$CVS

UnitedHealth (UNH) raised 2026 earnings guidance after Q3 results beat estimates, with adjusted EPS at $4.69. Johnson & Johnson (JNJ) also raised full-year guidance. Roche (RHHBY) signed a $1.16B deal for an obesity drug. STERIS (STE) to acquire Xodus Medical for $2.1B. Iambic Therapeutics (IAM) debuted with a 10% rise. CVS (CVS) agreed to pay $315M over opioid prescription allegations.

CVS Health (CVS) rose 1.97% to $92.17, outperforming the S&P 500's 0.33% gain. The company's earnings release on November 4, 2026, is anticipated to show EPS of $1.62 and revenue of $105.04 billion, up 1.25% and 2.11% YoY, respectively. The Zacks Consensus Estimates project full-year EPS of $8.02 and revenue of $418.17 billion, up 18.81% and 4.01% YoY. CVS has a Forward P/E of 11.26 and a PEG ratio of 0.84, trading at a discount to its industry.

Medicare Advantage enrollees face changes for 2027, with 3.2 million needing new plans due to insurers terminating policies. Insurers like Humana, UnitedHealthcare, and CVS' Aetna are reducing offerings. Costs are rising, with average premiums dropping 7% overall but increasing 23% for non-special needs plans. Out-of-pocket limits and prescription deductibles are also increasing.

CVS Health Corp (CVS) shares rose 3.2% to $90.39 on October 14, 2026. GuruFocus values the stock at $78.93, indicating a 14.5% overvaluation. CVS has a GF Score of 79/100, with strengths in profitability and momentum but concerns about growth. Insiders sold $323.7 million in stock over the past year, with no purchases. The P/E ratio is 23.9x, above its 5-year median of 17.6x.

CVS Health settled a federal opioid lawsuit for $315 million, drawing attention to Democratic nominee Helena Foulkes' past role as CVS Pharmacy president. Foulkes was not named in the suit, and CVS did not admit wrongdoing. Republican opponent Aaron Guckian has questioned Foulkes' knowledge of opioid prescription practices during her tenure.

CVS Health (CVS) and Alignment Healthcare (ALHC) are major players in the growing Medicare Advantage market. CVS's Aetna segment saw improved margins and strong CMS ratings, while ALHC expanded membership and improved efficiency. CVS stock rose 9.9% over the past year, while ALHC fell 50.8%. CVS has a lower forward P/E (10.41) compared to ALHC (25.43), and its 2026 EPS estimates increased 1.8% in the past 60 days, unlike ALHC's 17.6% drop.

Bank of America (BAC) was fined $1.2B for money laundering, impacting Q3 profits. ASML (ASML) reported €5B net income, citing strong AI demand. CVS (CVS) settled a DOJ opioid case for $315M. JPMorgan (JPM) missed earnings estimates. China's exports surged 36.3% YoY, driven by AI demand. U.S. stock futures rose ahead of CPI data.

Pennsylvania sued 17 pharma companies and PBMs, including Eli Lilly, Sanofi, and Novo Nordisk, for allegedly colluding to raise insulin prices by over 1,000% since the mid-2000s. The lawsuit claims this harmed 1.3 million diabetics in the state, forcing many to ration insulin. The state seeks restitution and penalties under consumer protection laws.

CVS Pharmacy and subsidiaries will pay $315 million to settle a DOJ case alleging unlawful opioid dispensation. The 2024 lawsuit accused CVS of profiting from excessive opioid prescriptions, violating the Controlled Substances Act. CVS denies wrongdoing but agrees to implement stricter safeguards. The settlement is part of broader federal efforts to address the opioid crisis.

CVS Health's Aetna unit reported that 69% of its Medicare Advantage members are in 2027 plans rated 4 stars or higher by CMS, positioning it as a top performer. Aetna highlighted strong performance in clinical quality, preventive care, and member experience measures. The company aims to improve margins while enhancing member outcomes.