Is CVS Health Corporation (CVS) Larry Robbins’ top pick?

Accounting for 13.76% stock ($617.96 million) successful the billionaire’s portfolio, CVS Health Corporation (NYSE:CVS) ranks arsenic Larry Robbins’ apical banal pick. We precocious published a database of youngest hedge money billionaires and their apical banal picks.

Reuters reported connected February 10, 2026, that though CVS Health Corporation (NYSE:CVS) reported a alteration successful fourth-quarter profit, it inactive exceeded Wall Street expectations, highlighting the company’s aboriginal occurrence successful restructuring efforts pursuing a challenging 2024.

Supported by spot successful the Caremark pharmacy payment portion and higher medicine volumes astatine retail pharmacies, adjusted EPS came successful astatine $1.09, down from $1.19 a twelvemonth earlier but up of the $0.99 consensus. With the assistance of assets purchased from Rite Aid, full gross accrued from $97.70 cardinal to $105.70 billion. Meanwhile, the fig of prescriptions filled accrued by 6.30% annually.

For 2026, CVS Health Corporation (NYSE:CVS) reaffirmed its gross guidance of astatine slightest $400.00 cardinal and adjusted EPS guidance of $7.00–$7.20. With this, the institution indicates that absorption is much focused connected execution subject than connected assertive outlook expansion. Despite unit from Medicare Advantage outgo trends associated with the Inflation Reduction Act changes, the Aetna security portion reported a aesculapian nonaccomplishment ratio of 94.80%, which was marginally amended than anticipated. Despite operational improvement, shares dropped premarket arsenic investors processed the cautious tone.

CVS Health Corporation (NYSE:CVS), a diversified healthcare company, combines insurance, pharmacy payment management, retail pharmacies, and objective services to supply integrated healthcare solutions passim the United States via its vertically integrated platform.

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Disclosure: None.