Y Intercept Hong Kong Ltd Cuts Stock Holdings in Elevance Health, Inc. $ELV

Y Intercept Hong Kong Ltd lowered its position in Elevance Health, Inc. (NYSE:ELV) by 76.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 5,522 shares of the company’s stock after selling 18,025 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Elevance Health were worth $1,784,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Janney Montgomery Scott LLC lifted its holdings in Elevance Health by 0.6% during the second quarter. Janney Montgomery Scott LLC now owns 48,049 shares of the company’s stock worth $18,689,000 after acquiring an additional 272 shares during the period. Trivium Point Advisory LLC grew its position in Elevance Health by 12.9% during the second quarter. Trivium Point Advisory LLC now owns 629 shares of the company’s stock valued at $245,000 after buying an additional 72 shares during the period. PFG Investments LLC increased its holdings in Elevance Health by 5.2% during the second quarter. PFG Investments LLC now owns 1,408 shares of the company’s stock worth $548,000 after buying an additional 70 shares during the last quarter. Impact Capital Partners LLC raised its position in Elevance Health by 8.9% in the second quarter. Impact Capital Partners LLC now owns 1,048 shares of the company’s stock worth $408,000 after acquiring an additional 86 shares during the period. Finally, Bartlett & CO. Wealth Management LLC grew its position in shares of Elevance Health by 1.1% during the 2nd quarter. Bartlett & CO. Wealth Management LLC now owns 4,559 shares of the company’s stock valued at $1,773,000 after acquiring an additional 48 shares during the period. 89.24% of the stock is owned by institutional investors.

Elevance Health Stock Up 1.3%

Shares of NYSE ELV opened at $346.33 on Friday. The stock has a market capitalization of $76.97 billion, a P/E ratio of 13.79, a PEG ratio of 1.86 and a beta of 0.51. Elevance Health, Inc. has a one year low of $273.71 and a one year high of $458.75. The firm’s 50 day simple moving average is $351.21 and its two-hundred day simple moving average is $328.99. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.54 and a quick ratio of 1.56.

Elevance Health (NYSE:ELV) last released its earnings results on Wednesday, January 28th. The company reported $3.33 EPS for the quarter, beating the consensus estimate of $3.10 by $0.23. The company had revenue of $49.31 billion for the quarter, compared to analyst estimates of $49.52 billion. Elevance Health had a net margin of 2.84% and a return on equity of 15.59%. The firm’s quarterly revenue was up 9.6% compared to the same quarter last year. During the same quarter last year, the firm earned $3.84 EPS. Elevance Health has set its FY 2026 guidance at 25.500- EPS. As a group, analysts expect that Elevance Health, Inc. will post 33.96 EPS for the current fiscal year.

Elevance Health Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, March 25th. Stockholders of record on Tuesday, March 10th will be issued a $1.72 dividend. This is a positive change from Elevance Health’s previous quarterly dividend of $1.71. This represents a $6.88 annualized dividend and a dividend yield of 2.0%. The ex-dividend date is Tuesday, March 10th. Elevance Health’s dividend payout ratio (DPR) is 27.96%.

Elevance Health News Summary

Here are the key news stories impacting Elevance Health this week:

• Positive Sentiment: Q4 EPS beat expectations — ELV reported $3.33 EPS, topping consensus and showing growth in premiums and Carelon revenue, which helped lift sentiment. Elevance Health (ELV) Beats Q4 Earnings Estimates
• Positive Sentiment: Market reaction to the results pushed the stock higher in some sessions — coverage noted a sharp intraday jump tied to the earnings beat. Elevance Health (NYSE:ELV) Stock Price Up 6.3% on Strong Earnings
• Positive Sentiment: Dividend increase: quarterly dividend raised to $1.72 (annual yield ~2.0%), a small raise that supports income-oriented investors and signals confidence in cash flow.
• Positive Sentiment: Brokerage sentiment is constructive — recent survey shows an average “Moderate Buy” rating, which can underpin buying interest after volatility. Elevance Health, Inc. (NYSE:ELV) Given Average Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Earnings call highlights show strong operational points (premiums, Carelon growth) but also mixed metrics (membership slip, higher expenses) — results are not a clear-cut upgrade to 2026 profitability. Elevance Health Inc (ELV) Q4 2025 Earnings Call Highlights: Strong Financial Performance Amid …
• Negative Sentiment: Company flagged 2026 profit guidance below Street estimates and warned of a revenue decline next year — this guidance is the main headwind to the stock’s rally. Elevance forecasts 2026 profit below estimates, flags revenue decline
• Negative Sentiment: Regulatory pressure: CMS proposed only a 0.09% raise to Medicare Advantage rates for 2027, which exacerbates investor concerns about Medicare-related reimbursement pressure and has contributed to recent selloffs. Health Insurance Stock Could Rebound Off Historically Bullish Signal
• Negative Sentiment: Analyst and market write-ups point to persistent margin pressure and membership shifts that may keep earnings upside limited until guidance/Medicare clarity improves. Elevance Health Q4 Earnings Review: No Sign Of An End To The Pain

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on ELV. Sanford C. Bernstein reissued an “outperform” rating and set a $431.00 price objective on shares of Elevance Health in a report on Tuesday, January 6th. Weiss Ratings raised Elevance Health from a “sell (d+)” rating to a “hold (c-)” rating in a report on Monday, January 12th. TD Cowen reaffirmed a “buy” rating on shares of Elevance Health in a report on Wednesday, November 26th. JPMorgan Chase & Co. lifted their target price on shares of Elevance Health from $384.00 to $394.00 and gave the stock an “overweight” rating in a research note on Tuesday, October 28th. Finally, Truist Financial set a $400.00 price target on shares of Elevance Health in a research note on Tuesday, October 14th. Twelve research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $397.42.

Elevance Health Profile

Elevance Health, Inc (NYSE: ELV) is a large U.S.-based health benefits company that provides a broad range of health insurance products and related services. Headquartered in Indianapolis, the company rebranded from Anthem, Inc to Elevance Health in 2022 while continuing to operate consumer-facing health plans under established state and national brands. Gail Boudreaux serves as chief executive officer and president, leading the company’s strategic focus on integrated health care and benefit delivery.

Elevance’s core activities include offering medical and specialty health plans for individuals, employers and government programs, including Medicare and Medicaid managed-care products.