CVS Health, a pharmacy retailer with the Aetna insurance business, is up around 17% this year versus about 12% for the S&P 500, after earlier reaching highs of more than $110. When it last reported in August, revenue rose more than 7% to $106.1 billion, and the company raised its 2026 diluted EPS forecast to $6.84–$7.04 from $6.24–$6.44, following diluted EPS of $1.39 in 2025 that was weighed by goodwill impairment charges. The stock trades at a forward P/E of about 11 versus 19 for the S&P 500 and yields 2.9%. The author views the stock as well priced and says it could move back above $100, citing improved results and its yield. The latest earnings are due Nov. 4.
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