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.
FMR LLC filed an amended Schedule 13G reporting beneficial ownership of 9,416,813.32 shares of Evolent Health (EVH) Class A common stock, representing 8.0% of the class as of 09/30/2025.
FMR reports sole voting power over 9,387,845.20 shares and sole dispositive power over 9,416,813.32 shares. Abigail P. Johnson is listed with sole dispositive power over 9,416,813.32 shares and no voting power. The filing states the securities were acquired and are held in the ordinary course of business and not for the purpose of changing or influencing control.
Evolent Health, Inc. reaffirmed its outlook for the three months ending September 30, 2025, guiding Revenue between $460 and $480 million and Adjusted EBITDA between $34 and $42 million. The company also reaffirmed full-year 2025 Revenue guidance of $1.85 to $1.88 billion and Adjusted EBITDA of $140 to $165 million, excluding the impact of a planned divestiture.
Evolent’s subsidiary agreed to sell all shares of Evolent Care Partners Holding Company, Inc. to Privia Management Company, LLC for a purchase price of $100 million, subject to customary adjustments, plus a contingent payment of up to $13 million based on post-closing metrics. Closing is subject to customary conditions, including required state governmental approvals, and is anticipated in the fourth quarter of 2025, after which the company plans to provide updated guidance.
Evolent Health, Inc. reaffirmed its outlook for the three months ending September 30, 2025, guiding Revenue between $460 and $480 million and Adjusted EBITDA between $34 and $42 million. The company also reaffirmed full-year 2025 Revenue guidance of $1.85 to $1.88 billion and Adjusted EBITDA of $140 to $165 million, excluding the impact of a planned divestiture.
Evolent’s subsidiary agreed to sell all shares of Evolent Care Partners Holding Company, Inc. to Privia Management Company, LLC for a purchase price of $100 million, subject to customary adjustments, plus a contingent payment of up to $13 million based on post-closing metrics. Closing is subject to customary conditions, including required state governmental approvals, and is anticipated in the fourth quarter of 2025, after which the company plans to provide updated guidance.
Evolent Health, Inc. filed a Form 8-K disclosing agreements to issue convertible senior notes and related documents. The company entered into an Indenture dated August 21, 2025 with U.S. Bank Trust Company, National Association as trustee and included a form of 4.50% Convertible Senior Notes due 2031 as an exhibit. The filing also lists a Purchase Agreement dated August 18, 2025 with Oppenheimer & Co. Inc. and contains the cover page formatted as Inline XBRL. The report is signed by Jonathan D. Weinberg, General Counsel and Secretary.
Evolent Health, Inc. has priced and increased its offering of 4.50% convertible senior notes due 2031 to $145.0 million, with an option for initial purchasers to buy up to an additional $21.75 million, for a potential total of $166.75 million in notes. The company expects to use about $100.2 million of net proceeds, together with available liquidity, to repurchase approximately $167.4 million principal amount of its existing 1.50% convertible senior notes due 2025 for roughly $167.6 million in cash, effectively refinancing nearer-term debt.
Evolent also plans to use around $40.0 million of the proceeds to repurchase shares of its Class A common stock in privately negotiated transactions at the last reported sale price on August 18, 2025. The new notes and any Class A shares issuable upon conversion will not be registered under the Securities Act and will be sold only under applicable exemptions.
Evolent Health, Inc. Schedule 13G/A shows Eventide Asset Management, LLC and two individuals jointly report beneficial ownership of 4,086,852 shares of Class A common stock, equal to 3.5% of the class. Eventide (organized in Delaware) discloses sole voting and dispositive power over the 4,086,852 shares while Finny Kuruvilla and Robin C. John each report shared voting and dispositive power over the same block. The filing relies on Rule 13d-1(k)(1) for a joint statement, includes certifications that the position was acquired in the ordinary course of business and not to influence control, identifies CUSIP 30050B101, and lists signatures dated August 14, 2025. The reporting address is One International Place, Boston, MA.
Evolent reported weaker second-quarter results with revenue of $444,328 thousand, down from $647,145 thousand a year earlier, and a net loss attributable to common shareholders of $51,090 thousand, or $0.44 per share, for the three months ended June 30, 2025. Operating expenses slightly exceeded revenue, producing a small operating loss, while interest expense rose versus the prior year and a $52,544 thousand loss on option exercise impacted six-month results.
On the balance sheet, the company held $150,995 thousand of cash and cash equivalents (total cash and restricted cash $177,970 thousand) and states it believes it has sufficient liquidity for at least the next twelve months. Total assets declined to $2,461,532 thousand from $2,544,411 thousand, long-term debt increased to $648,455 thousand from $490,520 thousand, and shareholders' equity fell to $896,005 thousand from $1,001,259 thousand. Operating cash used $25,769 thousand for the six months ended June 30, 2025, while financing provided $98,927 thousand, including $221,000 thousand of long-term debt proceeds.
Schedule 13G filed for Evolent Health, Inc. (CUSIP 30050B101). The filing, dated for the event 06/30/2025 and signed 08/06/2025, reports beneficial ownership by Morgan Stanley entities.
- Morgan Stanley (parent) reports 8,210,410 shares beneficially owned, representing 7.0% of Class A common stock with 0 sole voting power, 8,202,877 shared voting power and 8,210,410 shared dispositive power.
- Morgan Stanley Capital Services LLC reports 6,776,898 shares ( 5.8% ) with 0 sole voting/dispositive power and 6,776,898 shared voting and dispositive power.
- Issuer principal executive offices listed at 1812 North Moore St, Suite 1705, Arlington, VA 22209.
The filing is made under Rule 13d-1(b)/(c)/(d) format as a Schedule 13G and includes exhibits (Joint Filing Agreement and Item 7 information).