Elevance Health, Inc
Elevance Health, Inc (ticker: ELV) is a large-cap US health-insurance conglomerate offering managed-care plans, Medicare and Medicaid services, and a growing set of digital and value-based care solutions. With a market capitalisation of about $77.73B, the company generates revenue from premiums, care-management services and partnerships with providers. Key drivers include membership growth—especially in Medicare Advantage and Medicaid—cost-management efforts and investments in data and digital tools. Investors should note exposure to medical-cost trends, regulatory change and reimbursement pressures, which can affect margins and earnings volatility. The business has scale and diversification across commercial and government programmes, but returns are not guaranteed and share prices can fall as well as rise. This summary is for general educational purposes only and is not personalised investment advice; investors should consider their own risk tolerance, diversification needs and consult a financial adviser where appropriate.
Why It's Moving
Elevance Health reaffirms 2026 earnings guidance as analysts navigate conflicting signals on healthcare cost pressures
- Elevance reaffirmed FY 2026 EPS guidance at $25.50, with recent Q3 results showing a $3.33 EPS beat versus $3.10 consensus and 9.6% year-over-year revenue growth to $49.31 billion
- Zacks Research significantly trimmed its outlook, cutting FY 2026 estimates to $25.53 from $29.01 and FY 2027 to $28.40 from $31.89, citing expected weaker near-term growth and cost pressures
- Major investment banks remain mixed: Guggenheim raised its price target to $414 with a buy rating while RBC downgraded the stock to sector perform and cut its target to $358, reflecting divided views on healthcare insurer fundamentals
Elevance Health reaffirms 2026 earnings guidance as analysts navigate conflicting signals on healthcare cost pressures
- Elevance reaffirmed FY 2026 EPS guidance at $25.50, with recent Q3 results showing a $3.33 EPS beat versus $3.10 consensus and 9.6% year-over-year revenue growth to $49.31 billion
- Zacks Research significantly trimmed its outlook, cutting FY 2026 estimates to $25.53 from $29.01 and FY 2027 to $28.40 from $31.89, citing expected weaker near-term growth and cost pressures
- Major investment banks remain mixed: Guggenheim raised its price target to $414 with a buy rating while RBC downgraded the stock to sector perform and cut its target to $358, reflecting divided views on healthcare insurer fundamentals
When is the next earnings date for Elevance Health, Inc (ELV)?
Elevance Health (ELV) next earnings date is expected on April 22, 2026, covering the first quarter of 2026 (Q1 2026). This estimate aligns with the company's historical late-April reporting pattern for Q1 results, following the Q4 2025 earnings released on January 28, 2026. Analyst projections vary slightly between April 17-28, 2026, but no official date has been announced as of March 2, 2026.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Elevance Health's stock with a target price of $384.86, indicating strong potential upside.
Financial Health
Elevance Health is performing well with strong revenues and cash flow, indicating good financial stability.
Dividend
Elevance Health's dividend yield of 2.39% is reasonable for investors seeking income, though it's not very high. If you invested $1000 you would be paid $23.90 a year in dividends (based on the last 12 months).
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Explore BasketWhy You’ll Want to Watch This Stock
Membership Growth Drivers
Medicare Advantage and Medicaid enrolment trends can support revenue expansion, though membership quality and medical costs influence outcomes.
US Market Exposure
Elevance is focused on the US health ecosystem and benefits from demographic ageing, but it remains sensitive to domestic policy and regulation.
Digital Innovation Push
Investments in data and care-management tech aim to reduce costs and improve outcomes, though execution and competition present ongoing risks.
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