Elevance Health, Inc. (ELV)
Elevance Health: The Potential Turnaround The Market Isn't Pricing In
Elevance Health is rated a Buy with a $400 price target, reflecting 18% upside and potential market outperformance. ELV trades at a significant discount to peers, with an 11x earnings multiple and strong double-digit top-line growth despite sector headwinds. Recent FQ3 2025 results showed a double-beat, with revenue up 12% year-over-year and EPS surpassing analyst estimates, signaling a turnaround.
Retirement: 2 Healthcare Giants To Buy At Discounted Prices
Merck offers strong dividend growth, a robust drug pipeline, and strategic acquisitions, positioning it well beyond Keytruda's patent expiration. MRK's 3.9% dividend yield, low payout ratio, and A+ credit rating support its 14-year dividend growth streak and future income potential. Elevance Health faces near-term headwinds but boasts a large consumer base, efficiency initiatives, and a 13-year dividend growth record.
Elevance Health: Q3 Figures Underscore Slow But Steady Recovery
Elevance Health reaffirmed its long-term goal of targeting at least 12% average annual growth in adjusted diluted EPS. ELV trades at a forward P/E of 11.5, below UNH's at 22, suggesting undervaluation if growth continues from 2026. The key risk remains a health benefit ratio above 90%, which will be closely monitored in upcoming quarters.
Elevance: Checking Out The Q3 Report
Elevance Health reported Q3 results, beating consensus earnings estimates. However, the beat was due to one-off items. Key focus areas include Medical Cost Ratio stabilization, 2026 premium rate re-filings, updates on Medicare segment growth, and membership trends for ELV. The benefit expense ratio continues to be elevated; the outlook for 2026 is for further deterioration in Medicaid results; however, there was no detailed data on rate re-filings.
Elevance Health Q3 Earnings Beat Estimates on Strong MA Membership
ELV beats EPS estimates by 21% in Q3 as strong Medicare Advantage membership gains and Carelon revenue growth offset Medicaid losses.
Elevance Health, Inc. (ELV) Q3 2025 Earnings Call Transcript
Elevance Health, Inc. (NYSE:ELV ) Q3 2025 Earnings Call October 21, 2025 8:30 AM EDT Company Participants Nathan Rich - Vice President of Investor Relations Gail Boudreaux - President, CEO & Director Mark Kaye - Executive VP & CFO Felicia Norwood - Executive VP & President of Government Health Benefits Peter Haytaian - Executive VP and President of Carelon & CarelonRx Conference Call Participants Albert Rice - UBS Investment Bank, Research Division Stephen Baxter - Wells Fargo Securities, LLC, Research Division Lisa Gill - JPMorgan Chase & Co, Research Division Andrew Mok - Barclays Bank PLC, Research Division Justin Lake - Wolfe Research, LLC Lance Wilkes - Sanford C. Bernstein & Co., LLC.
Is ELV's Push Beyond Insurance a Blueprint for the Healthcare Future?
Elevance Health expands beyond insurance into primary care, digital health and pharmacy services, aiming to reshape healthcare delivery.
Can Elevance Health's Value-Based Care Strategy Fuel Long-Term Growth?
ELV's focus on value-based care, Carelon integration and CareBridge acquisition drives membership and revenue growth.
Elevance Health - Piggy Bank Or Headache?
Elevance and peers face earnings pressure from rising medical costs, driven by deferred care, expensive drugs, and persistent medical inflation. The segment has re-rated, and now offers good value. Investor sentiment has returned, and capital is rotating into healthcare.
Elevance Shoots for the Stars But Lands at 3.5: $375M Bonus Gone?
Federal judge dismisses ELV's lawsuit challenging Medicare Advantage star ratings, leading to a $375M bonus loss tied to its star score.
Food as Medicine: Elevance Health & NACHC Integrate Nutrition in Care
ELV partners with NACHC to bring Food as Medicine into primary care, targeting nutritional insecurities and chronic disease.
When 90% Isn't an A+: Elevance's Cost Crunch and Carelon's Cushion
ELV trims 2025 outlook as medical costs climb, but commercial growth and Carelon's momentum aim to steady performance.
