CVS Health first-quarter earnings: What to expect

CVS Health, a diversified healthcare company trading on the New York Stock Exchange under the ticker symbol CVS, is gearing up to release its quarterly earnings report. The previous quarter saw CVS Health surpass analysts’ revenue forecasts by 0.8%, with reported revenues totaling $97.71 billion, a 4.2% increase compared to the previous year. The company’s robust performance exceeded expectations, outstripping both same-store sales estimates and earnings per share projections from analysts.

Analysts predict a year-on-year revenue growth rate of 5.4% to $93.18 billion for CVS Health in the upcoming quarter, a notable improvement from the 3.7% growth seen in the same period last year. Adjusted earnings are anticipated to reach $1.67 per share. Analysts have largely maintained their estimates over the past month, indicating a stable outlook for CVS Health as it approaches its earnings announcement. However, it is worth noting that CVS Health failed to meet revenue projections set by Wall Street on two occasions in the past two years.

Within the health insurance providers sector, industry peers such as Centene and Elevance Health have already disclosed their first-quarter results, offering insights into the upcoming CVS Health report. Centene reported a 15.4% revenue growth compared to the previous year, surpassing analysts’ expectations by 8.3%, while Elevance Health saw a revenue increase of 14.8%, exceeding estimates by 5.3%. Centene’s stock price declined by 3.3% following its results, whereas Elevance Health experienced a 4.9% increase.

Market volatility in response to possible tariffs and other factors in 2025 has caused fluctuations in stock prices, including those of health insurance providers. Overall, the sector has underperformed, with average share prices dropping by 3.6% over the last month. CVS Health’s stock price has also declined by 4% during the same period. Despite this decline, analysts still maintain an average price target of $76.13 for CVS Health, compared to the current market price of $65.26.

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