Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
CVS Health Corp
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
NYSE · Retail-Drug Stores and Proprietary Stores
No intraday reading yet this session.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of CVS revenue | Skew |
|---|---|---|---|
| CAHCardinal Health Inc | 30.00% | 18.97% | 1.6× |
| MCKMcKesson Corp | 24.00% | 24.08% | 1.0× |
| NYCAmerican Strategic Investment Co. | 7.60% | <0.01% | 9,291× |
| ADCAgree Realty Corp | 3.20% | 0.01% | 560× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Contracts with CMS for coverage of Medicare-eligible individuals in the Health Care Benefits segment accounted for approximately 74%, 73% and 74%, respectively, of the Company's consolidated revenues from the federal government in 2024, 2023 and 2022.”
$298B relationship
basisCVS fy2025 · closed 2025-12 $402B
FILING10-K0000064803-25-000007cik 0000064803
“CVS 19,599 3.2 %”
$23M relationship560× more of ADC’s book than CVS’s
basisADC fy2025 · closed 2025-12 $718MCVS fy2025 · closed 2025-12 $402B
FILING10-K0001558370-25-000803
“Sales to our largest customer, CVS Health Corporation ("CVS"), accounted for approximately 24% of our total consolidated revenues in fiscal 2025 and comprised approximately 23% of total trade accounts receivable at March 31, 2025.”
$96.8B relationship1.0× more of MCK’s book than CVS’s
basisMCK fy2026 · closed 2026-03 $403BCVS fy2025 · closed 2025-12 $402B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“Further, our principal pharmacy benefit manager, or PBM, Caremark, is party to certain lawsuits and putative class actions regarding its drug pricing practices and its rebate arrangements with drug manufacturers.”
FILING10-K0001179929-26-000005cik 0001179929disclosed by MOH
“Pursuant to the authorization under the 2021 Repurchase Program, the Company entered into a $1.5 billion fixed dollar ASR with Barclays Bank PLC.”
FILING10-K0000064803-25-000007cik 0000064803
“Pursuant to the authorization under the 2021 Repurchase Program, the Company entered into a $2.0 billion fixed dollar ASR with Citibank, N.A.”
FILING10-K0000064803-25-000007cik 0000064803
“Pursuant to the authorization under the 2021 Repurchase Program, the Company entered into a $3.0 billion fixed dollar ASR with Morgan Stanley & Co. LLC ("Morgan Stanley").”
FILING10-K0000064803-25-000007cik 0000064803
“(2) The Company leases pharmacy and clinic space from Target. See Note 7 ‘‘Leases'' included in Item 8 of this 10-K for additional information regarding the lease arrangements with Target.”
FILING10-K0000064803-25-000007cik 0000064803
“We conduct business with all the major retail chains in the U.S. including CVS, Kroger, Walmart, and Walgreens among others.”
FILING10-K0001023024-26-000014cik 0001023024disclosed by ANIP
“Our largest customer, CVS Health, accounted for 30 percent of our fiscal 2025 revenue.”
$76.3B relationship1.6× more of CAH’s book than CVS’s
basisCAH fy2026 · closed 2026-06 $254BCVS fy2025 · closed 2025-12 $402B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
“We delegate certain pharmacy benefit manager services, including, but not limited to, claims adjudication, pharmacy network administration, rebate administration, and advanced home delivery back-end dispensing to CVS pursuant to the CVS Agreement.”
FILING10-K0001156039-26-000013cik 0001156039disclosed by ELV
“For example, Oscar delegates pharmacy claims and network management to a pharmacy benefit manager, CVS/Caremark.”
FILING10-K0001568651-25-000008cik 0001568651disclosed by OSCR
“The specialty pharmacy network sells directly to patients and consists of Accredo, CVS, ONCO 360, Optum and Biologics.”
FILING10-K0001437749-26-005891cik 0001401667disclosed by PBYI
“Programs funded in whole or in part by the U.S. federal government account for a significant portion of our revenues, and we expect that percentage to increase.”
FILING10-K0000064803-25-000007cik 0000064803
“Our products are available through Amazon.com, Chewy and TikTok as well as in retail locations including Target, PetSmart, Costco, Walmart, Tractor Supply Company and CVS, and many others.”
FILING10-K0001628280-26-042242cik 0001819574disclosed by BARK
“In a Company-owned arrangement, we place ATMs generally at well-known retailers such as Circle K, Costco, CVS, Kroger, Target, and Walgreens.”
FILING10-K0001628280-26-012576cik 0001974138disclosed by NATL
“The City of New York - The Department of Youth and Community 7.8% CVS 7.6% United States General Services Administration 7.2% NYS Licensing 6.4% Marshalls 5.2%”
$3M relationship9,291× more of NYC’s book than CVS’s
basisNYC fy2025 · closed 2025-12 $43MCVS fy2025 · closed 2025-12 $402B
“Pharmacy includes sales in pharmacies within Target Corporation ("Target") and other retail stores.”
FILING10-K0000064803-26-000010cik 0000064803
Watchlist prices, news filtered to it, and its next report on your desk.
FILING10-K0000927653-25-000036cik 0000927653disclosed by MCK
FILING10-K0000721371-25-000079cik 0000721371disclosed by CAH
CVS Health Corp has 12 disclosed suppliers and 6 disclosed customers. Each one is named in an SEC filing, either CVS Health Corp’s own annual report or the counterparty’s, and carries the sentence that discloses it.
CVS (CVS Health Corp) has 12 disclosed suppliers and 6 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: BARK −3.20%, in consumer.