CVS Health With Several Pathways to EPS Improvement, UBS Says

MT Newswires Live

Aug 18, 2025

CVS Health (CVS) saw two solid quarters of execution and early signs of progress in fixing its healthcare benefits business, UBS Securities said in a note Monday.

The company last month reported Q2 non-GAAP earnings and revenue above analyst expectations and raised its 2025 adjusted EPS guidance.

The brokerage said it now models earnings per share compound annual growth of 14% through 2028, above the 12% consensus forecast. The benefit cuts and assumptions CVS made around Medicare Advantage utilization this year "have proved to be on-point."

The firm also projects CVS will return to a mid-3 times leverage ratio by Q4 2026, providing room for buybacks to further support earnings growth.

UBS upgraded CVS to buy from neutral and raised the company's price target to $79 from $67.

Shares of CVS Health were up 2.5% in recent trading.

Price: 70.32, Change: +1.72, Percent Change: +2.51

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The benefit cuts and assumptions CVS made around Medicare Advantage utilization this year \"have proved to be on-point.\"</p><p>The firm also projects CVS will return to a mid-3 times leverage ratio by Q4 2026, providing room for buybacks to further support earnings growth.</p><p>UBS upgraded CVS to buy from neutral and raised the company's price target to $79 from $67.</p><p>Shares of CVS Health were up 2.5% in recent trading.</p><p>Price: 70.32, Change: +1.72, Percent Change: +2.51</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CVS","symbol_name":"西维斯健康","start_time":0,"source_url":"https://www.mtnewswires.com/","article_id":"2560185084","we_media_id":"1092851196","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560185084","pubTimestamp":1755527003,"columns":[],"sourceInfo":{"source_id":"mtnewswires_news","name":"MT Newswires"},"weMediaInfo":{"media_name":"MT Newswires Live","introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. 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