Welcome to our dedicated page for Evolent Health SEC filings (Ticker: EVH), 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.
Evolent Health filings document the regulatory disclosures of a healthcare services company focused on complex specialty care and value-based care infrastructure. Its 8-K reports cover operating and financial results, material agreements, capital-structure matters, completed subsidiary transactions, and compensation arrangements tied to executive appointments.
Proxy materials disclose annual meeting matters, board oversight, director elections, executive compensation, and governance practices. Other current reports record board and officer transitions, equity incentives, and corporate events affecting Evolent Health, Inc. and its wholly owned subsidiary structure.
Evolent Health, Inc. (EVH) reported that its President, Daniel Joseph McCarthy, sold 65,892 shares of Class A Common Stock on August 26, 2026 at $5.00 per share in an open-market or private transaction. The sale was effected pursuant to a Rule 10b5-1 trading plan adopted on May 22, 2026. After this transaction, McCarthy directly holds 655,133 shares, which include previously granted restricted stock units.
Evolent Health, Inc. (EVH) received a notice under Rule 144 that officer Daniel McCarthy plans to sell 65,892 shares of the company’s common stock through Merrill Lynch on or after August 26, 2026 on the NYSE. The notice lists these as shares acquired from prior stock plan activity awards.
Evolent Health, Inc. reported strong top-line growth but continued losses for the quarter and six months ended June 30, 2026. Revenue for the quarter rose to $652.5 million from $444.3 million a year earlier, and six-month revenue increased to $1.15 billion from $928.0 million. The company posted a quarterly operating loss of $9.6 million and a net loss attributable to common shareholders of $28.4 million, versus a $51.1 million loss in the prior-year quarter, or $(0.25) basic and diluted loss per share. For the first half of 2026, the net loss narrowed to $55.0 million, or $(0.49) per share, compared with $123.3 million in the first half of 2025.
As of June 30, 2026, Evolent held $115.7 million in cash and cash equivalents and total cash plus restricted cash of $141.5 million, against $966.5 million of long-term debt and a $108.9 million tax receivables agreement liability. Reserves for claims and performance-based arrangements increased to $378.4 million from $192.2 million at year-end, reflecting higher risk-sharing activity. Intangible assets, net, were $554.4 million and goodwill was $694.4 million following a previously recorded $398.0 million goodwill impairment in 2025. Total shareholders’ equity declined to $383.2 million, and Class A common shares outstanding were 113,059,335 as of August 1, 2026.
Evolent Health, Inc. reported strong top-line growth for the three months ended June 30, 2026, with revenue of $652,520 (dollars in thousands) versus $444,328 (dollars in thousands) a year earlier. The company recorded a net loss attributable to common shareholders of $28,364 (dollars in thousands), improving from a $51,090 loss, while net loss margin narrowed to 4.3% from 11.5%. Adjusted EBITDA was $28,050 (dollars in thousands), down from $37,547, and the Adjusted EBITDA margin declined to 4.3% from 8.5%. The Medical Expense Ratio rose to 95.3%.
Management raised 2026 revenue guidance to $2.6–$2.7 billion and tightened the 2026 Adjusted EBITDA outlook to $120–$135 million. For 2027, based on current contracts and launches, they expect revenue growth of over 25% versus 2026 and project the midpoint of Adjusted EBITDA at or above $150 million. A new Oncology Performance Suite partnership, expected to launch by December 2026 subject to regulatory approvals, is projected to cover about 1.5 million lives and generate approximately $300 million in annualized revenue, while a smaller Specialty Technology & Services expansion is expected to add less than $5 million. Cash and cash equivalents were $115.7 million as of June 30, 2026, against long‑term debt of $966,467 (dollars in thousands), and the company plans to deploy $25–$30 million in 2026 for capitalized software development while evaluating targeted debt reduction initiatives.
BlackRock Portfolio Management LLC reports a significant ownership position in Evolent Health, Inc. Class A stock. As of June 30, 2026, it beneficially owned 6,227,355 shares, representing 5.5% of the outstanding Class A shares.
BlackRock has sole voting power over 5,456,212 shares and sole dispositive power over all 6,227,355 shares, with no shared voting or dispositive power. Various underlying clients have rights to dividends or sale proceeds, but no single client holds more than five percent of Evolent Health’s outstanding common shares.
Evolent Health, Inc. Chief Executive Officer Seth Blackley reported routine equity compensation and related tax withholding in Class A Common Stock. He received an award of 446,102 restricted stock units, granted at $0.00 per share under the Amended and Restated 2015 Omnibus Incentive Compensation Plan, with vesting scheduled at 34% on July 1, 2027 and 33% on July 1, 2028 and July 1, 2029. To cover tax obligations upon vesting of restricted stock units, 10,297 shares were withheld at an indicated value of $5.74 per share. Following these transactions, Blackley directly holds 1,272,767 shares of Class A Common Stock, including previously granted restricted stock units.
Evolent Health’s General Counsel Jonathan Weinberg received a grant of 43,055 restricted stock units of Class A Common Stock on July 1, 2026 under the Amended and Restated 2015 Omnibus Incentive Compensation Plan as part of the annual award cycle. On the same date, 2,650 shares were withheld to cover tax obligations upon vesting of previously granted RSUs. These RSUs vest 34% on July 1, 2027 and 33% on July 1, 2028 and July 1, 2029, and he now directly holds 284,917 shares of Class A Common Stock.
Evolent Health, Inc. president Daniel McCarthy reported equity compensation activity and related tax withholding. He received a grant of 302,585 restricted stock units of Class A Common Stock at no cost, approved by the Compensation Committee under the Amended and Restated 2015 Omnibus Incentive Compensation Plan. The award vests 34% on July 1, 2027, and 33% on July 1, 2028 and July 1, 2029. On the same date, 4,582 shares were withheld to cover tax obligations upon vesting of restricted stock units, a non-market disposition. After these transactions, McCarthy directly holds 721,025 shares of Class A Common Stock, including previously reported restricted stock units.
Shams Aammaad reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. reported that Chief Accounting Officer Shams Aammaad received a grant of 28,790 shares of Class A Common Stock in the form of restricted stock units under the Amended and Restated 2015 Omnibus Incentive Compensation Plan. These RSUs vest 34% on July 1, 2027 and 33% on July 1, 2028 and July 1, 2029. After this award, he holds 95,637 shares, including RSUs from prior grants.
Ajayi Toyin reported acquisition or exercise transactions in this Form 4 filing.
Evolent Health, Inc. reported that director Dr. Toyin Ajayi received an equity grant of 41,096 shares of Class A common stock in the form of restricted stock units under the company’s 2015 Omnibus Incentive Compensation Plan. After this award, Dr. Ajayi directly holds 75,170 shares. These restricted stock units vest on the earlier of June 4, 2027, or the date of Evolent Health’s 2027 annual meeting, assuming she continues to serve through the vesting date.