From Yahoo Finance: 2025-05-19 10:34:00

Hotchkis & Wiley released its first quarter 2025 investor letter for the Mid-Cap Value Fund, which returned -5.63%, underperforming the Russell Midcap Value Index. Despite post-election stock surges, Q1 2025 saw declines due to tariffs and weak macroeconomic factors.

In Q1 2025, Hotchkis & Wiley highlighted CVS Health Corporation in its investor letter. CVS Health Corporation stock closed at $62.53 per share on May 16, 2025, with a market capitalization of $79.1 billion, after a one-month return of -4.05%.

Hotchkis & Wiley’s Q1 2025 investor letter discussed CVS Health Corporation’s operations as a Pharmacy Benefits Manager, health insurer, and retail store. CVS saw market momentum after CMS published better-than-expected rates for 2026, leading to positive reactions despite some losses.

Read more: Here’s Why CVS Health Corp. (CVS) Traded Higher in Q1