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Elevance Health Inc 8-K Filings

ELV NYSE

Every 8-K that Elevance Health Inc (ELV) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow ELV and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full ELV filings page.

Rhea-AI Summary

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.

Rhea-AI Summary

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.

Rhea-AI Summary

Elevance Health, Inc. is reaffirming its full year 2026 earnings outlook in discussions with investors and analysts. The company continues to expect shareholders’ earnings to be at least $19.85 per diluted share, which includes approximately $6.90 per diluted share of net unfavorable items. Excluding these items, adjusted shareholders’ earnings are still expected to be at least $26.75 per diluted share, consistent with prior guidance. Elevance Health is also reiterating its 2026 benefit expense ratio guidance of 90.2% plus or minus 50 basis points, indicating its current view of medical cost trends for the year.

Rhea-AI Summary

Elevance Health, Inc. reported results of its Annual Meeting of Shareholders held on May 13, 2026. A total of 194,441,339 common shares were represented, establishing a quorum. Three directors—Gail K. Boudreaux, Robert L. Dixon, Jr., and Deanna D. Strable—were elected to three-year terms ending at the 2029 annual meeting.

Shareholders approved, on an advisory basis, the compensation of the company’s named executive officers, with 172,363,616 votes for and 7,240,619 against. They also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 175,183,332 votes for and 19,141,697 against.

A shareholder proposal requesting an independent study on the impact of prohibiting corporate contributions to partisan 527 tax-exempt political groups did not pass, receiving 15,587,160 votes for and 162,924,290 votes against.

Rhea-AI Summary

Elevance Health reported first quarter 2026 results ahead of expectations and raised its full-year outlook. Operating revenue was $49.5 billion, up 1.5% year over year, driven by higher premium yields in Health Benefits and growth in CarelonRx product revenue.

GAAP diluted EPS was $8.00, down 16.8% as net income fell 19.4%, largely reflecting a $935 million accrual tied to a CMS notice and $129 million in business optimization charges. Adjusted diluted EPS rose to $12.58, up 5.1%, helped by strong operations and about $1 per share of non-recurring investment income.

Operating cash flow surged to $4.3 billion, versus $1.0 billion a year ago. The company reaffirmed 2026 operating cash flow of at least $5.5 billion, raised 2026 adjusted diluted EPS guidance to at least $26.75, and now expects GAAP diluted EPS of at least $19.85. Elevance returned $1.5 billion to shareholders in the quarter via 3.7 million share repurchases and a $1.72 per-share dividend.

Rhea-AI Summary

Elevance Health, Inc. is reaffirming its outlook for 2026 despite potential Medicare sanctions. Company officers plan to tell investors that adjusted shareholders’ earnings for full year 2026 are expected to be at least $25.50 per diluted share. They are also reaffirming a 2026 benefit expense ratio guidance of 90.2% plus or minus 50 basis points, which reflects expected medical costs as a share of premium revenue.

The Centers for Medicare & Medicaid Services has notified the company of its intent to impose intermediate sanctions on certain Medicare Advantage-Prescription Drug plans effective March 31, 2026, unless identified issues are resolved. The reaffirmed earnings and benefit expense ratio guidance already incorporates the potential impact of these sanctions, if imposed. Elevance Health states it cannot reasonably estimate any potential financial payments to resolve this matter, so it is not providing a reconciliation from adjusted earnings per diluted share to the comparable GAAP measure.

Rhea-AI Summary

Elevance Health disclosed that the Centers for Medicare & Medicaid Services plans to impose intermediate sanctions on its Medicare Advantage-Prescription Drug plans. The sanctions would suspend new Medicare beneficiary enrollment and certain communications starting March 31, 2026, if CMS is not satisfied that identified issues are resolved.

CMS indicated the proposed sanctions relate to alleged noncompliance with Medicare Advantage risk adjustment data submission requirements for services before April 3, 2023. Elevance Health states that it revised its practices in April 2023 after additional regulatory guidance and is working cooperatively with CMS. The suspension does not affect current members’ existing benefits or plans.

Rhea-AI Summary

Elevance Health announced management changes and reaffirmed its 2026 financial outlook. Executive Vice President and Carelon President Peter D. Haytaian will leave his Carelon role effective May 4, 2026 to focus on family, and will serve as Special Advisor through December 31, 2026 to support a smooth transition.

Chief Financial Officer Mark Kaye will add oversight of Carelon, the company’s healthcare services operations, while Felicia Norwood will lead a consolidated Health Benefits organization under a single accountable structure. Elevance Health reaffirmed full-year 2026 shareholders’ earnings guidance of at least $22.30 per diluted share, including about $3.20 of net unfavorable items, and at least $25.50 per diluted share on an adjusted basis. The company also reaffirmed its 2026 benefit expense ratio guidance of 90.2% plus or minus 50 basis points.

Rhea-AI Summary

Elevance Health, Inc. filed a current report stating that it issued a press release with its fourth quarter and full year 2025 financial results. The press release is furnished as Exhibit 99.1 and is not treated as filed for liability purposes under federal securities laws.

The company also includes an extensive caution about forward-looking statements, highlighting risks such as healthcare cost trends, regulatory changes, cyber and data security issues, Medicare and Medicaid program complexities, competitive pressures, indebtedness, and other operational and financial uncertainties.

Rhea-AI Summary

Elevance Health, Inc. reported that its Board of Directors elected Amy W. Schulman as an independent director on December 10, 2025. Her service will begin on January 12, 2026 and her term will run until the company’s 2028 annual meeting of shareholders. The Board also appointed her to the Audit Committee and the Finance Committee.

The Board determined that Ms. Schulman is an independent director under NYSE listing standards and the company’s own independence guidelines, and that she qualifies as an “audit committee financial expert” under SEC regulations. She will be compensated under Elevance Health’s standard non-employee director compensation program, and the company issued a press release about her election, which is included as an exhibit.

Rhea-AI Summary

Elevance Health (ELV) reaffirmed its full‑year 2025 guidance. Management continues to expect shareholders’ earnings of approximately $24.70 per diluted share, which includes about $5.30 per diluted share of net unfavorable items. Excluding these items, adjusted shareholders’ earnings are still expected to be approximately $30.00 per diluted share.

The company also reaffirmed its full‑year 2025 benefit expense ratio guidance of approximately 90.0%. These expectations reflect current views on market conditions, operations, policy, and cost trends, and actual results could differ if assumptions change.

Rhea-AI Summary

Elevance Health, Inc. furnished an update on its business by issuing a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 to an Item 2.02 Form 8-K dated October 21, 2025.

The company stated that the information in Item 2.02 and Exhibit 99.1 is being furnished, not filed, under the Exchange Act and is not incorporated by reference into Securities Act filings unless specifically referenced.

Rhea-AI Summary

Elevance Health, Inc. completed a registered public offering of $750 million 4.000% notes due 2028, $750 million 4.600% notes due 2032, $1,000 million 5.000% notes due 2036 and $500 million 5.700% notes due 2055, all issued under its existing indenture with The Bank of New York Mellon Trust Company, N.A. as trustee.

The company received approximately $2,972.7 million in proceeds after underwriting discounts and expenses. It plans to use part of the cash to repay or redeem $400 million of 5.350% senior notes due 2025 and to redeem or repurchase $500 million of 4.900% senior notes due 2026, with the remainder earmarked for working capital and general corporate purposes, including acquisitions, other debt repayment and common stock repurchases.

The notes pay interest semi-annually on set dates beginning in 2026 and can be redeemed early at specified make-whole premiums before defined par call dates, or at 100% of principal plus accrued interest on or after those dates. If a change of control occurs and the notes are downgraded below investment grade by Moody’s Ratings, S&P Global Ratings and Fitch Ratings, Inc. within a specified period, holders must be offered 101% of principal plus accrued interest.

Rhea-AI Summary

Elevance Health management expects to reaffirm full-year 2025 shareholders' earnings guidance of approximately $24.10 per diluted share, which includes about $5.90 per diluted share of net unfavorable items. Excluding those items, the Company expects adjusted shareholders' earnings of approximately $30.00 per diluted share.

The company also plans to reaffirm a full-year 2025 benefit expense ratio guidance of approximately 90.0%. Management cautions these expectations reflect current views of market, operational, regulatory and claim-cost assumptions and may change, and the filing includes standard forward-looking statement disclosures.