Updated version 2 - According to the Financial Times, CVS Health is considering splitting its retail pharmacy business from its insurance business.
路透社2026/11/03 23:21The full text adds details
Reuters, November 3 - According to a report by the Financial Times on Tuesday citing sources familiar with the matter, CVS Health (CVS.N) is considering splitting its healthcare empire, potentially separating the retail pharmacy chain business from its insurance business.
This spin-off would mark a major strategic reversal for CVS, which has previously built an integrated healthcare business through acquisitions, including its approximately $78 billion acquisition of health insurer Aetna in 2018.
The company is scheduled to release its third-quarter results on Wednesday, and its share price rose 1.2% in after-hours trading.
CVS Health has not immediately responded to Reuters’ request for comment.
The Financial Times said that discussions are still at a preliminary stage and no final decisions have been made.
According to reports, under the plan being considered, CVS may spin off its retail pharmacy business as a separately listed company.
The report also added that Aetna Insurance and pharmacy benefit manager Caremark will remain under the same corporate entity.
This potential restructuring comes at a time when pharmacy benefit managers are facing increased political and regulatory scrutiny in the United States over their roles in the drug supply chain, putting healthcare companies that combine insurance, pharmacy benefit management, and pharmacy operations under the spotlight.
The company’s 2025 revenue reached a record $402.1 billion, up 7.8% year-on-year.
(To assist non-native English speakers, Reuters has provided an automated translation of its report into several other languages. Because automated translation may contain errors or lack necessary context, Reuters does not guarantee the accuracy of the translation and provides it solely for the convenience of readers. Reuters accepts no responsibility for any damages or losses arising from the use of the automated translation feature.)
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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