CVS Health Corp (CVS) in Pzena Focused Value Q1 2025

Strong Performance Amid Healthcare Sector Strength

May 31, 2025

Summary

Investment rationale: Solid earnings performance and strategic positioning in healthcare.
Market positioning: Leading healthcare company with a broad range of services.
Risks and challenges: Potential regulatory changes impacting Medicare Advantage.
Recent performance: Largest individual contributor with encouraging earnings.
Future outlook: Continued focus on healthcare innovation and cost management.

CVS Health Corp (CVS, Financial) was highlighted in the Pzena Focused Value strategy's Q1 2025 fund letter as the largest individual contributor to the portfolio's performance. The company reported strong fourth-quarter earnings and expects losses to moderate in its Medicare Advantage business, reflecting its robust positioning in the healthcare sector.

"Consumer staples and health care were the portfolio’s best-performing sectors, and CVS Health Corp. was the largest individual contributor, reporting encouraging 4Q24 earnings and expecting losses to moderate in its Medicare Advantage business." — Pzena Investment Management, Pzena Focused Value Q1 2025 Fund Letter

Read full letter at gurufocus Pzena Focused Value strategy 2025 Q1 page.

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