CVS Health Corp. rebounded in Q1 with improvements expected for 2026

From Yahoo Finance: 2025-04-24 08:30:00

Patient Capital Management, a value investing firm, released its “Patient Capital Opportunity Equity Strategy” first quarter 2025 investor letter. The market hit all-time highs in mid-February, but a dramatic reversal led to a 4.3% S&P 500 decline. The strategy returned -9.5% net of fees compared to the index. CVS Health Corporation was highlighted in the letter, with a one-month return of -2.99%. On April 23, 2025, CVS stock closed at $65.57 per share. Patient Capital Opportunity Equity Strategy stated that CVS was a top contributor in the first quarter, with improvements expected for 2026. CVS is not among the 30 most popular stocks among hedge funds, but 74 hedge fund portfolios held it at the end of the fourth quarter. The firm believes AI stocks offer greater potential for higher returns in a shorter timeframe. The Q1 2025 investor letter also highlighted CVS’s strategic actions to overcome challenges. Check out more investor letters from hedge funds and leading investors for additional insights.

Read more: CVS Health Corp. (CVS) Rebounded in Q1