Bernstein raises PT on CVS on turnaround progress

ReutersMay 12, 2026 2:31 PM

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Bernstein raises PT on CVS Health CVS.N to $106 from $94; reiterates "outperform" rating

Brokerage says CVS is "executing on its turnaround," with recovery at Aetna, its health insurance business, "proceeding effectively"

"We see Aetna earnings nearly doubling over the next 3 years as Medicare Advantage margins continue to normalize through disciplined pricing" - Bernstein

Adds that the health insurer's Q1 was strong, driven by Aetna "outperformance"; stable retail gross margins offset expected margin pressure at its pharmacy benefit manager business

Including session's move, CVS up 16.8% YTD

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