What Cvs Health is up to now

New 08-15: the one open thread item from last week's Q2 print resolved this week — Aetna's reimbursement cuts to Alma-contracted behavioral-health therapists took effect 08-15 as scheduled, after a partial July rollback that dropped the two most aggressive original proposals (collapsing the 90837/90834 codes into one rate, flattening pay across license levels). What actually landed is real and state-specific: New York therapists lose 10.6% on a 60-minute session and 9.7% on intake, New Jersey loses 15.2%/16.8% on the same codes, 30-minute sessions untouched everywhere. Neither Aetna nor Alma issued a formal announcement — confirmed instead via a practice-management blog's published rate tables. Otherwise the 08-05 Q2 standing picture holds: FY26 guidance raised (adj. EPS $7.90-8.10, revenue >=$414B), Aetna operating income up >$2B YoY behind the 2nd-gen "Aetna Claims Assist Manager" tool, 1M pharmacist hours redirected to clinical care, stock still soft on the 2027 EPS floor.

as of 2026-08-16