Sowell Financial Services LLC Acquires 1,664 Shares of Elevance Health, Inc. $ELV

Sowell Financial Services LLC boosted its holdings in Elevance Health, Inc. (NYSE:ELV) by 142.1% in the fourth quarter, Holdings Channel reports. The institutional investor owned 2,835 shares of the company’s stock after buying an additional 1,664 shares during the period. Sowell Financial Services LLC’s holdings in Elevance Health were worth $994,000 at the end of the most recent quarter.

A number of other large investors have also added to or reduced their stakes in ELV. Physician Wealth Advisors Inc. raised its holdings in Elevance Health by 331.6% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock valued at $26,000 after buying an additional 63 shares during the last quarter. Activest Wealth Management raised its holdings in Elevance Health by 66.7% in the 3rd quarter. Activest Wealth Management now owns 85 shares of the company’s stock valued at $27,000 after buying an additional 34 shares during the last quarter. Rossby Financial LCC raised its holdings in Elevance Health by 110.0% in the 3rd quarter. Rossby Financial LCC now owns 84 shares of the company’s stock valued at $28,000 after buying an additional 44 shares during the last quarter. Motco raised its holdings in Elevance Health by 334.8% in the 3rd quarter. Motco now owns 100 shares of the company’s stock valued at $32,000 after buying an additional 77 shares during the last quarter. Finally, True Wealth Design LLC raised its holdings in Elevance Health by 431.8% in the 3rd quarter. True Wealth Design LLC now owns 117 shares of the company’s stock valued at $38,000 after buying an additional 95 shares during the last quarter. Institutional investors own 89.24% of the company’s stock.

More Elevance Health News

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

• Positive Sentiment: CMS finalized a 2.48% Medicare Advantage payment rate for 2027 and officials noted about a 2.5% lift from risk‑adjustment changes—pushing the effective increase closer to ~5% and materially improving managed‑care revenue outlook. Elevance Health Stock Soars After 2.48% Medicare Rate Increase
• Positive Sentiment: Analysts are responding: Evercore reinstated coverage with an “in‑line” rating and a $345 price target (implying upside vs. recent levels), signaling renewed institutional interest. Elevance Health Reinstated at Inline by Evercore ISI
• Positive Sentiment: Bank of America updated its managed‑care outlook and raised its price target on ELV, supporting upside from improved policy tailwinds. BofA Updates Managed Care Outlook, Raises Elevance Health (ELV) Price Target
• Positive Sentiment: Several analysts and media pieces frame the CMS decision as a catalyst—some argue ELV is now attractively valued after a large share‑price decline and that technicals/valuation could support a rebound. Elevance Health: New Medicare Payment Rate A Gift, And The Chart Looks Good
• Neutral Sentiment: Coverage roundup and “top 5” lists highlight ELV as a beneficiary of the rate decision, which may attract rotation into health insurers but doesn’t change longer‑term fundamentals by itself. 5 Stocks That Should Benefit from the 2026 Medicare Advantage Rate Decision
• Neutral Sentiment: Company news items such as leadership changes and an upcoming earnings cycle are being discussed; these are watch‑items that could affect guidance/strategy but are not driving the immediate move. Will Elevance Health’s (ELV) Leadership Shuffle Refocus Its Core Advantage In Government Programs?
• Negative Sentiment: Some analysis reminds investors that ELV has faced structural headwinds (membership declines, higher benefit expense ratios) and has underperformed the market—a 1‑year ~27% slide keeps valuation/recovery risk on the table. Is It Time To Reassess Elevance Health (ELV) After A 27% One-Year Share Price Slide

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on the stock. JPMorgan Chase & Co. raised their price target on shares of Elevance Health from $394.00 to $397.00 and gave the stock an “overweight” rating in a report on Monday, February 2nd. Evercore began coverage on shares of Elevance Health in a report on Wednesday. They set an “in-line” rating and a $345.00 price target for the company. Guggenheim lowered their price target on shares of Elevance Health from $414.00 to $396.00 and set a “buy” rating for the company in a report on Thursday, January 29th. Jefferies Financial Group lowered their price target on shares of Elevance Health from $401.00 to $395.00 and set a “buy” rating for the company in a report on Friday, January 30th. Finally, Leerink Partners raised their price target on shares of Elevance Health from $350.00 to $357.00 and gave the stock a “market perform” rating in a report on Thursday, January 29th. Twelve investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and an average price target of $385.38.

Elevance Health Stock Up 2.1%

Elevance Health stock opened at $318.39 on Thursday. The company has a debt-to-equity ratio of 0.70, a quick ratio of 1.54 and a current ratio of 1.54. Elevance Health, Inc. has a 52-week low of $273.71 and a 52-week high of $444.37. The firm has a 50 day moving average price of $312.51 and a two-hundred day moving average price of $332.18. The firm has a market cap of $69.94 billion, a price-to-earnings ratio of 12.67, a PEG ratio of 1.65 and a beta of 0.49.

Elevance Health (NYSE:ELV) last released its quarterly earnings results on Wednesday, January 28th. The company reported $3.33 earnings per share (EPS) for the quarter, topping the consensus estimate of $3.10 by $0.23. The firm had revenue of $49.31 billion during 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 company’s revenue was up 9.6% compared to the same quarter last year. During the same quarter last year, the business earned $3.84 EPS. Elevance Health has set its FY 2026 guidance at 25.500- EPS. Equities analysts predict that Elevance Health, Inc. will post 33.96 EPS for the current year.

Elevance Health Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 25th. Stockholders of record on Tuesday, March 10th were paid a $1.72 dividend. The ex-dividend date was Tuesday, March 10th. This represents a $6.88 annualized dividend and a dividend yield of 2.2%. This is an increase from Elevance Health’s previous quarterly dividend of $1.71. Elevance Health’s dividend payout ratio (DPR) is presently 27.39%.

Elevance Health Company 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.