CVS at a glance
CVS Health (CVS, SEC CIK 64803) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 17, 2026 and Form 4 insider filings as recently as June 29, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), CVS Health (CVS) reported revenue of $402.1 billion (up 7.8% from FY2024) and net income of $1.8 billion. Diluted EPS was $1.39.
- As of June 30, 2026, 60 institutional investment managers tracked by SignalX reported holding CVS Health (CVS) shares worth $54.1 billion in 13F-HR filings.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $402.1B
- +7.8% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 60 funds
- $54.1B · +6 vs prior quarter
- Latest 8-K
- Aug 17, 2026
- Item 7.01 · Item 5.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business risk focus on compliance with extensive laws, regulations, and contractual requirements in healthcare sectors
- Increased litigation exposure due to vertical integration strategy and expanded healthcare services
- Ongoing costly class action, qui tam, securities, and derivative litigation with potential high damages, not fully insured
- Heightened regulatory audits, inspections, government inquiries, and legal proceedings inside and outside U.S.
- Insurance coverage limits highlighted with risks of unavailable or insufficient insurance, especially for punitive damages
Risk Factors
- Opioid litigation risk: $320 million accrual increase for ongoing opioid litigation matters in 2025
- Geopolitical/macroeconomic exposure: Medicare Advantage segment served 37 million people, sensitive to CMS policy changes
- Supply chain vulnerability: Reliance on pharmaceutical pricing negotiations through group purchasing organization for drug cost management
- Competitive risk: Health Services segment faces disruption from Signify Health and Oak Street Health in value-based primary care
- Financial risk: $5.7 billion goodwill impairment in Health Care Delivery reporting unit in 2025 impacting operating income
Management Discussion & Analysis
- Market valuation risk: $3.6B fair value decline in long-term debt with 100bp rate increase; no impact on operations
- Interest rate sensitive investment net fair value decline approx. $765M, recorded as unrealized loss in equity
- No material foreign currency or commodity derivative exposures as of Dec 31, 2025
- Cybersecurity risks ongoing; no material impact on operations; significant resources allocated to risk mitigation
AI summary of the CVS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue, YoY change, profitability margins, and segment performance not provided
- Cash position, operating cash flow, and capital deployment figures not provided
Risk Factors
- No Risk Factors section provided; text covers stock repurchases under Item 2(c)
AI summary of the CVS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- No substantive Item 7.01 disclosure provided
- Filing contains only execution by CVS Health’s authorized officer dated August 17, 2026
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Larry M. Robbins resigned from CVS Health’s Board effective August 13, 2026
- Resignation unrelated to disagreements over company operations, policies, or practices
Item EX-99.1: Item EX-99.1
- Teresa Heitsenrether joins CVS’s Board effective November 18, 2026, adding data, analytics, AI and technology-transformation expertise
- Heitsenrether’s JPMorgan operating background supports CVS’s stated strategy to become a consumer-focused health technology company
Item 2.02: Results of Operations and Financial Condition
- CVS Health’s filing contains only signature and cover-page information
- No results, financial figures, reporting period, or earnings-release details included in the provided text
Item EX-99.1: Item EX-99.1
- Q2 revenue $106.1B, up 7.3%, with adjusted EPS $2.58 versus $1.81 year over year
- Full-year adjusted EPS guidance raised to $7.90-$8.10 from $7.30-$7.50
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Stockholders approved CVS’s 2026 Incentive Compensation Plan on May 14, 2026
- New plan replaces the expiring 2017 Incentive Compensation Plan
Item 5.07: Submission of Matters to a Vote of Security Holders
- 13 director nominees reelected for one-year terms, maintaining board continuity
- Ernst & Young ratified as 2026 independent auditor, with 1.117B votes for
AI summaries of CVS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for CVS
Don't miss the next CVS filing
- Alerts as it files. A push when CVS files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut CVS, by share count.
- Ask anything. An AI agent that reads every CVS filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Clark James David | F | Jun 26, 2026 | 454 | $90.98 |
| Newman Brian | F | May 31, 2026 | 2,478 | $90.98 |
| Compton-Phillips Amy | F | May 31, 2026 | 7,618 | $90.98 |
| Shulman Douglas H. | A | May 14, 2026 | 1,447.504 | $97.15 |
| Norwalk Leslie V | A | May 14, 2026 | 1,447 | $97.15 |
| Clark James David | F | Apr 1, 2026 | 3,262 | $72.49 |
| Shah Prem S | F | Apr 1, 2026 | 1,484 | $72.49 |
| Mandadi Tilak | F | Apr 1, 2026 | 3,634 | $72.49 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $372.8B | $402.1B |
| Operating Income | - | $8.5B | $4.7B |
| Net Income | $8.3B | $4.6B | $1.8B |
| Op. Margin | - | 2.3% | 1.2% |
| Net Margin | - | 1.2% | 0.4% |
| Balance Sheet | |||
| Total Assets | - | $253.2B | $253.5B |
| Equity | $76.5B | $75.6B | $75.2B |
| ROE | 10.9% | 6.1% | 2.4% |
| Per Share | |||
| EPS | $6.47 | $3.66 | $1.39 |
| Cash Flow | |||
| Operating CF | - | $9.1B | $10.6B |
| CapEx | $3.0B | $2.8B | $2.8B |
Source: XBRL data in CVS Health (CVS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate CVS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 60 | $54.06B |
| Q1 2026 | 54 | $37.08B |
| Q4 2025 | 53 | $42.18B |
| Q3 2025 | 57 | $43.96B |
| Q2 2025 | 52 | $37.40B |
| Q1 2025 | 52 | $25.70B |
| Q4 2024 | 47 | $13.86B |
| Q3 2024 | 46 | $10.42B |
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- BlackRock−2.70M (-2%)
- FMR LLC (Fidelity)−2.28M (-7%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 421 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
CVS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Aug 17, 2026 | - | Analysis | - |
| 13F-HR | Aug 6, 2026 | Jun 30, 2026 | - | |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 1, 2026 | - | - | |
| 4 | Jun 1, 2026 | - | - | |
| 8-K | May 18, 2026 | - | Analysis | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 13F-HR | May 7, 2026 | Mar 31, 2026 | - | |
| 8-K | May 6, 2026 | - | Analysis | |
| 10-Q | May 6, 2026 | Mar 31, 2026 | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Apr 2, 2026 | - | - | - |
| 4 | Mar 20, 2026 | - | - | - |
| 8-K | Mar 19, 2026 | - | Analysis | - |
| 4 | Mar 2, 2026 | - | - | - |
| 4 | Mar 2, 2026 | - | - | - |
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CVS SEC filings: frequently asked questions
Which institutions hold CVS stock?
As of June 30, 2026, the largest CVS Health (CVS) holders among the 13F filers tracked by SignalX were BlackRock ($12.7 billion), Vanguard Capital Management LLC ($8.6 billion), State Street Corp ($6.2 billion), FMR LLC (Fidelity) ($3.0 billion), Vanguard Portfolio Management LLC ($2.8 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was CVS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), CVS Health (CVS) reported revenue of $402.1 billion (up 7.8% from FY2024) and net income of $1.8 billion. Diluted EPS was $1.39. The figures come from the XBRL data in the 10-K.
What are the main risks in CVS's latest 10-K?
In the 10-K filed February 10, 2026, CVS Health (CVS) flagged: Opioid litigation risk: $320 million accrual increase for ongoing opioid litigation matters in 2025. Geopolitical/macroeconomic exposure: Medicare Advantage segment served 37 million people, sensitive to CMS policy changes. (AI summary of the Risk Factors section.)
What did CVS report in its latest 8-K?
CVS Health (CVS) filed an 8-K on August 17, 2026 reporting Item 7.01 (Regulation FD Disclosure) and Item 5.02 (Departure/Appointment of Directors or Principal Officers). No substantive Item 7.01 disclosure provided.
What are the latest CVS SEC filings?
CVS Health (CVS) filed its latest 10-K annual report on February 10, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 17, 2026 and a Form 4 insider filing on June 29, 2026.
What is CVS's SEC CIK number?
CVS Health (CVS)'s SEC Central Index Key (CIK) is 64803. EDGAR lists every CVS filing under that number.
Ask anything about CVS
The research agent reads CVS's filings, financials, insider trades and 13F holders, then answers with sources.