More than 7,000 workers at CVS stores across California are holding a strike vote this week after accusing the US’s largest pharmacy chain of shortchanging staff and failing to provide affordable healthcare.CVS and its union remain far apart in negotiations on a new contract. Their current union contract expired on 30 June 2024.The union said the average CVS clerk makes less than $20 an hour, and the union wants improved healthcare costs for employees, and improvements to safety and staffing.The United Food ...

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.Benzinga readers can review the latest analyst takes on their favorite stocks by visiting Analyst Stock Ratings page. Traders can sort through Benzinga's extensive database of analyst ratings, including by analyst accuracy.Below are the ratings of the most accurate analysts for three high-yield ...

文章核心观点 - CVS Health Corporation(CVS)是一家医疗保健公司,主要通过三个业务部门运营:医疗保健福利、医疗服务和药房&消费者健康[2] - CVS的医疗保健福利部门主要提供各种传统、自愿和消费者导向的医疗保险产品和相关服务,包括医疗、药房、牙科和行为健康计划、医疗管理能力、Medicare Advantage和Medicare补充计划、处方药计划和Medicaid医疗保健管理服务[2] - CVS根据内部预测确定这些私人医疗保险计划的价格和其他条款,这些预测考虑了历史数据和盈利能力,主要取决于公司准确建模医疗成本趋势和医疗服务利用模式的能力[3] - 投诉称CVS在整个Class Period内做出了虚假和误导性的陈述,包括:1)用于确定保费的预测无法准确反映医疗成本趋势和医疗服务利用模式;2)因此CVS可能会产生大量费用来支付未包括在公司预测中的成本增加;3)因此CVS夸大了医疗保健福利部门的盈利能力;4)与高管的保证相反,公司其他主要部门的收入无法抵消医疗保健福利部门支出增加的负面财务影响[4] 关键要点总结 1. 公司业务概况 - CVS是一家医疗保健公司,主要通过三个业务部门运营:医疗保健福利、医疗服务和药房&消费者健康[2] - 医疗保健福利部门提供各种医疗保险产品和相关服务,收入主要来自客户支付的保费[2] 2. 医疗保险业务定价 - CVS根据内部预测确定私人医疗保险计划的价格和其他条款,这些预测考虑了历史数据和盈利能力[3] - 这些预测主要取决于公司准确建模医疗成本趋势和医疗服务利用模式的能力[3] - 如果在保单期间内出现未预测到的医疗和福利成本增加,CVS最终需要承担这些成本,因此医疗保健福利部门的盈利能力对预测的准确性非常敏感[3] 3. 公司业绩下滑 - 2023年第二季度,CVS将全年每股收益(EPS)指引下调,主要由于医疗保健福利部门业绩下滑[5] - 2023年第三季度,CVS再次下调全年EPS指引,部分原因是医疗保健福利部门业绩下滑[6] - 2023年全年,CVS下调了全年EPS、调整后EPS和经营活动现金流指引,主要由于医疗保健福利部门业绩下滑[6] - 2024年第一季度,CVS下调了全年指引,主要由于医疗服务利用率上升、Medicare报销率下降等因素[8]

文章核心观点 - 公司的股票估值非常便宜 [1][3][4] - 公司的股息率较高且可持续 [6][7][8][9][12] - 公司的医疗保险业务出现严重下滑是导致整体业绩下滑的主要原因 [15][16][17] - 公司的其他业务如零售药房和PBM业务虽然也有一些负面影响但不是主要问题 [20][21] - 公司有能力通过降低负债比率来提升估值 [22][23] 医疗保险业务分析 - 公司的医疗保险业务毛利率大幅下滑 [15][16][17] - 这主要是由于公司去年在Medicare Advantage业务上定价过于激进导致 [15] - 但这似乎是公司特有的问题而非行业整体问题 [17] - 公司有望通过调整策略来逐步改善这一业务 [17] 其他业务分析 - 公司的零售药房业务受到一定的负面影响 [20][21] - 主要是由于疫情后效应以及亚马逊进入药品配送业务 [20][21] - 但公司有望通过将更多医疗服务整合到门店来应对 [21] - PBM业务虽然受到一些负面舆论影响但不是主要问题 [20] 财务分析 - 公司的负债水平较高但现金流情况良好 [22][23] - 公司有能力通过降低负债来提升估值 [22][23] - 公司的股息率较高且可持续 [6][7][8][9][12]

CVS Health (CVS) ended the recent trading session at $57.98, demonstrating a +0.78% swing from the preceding day's closing price. The stock's change was more than the S&P 500's daily gain of 0.54%. At the same time, the Dow added 0.72%, and the tech-heavy Nasdaq gained 0.65%.Coming into today, shares of the drugstore chain and pharmacy benefits manager had lost 0.05% in the past month. In that same time, the Retail-Wholesale sector gained 9.25%, while the S&P 500 gained 4.86%.Analysts and investors alike wi ...

CVS Health Corporation (CVS) recently introduced hormonal contraceptive prescribing service at CVS Pharmacy locations in Massachusetts. Under the service, a CVS pharmacist will evaluate women interested in receiving a birth control prescription and those who are clinically eligible will receive the same.With the latest launch, the company leaped toward lowering barriers that prevent women from getting the birth control they need. The initiative also helped address the disparities in contraceptive access for ...

CVS pharmacists can now evaluate patients and prescribe hormonal contraceptives WOONSOCKET, R.I., Sept. 12, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) today announced that CVS Pharmacy® locations in Massachusetts are now offering hormonal contraceptive prescribing services. Patients interested in receiving a birth control prescription can be evaluated by a CVS pharmacist and, if clinically eligible, receive a prescription for birth control.CVS pharmacist tests patient's blood pressureCVS pharmacist consul ...

WOONSOCKET, R.I., Sept. 10, 2024 /PRNewswire/ -- CVS Health® (NYSE: CVS) is actively preparing for Tropical Storm Francine, which is expected to make landfall in Louisiana as a hurricane tomorrow. The company's priority is the health and safety of its customers, members and colleagues, and it is committed to providing communities with access to the products and services they need to plan for the storm.CVS Pharmacy® is reaching out to its patients by text message, email and phone to remind them to refill and ...

NEW YORK, Sept. 10, 2024 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of CVS Health Corporation (NYSE: CVS). Shareholders who purchased shares of CVS during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/cvs-health-corporation-loss-submission-form-2/?id=101234&from=3 CLASS PERIOD: ...

Sundry Photography CVS Health (NYSE:CVS) is a major, American pharmacy, with over 9,000 locations. Earlier this year, its stock took a big tumble after Q1 earnings disappointed. CVS 1Y Price History (Seeking Alpha) While some might have been scared by this, I believe most of the business is sound and that it has proved to be a steady compounder over time. With modest growth assumptions, CVS is priced to deliver attractive returns, which is why I rate it a Buy. Business Model CVS has three main reporting ...