Elevance Health Inc (ELV)

Elevance Health, Inc., together with its subsidiaries, operates as a health benefits company in the United States. The company operates in four segments: Health Benefits, CarelonRx, Carelon Services, and Corporate & Other. It offers a variety of health plans and services to individual, employer group risk-based and fee-based, BlueCard, Medicare, Medicaid, and FEP members; health products; a broad array of fee-based administrative managed care services; and specialty and other insurance products and services, such as stop loss, dental, vision, and supplemental health insurance benefits. The company also operates in the pharmacy services business; and markets and offers pharmacy services, including home delivery and specialty pharmacies, claims adjudication, formulary management, pharmacy networks, rebate administration, a prescription drug database, and member services, as well as infusion services and injectable therapies through ambulatory infusion centers. In addition, it provides healthcare related services and capabilities, including specialty care enablement and utilization management support for specialized clinical domains; behavioral health and comprehensive care management services; palliative care services and management; virtual care; and payment integrity, subrogation, clinical data exchange through its HealthOS platform, research and data, reporting and clinical analytics, information technology, and business process support services, as well as manages home health, post-acute institutional management, and durable medical equipment costs; and supports plans in managing home and community-based services. The company provides its services under the Anthem Blue Cross and Blue Shield, Wellpoint, and Carelon brands. The company was formerly known as Anthem, Inc. and changed its name to Elevance Health, Inc. in June 2022. Elevance Health, Inc. was incorporated in 2001 and is based in Indianapolis, Indiana.

• Relazione annuale (10-K)

  Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.

  Depositato il 2026-02-06

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• Relazione trimestrale (10-Q)

  Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.

  Depositato il 2026-07-15

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• Comunicazione price-sensitive (8-K)

  Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.

  Depositato il 2026-09-10

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• 4/22/2026POSITIVE
  Elevance Health Earnings And Guidance Hike Offset Cost Concerns

  Elevance Health exceeded first-quarter earnings expectations, reporting $6.05 per share against a consensus of $5.70, a 6.1% beat. The company also raised its full-year 2026 outlook, projecting adjusted earnings per share between $18.40 and $18.80, up from the previous guidance of $18.20 to $18.60. This upward revision, coupled with steady revenue growth, suggests strong operational performance. However, investors should note the company flagged increased cost pressures in its Medicaid business and a significant accrual related to CMS rates, which could impact future profitability.

• 4/7/2026POSITIVE
  Elevance Health Stock Soars After 2.48% Medicare Rate Increase

  Elevance Health Inc. experienced a significant surge on Tuesday following the finalization of a substantial 2.48% increase in Medicare Advantage reimbursement rates for 2027 by federal regulators. This favorable adjustment is expected to directly boost the company's revenue streams from its government-backed health insurance plans. For investors, this news signals improved profitability prospects and a more robust financial outlook for Elevance Health, potentially leading to upward price target revisions and increased institutional interest.

• 3/2/2026NEGATIVE
  Elevance Health Stock Sinks After CMS Freezes Medicare Advantage Enrollment

  Markets Gazette reports a significant decline in Elevance Health's stock value following the Centers for Medicare & Medicaid Services (CMS) decision to freeze new enrollments in its Medicare Advantage program. The CMS action stems from serious compliance concerns dating back to 2018. This halt in new admissions represents a substantial blow to Elevance Health, as the Medicare Advantage program is a critical component of its business and future growth strategy. Investors reacted sharply, driving the stock price down, reflecting uncertainty about the long-term financial impact of these restrictions and the company's reputation. The situation demands careful management from the company's leadership to restore regulatory and market confidence.

• 2/25/2026POSITIVE
  After stints at Nike and Kohl’s, Elevance Health’s CDIO pivots to using tech to bring more ‘delight’ to healthcare

  Ratnakar Lavu, with significant experience at retail giants like Nike and Kohl's, is taking on the role of Chief Digital and Information Officer (CDIO) at Elevance Health. This strategic move suggests a growing emphasis on technological innovation within the healthcare sector. Lavu's goal is to infuse healthcare with the same "delight" and customer-centric approach typical of retail, leveraging technology to enhance the overall patient and user experience. For investors, the arrival of an executive with such a diverse and consumer-oriented background could signal a potential acceleration in Elevance Health's digital transformation, promising greater operational efficiency and improved customer loyalty, key drivers for future growth.

• 2/24/2026NEUTRAL
  Elevance Health Executive: Committed to Affordability

  Catherine Gaffigan, president of health solutions at Elevance Health, highlighted utilization as a key driver of rising healthcare costs. Speaking on Bloomberg's The Close, she elaborated that an aging population, coupled with higher pharmaceutical and hospital expenses, significantly contributes to this trend. These insights provide investors with an internal perspective on the structural challenges facing the healthcare sector. While Elevance Health is committed to affordability, the discussion around cost drivers underscores the complexity of the current landscape and the long-term pressures on healthcare providers and insurers. For investors, understanding these factors is crucial for assessing the sustainability of business models within the industry.