Elevance Health, Inc. (NYSE:ELV) is one of the best stocks to buy according to Seth Klarman. As of December 12, the average price target for ELV suggests an upside of 10%; however, the Street high indicates an upside of 18%. According to Klarman’s 13F portfolio, the billionaire holds a $426 million stake in Elevance Health as of Q3 2025. On November 26, TD Cowen analyst Ryan Langston reiterated a Buy recommendation on Elevance Health and raised the target price from $380 to $400. The firm named the compan ...

INDIANAPOLIS--(BUSINESS WIRE)--As 2025 draws to a close, Elevance Health highlights how today's health plans are evolving to better support their members in a broader range of situations that affect health, including cancer diagnoses, mental health crises, and unexpected health concerns during pregnancy. From employer-sponsored health insurance to government-sponsored programs, health plans are evolving to better support their members in a broader range of situations that affect health. In partnership with ...

OLDWICK, N.J.--(BUSINESS WIRE)-- #insurance--AM Best has affirmed the Financial Strength Rating (FSR) of A (Excellent) and the Long-Term Issuer Credit Ratings (Long-Term ICRs) of "a+†(Excellent) of the core Blue Cross Blue Shield (BCBS)-branded insurance subsidiaries of Elevance Health, Inc. (Elevance) (Indianapolis, IN) [NYSE: ELV], as well as most of its non-Blue-branded subsidiaries. In addition, AM Best has upgraded the FSR to A (Excellent) from A- (Excellent) and the Long-Term ICR to "a+†(Excellent). ...

This story was originally published on Healthcare Dive. To receive daily news and insights, subscribe to our free daily Healthcare Dive newsletter. Dive Brief: Elevance has added a former Pfizer executive to its board, the latest addition of pharmaceutical industry veteran as the insurer focuses on building its pharmacy services. Amy Schulman will start as an independent director of Elevance effective Jan. 12, the insurer announced Wednesday. Schulman will serve on the board’s audit and finance committ ...

"Amy's appointment underscores our commitment to a strong, independent board with diverse perspectives and the right balance of experience and innovation,†added Peru. "As Elevance Health continues to execute its strategy, the board's refreshment process remains central to our mission of improving health outcomes while delivering sustainable, long-term value.†About Elevance Health, Inc. Elevance Health is a lifetime, trusted health partner whose purpose is to improve the health of humanity. The company sup ...

公司概况与业务结构 - Elevance Health Inc 是一家总部位于印第安纳州的健康福利公司 通过健康福利、CarelonRx、Carelon服务以及公司与其他四个部门运营 公司成立于2001年 致力于简化医疗保健系统 [4] 分析师评级与目标价 - 截至12月7日 覆盖该股票的分析师中略超一半给予“买入”或同等评级 其中位目标价为394美元 意味着有19.12%的上涨潜力 [1] - 11月26日 TD Cowen将目标价从380美元上调至400美元 维持“买入”评级 并将其列为“2026年最佳投资理念” [2] - 11月4日 瑞穗银行将目标价从420美元下调至400美元 同时维持“跑赢大盘”评级 [3] 盈利预测与增长前景 - TD Cowen认为公司当前的2026年每股收益共识估计是合适的并支持增长 该机构将其2026年每股收益预测上调至27.25美元 [2] - 瑞穗银行下调了2026年和2027年的盈利指引 以更好地反映Carelon业务面临的额外挑战 [3] 行业与投资环境 - TD Cowen对管理式医疗领域表示担忧 将其描述为“复杂的投资格局” [2]

公司动态 - Elevance Health公司宣布扩展其虚拟助手的使用范围，该数字体验旨在帮助会员轻松获取信息、了解其福利并自信地寻找医疗服务 [1] - 该虚拟助手可通过Sydney Health应用程序以及与Elevance Health关联的健康计划网站使用 [1] - 虚拟助手利用对话技术来简化医疗保健导航，并改善会员与其健康计划之间的互动 [1]

行业与公司面临的挑战 - 美国联合健康集团及其同行信诺、哈门那、CVS健康、安森保险正面临成本上升、监管审查和投资者疑虑的挑战 [1][2] - 医疗服务提供方团体表示，保险公司承诺的事前授权改革尚未实现 [1][2]

文章核心观点 - 作者关于Elevance Health (ELV)的上一篇文章发布后 该公司股价在过去两个月上涨了6% 并跑赢基准指数 这可能预示着市场情绪转变和潜在的趋势逆转 其背后有强劲的业绩表现作为支撑 [1] 作者背景与文章性质 - 作者自称是拥有超过10年经验的资深衍生品专家 专注于资产管理和股票分析研究 [1] - 作者强调其文章内容仅用于信息分享 不构成投资建议 [1] - 作者披露其未持有所提及公司的任何头寸 也未计划在未来72小时内建立头寸 且未因本文获得相关公司报酬 [1] - 发布平台Seeking Alpha声明其并非持牌证券交易商或投资顾问 其分析师为第三方作者 观点不代表平台立场 [2]

公司概况 - 公司总部位于印第安纳波利斯，是一家健康福利公司，通过Health Benefits、CarelonRx、CarelonServices和Corporate & Other部门运营[1] - 公司市值为747亿美元，员工超过10万人，为数百万消费者提供全流程健康服务[1][2] - 采用综合方法满足全方位健康需求，拥有行业领先能力和数字健康平台[2] 股票表现 - 股价较52周高点458.75美元下跌26.2%[3] - 过去三个月上涨9.2%，表现优于纳斯达克综合指数同期7.8%的涨幅[3] - 年初至今下跌8.2%，过去52周下跌15.8%，同期纳斯达克指数上涨21.1%[4] - 股价在过去一年持续低于200日移动平均线，5月以来多数时间低于50日移动平均线[4] 财务业绩 - 第三季度总收入同比增长12%至500亿美元，超出市场预期1.2%[5] - 调整后每股收益同比下降29.9%至6.03美元，但超出市场预期21.1%[5] - 保费收入持续稳健增长，产品收入和服务费用有所改善[5] 同业比较 - 表现逊于同业The Cigna Group(CI)年初至今0.8%的涨幅[6] - 但过去52周表现略好于CI同期16.9%的跌幅[6]