CVS Raises Pharmacy Segment Profit Guidance for 2026

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3▲1 ▼0Impact / 5
Summary · why it matters

CVS Health is building momentum in its Pharmacy and Consumer Wellness segment, which generated nearly $34 billion in second-quarter revenues and raised its full-year adjusted operating income guidance to at least $6.4 billion, up $220 million from prior guidance. The segment, which includes nearly 9,000 retail locations, benefited from the acquisition of prescription files from 626 former Rite Aid and Bartell Drugs pharmacies, adding more than nine million patients. Same-store pharmacy sales grew approximately 3%, while adjusted operating income rose more than 10% to nearly $1.5 billion, despite headwinds from regulatory-related drug price reductions and pharmacy reimbursement pressure. In related peer updates, DaVita announced a value-based care agreement with Humana for chronic kidney disease patients, and Cardinal Health agreed to acquire two businesses for roughly $360 million in cash. CVS shares have risen 31.1% over the past year, and the company holds a Zacks Rank #3.

Impact on assets 4

Health Care▲ · 2 stocks
CVS Health Corp
CVS
▲ PositiveDemandCapitalrelevance

Acquisition of prescription files from 626 former Rite Aid and Bartell Drugs pharmacies added more than nine million patients, driving same-store pharmacy sales growth.

Cardinal Health Inc
CAH
± MixedCapitalrelevance

Cardinal Health agreed to acquire two businesses for roughly $360 million in cash, a separate peer update not tied to CVS's guidance.

Aging Population▲ · 2 stocks
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