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

Accounting for 13.76% share ($617.96 million) in the billionaire’s portfolio, CVS Health Corporation (NYSE:CVS) ranks as Larry Robbins’ top stock pick. We recently published a list of

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 reported on February 10, 2026, that although CVS Health Corporation (NYSE:CVS) reported a decrease in fourth-quarter profit, it still exceeded Wall Street expectations, highlighting the company’s early success in restructuring efforts following a challenging 2024.

Supported by strength in the Caremark pharmacy benefit unit and higher prescription volumes at retail pharmacies, adjusted EPS came in at $1.09, down from $1.19 a year earlier but ahead of the $0.99 consensus. With the help of assets purchased from Rite Aid, total revenue increased from $97.70 billion to $105.70 billion. Meanwhile, the number of prescriptions filled increased by 6.30% annually.

For 2026, CVS Health Corporation (NYSE:CVS) reaffirmed its revenue guidance of at least $400.00 billion and adjusted EPS guidance of $7.00–$7.20. With this, the company indicates that management is more focused on execution discipline than on aggressive outlook expansion. Despite pressure from Medicare Advantage cost trends associated with the Inflation Reduction Act changes, the Aetna insurance unit reported a medical loss ratio of 94.80%, which was marginally better than anticipated. Despite operational improvement, shares dropped premarket as investors processed the cautious tone.

CVS Health Corporation (NYSE:CVS), a diversified healthcare company, combines insurance, pharmacy benefit management, retail pharmacies, and clinical services to provide integrated healthcare solutions throughout the United States via its vertically integrated platform.

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