Q2 Results Ignite Debate: Social media users analyzed Elevance Health's second-quarter earnings, observing a beat on adjusted EPS and a raised full-year outlook that failed to prevent a post-release stock decline. Observers pointed to persistent pressure from thin Medicare Advantage margins and negative Medicaid results as key factors weighing on sentiment.
Market Exits Draw Attention: Discussions centered on the company's plan to exit the Washington D.C. Medicaid business and potentially additional unprofitable regions over the coming year. Some participants framed these moves as strategic steps to stabilize operations amid broader government program challenges.
Longer-Term Views Surface: Recent commentary also referenced insider share purchases and growth prospects tied to the Carelon services arm, with comparisons drawn to peers highlighting localized advantages in certain markets. Overall investor tone remained focused on near-term margin pressures.
Note: This discussion summary was generated from an AI condensation of post data.
Elevance Health Insider Trading Activity
Elevance Health insiders have traded $ELV stock on the open market 9 times in the past 6 months. Of those trades, 4 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $ELV stock by insiders over the last 6 months:
- GAIL BOUDREAUX (President and CEO) has made 2 purchases buying 2,725 shares for an estimated $1,002,230 and 0 sales.
- CHARLES MORGAN JR KENDRICK (EVP & President, Commercial) sold 3,196 shares for an estimated $910,604
- STEVEN H COLLIS purchased 3,000 shares for an estimated $869,519
- RONALD W PENCZEK (CAO & Controller) has made 0 purchases and 2 sales selling 1,900 shares for an estimated $765,958.
- RAMIRO G PERU purchased 1,000 shares for an estimated $366,050
- ROBERT L JR DIXON sold 151 shares for an estimated $60,667
- AMY W SCHULMAN sold 26 shares for an estimated $7,475
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Elevance Health Revenue
Elevance Health had revenues of $49.8B in Q2 2026. This is an increase of 0.82% from the same period in the prior year.
You can track ELV financials on Quiver Quantitative's ELV stock page.
You can access data on ELV stock through the Quiver Quantitative API.
Elevance Health Congressional Stock Trading
Members of Congress have traded $ELV stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $ELV stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Elevance Health Hedge Fund Activity
We have seen 594 institutional investors add shares of Elevance Health stock to their portfolio, and 772 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- PRICE T ROWE ASSOCIATES INC /MD/ removed 2,699,600 shares (-36.3%) from their portfolio in Q1 2026, for an estimated $785,867,058
- AMUNDI added 1,597,497 shares (+145.7%) to their portfolio in Q1 2026, for an estimated $465,039,364
- ORBIS ALLAN GRAY LTD removed 1,061,755 shares (-85.3%) from their portfolio in Q1 2026, for an estimated $309,082,189
- EVERSOURCE WEALTH ADVISORS, LLC removed 661,630 shares (-99.8%) from their portfolio in Q2 2026, for an estimated $255,872,169
- GRANTHAM, MAYO, VAN OTTERLOO & CO. LLC removed 592,814 shares (-23.4%) from their portfolio in Q1 2026, for an estimated $172,571,119
- SG AMERICAS SECURITIES, LLC added 561,300 shares (+238.6%) to their portfolio in Q1 2026, for an estimated $163,397,236
- CAPITAL INTERNATIONAL INVESTORS removed 536,582 shares (-33.8%) from their portfolio in Q1 2026, for an estimated $156,201,703
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Elevance Health Government Contracts
We have seen $289,248,977 of award payments to $ELV over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- PART A/PART B MEDICARE ADMINISTRATIVE CONTRACTOR (MAC) JURISDICTION K (JK): $134,889,884
- J6 A/B MAC SERVICES: $80,471,484
- NEXT GENERATION DESKTOP IGF::OT::IGF: $52,070,094
- SPARC WILL BE THE MAJOR CONTRACT VEHICLE FOR CMS IT SYSTEMS AND SUPPORT HHS OPDIVS CAN ALSO MAKE USE OF SPA...: $11,890,083
- THE CONTRACTOR SHALL PROVIDE SUPPLIES AND/OR SERVICES TO PROVIDE A SINGLE FRONT-END SOLUTION FOR THE SUBMIS...: $4,213,107
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Elevance Health Analyst Ratings
Wall Street analysts have issued reports on $ELV in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Barclays issued a "Overweight" rating on 01/30/2026
- Wells Fargo issued a "Overweight" rating on 01/30/2026
To track analyst ratings and price targets for Elevance Health, check out Quiver Quantitative's $ELV forecast page.
Elevance Health Price Targets
Multiple analysts have issued price targets for $ELV recently. We have seen 16 analysts offer price targets for $ELV in the last 6 months, with a median target of $450.0.
Here are some recent targets:
- Ben Hendrix from RBC Capital set a target price of $439.0 on 07/09/2026
- Sarah James from Cantor Fitzgerald set a target price of $450.0 on 07/07/2026
- Lance Wilkes from Bernstein set a target price of $482.0 on 07/02/2026
- Lisa Gill from JP Morgan set a target price of $476.0 on 06/08/2026
- Ann Hynes from Mizuho set a target price of $465.0 on 06/08/2026
- Erin Wright from Morgan Stanley set a target price of $404.0 on 06/04/2026
- Kevin Fischbeck from B of A Securities set a target price of $460.0 on 06/04/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
