CVS Health (CVS) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
20 May, 2026Opening remarks and agenda
The meeting was held in a virtual-only format to enhance accessibility for all stockholders.
The agenda, meeting rules, annual report, and proxy statement were made available online.
Board and executive committee updates
All members of the Board of Directors standing for re-election were introduced.
Roger Farah was acknowledged for his service and retirement from the board.
Shareholder proposals
Five proposals were presented: election of 13 directors, ratification of auditors, advisory approval of executive compensation, approval of the 2026 incentive compensation plan, and a stockholder proposal to reduce the threshold for written consent.
The stockholder proposal sought to lower the threshold for requesting a record date for written consent from 35% to 10%.
Latest events from CVS Health
- Targeting mid-teens EPS CAGR through 2028 and launching an AI-native engagement platform in 2026.CVS
Investor Day 20259 Jul 2026 - 2025 guidance targets adjusted EPS of $5.75–$6.00 and revenue of at least $385.9B.CVS
Q4 20248 Jul 2026 - Revenue up 8.4% year-over-year; GAAP EPS fell on litigation, adjusted EPS steady.CVS
Q2 20258 Jul 2026 - Q1 2026 revenue up 6.2% to $100.4B; EPS and guidance raised on strong Health Care Benefits.CVS
Q1 20267 May 2026 - Proxy covers director elections, pay alignment, new incentive plan, and Board-opposed proposal.CVS
Proxy filing3 Apr 2026 - Director elections, auditor ratification, and key compensation votes headline the annual meeting.CVS
Proxy filing3 Apr 2026 - Integrated pharmacy, PBM, and digital platforms drive consumer-focused, affordable healthcare.CVS
Leerink Global Healthcare Conference 20269 Mar 2026 - 2025 revenue and EPS exceeded expectations, but earnings hit by goodwill and litigation charges.CVS
Q4 202510 Feb 2026 - Q2 revenue up 2.6% to $91.2B, but EPS and guidance cut amid Health Care Benefits headwinds.CVS
Q2 20242 Feb 2026