangione pleaded guilty in federal court for the Manhattan killing of UnitedHealthcare CEO Brian Thompson, with sentencing set for Dec. 18 and prosecutors seeking 24 to 30 years. An analysis of filings says over a third of large US insurers raised executive security spending after the killing. UnitedHealth disclosed $1.7M security spend, including $927k for Optum CEO Heather Cianfrocco.

Rich Pzena Investment Management reported an equity portfolio of about $34.07B in its latest quarter. The top 10 holdings make up 37.56% of assets, with no position above 7%. Largest holdings include MGA (6.54%), HUM (5.13%), BAX (4.09%), CVS (3.57%), DG (3.45%). Biggest changes: CRBG +24.94%, CTSH +30.93%, DG +48.20%, CVS -14.55%.

CVS Health reported Q2 sales of $35,117 million and net income of $2,979 million, and raised 2026 GAAP diluted EPS guidance to $6.84 to $7.04. It also projected at least $414 billion revenue and up to $9.07 billion net income. CVS expanded its GLP-1 weight management platform, cutting MinuteClinic digital visit prices to $29 and partnering with Eli Lilly to integrate GLP-1 pricing via its app and about 9,000 pharmacies.

CVS Health (CVS) shares were up 0.2% over three months as management raised full-year 2026 guidance for Health Care Benefits adjusted operating income by more than $1B, citing Aetna margin recovery. Enterprise adjusted EPS guidance is $7.90 to $8.10 and operating cash flow at least $11.5B. CVS flags 2027 headwinds at Caremark from 340B and membership declines.

CVS Health said it is investing $20 billion over the next decade in emerging consumer-health technology, including an open platform linking payers, providers, PBMs, pharmacies and digital tools. It is rolling out Health100 and an AI assistant, and using AI to speed claims processing by over 20%. CVS also cited prior-authorization approvals above 95% within 24 hours. Peer updates included Cardinal Health and UnitedHealth.