CVS Health Corporation provides health solutions in the United States. It operates through Health Care Benefits, Health Services, and Pharmacy & Consumer Wellness segments. The Health Care Benefits segment offers traditional, voluntary, and consumer-directed health insurance products and related services. It serves employer groups, individuals, college students, part-time and hourly workers, health plans, health care providers, governmental units, government-sponsored plans, labor groups, and expatriates. The Health Services segment offers pharmacy benefit management solutions, including plan design and administration, formulary management, retail pharmacy network management, specialty and mail order pharmacy, clinical, disease management, and medical spend management services. It serves employers, insurance companies, unions, government employee groups, health plans, prescription drug plans, Medicaid managed care plans, CMS, plans offered on public health insurance, and other sponsors of health benefit plans. The Pharmacy & Consumer Wellness segment sells prescription and over-the-counter drugs, consumer health and beauty products, and personal care products. This segment also distributes prescription drugs; and provides related pharmacy consulting and other ancillary services to care facilities and other care settings. It operates online retail pharmacy websites, LTC pharmacies and on-site pharmacies, retail specialty pharmacy stores, compounding pharmacies and branches for infusion and enteral nutrition services. The company was formerly known as CVS Caremark Corporation and changed its name to CVS Health Corporation in September 2014. CVS Health Corporation was incorporated in 1996 and is headquartered in Woonsocket, Rhode Island.

CVS Health Corporation

The Pharmacy & Consumer Wellness segment at CVS Health CVS is showing strong momentum, driven by the company’s focus on operational excellence and technological upgrades that improve the customer experience. In the first half of 2025, revenues rose 11.8%, fueled by a pharmacy drug mix and higher prescription volume. Despite ongoing pharmacy reimbursement pressure, CVS has demonstrated resilience through consistent execution across its 9,000 local community health destinations, led by more than 200,000 workforce staff. With the third-quarter 2025 results due this week, the segment could emerge as a key contributor to the overall financial performance.
The front store business, which covers over-the-counter drugs, consumer health products, beauty products, personal care products and other general merchandise products, is showing steady improvement from an expanding customer base and continued retail share gains. Further, CVS Pharmacy recently completed the acquisition of select Rite Aid assets nationwide and acquired the prescription files of 626 former Rite Aid and Bartell Drugs pharmacies across 15 states. The company already saw early impact from the scripts in the previous quarter, which are likely to continue in the upcoming report.
2025 has also been a transition year for the CVS CostVantage pharmacy reimbursement model, with all of the commercial scripts now shifted and performing in line with the company’s expectations. The model addresses the industry-wide challenge of cross-subsidization across brands and generics, creating more stable and predictable margins while passing the value back to payors in a more transparent manner.
That said, CVS continues to maintain a prudent outlook for possible changes in the vaccine market demand and a softening consumer environment. The Zacks Consensus Estimate for CVS’ Pharmacy & Consumer Wellness segment revenues indicates a 7.4% improvement year over year in the third quarter.
CVS Health’s Peer Updates
Walmart WMT is set to report fiscal 2026 third-quarter earnings results on Nov. 20. The company has just announced the highly anticipated Black Friday and Cyber Monday event plans, with the first event starting Nov. 14. Walmart is dropping up to 60% off top brands and offering thousands of deals under $20, differentiating itself in terms of prices. Further, Walmart teamed up with Avery Dennison to advance the use of radio-frequency identification (RFID) technology for fresh categories to improve inventory accuracy and reduce food waste.
Amazon AMZN is gearing up to report third-quarter 2025 results on Oct. 30.The company’s cloud computing platform, Amazon Web Services and Accenture recently expanded collaboration to deliver new digital services to public sector, defense and national security organizations. Amazon also launched Amazon Grocery, a new private-label brand featuring more than 1,000 high-quality food items at low, competitive prices.
CVS Stock Performance, Valuation and Estimates
In the past year, CVS Health shares have risen 46.5% against the industry’s 3.1% decline.
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CVS Health is trading at a forward five-year price/sales (P/S) of 0.25X, which is discounted from the industry’s 0.48X P/S.
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The Zacks Consensus Estimate for CVS Health’s 2025 EPS has moved up 3.9% in the past 90 days. However, estimates are showing a mixed trend for 2026.
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CVS currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Is CVS Health's Pharmacy & Consumer Wellness Poised for a Stronger Q3?

CVS Health CVS and Fresenius Medical Care AG & Co. FMS are two major players in the healthcare services sector, but with distinct areas of focus. CVS Health is a leading health solutions company offering a wide range of traditional, voluntary and consumer-directed health insurance products and related services. Through its integrated model, the company is also expanding into personalized, technology-driven care delivery and health offerings.
On the other hand, Fresenius Medical Care AG specializes in products and services for individuals with kidney diseases, providing dialysis treatments for approximately 300,000 patients worldwide. The company is also the leading provider of dialysis products, such as dialysis machines or dialyzers.
Here’s a brief look at how these companies are currently positioned.
The Case for CVS Health
CVS Health recently expanded its retail footprint with the completion of the acquisition of select Rite Aid assets. The CVS Pharmacy division added 63 former Rite Aid and Bartell Drugs stores in Idaho, Oregon and Washington and prescription files of 626 pharmacies across 15 states, increasing its patient base by more than nine million. In addition, CVS Specialty Pharmacy will serve as a key partner to the TrumpRx Fertility program, expected to launch in January 2026, to improve access to fertility treatments at the lowest possible cost.
Performance-wise, CVS Health benefits from the strength of its diversified businesses. The Pharmacy & Consumer Wellness segment remains a top performer, supported by strong execution across more than 9,000 retail locations and ongoing investments in technology and labor. CVS CostVantage, the company’s cost-based pricing framework, establishes reimbursement based on the actual drug cost, a defined markup and a dispensing fee, delivering transparency for payors while ensuring fair compensation for pharmacy services. In 2026, CVS plans to transition several government service programs to this model.
Within Health Services, patient growth at Oak Street and higher volumes at Signify Health drove a 19% revenue growth in the health care delivery business in the second quarter of 2025. CVS’ pharmacy benefit manager Caremark continues to promote competition, drive affordability and increase access for all patients, most recently in the GLP-1 drug category. Meanwhile, Aetna’s strong fundamentals were a highlight in the Centers for Medicare & Medicaid Services 2026 Star Ratings, with more than 81% of its Medicare Advantage members in 4-star plans and more than 63% members in a 4.5-star plan.
As of June 30, CVS Health reported $11.79 billion in cash and cash equivalents and sustained its regular quarterly dividend of $0.665 per share. The company continues to maintain a cautious view in light of the persistently elevated cost trends and the potential for macro headwinds.
The Case for Fresenius Medical Care
The company outlined its new FME Reignite strategy at its Capital Markets Day in June, aiming to lead kidney care through enhanced patient care and innovation. As part of this, Fresenius Medical invested EUR 312 million and closed a share purchase agreement with all non-physician investors in Interwell Health (IWH), its value-based care asset, and appointed a new leader for the operating segment.In the second quarter of 2025, Value-Based Care benefited from expanded contracting, leading to an increase in Member Months.
The company also began broader U.S. commercialization of the 5008X CARE system, a key milestone in its efforts to introduce high-volume hemodiafiltration (HVHDF) therapy to individuals with kidney disease. Fresenius Medical partnered with the Coordination of National Institutes of Health and Specialty Hospitals to develop a pilot program that provides low-income patients without medical coverage in Mexico with access to HVHDF therapies.
In addition, the company aims to continue capturing sustainable savings as part of FME25+, driven by disciplined execution of the next level of footprint optimization across both manufacturing and supply chain. The expanded program now targets a cumulative total of €1.05 billion of sustainable savings by the end of 2027, including an additional €300 million through operational efficiencies. The strategy supports the company’s aspirations for achieving industry-leading profitability levels, with a mid-teens % operating income margin by 2030.
Under the FME Reignite strategy, the new capital allocation framework puts a clear focus on shareholder value generation. The company plans to invest between EUR 800 million and 1 billion of capex annually for the 2025-2030 period to support sustainable, profitable growth in its core business. Also, the net financial leverage target band is lowered between 2.5X and 3.0X. Further, Fresenius Medical’s new dividend policy foresees a stable and predictable dividend development, resulting in a 30-40% payout ratio.
Meanwhile, the company remains exposed to the recent changes in global trade policy and other macroeconomic factors, potentially driving up its costs and expenses and affecting profitability.
CVS and FMS: Price Performance and Valuation
CVS shares have surged 82.5% year to date, well above Fresenius Medical Care’s 20.3% growth.
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Based on the forward price-to-sales (P/S) ratio, CVS shares are trading at 0.25, lower than their median of 0.28 over the past five years. FMS trades at a five-year P/S ratio of 0.67, above its median. CVS carries a Value Score of A, while FMS sits with a Value Score of B.
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EPS Projections for CVS & FMS
The Zacks Consensus Estimate for CVS Health’s 2025 EPS implies year-over-year growth of 17.3% to $6.36. Estimates have shown an upward trend in the last 90 days.
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Meanwhile, the consensus mark for Fresenius Medical Care’s 2025 EPS signals 30.7% year-over-year growth. Estimates have shown a mixed trend in the last 90 days.
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CVS or FMS: Which One to Pick?
CVS Health’s retail expansion, strength in divisions and solid financial base are promising for its long-term prospects. Fresenius has begun executing on its new strategy, with increased profitability aspirations and a new capital allocation framework to further enhance value creation. For 2025, both companies project year-over-year growth in earnings. However, CVS’ stronger share performance, consistent upward earnings revisions and cheaper valuation make it the stronger choice for now.
CVS and FMS each carry a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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CVS vs. FMS: Which Healthcare Services Stock Has More Upside?

Analysts on Wall Street project that CVS Health (CVS) will announce quarterly earnings of $1.36 per share in its forthcoming report, representing an increase of 24.8% year over year. Revenues are projected to reach $98.29 billion, increasing 3% from the same quarter last year.
The current level reflects an upward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projections over this period.
Before a company announces its earnings, it is essential to take into account any changes made to earnings estimates. This is a valuable factor in predicting the potential reactions of investors toward the stock. Empirical research has consistently shown a strong correlation between trends in earnings estimate revisions and the short-term price performance of a stock.
While investors usually depend on consensus earnings and revenue estimates to assess the business performance for the quarter, delving into analysts' forecasts for certain key metrics often provides a more comprehensive understanding.
In light of this perspective, let's dive into the average estimates of certain CVS Health metrics that are commonly tracked and forecasted by Wall Street analysts.
Based on the collective assessment of analysts, 'Revenue- Pharmacy & Consumer Wellness Segment' should arrive at $35.43 billion. The estimate points to a change of +9.3% from the year-ago quarter.
Analysts predict that the 'Revenue- Health Care Benefits' will reach $34.82 billion. The estimate points to a change of +5.5% from the year-ago quarter.
Analysts' assessment points toward 'Net revenue- Health Services segment' reaching $45.64 billion. The estimate suggests a change of +3.4% year over year.
The consensus estimate for 'Revenue- Pharmacy & Consumer Wellness Segment- Other' stands at $597.43 million. The estimate indicates a year-over-year change of +6.5%.
The collective assessment of analysts points to an estimated 'Medical benefit ratio (MBR)' of 92.3%. Compared to the present estimate, the company reported 95.2% in the same quarter last year.
According to the collective judgment of analysts, 'Medical membership - Total' should come in at 26.58 million. Compared to the present estimate, the company reported 27.15 million in the same quarter last year.
Analysts forecast 'Medical membership - Insured - Medicare Supplement' to reach $1.23 billion. The estimate is in contrast to the year-ago figure of $1.29 billion.
It is projected by analysts that the 'Pharmacy claims processed' will reach 481.18 million. The estimate is in contrast to the year-ago figure of 484.10 million.
The consensus among analysts is that 'Medical membership - Commercial - Total' will reach 18.75 million. The estimate is in contrast to the year-ago figure of 18.91 million.
Analysts expect 'Medical membership - Medicare Advantage - Total' to come in at 4.22 million. The estimate compares to the year-ago value of 4.44 million.
The average prediction of analysts places 'Medical membership - Medicaid - Total' at $2.39 billion. The estimate compares to the year-ago value of $2.51 billion.
The combined assessment of analysts suggests that 'Medical membership - Insured - Commercial' will likely reach 3.56 million. The estimate compares to the year-ago value of 4.75 million.
View all Key Company Metrics for CVS Health here>>>
Over the past month, shares of CVS Health have returned +8.7% versus the Zacks S&P 500 composite's +1.3% change. Currently, CVS carries a Zacks Rank #2 (Buy), suggesting that it may outperform. the overall market in the near future. You can see the complete list of today's Zacks Rank #1 (Strong Buy) stocks here >>>> .
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Countdown to CVS Health (CVS) Q3 Earnings: Wall Street Forecasts for Key Metrics

Below is Validea's guru fundamental report for CVS HEALTH CORP (CVS). Of the 22 guru strategies we follow, CVS rates highest using our Shareholder Yield Investor model based on the published strategy of Meb Faber. This strategy looks for companies returning cash to shareholders via dividends, buybacks and debt paydown.
CVS HEALTH CORP (CVS) is a large-cap growth stock in the Retail (Drugs) industry. The rating using this strategy is 70% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.
The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.
Detailed Analysis of CVS HEALTH CORP
More Information on Meb Faber
About Meb Faber: Meb Faber is the founder of Cambria Investments. His research has covered a wide spectrum of the investment world, including topics like shareholder yield, trend following, global asset allocation and home country bias. His shareholder yield strategy, which is based on his book "Shareholder Yield" and forms the basis for an ETF of the same name, looks for companies that are focused on creating value for shareholders by returning cash to them in the form of dividends, share buybacks and debt paydown. Meb is also the author of 4 other books and numerous white papers on investing related topics.
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About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Guru Fundamental Report for CVS

Looking at the universe of stocks we cover at Dividend Channel, on 10/23/25, Thor Industries, Inc. (Symbol: THO), CVS Health Corporation (Symbol: CVS), and Dynex Capital Inc (Symbol: DX) will all trade ex-dividend for their respective upcoming dividends. Thor Industries, Inc. will pay its quarterly dividend of $0.52 on 11/6/25, CVS Health Corporation will pay its quarterly dividend of $0.665 on 11/3/25, and Dynex Capital Inc will pay its monthly dividend of $0.17 on 11/3/25. As a percentage of THO's recent stock price of $104.77, this dividend works out to approximately 0.50%, so look for shares of Thor Industries, Inc. to trade 0.50% lower — all else being equal — when THO shares open for trading on 10/23/25. Similarly, investors should look for CVS to open 0.81% lower in price and for DX to open 1.27% lower, all else being equal.
Below are dividend history charts for THO, CVS, and DX, showing historical dividends prior to the most recent ones declared.
Thor Industries, Inc. (Symbol: THO):
CVS Health Corporation (Symbol: CVS):
Dynex Capital Inc (Symbol: DX):
In general, dividends are not always predictable, following the ups and downs of company profits over time. Therefore, a good first due diligence step in forming an expectation of annual yield going forward, is looking at the history above, for a sense of stability over time. This can help in judging whether the most recent dividends from these companies are likely to continue. If they do continue, the current estimated yields on annualized basis would be 1.99% for Thor Industries, Inc., 3.23% for CVS Health Corporation, and 15.19% for Dynex Capital Inc.
In Tuesday trading, Thor Industries, Inc. shares are currently up about 0.1%, CVS Health Corporation shares are off about 0.1%, and Dynex Capital Inc shares are up about 0.4% on the day.
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Ex-Dividend Reminder: Thor Industries, CVS Health and Dynex Capital

A strong stock as of late has been Labcorp Holdings (LH). Shares have been marching higher, with the stock up 4.3% over the past month. The stock hit a new 52-week high of $291.78 in the previous session. Labcorp has gained 26.9% since the start of the year compared to the 1.7% gain for the Zacks Medical sector and the 16.2% return for the Zacks Medical Services industry.
What's Driving the Outperformance?
The stock has a great record of positive earnings surprises, having beaten the Zacks Consensus Estimate in each of the last four quarters. In its last earnings report on July 24, 2025, Labcorp reported EPS of $4.35 versus consensus estimate of $4.14 while it beat the consensus revenue estimate by 1.14%.
For the current fiscal year, Labcorp is expected to post earnings of $16.3 per share on $14.01 in revenues. This represents a 11.87% change in EPS on a 7.68% change in revenues. For the next fiscal year, the company is expected to earn $17.91 per share on $14.7 in revenues. This represents a year-over-year change of 9.88% and 4.91%, respectively.
Valuation Metrics
While Labcorp has moved to its 52-week high in the recent past, investors need to be asking, what is next for the company? A key aspect of this question is taking a look at valuation metrics in order to determine if the company has run ahead of itself.
On this front, we can look at the Zacks Style Scores, as these give investors a variety of ways to comb through stocks (beyond looking at the Zacks Rank of a security). These styles are represented by grades running from A to F in the categories of Value, Growth, and Momentum, while there is a combined VGM Score as well. Investors should consider the style scores a valuable tool that can help you to pick the most appropriate Zacks Rank stocks based on their individual investment style.
Labcorp has a Value Score of B. The stock's Growth and Momentum Scores are B and C, respectively, giving the company a VGM Score of A.
In terms of its value breakdown, the stock currently trades at 17.9X current fiscal year EPS estimates, which is a premium to the peer industry average of 16.9X. On a trailing cash flow basis, the stock currently trades at 13X versus its peer group's average of 10.6X. Additionally, the stock has a PEG ratio of 1.86. This isn't enough to put the company in the top echelon of all stocks we cover from a value perspective.
Zacks Rank
We also need to look at the Zacks Rank for the stock, as this supersedes any trend on the style score front. Fortunately, Labcorp currently has a Zacks Rank of #2 (Buy) thanks to favorable earnings estimate revisions from covering analysts.
Since we recommend that investors select stocks carrying Zacks Rank of 1 (Strong Buy) or 2 (Buy) and Style Scores of A or B, it looks as if Labcorp meets the list of requirements. Thus, it seems as though Labcorp shares could still be poised for more gains ahead.
How Does LH Stack Up to the Competition?
Shares of LH have been soaring, and the company still appears to be a decent choice, but what about the rest of the industry? One industry peer that looks good is CVS Health Corporation (CVS). CVS has a Zacks Rank of #2 (Buy) and a Value Score of A, a Growth Score of C, and a Momentum Score of B.
Earnings were strong last quarter. CVS Health Corporation beat our consensus estimate by 23.13%, and for the current fiscal year, CVS is expected to post earnings of $6.36 per share on revenue of $392.28 billion.
Shares of CVS Health Corporation have gained 9.8% over the past month, and currently trade at a forward P/E of 12.96X and a P/CF of 9.08X.
The Medical Services industry may rank in the bottom 59% of all the industries we have in our universe, but there still looks like there are some nice tailwinds for LH and CVS, even beyond their own solid fundamental situation.
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Labcorp Holdings Inc. (LH) Hits Fresh High: Is There Still Room to Run?

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in Intel Corp (Symbol: INTC), where a total of 808,237 contracts have traded so far, representing approximately 80.8 million underlying shares. That amounts to about 55.2% of INTC's average daily trading volume over the past month of 146.5 million shares. Especially high volume was seen for the $38 strike call option expiring October 17, 2025, with 78,373 contracts trading so far today, representing approximately 7.8 million underlying shares of INTC. Below is a chart showing INTC's trailing twelve month trading history, with the $38 strike highlighted in orange:
Walt Disney Co. (Symbol: DIS) options are showing a volume of 50,166 contracts thus far today. That number of contracts represents approximately 5.0 million underlying shares, working out to a sizeable 55.1% of DIS's average daily trading volume over the past month, of 9.1 million shares. Particularly high volume was seen for the $111 strike call option expiring October 17, 2025, with 3,142 contracts trading so far today, representing approximately 314,200 underlying shares of DIS. Below is a chart showing DIS's trailing twelve month trading history, with the $111 strike highlighted in orange:
And CVS Health Corporation (Symbol: CVS) saw options trading volume of 41,152 contracts, representing approximately 4.1 million underlying shares or approximately 54% of CVS's average daily trading volume over the past month, of 7.6 million shares. Especially high volume was seen for the $83 strike call option expiring October 17, 2025, with 20,676 contracts trading so far today, representing approximately 2.1 million underlying shares of CVS. Below is a chart showing CVS's trailing twelve month trading history, with the $83 strike highlighted in orange:
For the various different available expirations for INTC options, DIS options, or CVS options, visit StockOptionsChannel.com.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Notable Friday Option Activity: INTC, DIS, CVS

CVS Health’s CVS Pharmacy unit has officially completed the acquisition of select Rite Aid assets across the United States. The deal adds 63 former Rite Aid and Bartell Drugs stores in Idaho, Oregon and Washington. Additionally, CVS Pharmacy took over the prescription files of 626 pharmacies in 15 states, extending care to more than nine million additional patients. The new patients and customers will gain access to CVS’ innovative pharmacy care programs and exclusive store brand products, among others. The latest move aligns with the company’s focus on maintaining and expanding access to convenient and trusted pharmacy care nationwide, and growing its retail footprint and presence in local communities.
CVS participated in a bankruptcy court-approved bidding process of the Philadelphia-based drugstore chain, which filed for Chapter 11 protection in May this year to pursue a sale of its prescriptions, pharmacy and front-end inventory and other assets. Rite Aid initially filed for bankruptcy in August 2023, bogged down by many opioid lawsuits and legal battles, but emerged out of it after undergoing a financial restructuring and marking its beginning as a private company.
To ensure patient services, CVS Pharmacy has hired more than 3,500 former Rite Aid and Bartell Drug staff. The company has also made targeted investments in existing locations, including scheduling additional support, enhancing recruitment and hiring and strengthening training programs, helping teams deliver consistent service for both new and existing patients.
CVS Health’s Pharmacy & Consumer Wellness segment has delivered steady revenue growth quarter after quarter, driven by strong execution across 9,000 local community health destinations and the efforts of more than 200,000 employees. The unit’s revenues are expected to benefit from the higher prescription and front-store volume resulting from the Rite Aid transaction.
CVS Health Competitors’ Updates
UnitedHealth Group UNH closed the $3.3 billion acquisition of home health care service provider, Amedisys, in August 2025. The merger completion followed a proposed settlement filed by the Justice Department’s Antitrust Division days before, requiring UNH and Amedisys to divest 164 home health and hospice locations, including an affiliated palliative care site, across 19 states, totaling approximately $528 million in annual revenues. By facility count, this was the largest divestiture of outpatient healthcare services to resolve a merger challenge.
Cardinal Health CAH has entered into a definitive agreement to acquire Solaris Health, the country's leading urology management services organization (MSO). The transaction accelerates the company’s multi-specialty growth strategy by adding more than 750 providers in The Specialty Alliance, its multi-specialty MSO platform. Cardinal Health expects the deal to close by 2025 end, subject to closing conditions, and to be accretive to its non-GAAP earnings per share (EPS) in the first year following close.
CVS’ Stock Performance, Valuation and Estimates
Year to date, CVS Health shares have surged 81.3% compared with the industry’s 0.5% growth.
Image Source: Zacks Investment Research
CVS Health is trading at a forward 12-month price-to-earnings (P/E) of 11.65X, lower than the industry average of 15.25X.
Image Source: Zacks Investment Research
See how the analysts are projecting CVS Health’s 2025 earnings.
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CVS currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CVS Expands Its Nationwide Care Network With Rite Aid Acquisition

Healthcare plan provider, Molina Healthcare, Inc. MOH, is set to report third-quarter 2025 results on Oct. 22, 2025, after the closing bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegged at $3.97 per shareon revenues of $10.9 billion.
The third-quarter earnings estimate remained stable over the past 60 days. The bottom-line projection indicates a year-over-year decrease of 33.9%. However, the Zacks Consensus Estimate for quarterly revenues suggests year-over-year growth of 5.4%.
Image Source: Zacks Investment Research
For full-year 2025, the Zacks Consensus Estimate for Molina Healthcare’s revenues is pegged at $44.54 billion, implying a rise of 9.6% year over year. However, the consensus mark for 2025 earnings per share is pegged at $18.87, indicating a decline of 16.7% on a year-over-year basis.
Molina Healthcare beat the consensus estimate in two of the last four quarters and missed twice, with the average surprise being negative 2.2%. This is depicted in the figure below.
Molina Healthcare, Inc Price and EPS Surprise
Q3 Earnings Whispers for MOH
Our proven model does not conclusively predict an earnings beat for the company this time around. The combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy), or 3 (Hold) increases the odds of an earnings beat. That’s not the case here.
MOH has an Earnings ESP of 0.00% and carries a Zacks Rank #4 (Sell). You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
What’s Shaping MOH’s Q3 Results?
The Zacks Consensus Estimate for premiums indicates growth of 6.3% year over year in the third quarter, while our model estimate suggests a 5.3% increase. The consensus estimate for the Medicare premiums is $1.5 billion, up 8% year over year.
While Medicaid membership is expected to have decreased 2.8% year over year, MOH’s Medicare membership is projected to witness 6.5% growth. Furthermore, the Zacks Consensus Estimate for the Marketplace membership suggests a 60.8% increase from the year-ago period.
However, the consensus mark for the medical care ratio (MCR) in Marketplace is pegged at 84.67% in the to-be-reported quarter, up from 73% a year ago. The consensus mark for total MCR is pegged at 90.32%, up from 89.20% a year ago.
Along with this, rising costs and lower investment income make an earnings beat uncertain. The Zacks Consensus Estimate for investment income indicates a 15.3% decline year over year. Our model estimate for third-quarter total operating expenses suggests a more than 6% increase from the year-ago period, due to higher medical care costs and G&A expenses.
Stocks That Warrant a Look
While an earnings beat looks uncertain for Molina Healthcare, here are some companies from the broader Medical space that you may want to consider, as our model shows that these have the right combination of elements to post an earnings beat this time around:
Select Medical Holdings Corporation SEM has an Earnings ESP of +8.58% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.
The Zacks Consensus Estimate for Select Medical’s bottom line for the to-be-reported quarter of 18 cents per share has witnessed one upward revision against no downward movement over the past week. The consensus mark for Select Medical’s revenues is pegged at $1.32 billion.
CVS Health Corporation CVS has an Earnings ESP of +0.28% and a Zacks Rank of 2.
The Zacks Consensus Estimate for CVS Health’s bottom line for the to-be-reported quarter is pegged at $1.36, signaling 24.8% growth from a year ago. CVS Health’s earnings beat estimates in each of the past four quarters, with an average surprise of 22.6%.
Envista Holdings Corporation NVST has an Earnings ESP of +4.26% and a Zacks Rank of 3.
The Zacks Consensus Estimate for Envista’s bottom line for the to-be-reported quarter indicates 125% year-over-year growth. Envista’s earnings beat estimates in each of the trailing four quarters, with an average surprise of 16.5%.
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Molina Healthcare Set for Q3 Earnings: Revenue Gains, But Profit Pains

For Immediate Release
Chicago, IL – October 16, 2025 – Stocks in this week’s article are StoneCo STNE, PagSeguro Digital PAGS, KT Corp. KT, Arrow Electronics ARW and CVS Health CVS.
5 Low Price-to-Book Stocks Worth Considering in October
In value investing, it is a common practice to pick stocks that are cheap but fundamentally strong. There are a number of investment styles to cater to investors looking for the best value stocks.
Among them, the price-to-book ratio (P/B ratio) is an easy-to-use tool for identifying low-priced stocks that have high-growth prospects.
The P/B ratio is used to calculate how much an investor needs to pay for each dollar of book value of a stock. It is calculated by dividing the current closing price of the stock by the latest quarter's book value per share.
P/B ratio = market capitalization/book value of equity.
The P/B ratio helps identify low-priced stocks with high growth prospects. StoneCo, PagSeguro Digital, KT Corp., Arrow Electronics and CVS Health are some such stocks.
Now, let us understand the concept of book value.
What is Book Value?
There are several ways in which book value can be defined. Book value is the total value that would be left over, according to the company’s balance sheet, if it went bankrupt immediately. In other words, this is what shareholders would theoretically receive if a company liquidates all its assets after paying off all its liabilities.
It is calculated by subtracting total liabilities from the total assets of a company. In most cases, this equates to common stockholders’ equity on the balance sheet. However, depending on the company’s balance sheet, intangible assets should also be subtracted from the total assets to determine book value.
Understanding P/B Ratio
By comparing the book value of equity to its market price, we get an idea of whether a company is under- or overpriced. Like P/E or P/S ratios, it is always better to compare the P/B ratio within industries.
A P/B ratio of less than one means that the stock is trading at less than its book value or the stock is undervalued and, therefore, a good buy. Conversely, a stock with a ratio greater than one can be interpreted as being overvalued or relatively expensive.
For example, a stock with a P/B ratio of 2 means that we pay $2 for every $1 of book value. Thus, the higher the P/B, the more expensive the stock.
But there is a warning. A P/B ratio of less than one can also mean that the company is earning weak or even negative returns on its assets or that the assets are overstated. In such a case, the stock should be shunned because it may be destroying shareholder value. Conversely, the stock’s price may be significantly high — thereby pushing the P/B ratio to more than one — in the likely case that it has become a takeover target, a good enough reason to own the stock.
Moreover, the P/B ratio is not without limitations. It is useful for businesses like finance, investments, insurance and banking or manufacturing companies with many liquid/tangible assets on the books. However, it can be misleading for firms with significant R&D expenditure, high debt, service companies, or those with negative earnings.
In any case, the ratio is not particularly relevant as a standalone number. One should analyze other ratios like P/E, P/S and debt to equity before arriving at a reasonable investment decision.
Here are five of the 15 stocks that qualified the screening:
StoneCo provides financial technology solutions. The company offers an end-to-end cloud-based technology platform to conduct electronic commerce across in-store, online and mobile channels. StoneCo is based in Sao Paulo, Brazil.
STNE has a Zacks Rank #1 and a Value Score of B. STNE has a projected 3-5-year EPS growth rate of 30.3%. You can see the complete list of today’s Zacks #1 Rank stocks here.
PagSeguro Digital provides financial technology solutions and services for micro-merchants and small and medium-sized businesses, primarily in Brazil and internationally. The company offers multiple digital payment solutions, in-person payments via point-of-sale devices and prepaid card services. PagSeguro Digital is headquartered in Sao Paulo, Brazil.
PagSeguro Digital has a projected 3-5-year EPS growth rate of 14.2%. PAGS currently has a Zacks Rank #1 and a Value Score of B.
Headquartered in Sungnam, South Korea, KT Corporation provides telecommunication services. Its services include mobile telecommunications services, telephone services, fixed-line and VoIP telephone services.It also provides interconnection services to other telecommunications companies, broadband Internet access services and other Internet-related services. It also offers information technology and network services.
KT has a Zacks Rank #2 and a Value Score of A. KT Corporation has a projected 3-5-year EPS growth rate of 51.7%.
New York-based Arrow Electronics is one of the world’s largest distributors of electronic components and enterprise computing products.
Arrow Electronics has a Zacks Rank #2 and a Value Score of A at present. ARW has a projected 3-5-year EPS growth rate of 20.7%.
Headquartered in Woonsocket, RI, CVS Health (formerly known as CVS Caremark Corporation) is a pharmacy innovation company with integrated offerings across the entire spectrum of pharmacy care.
CVS Health presently has a Zacks Rank #2 and a Value Score of A. The company has a projected 3-5-year EPS growth rate of 14.3%.
You can get the rest of the stocks on this list by signing up now for your 2-week free trial to the Research Wizard and start using this screen in your own trading. Further, you can also create your own strategies and test them first before taking the investment plunge.
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For the rest of this Screen of the Week article please visit Zacks.com at: https://www.zacks.com/stock/news/2769365/5-low-price-to-book-stocks-worth-considering-in-october
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The next phase of the AI explosion is poised to create significant wealth for investors, especially those who get in early. It will add literally trillion of dollars to the economy and revolutionize nearly every part of our lives.
Investors who bought shares like Nvidia at the right time have had a shot at huge gains.
But the rocket ride in the "first wave" of AI stocks may soon come to an end. The sharp upward trajectory of these stocks will begin to level off, leaving exponential growth to a new wave of cutting-edge companies.
Zacks' AI Boom 2.0: The Second Wave report reveals 4 under-the-radar companies that may soon be shining stars of AI’s next leap forward.
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StoneCo Ltd. (STNE) : Free Stock Analysis Report
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

CVS Health Corporation

Price history and volume

Shares 360

Investment risk — high

Investment potential — high

AI Factors

Consumer Confidence

Inflation

Labor Supply

Consumer Spending

Supply Chain Disruptions

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