CVS and 13 other firms raised $17.65 billion in US investment-grade bonds on Monday, marking the highest volume of such deals in three months. This surge comes as companies prepare to issue debt ahead of the anticipated consumer-price data release. The previous week saw $40.4 billion in high-grade bond issuance, which drove average yields for investment-grade corporates to their lowest level in 2025 and near their tightest in 25 years. Issuers are selling debt now to avoid potential interest-rate volatility following the release of Tuesday’s consumer-price report.

Oscar Health reported its second quarter 2025 financial results, showing a 29% increase in revenue to $2.86 billion, which slightly missed analyst expectations by 1.9%. The company recorded a net loss of $228.4 million, down from a $56.2 million profit in the same period of 2024, translating to a loss of $0.89 per share compared to a $0.23 profit previously. Despite the revenue shortfall, earnings per share were in line with estimates. The company forecasts average annual revenue growth of 5.0% over the next three years, slightly below the U.S. insurance industry's projected 5.5% growth. Shares of Oscar Health rose 12% from the previous week. The article also highlights two warning signs related to the company's risk profile and references similar companies in the healthcare technology space, including CVS Health and Doximity.

Empower Advisory Group LLC reduced its stake in CVS Health by 66.7% in the first quarter, selling 13,026 shares and holding 6,490 shares worth $440,000 as of the latest SEC filing. Other hedge funds such as Dodge & Cox, Capital World Investors, Capital International Investors, Price T Rowe Associates Inc. MD, and Northern Trust Corp also adjusted their positions in CVS Health during the fourth quarter. Institutional investors own 80.66% of the company's shares. A director purchased 1,570 shares at $63.70 per share, increasing their position by 15.04% to 12,007 shares valued at $764,845.90. CVS Health reported strong quarterly earnings of $1.81 EPS, beating estimates, with $98.92 billion in revenue and an 8.4% year-over-year growth. The company announced a quarterly dividend of $0.665 per share, resulting in an annualized dividend of $2.66 and a 4.1% yield. Analysts have revised price targets upward, with Morgan Stanley, Royal Bank of Canada, and Robert W. Baird increasing their targets, while Bernstein Bank lowered its target. The company has a market cap of $83.06 billion, a P/E ratio of 18.29, and a dividend payout ratio of 74.30%.

1834 Investment Advisors Co. increased its stake in CVS Health Corporation by 4.7%, now holding 121,439 shares valued at $8.2 million. CVS Health reported quarterly earnings of $1.81 per share, exceeding analyst estimates of $1.46, with revenue of $98.92 billion and a net margin of 1.17%. The company declared a quarterly dividend of $0.665 per share, resulting in an annualized dividend yield of 4.2%. Multiple hedge funds, including Vanguard Group, Dodge & Cox, Capital World Investors, Capital International Investors, and Charles Schwab, also increased their holdings in CVS Health during the first and fourth quarters. The company has a market capitalization of $83.06 billion, a price-to-earnings ratio of 18.29, and a debt-to-equity ratio of 0.74. Analysts have adjusted price targets, with UBS lowering its target to $67.00 and Jefferies, Royal Bank of Canada, and Truist raising theirs to $80.00, $81.00, and $84.00 respectively, with most assigning a 'buy' rating. A director purchased 1,570 shares at $63.70 per share, increasing their position by 15.04%.

Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in CVS Health Corporation by 11.3%, acquiring 226,997 shares, bringing total holdings to approximately 2.24 million shares valued at $151.63 million. CVS Health reported a quarterly earnings beat with an EPS of $1.81, exceeding analyst expectations of $1.46, and posted an 8.4% year-over-year revenue increase. The company announced a quarterly dividend of $0.665 per share, yielding about 4.2% with a payout ratio of 74.30%. Other institutional investors, including Envestnet, FIL Ltd, APG Asset Management US Inc., Bessemer Group Inc., and F M Investments LLC, also increased their positions in CVS Health during the fourth quarter. Institutional investors collectively own 80.66% of the company’s stock, while corporate insiders own 1.22%. CVS Health shares rose to $65.49 during midday trading, with a market cap of $83.06 billion, a PE ratio of 18.29, and a one-year price range of $43.56 to $72.51. Analysts have revised price targets, with Barclays, Royal Bank of Canada, and Wells Fargo increasing their ratings and price objectives, while Bernstein lowered its target. The company operates in health care benefits, health services, and pharmacy & consumer wellness segments.