Morgan Stanley analyst Erin Wright raised the firm’s price target on CVS Health (CVS) to $89 from $82 and keeps an Overweight rating on the shares. Last week’s Stars results were “encouraging” for the sector and Managed Care Organization sentiment has “improved slightly,” but there is “still a lot to prove” as the focus turns to utilization and early reads on 2026, the analyst tells investors in a Q3 earnings preview for the group. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 5 ...

We recently published Jim Cramer Discussed These 11 Stocks & The Market’s 3rd Bull Run Anniversary. CVS Health Corporation (NYSE:CVS) is one of the stocks Jim Cramer recently discussed. CVS Health Corporation (NYSE:CVS) is one of the largest healthcare services and pharmacy companies in the US. The firm scored a major win last week when 81% of users of its Aetna service rated it four stars or higher. The data saw CVS Health Corporation (NYSE:CVS) pull ahead of major rivals such as UnitedHealth and Humana. ...

Key Takeaways CVS' Aetna secured top-tier 2026 Medicare ratings, with 81% of members in 4-star or higher plans.CVS shares jumped 1.6% post-announcement, extending a 73.5% year-to-date rally.Aetna's 2026 MA plans expand to 43 states, offering $0 premiums and broad benefit access.On Thursday, the Centers for Medicare & Medicaid Services (“CMS”) released the 2026 Star Ratings for Medicare Advantage Prescription Drug (“MAPD”) plans. The five-star rating system evaluates Medicare health care and drug plans to en ...

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

CVS Health said on Thursday that its Aetna insurance business has over 81% of members in Medicare Advantage plans that are rated 4 stars or higher for 2026. ...

2026年医疗保险优势计划星级评级表现 - 超过81%的Aetna Medicare Advantage成员所在的2026年Medicare Advantage处方药计划获得CMS 4星或更高评级（满分5星）[1] - 超过63%的Aetna Medicare Advantage成员所在的计划获得2026年4.5星评级[1] - 评级数据基于CMS于2025年10月9日发布的2026年星级评级数据以及截至2025年9月的MA和MAPD注册人数[4] 主要合同具体评级详情 - H5522合同（服务超过130万雇主团体MA成员及宾夕法尼亚州11万个人MA成员）获得4.5星，连续14年保持4星以上表现[7] - H5521合同（服务33个州的110万个人MA成员）再次获得4.5星，与上一年表现持平[7] - H3959合同（服务主要位于宾夕法尼亚州和特拉华州的21万个人MA成员）获得4星[7] - H2293合同（服务佐治亚州和德克萨斯州的13.4万个人MA成员）在其成立第二年再次获得4星评级[7] - H1609合同（服务佛罗里达州和爱荷华州的13.2万个人MA成员）获得4.5星，较上年提升半颗星[7] - H2663合同（服务密苏里州、堪萨斯州、伊利诺伊州、阿肯色州和俄克拉荷马州的12.8万个人MA成员）获得4星，连续14年保持4星以上表现[7] 公司行业地位与业务规模 - Aetna是CVS Health旗下公司，为超过3700万人提供健康保险产品及相关服务[6] - CVS Health拥有约9000家零售药店、超过1000家免预约和初级医疗诊所，以及服务约8700万计划成员的领先药品福利管理机构[5] - 公司通过传统、自愿和消费导向的健康保险产品及相关服务覆盖估计超过3700万人，包括高评级的Medicare Advantage产品[5] - Aetna在提供高质量Medicare解决方案方面是行业领导者，在CMS星级评级中持续位列大型上市公司前列[2]

2026年医疗保险优势计划星级评级表现 - 超过81%的Aetna Medicare Advantage会员所在的2026年MAPD计划获得CMS 4星或更高评级（满分5星）[1] - 超过63%的Aetna Medicare Advantage会员所在的计划获得2026年4.5星评级[1] - 评级数据基于CMS于2025年10月9日发布的2026年星级评级以及截至2025年9月的MA和MAPD注册人数[4] 主要合同具体评级详情 - H5522合同（服务超过130万雇主团体MA会员及11万宾州个人MA会员）获得4.5星，连续14年保持4星以上表现[7] - H5521合同（服务110万个人MA会员，覆盖33个州）再次获得4.5星，与上一年表现持平[7] - H3959合同（服务21万个人MA会员，主要覆盖宾州和特拉华州）获得4星[7] - H2293合同（服务13.4万个人MA会员，覆盖乔治亚州和德克萨斯州）在其首年之后再次获得4星[7] - H1609合同（服务13.2万个人MA会员，覆盖佛罗里达州和爱荷华州）获得4.5星，较上年提升半颗星[7] - H2663合同（服务12.8万个人MA会员，覆盖密苏里州等5个州）获得4星，连续14年保持4星以上表现[7] 公司行业地位与业务规模 - Aetna是CVS Health旗下公司，通过传统、自愿和消费驱动型健康保险产品及相关服务为超过3700万人提供服务[6] - CVS Health拥有约9000家零售药房、超过1000家免预约和初级医疗诊所，以及服务约8700万计划会员的领先药品福利管理机构[5] - 公司通过高度评价的Medicare Advantage产品和服务约3700万人的健康保险产品，在提供高质量医疗保险解决方案方面持续保持行业领先地位[2][5]

Key Takeaways CVS' Aetna is expanding its Clinical Collaboration program to 10 hospitals by the end of 2025.The initiative embeds CVS Aetna nurses to support Medicare Advantage members after discharge.CVS drives Aetna's margin recovery while using AI and streamlining cancer care approvals.CVS Health’s (CVS) insurance arm, Aetna, has announced that it is expanding the Aetna Clinical Collaboration (“ACC”) program to 10 hospitals by the end of 2025. The initiative embeds Aetna nurses within hospitals to help M ...

Omnicare, a former Cincinnati-based Fortune 500 company, has filed for Chapter 11 bankruptcy protection in Texas after being hit with a nearly $1 billion civil judgment this summer. Drugstore giant CVS Health, the parent company that acquired Omnicare for $12.7 billion in 2015, hinted it might sell off the specialty pharmacy services operation. “(The company) intends to use this process to address other financial challenges … to evaluate its restructuring options, including the implementation of a standal ...

文章核心观点 - 规模达5000亿美元的Medicare Advantage市场正发生微妙转变 主要保险公司针对2026年星级评级采取不同战略 这将影响其2027年的盈利格局 [1][4] - Humana采取进取策略提升高质量计划占比 旨在最大化政府奖金收益 而联合健康集团与CVS Health旗下Aetna则采取防御性收缩策略以保护短期利润 [2][5][6] - 这些早期选择为投资者提供了清晰信号 表明2026年的市场定位将直接影响2027年的盈利和自由现金流 目前仅有一家保险公司在积极利用此机会 [3][6] 主要保险公司战略分化 - Humana作为第二大Medicare Advantage提供商 其质量结构大幅改善 参与4.5星计划的会员比例从去年的3%大幅提升至2026年的14% [1][4] - Humana的战略调整使其更符合CMS的奖金门槛 有望在2027年显著增加其收入基础 可能意味着数亿美元的额外返款收入 [1][4][5] - 联合健康集团和Aetna正在收缩战线 计划在2026年削减数十个县的计划覆盖 此举旨在应对医疗需求上升带来的利润率压力 保护短期利润 [2][5] 星级评级的战略意义 - 2026年星级评级不仅显示计划质量 更决定了政府向保险公司支付的奖金金额 是未来利润率的先行指标 [1][4][7] - 获得4星或以上评级的计划有资格获得额外支付 这些额外收入累计可达数亿美元 [7] - 评级差异揭示了战略分叉 一部分保险公司为长期奖金收益布局 另一部分则专注于维持当前盈利稳定 [6]