Larry Robbins’ top stock pick, CVS Health Corporation (NYSE: CVS), accounts for 13.76% of his portfolio, valued at $617.96 million. Despite a decrease in fourth-quarter profit, CVS exceeded Wall Street expectations, showcasing success in restructuring efforts after a challenging 2024. Adjusted EPS was $1.09, with total revenue increasing to $105.70 billion and prescriptions filled up by 6.30% annually. For 2026, CVS reaffirmed revenue guidance of at least $400.00 billion and adjusted EPS guidance of $7.00-$7.20. Despite operational improvements, shares dropped premarket due to cautious investor sentiment.

CVS Health Corporation (NYSE: CVS) is a diversified healthcare company offering integrated healthcare solutions across the U.S. through its insurance, pharmacy benefit management, retail pharmacies, and clinical services.

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Read more at Yahoo Finance: Is CVS Health Corporation (CVS) Larry Robbins’ top pick?