Welcome to our dedicated page for Elevance Health SEC filings (Ticker: ELV), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Elevance Health, Inc. filings document formal disclosures for a health benefits and healthcare services company, including Form 8-K reports of quarterly and annual results, earnings guidance, benefit expense ratio updates, and Regulation FD communications. The filings also cover leadership changes, Carelon oversight, board appointments, committee assignments, and executive compensation matters reported through proxy materials.
Its regulatory documents include risk and operating disclosures tied to Health Benefits, Carelon, pharmacy and diversified healthcare services, provider contracting, product mix, government program funding, CMS Star Ratings, litigation, investigations, audits and professional-liability exposure. Recent 8-K disclosures also address CMS oversight of the company's Medicare Advantage-Prescription Drug plans.
Elevance Health, Inc. (ELV) reports that its officers plan to meet with investors and analysts and will reaffirm 2026 shareholders’ earnings guidance. The company continues to expect full-year 2026 earnings of at least $20.10 per diluted share, which includes approximately $6.90 per diluted share of net unfavorable items.
Excluding these net unfavorable items, Elevance Health continues to expect adjusted shareholders’ earnings of at least $27.00 per diluted share for 2026. The company is also reaffirming full-year 2026 benefit expense ratio guidance of 90.2% plus or minus 50 basis points, consistent with prior expectations.
Elevance Health, Inc. executive Erin M. Wessling, EVP & Chief Legal Officer, reported two transactions in Elevance Health common stock. On September 3, 2026, 255 shares were disposed of at $414.78 per share, and on September 2, 2026, 94 shares were disposed of at $405.84 per share. Both transactions are identified as payment of tax liability by withholding stock incident to the vesting of previously granted restricted stock, and no Rule 10b5-1 trading plan is reported.
Elevance Health, Inc. (ELV) reported that EVP & Chief HR Officer Ryan R. Craig had 144 shares of common stock withheld on September 2, 2026 to pay tax liability associated with the vesting of previously granted restricted stock. The shares were valued at $405.84 per share, and Craig now holds 6,530 shares directly. No Rule 10b5-1 trading plan is reported for this transaction.
Elevance Health director Ramiro G Peru purchased 1,000 shares of common stock on 2026-07-17 at $366.05 per share. Following this open-market transaction, he directly owns 10,908 shares of Elevance Health, Inc. common stock.
Elevance Health, Inc. President and CEO Gail Boudreaux reported purchases of a total of 2,725 shares of common stock on July 17, 2026. She bought 680 shares at a weighted-average price of $366.41 (with trade prices from $366.14 to $366.48) and 2,045 shares at a weighted-average price of $368.25 (with trade prices from $367.76 to $368.69). After these transactions, she directly holds 171,976 shares and indirectly holds 60 shares through her spouse’s revocable trust. The Rule 10b5-1 trading plan checkbox was not marked for these transactions.
Elevance Health reported total revenues of $50,474M for the quarter ended June 30, 2026, slightly above $49,776M a year earlier. Shareholders’ net income declined to $1,463M from $1,743M, with diluted EPS of $6.71 versus $7.72, as benefit, product and operating expenses grew faster than revenue. For the first half, shareholders’ net income was $3,227M compared with $3,926M, and diluted EPS was $14.73.
Cash generation strengthened, with net cash from operating activities of $6,245M in the first six months, up from $3,071M, helping lift cash and equivalents to $10,232M. Total assets were $126,438M and shareholders’ equity rose to $44,883M, while long-term debt decreased slightly to $31,044M.
The company is executing a 2026–2027 Operating Model Transformation Program, incurring $129M of primarily personnel-related costs and carrying a related liability of $114M. It also recorded a $935M operating expense accrual for Medicare Advantage risk‑adjustment data, paid $342M to CMS, and ended the quarter with a $593M remaining liability, with management citing a reasonably possible range of approximately ±$320M around the initial estimate.
Elevance Health reported Q2 2026 results ahead of expectations, with operating revenue of $49.8 billion, up 0.8% year over year. GAAP shareholders’ net income was $1,463 million and diluted EPS $6.71, while adjusted diluted EPS was $7.45, supported by favorable benefit expense performance and an approximately $0.80 per-share below-the-line benefit. Consolidated operating margin declined to 3.5% and the benefit expense ratio rose to 89.7%, reflecting elevated Government medical cost trends partly offset by stronger Individual ACA results.
Health Benefits revenue grew 3% to $42.7 billion, but operating gain fell to $0.9 billion amid higher medical costs and targeted investments in workforce and capabilities. Carelon revenue rose 6% to $19.2 billion with operating gain of $0.9 billion. Total medical membership was 44.9 million, down 1.5% year over year. Operating cash flow was $1.9 billion in the quarter and $6,245 million year to date; cash and investments at the parent totaled approximately $2.1 billion. Elevance repurchased 0.7 million shares for $234 million, paid $373 million in dividends at $1.72 per share, and had $5.3 billion of remaining repurchase authorization. Based on strong Q2 performance, the company raised 2026 diluted EPS guidance to at least $20.10, adjusted EPS to at least $27.00, and operating cash flow guidance to at least $6.0 billion.
Elevance Health, Inc. Chief Accounting Officer and Controller Ronald W. Penczek reported an open-market sale of 369 shares of common stock. The weighted average sale price was $403.16 per share, with individual trades priced between $403.15 and $403.31. Following this transaction, he directly owns 3,740 shares.
Morgan Stanley Smith Barney LLC filed a Form 144 reporting planned and recent sales of Common Stock associated with an account for Ronald Penczek. The filing lists multiple grant types with small share counts (examples include 52 restricted shares and 175 performance shares) and discloses a sale of 1,531 shares on 05/19/2026 for $617,192.18.
The record shows dividend reinvestment share acquisitions on several dates and a mix of restricted and performance awards; timing and method for the planned sales are presented as part of the Form 144 notice.