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. 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.
Elevance Health, Inc. (ELV) reported an amended insider ownership filing for its EVP & Chief HR Officer. The amendment corrects a prior administrative error that had overstated the officer’s beneficial ownership by 1,042 shares. Following the correction, the officer is reported as beneficially owning 3,341 shares of common stock, held directly. A portion of this amount represents restricted share units that vest on varying dates between February 1, 2026 and March 3, 2028. This update is administrative in nature and aligns the reported ownership with the accurate share count.
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.
Elevance Health (ELV) reported stronger Q3 2025 results. Total revenues were $50.711 billion versus $45.106 billion a year ago, driven by premiums of $41.791 billion (up from $36.809 billion), product revenue of $6.159 billion, and service fees of $2.137 billion. Shareholders’ net income rose to $1.189 billion from $1.016 billion, and diluted EPS increased to $5.32 from $4.36.
For the first nine months, total revenues reached $149.378 billion versus $131.569 billion, while shareholders’ net income was $5.115 billion versus $5.562 billion. Operating cash flow was $4.206 billion versus $5.102 billion.
On the balance sheet, cash and cash equivalents were $8.713 billion, total assets $122.749 billion, and total shareholders’ equity improved to $43.953 billion with accumulated other comprehensive loss narrowing to $(543) million from $(1,147) million. Long-term debt rose to $31.173 billion. The company repurchased $2.134 billion of common stock year-to-date and paid $1.152 billion in dividends. Shares outstanding were 222,238,763 as of October 14, 2025.
Recent acquisitions of Centers and CareBridge were integrated; purchase accounting remains open, with associated goodwill and intangibles recorded.
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.
Mark Kaye, EVP & CFO of Elevance Health, Inc. (ELV), reported a sale of 2,895 shares of common stock on 10/02/2025 at a price of $340.24 per share. The filing states this disposition was a payment of tax liability by withholding stock related to the vesting of previously granted restricted stock. After the transaction, the reporting person beneficially owned 16,082 shares directly. The Form 4 was signed by an attorney-in-fact on 10/03/2025.
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.
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.
Erin M. Wessling, EVP & Chief Legal Officer of Elevance Health, Inc. (ELV), reported a transaction on 09/03/2025 in which 152 shares of Common Stock were disposed at a price of $321.59 per share. The Form 4 shows 5,020 shares remained beneficially owned after the reported transaction, held directly. The filing identifies the transaction code F and includes an explanation that the disposition was the payment of a tax liability by withholding stock incident to the vesting of previously granted restricted stock. The form was signed on behalf of the reporting person by Kathleen S. Kiefer on 09/05/2025.
Elevance Health director and EVP & Chief Legal Officer Erin M. Wessling filed an initial Form 3 disclosing direct beneficial ownership of 4,241 shares of common stock (restricted share units vesting 9/3/2025–3/3/2028) and two employee stock options covering 394 shares (exercise price $562.29) and 1,922 shares (exercise price $395.50). The filing notes a paper Form 3 was delivered 08/21/2025 because the reporting person's Form ID was pending.
Craig R. Ryan, Executive Vice President and Chief HR Officer of Elevance Health, Inc. (ELV), disclosed initial beneficial ownership in a Form 3 filed for the 08/11/2025 event date. He directly owns 4,383 shares of common stock, including 3,341 restricted stock units that vest between 02/01/2026 and 03/03/2028. He also holds two employee stock options: one for 965 shares exercisable beginning 03/01/2025 at $499.11 and one for 1,201 shares exercisable beginning 03/03/2026 at $395.50, both vesting in annual installments. The paper Form 3 was delivered 08/21/2025 due to a pending Form ID; an electronic filing followed when EDGAR access was available.