CVS Health shares have climbed more than 18% year to date, outpacing the S&P 500's sub-13% gain, and Wall Street analysts see further upside with a consensus price target of $114.59 per share, about 22% above the latest close. The company beat adjusted earnings estimates in both the first and second quarters, posting $2.57 per share versus a $2.21 consensus in Q1 and $2.58 versus $1.83 in Q2, while raising full-year guidance each time. A sharp improvement in the medical benefit ratio at its Aetna-led healthcare benefits segment, which fell from 94.8% in the fourth quarter of 2025 to 84.6% in Q1 and 87.4% in Q2, drove adjusted operating income up 52% year over year to over $3 billion in the first quarter and 85% to $2.4 billion in the second. Sixteen of 17 analysts tracked by TipRanks rate the stock a buy, with UBS's Kevin Caliendo lifting his price target to $126 from $122 after the second-quarter report.
CVS Health CorpAnalysts see 22% upside, company beat earnings estimates and raised guidance, with strong medical benefit ratio improvement.
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