CEO David M. Cordani has led since 2009 and executed the strategic shift toward services, including the Express Scripts integration, specialty growth, and recent portfolio simplification.
Insider ownership by directors and executives is modest in aggregate (about 0.7 percent of shares outstanding as of Jan 31, 2025), but alignment is reinforced through long‑term incentive structures and an active, returns‑focused capital return policy.
In 2025 the company highlighted a leadership bench including CFO Ann Dennison in investor appearances, reflecting succession depth. We see execution credibility, candid guidance on margin pressures, and constructive external communications.







