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ELELV

Elevance Health Inc.

Buzzing onWhy it's trendingX mentions rising faster than the marketRecent insider buying clusterBacked by solid revenue growth
$ELV·$85B·Medical - Healthcare Plans·Healthcare
$400.32+0.5%YTD+7.8%1Y+35.5%
Mentions · last 7 days
2026-08-07: 13 posts2026-08-08: 1 posts2026-08-09: 2 posts2026-08-10: 11 posts2026-08-11: 5 posts2026-08-12: 9 posts2026-08-13: 13 posts54-2%
Price updated 1d ago·X counts updated 2d ago
ELELV
$ELVElevance Health Inc.
$400.32+0.53%54 posts-2%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $ELV, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersWinding up for a moveAI verdict · as of 2026-08-14

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Elevance Health CEO Gail Boudreaux just bought $1M of stock — top insider-buy of the day, at the 76th percentile with a gap-to-$430 setup if $360 holds.

Elevance Health is the second-largest US health insurer (BCBS licensee across 14 states) plus the Carelon services platform — the 2026 story parallels UNH's turnaround with medical-cost normalization plus specific insider-conviction signals.

  • The Q2 mechanics were mechanically strong: revenue of $49.8B grew ~3% YoY, EPS of $7.45 beat consensus of $6.21 by 20% — for a business at just 16.5x TTM PE with a 7.7% FCF yield and consensus FY26 EPS of $27.13 putting the forward at ~15x, that's the specific value-plus-mechanical-improvement combination where the insider signal has real force.
  • The CEO buy is the specific structural anchor: CEO Gail Boudreaux bought $1.0M on July 17 (2,725 shares at $367.79), plus director Ramiro Peru bought $366K the same day — that's the top insider-buy of the day on multiple heatmaps, and for a $85B market cap company, the CEO's meaningful open-market purchase is the specific conviction signal that supports a real turnaround thesis.
  • The CMS Star Ratings lawsuit adds specific structural optionality: Elevance filed suit against CMS demanding the same Star Ratings recalculation Clover Health won — that's the specific regulatory-driven earnings-catalyst that could materially improve Elevance's Medicare Advantage economics if the suit prevails, adding upside beyond the current mechanical turnaround.

What resolves the coil upward is the Oct 21 print confirming Q2's medical-cost trajectory continues plus specific commentary on any CMS Star Ratings suit progress; what breaks it down is a specific MLR spike or a Star Ratings suit dismissal that removes the specific regulatory-catalyst optionality.

Agrees with X sentimentThe bullish X read has the specific facts right — CEO Gail Boudreaux's $1M share purchase and director's $360K buy as top insider-buy of the day on multiple heatmaps, ELV grouped with UNH and OSCR as strong insurers vs weaker MOH, the CMS Star Ratings recalculation lawsuit echoing Clover Health, and the technical gap-to-$430 if $360 holds as support are all real.

What to watch: Oct 21 Q3 earnings — medical-cost trajectory, CMS Star Ratings suit progress, and any commentary on 2027 open-enrollment outlook. An MLR spike or Star Ratings suit dismissal is what breaks the coil down.

On the calendar: 2026-10-21 — Q3 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment9 posts analyzed · as of 2026-07-24

Elevance Health saw President and CEO Gail Boudreaux buy 2,725 shares for $1.002M on July 17, with a director separately buying 1,000 shares for $360K — the top insider-buy of the day on multiple heatmaps. ELV is highlighted alongside UNH and OSCR as the strong insurers versus the weaker MOH, and filed suit against CMS demanding the same Star Ratings recalculation Clover Health won. Technicians see a huge gap available to $430 if $360 holds as support, and CEO buying-the-dip is being read as a strong insider signal.

Read the AI verdict + X sentiment for $ELV

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Large managed care company providing health insurance and related benefits to ~118 million individuals across commercial, Medicare, and Medicaid segments.

Industry overviewAI analysisGenerated by AI from underlying data

Where Medical - Healthcare Plans sits in its cycle right now — and what that implies for $ELV.

Medical - Healthcare Plans · Healthcare

No material change from last week — Oscar Health's AI-driven clinical platform is gaining member growth while the UNH Medicaid fraud litigation adds regulatory risk to legacy insurers.

What this means for $ELV

Partial — Large managed care company providing health insurance and related benefits to ~118 million individuals across commercial, Medicare, and Medicaid segments; partial earnings exposure to medical - healthcare plans demand dynamics through its product portfolio.

Top industry ETF

$IHFiShares U.S. Healthcare Providers ETF
+17.6%YTD
+29.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
16.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
7.9%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
3.8%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
7.7%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
0.4Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
12.0%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
23.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 15, 2026$7.45$6.21+20.0%
Q1 2026Apr 22, 2026$12.58$10.82+16.3%
Q4 2025Jan 28, 2026$3.33$3.10+7.4%
Q3 2025Oct 21, 2025$6.03$4.93+22.3%
Next earningsWed, Oct 21·consensus EPS $4.70

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$50.2B+2.6%18.1%5.3%$8.00$4.1B
Q4 FY25$49.7B+9.5%23.5%1.2%$2.47$-209.0M
Q3 FY25$50.7B+12.3%24.8%3.5%$5.32$775.0M
Q2 FY25$49.8B+14.0%26.3%5.3%$7.72$1.8B

Forward consensus

5-year forecast · up to 14 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$197.0B$192.0B – $202.1B$27.13$25.86 – $28.4013
FY27$201.4B$196.6B – $210.4B$29.58$29.03 – $31.2114
FY28$212.4B$199.0B – $220.8B$34.00$32.15 – $36.649
FY29$214.0B$207.2B – $221.0B$40.95$39.24 – $42.694
FY30$232.2B$224.8B – $239.8B$47.89$45.90 – $49.934

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.5×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.78%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+1.0%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+13.3%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 216.4M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.695-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

BuyJul 17Ramiro G PeruDirector1.0K sh$366KBuyJul 17Gail BoudreauxCEO2.7K sh$1.0MSellJun 12Ronald W PenczekCAO & Controller369 sh$149KSellJun 11Robert L DixonDirector151 sh$61KSellMay 19Ronald W PenczekCAO & Controller1.5K sh$617KSellMar 12Amy W SchulmanDirector26 sh$7KSellMar 6Kendrick Charles Morgan JrPresident3.2K sh$911KBuyMar 5Steven H CollisDirector3.0K sh$870K
+ 30 other (17 awards · 12 inkinds · 1 exempt) in window

See when $ELV insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KPress release / Reg FDJun 108-K — Item 7.01: Press release / Reg FD
AI summary

Elevance Health officers reaffirmed full year 2026 shareholders' earnings guidance of at least $19.85 per diluted share (reported, including approximately $6.90 of net unfavorable items) and at least $26.75 per diluted share (adjusted) during investor meetings in the week of June 10, 2026; full year 2026 benefit expense ratio guidance of 90.2% ±50 basis points was also reaffirmed. Guidance reaffirmation is a positive confirmation that Elevance's medical cost trends remain within expectations — a critical data point for managed care investors following sector-wide cost concerns.

8-KShareholder voteMay 138-K — Item 5.07: Shareholder vote
AI summary

Elevance Health held its 2026 Annual Meeting on May 13, 2026, with 194,441,339 shares represented. Three directors were elected to three-year terms ending 2029: Gail K. Boudreaux (177,978,713 for), Robert L. Dixon Jr. (174,098,489 for), and Deanna D. Strable (175,331,822 for). Say-on-pay was approved with 172,363,616 for and 7,240,619 against (~96% approval), and Ernst & Young was ratified as auditor. A shareholder proposal relating to pharmacy benefit manager (PBM) practices was also presented and voted upon at the meeting.

8-KPress release / Reg FDMar 108-K — Item 7.01: Press release / Reg FD
8-KOfficer or director changeFeb 268-K — Item 5.02: Officer or director change · Item 7.01: Press release / Reg FD
+ 12 other (2 10-Qs · 2 earnings 8-Ks · 2 11-Ks · 2 13Gs) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Elevance Health (ELV) Up 6.8% Since Last Earnings Report: Can It Continue?zacks.com·1d agoBallast Inc. Makes New Investment in Elevance Health, Inc. $ELVdefenseworld.net·3d agoAxiom Investment Management LLC Takes $542,000 Position in Elevance Health, Inc. $ELVdefenseworld.net·15d agoElevance Health, Inc. $ELV Shares Bought by Bank of America Corp DEdefenseworld.net·15d agoElevance Health Strengthens Connected Cancer Care Model to Support Consumers Through Their Health Journeybusinesswire.com·17d ago

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Voices on X · top 2 · last 7 days

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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