Elevance Health (formerly Anthem) faces similar Medicare Advantage and Medicaid rate pressures as managed care peers but with relatively less Optum-equivalent diversification. Carelon services growth is the strategic pivot but smaller scale than Optum. Blue Cross plan portfolio provides commercial insurance stability. Medical cost trend remains the dominant near-term variable. Less politically exposed than UnitedHealth.
Thesis reviewed May 29, 2026
Elevance Health Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States59NEUTRALView United States risk detail βπ₯Healthcare28NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| TEVA | Teva Pharmaceutical Industries Ltd. | 32 | +9% | β3% | NEUTRAL |
| SYK | Stryker Corporation | 32 | +15% | β3% | EARLY |
| DHR | Danaher Corporation | 32 | +11% | β3% | EARLY |
| CVS | CVS Health Corporation | 32 | +15% | β3% | AVOID |
| ELV | Elevance Health Inc. | 32 | +7% | β3% | NEUTRAL |
| UNH | UnitedHealth Group Inc. | 32 | +16% | β3% | AVOID |
| TMO | Thermo Fisher Scientific Inc. | 32 | +11% | β3% | EARLY |
Investors who hold ELV may also have indirect exposure through these country funds.
Elevance MLR runs higher than guidance on Medicaid utilization
Carelon services revenue growth +20%, scale build continues
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Markwayne Mullin | Buy | $15kβ$50k | Dec 29, 25 | +5.5% | |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Nov 8, 24 | +1.9% |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | -25.1% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | -27.1% |
| John JamesMI | R | Buy | $1kβ$15k | Nov 16, 23 | -27.1% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Feb 13, 24 | -25.1% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Feb 1, 24 | -22.4% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 1, 24 | -22.4% |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 5, 24 | -22.4% |