$CVS podcast mentions
Per Ticker.id: 15 CVS ($CVS) mentions across 4 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-11.
From there, we can bring in our national expertise. Part of my role was to sit down with our state partners during budget season to show them potential ways we can lower program costs without really compromising outcomes and why, and also show them how other states are doing it and their savings. And we always approach it as a form of a partnership and offered it up as suggestions. Earlier this year, I had the honor of stepping into the CEO role for Aetna Better Health of Florida, which is part of Aetna and CVS Health. We have been in Florida for more than 30 years, and today we serve around 230,000 Medicaid and CHIP members across the state, including children, families, older adults, individuals with complex needs. We are also very proud to be an NCQA 4-star health plan.
Fiona Fang · Becker’s Healthcare Podcast · Strengthening Medicaid and Maternal Health in Florida with Fiona Fang · 2026-10-11I, I hope you do. Uh, my 5 stocks are Amazon, AMZN, Simon Properties, SPG, Palo Alto, PANW. Then we got CVS and Verizon, VZ.
Speaker D · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09Let me go to work on this. Yeah, let me go to work on this. Okay, Verizon We saw how they were crushed today by the fact that SpaceX is going into the inner cities, which is going to be in skyscrapers and everything. It will probably bounce. But I directly believe that when SpaceX comes in, as I'm a user of SpaceX, then everybody else gets— doesn't eventually get blown out. So we're going to keep that, but we're going to be mindful that I would rather see in SpaceX. CVS, we passed the test of those— the star test that we were worried about. For the plan. CVS did fine. We're going to call that healthcare now. We're not going to just call it retail. Palo Alto Networks is cybersecurity. That they do. This is Nikesh Arora, who— my soul is with the president. I thought that was terrific. Nikesh. Simon Properties. I was in beautiful Simon Property Mall, about 30 minutes from Florence. It was fantastic. The late David Simon's built an amazing company. And then Amazon. We were trying to call that a data company earlier or a retailer. I think you could do both.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/9/26 · 2026-10-09No, I think that Humana is Medicare. UNH a little bit less that. Humana got the high stars. I mean, look, it's a star game. I remember when CVS, when Edna didn't get it and previous CEO and had spent a lot of it, just crushed it. I now feel that you're de-risking CVS because you now got the star. The stock was down $5 in the aftermarket. Now it's up $0.15. That's the one to buy. 3% yield, 10 times earnings with David Joyner in there, who's ready to ready to roll. He and Mahomes, Texas Tech, don't mess with the Raiders.
Jim Cramer · Squawk on the Street · 9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · 2026-10-09Especially when we're thinking about specialties, this becomes even harder because specialties are so much harder to recruit for, to maintain. Again, you're a pharmacist by trade. It's certainly been on the mind of a lot of folks as well to be able to fill those roles, especially in rural healthcare. You touched on those pathways that you've created to be able to fill some of these roles, and you created a specific pre-pharmacy pathway way with CVS Health together. I'm wondering if you could talk a little bit about that. And, and again, what are some of these elements that you would like to see smaller rural health systems adapt to be able to hit some of those shortages that we've touched on?
Lucas Voss · Becker’s Healthcare Podcast · Building Sustainable Rural Healthcare Workforce Solutions · 2026-10-08Yeah, um, so this is a great segue. You know, CVS Health being the largest pharmacy provider in the United States, um, all 50 states, uh, 60,000 pharmacy technicians employed. And I personally have friends that I went to pharmacy school with, I'm still good friends with, that work for CVS. And they're on their, you know, their special forces squad as they fly into rural communities in the middle of nowhere, get a rental car, get a hotel, and stay there, you know, 7 days on, 7 days off, because there simply isn't a single pharmacist that lives in that county to keep the pharmacy open. So CVS had a real workforce issue that was actually looming and growing. By year 2030, we're predicted to have 17,000 pharmacists short in the United States. And so CVS as an employer saw this dire need, particularly in their rural communities.
Dr. Ryan J. Gates · Becker’s Healthcare Podcast · Building Sustainable Rural Healthcare Workforce Solutions · 2026-10-08And how can we, how can CVS create a durable workforce solution And the first place they looked is the stranded talent within their own workforce. They polled their 60,000 pharmacy technicians and 40% of them wanted to become a pharmacist but had no viable pathway to do so. They couldn't stop working, they needed to provide for their family, they live in a rural community with no college within reasonable distance, and so how could they help solve their own workforce issue within their own talent. So they reached out to WGU, who has a 50-state presence, and how could we partner together and create— we actually from scratch created an associate's degree pre-pharmacy program that is online, competency-based, and exclusive to CVS employees.
Dr. Ryan J. Gates · Becker’s Healthcare Podcast · Building Sustainable Rural Healthcare Workforce Solutions · 2026-10-08And so funded by CVS largely, and they have, you know, tuition assistance for their employees who want to enroll at WGU in this pathway. And then we have articulation agreements with schools of pharmacy across the United States for the CVS graduates to enter into. So a brilliant, beautiful example of a partnership of an employer with a very felt, real workforce need, and then an online competency-based higher education partner to custom create a degree program or a licensure program. And this model is replicable to other health systems that can deeply partner to create solutions for their workforce needs.
Dr. Ryan J. Gates · Becker’s Healthcare Podcast · Building Sustainable Rural Healthcare Workforce Solutions · 2026-10-08You know, CVS, it is— people wanting to become pharmacists are, you know, even with only 2 months in, people are saying, well, get a job at CVS because then you can get into their exclusive pipeline to WGU. You know, our program, it can only be enrolled in if you are a CVS employee, and that was true for us back in my health system back in California. You wanted to become a nurse, word got out, well, just get a job with Kaweah Health because they have their own internal nursing program, but it's exclusive to employees. So it's exciting opportunity, it's exciting time in healthcare. I'm so grateful to have opportunity to bring those learnings out of healthcare industry into WGU to inform the strategy and the approach and how we can, you know, help my colleagues out there and healthcare leadership and institutions that are really struggling to help run alongside them in that.
Dr. Ryan J. Gates · Becker’s Healthcare Podcast · Building Sustainable Rural Healthcare Workforce Solutions · 2026-10-08He's gotten a second job. Um, I am the high earner here, so It's very difficult. I've tried to look for work, but I can't compete with, you know, it's hard for me to find a job. I'm a pharmacist and I'm in retail at a clinic, so I can't go out to my CVS or Walgreens and get another job.
Speaker E · The Ramsey Show · Don’t Let Others Control Your Future · 2026-10-08It's, it's— you look, you said the right thing, and defense sectors, it just doesn't matter. Um, I'm very troubled with defense sectors, just another sector that had its day. That's how I feel about it. And every time I look at it, I think, you know what, I'm looking at yesteryear, even though you would think given the state of the world I'd be looking at tomorrow. All right, there's always a case to be made for what could possibly go right, and that's what I try to focus on, particularly when it comes to AI. On Mid Money Tonight, CVS shares have pulled back. Could this be a buying opportunity? Because boy, the stock was much higher. I'm gonna break down the bear and the bull case. And even as the broader NASDAQ makes record highs, some of these chip stocks are done a lot better than others. Don't miss my analysis of one underperformer that could be the next to catch on. And I'm following up on a stock you called about that makes diagnostics for dozens of types of cancer. Don't miss my deep dive on GRAIL. So stay with Kramer.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06Has the stock of CVS Health finally run out of gas after a phenomenal run from late 2024 through July of this year? The stock has now pulled back almost 22% from its highs. So we have to ask ourselves, is this a viable pullback or has CBS turnaround been derailed? First, let me give you some quick history. From early 2022 to the end of 2024, CBS was lost in the wilderness. A lot of that was from Aetna, their health insurance business. Many people put off medical care during the pandemic, so they had to pay for a ton of procedures once COVID was in the rearview mirror. At the same time, Aetna had been underpricing its Medicare Advantage plans, like pretty much everyone else in the industry, frankly. CVS also made some really large acquisitions. Wall Street didn't like them. The numbers kept deteriorating. So ultimately the old CEO got the boot and the board put in David Joyner to run the business. By the spring of 2025, I started recommending the stock. It was in the 60s, partly because CVS seemed to be turning itself around, but mainly because it had achieved sole survivor status.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06With Rite Aid long gone and Walgreens going private and closing many of its stores, CVS had become the last man standing in many CDs in the drugstore space. In the end, these guys fixed their Medicare Advantage problem long before the rest of the industry. The business starts improving. CVS raises its earnings forecast repeatedly over the course of 2025. Everything seemed back on track. In fact, when CVS reported in May, they delivered a phenomenal beat and raise quarter that fueled the stock's run from $80 to a 4.5-year high of $110 and change in July. And then it just rolled over. In early August, the company reported another seemingly excellent beat and raise quarter. This was a huge upside surprise with a very strong forecast. But management also mentioned some complicated issues with their Caremark pharmacy benefits management business, issues that spooked a lot of investors. Now, some of these problems have been bubbling up for a while.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06Basically, there's been a lot of noise related to the government's three 340B drug pricing program, which requires drug makers that participate in Medicaid to sell certain outpatient drugs at discounted prices. Basically, if you get a prescription from hospitals serving vulnerable communities, the drug makers need to give you a discount. And as a pharmacy benefits manager, or PBM, Caremark does a lot of business handling those transactions. But the drug companies have gotten more picky about when they'll offer these discounts, and a bunch of hospitals have sued CVS alleging that they siphoned off about a quarter billion dollars with the 340B profits from 2020 through 2025. Then in July, a couple more headwinds emerge. First, the Centers for Medicare and Medicaid Services announced a proposed rule change that would dramatically reduce Medicare payments for drugs acquired through this same 340B program. Currently, Medicare pays the drug's average selling price plus 6%.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06Secondly, CVS said it now expects Caremark to see membership declines next year for two primary reasons. First, because of the FTC settlement, CVS is planning to have Caremark price its plans more conservatively, meaning these plans will be expensive, possibly leading to a loss of market share. Second, many of the health insurance companies that Caremark partners with are changing their product lineups to adapt to the more complex environment. They're even exiting certain markets because it's not worth it to them anymore. That's bad for Caremark's clients, but at least it's an industry-wide problem for these PBMs. Those negatives sent the stock down from $104 to $96 over the next— over the course of the next couple of sessions. But then it's just kept drifting lower ever since. But— and very big but— the actual quarter was great. Even if Caremark has some heroin and is on fire and the drugstore business is strong. That's what just kind of shocked me. I mean, this is incredible. All in the same piece of Caremark information.
Jim Cramer · Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 10/6/26 · 2026-10-06