MAAT INDEX

CLAIM #18628 · CVS Health Corp (CVS) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026

We are going to build on the momentum in 2026 and continue to drive the Medicare business back to target margins.

Steve Nelson · Executive

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: Medicare business segment operating margin (as reported for Aetna/Medicare segment)

It came true if: Full-year 2026 Medicare segment margin reported at or above company-stated target margin level

Where: Company segment reporting / 10-K and earnings calls (Aetna Medicare segment disclosures)

In context

Investor Day with modest contraction, but very much strengthening the business with a better geographic and product mix. We also continue to maintain a leading Stars position. So this business is going to advance towards its recovery to target margin in 2026. In addition to that, we talked about our group Medicare Advantage business and that we had 50% of our block up for renewal in 2026, and we've executed on those rate renewals in a very positive way, and we'll continue to do that. So this business returns to target margin as well. It's an important part of our business for our enterprise. So all in all, great progress, and we're going to continue to build on that momentum. So specifically about 2027, the strategy, I'll just -- David said it, but I'll say it again, it remains unchanged. We are going to build on the momentum in 2026 and continue to drive the Medicare business back to target margins. We take a leading Stars position into 2027. That will be very helpful. And so notwithstanding the advanced rate notice, we think this, our business is well positioned. It's an important part of our portfolio at Aetna, and we really take pride in serving the members that we serve. So look, we have confidence in the outcome and our ability to drive the business forward. J. Joyner: Sree? Sreekanth Chaguturu: Thanks, David. Thanks, Steve. So as David mentioned, we are pleased to see the value of in-home provider visits are maintained, and that's a recognition of the importance of Signify's business model. And we'll continue to provide this value to payer, partners and members. However, as you've heard from David and Steve, the proposed rates fail to match utilization to cost trends, particula

Verify independently

SEC filings for CVS · Claim quote is verbatim from the 2025Q4 earnings call.