ELV at a glance
Elevance Health (ELV, SEC CIK 1156039) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 15, 2026, an 8-K current report on September 10, 2026 and Form 4 insider filings as recently as October 6, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Elevance Health (ELV) reported revenue of $199.1 billion (up 12.5% from FY2024) and net income of $5.7 billion. Diluted EPS was $25.21.
- As of June 30, 2026, 50 institutional investment managers tracked by SignalX reported holding Elevance Health (ELV) shares worth $32.5 billion in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by BOUDREAUX GAIL on July 17, 2026 of 680 shares at $366.41 per share.
- In the last 90 days, ELV insiders reported 3 open-market purchases ($1.4M) and 0 open-market sales ($0) on Form 4, a net purchase of $1.4M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $199.1B
- +12.5% vs prior year
- Insiders · 90 days
- 3 buys · 0 sells
- Net +$1.4M
- 13F holders
- 50 funds
- $32.5B · +1 vs prior quarter
- Latest 8-K
- Sep 10, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Health benefits and insurance services built significantly through mergers, acquisitions, joint ventures, and strategic alliances
- Emphasis on risks related to integration and liabilities from recent and future business combinations impacting financials and operations
- Strategic risk focus on dependency on dividends from regulated subsidiaries constrained by state insurance laws and minimum capital requirements
- Intangible assets $39.5B representing 32.5% of total assets, with potential impairment risk tied to business combination performance and market changes
- Highlighted concern over maintaining credit ratings which are critical for competitive position and funding flexibility
Risk Factors
- Risk adjustment audits by CMS and HHS OIG awaiting finalization, with potential retroactive payment adjustments impacting financial results
- Concentration in states like California, NY, Texas, exposed to regional economic downturns affecting enrollment and revenues
- Heavy dependence on third-party pharmacy services via CVS Agreement; failure by CVS to deliver could disrupt pharmacy operations
- Competition and provider consolidation risks with provider groups potentially owned by competitors affecting contracting and pricing
- Cybersecurity risks heightened by remote workforce and evolving regulations (e.g., HIPAA, CCPA, GDPR); breaches could cause fines and reputational damage
Management Discussion & Analysis
- Operating gain and margin defined but no actual % figures or changes provided
- Reportable segments: Health Benefits, CarelonRx, Carelon Services, Corporate & Other; no segment financial performance disclosed
- No cash flow, buyback, dividend, or capex information given
- No forward-looking management outlook, guidance, or key risks mentioned in excerpt
AI summary of the ELV 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Segment performance figures not provided; four reportable segments identified
- Medical membership 44.9 million as of June 30, 2026
- Full-year 2026 results not necessarily indicative; no updated guidance or headwinds disclosed
Risk Factors
- No Risk Factors section provided; submitted text contains Items 2–6 only
- No new, updated, regulatory, operational, or competitive risks identifiable
- Repurchase-program authorization $5,337 million remaining as of June 30, 2026
- Three-month share repurchases totaled $234 million through June 30, 2026
AI summary of the ELV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Reg FD filing contains forward-looking statements, but no new operating results, guidance, transaction terms, or capital-allocation figures
- Investor focus: healthcare cost trends, utilization, enrollment, premium adequacy, and Medicare and Medicaid funding risks
Item 2.02: Results of Operations and Financial Condition
- Elevance Health reported financial results for quarter ended June 30, 2026
- Full operating metrics and management commentary are in Exhibit 99.1
Item 7.01: Regulation FD Disclosure
- Reg FD section contains only forward-looking statement cautionary language, not new operating or financial disclosure
- Investor focus: healthcare costs, utilization, enrollment, premium adequacy and Medicare Medicaid funding risks
AI summaries of ELV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for ELV
Don't miss the next ELV filing
- Alerts as it files. A push when ELV files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut ELV, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kaye Mark | A | Oct 2, 2026 | 2,627 | - |
| Kaye Mark | F | Oct 2, 2026 | 4,161 | $386.43 |
| Wessling Erin M | F | Sep 3, 2026 | 255 | $414.78 |
| Wessling Erin M | F | Sep 2, 2026 | 94 | $405.84 |
| Craig Ryan R | F | Sep 2, 2026 | 144 | $405.84 |
| BOUDREAUX GAIL | Buy | Jul 17, 2026 | 680 | $366.41 |
| BOUDREAUX GAIL | Buy | Jul 17, 2026 | 2,045 | $368.25 |
| PERU RAMIRO G | Buy | Jul 17, 2026 | 1,000 | $366.05 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $177.0B | $199.1B |
| Operating Income | - | $7.9B | $7.2B |
| Net Income | $6.0B | $6.0B | $5.7B |
| Op. Margin | - | 4.4% | 3.6% |
| Net Margin | - | 3.4% | 2.8% |
| Balance Sheet | |||
| Total Assets | $108.9B | $116.9B | $121.5B |
| Equity | - | $41.3B | $43.9B |
| ROE | - | 14.5% | 12.9% |
| Per Share | |||
| EPS | $25.22 | $25.68 | $25.21 |
| Cash Flow | |||
| Operating CF | - | $5.8B | $4.3B |
| CapEx | $1.3B | $1.3B | $1.1B |
Source: XBRL data in Elevance Health (ELV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate ELV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 50 | $32.48B |
| Q1 2026 | 49 | $24.66B |
| Q4 2025 | 48 | $30.76B |
| Q3 2025 | 52 | $28.02B |
| Q2 2025 | 51 | $33.74B |
| Q1 2025 | 49 | $24.88B |
| Q4 2024 | 43 | $18.34B |
| Q3 2024 | 43 | $13.78B |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 385 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
ELV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 6, 2026 | - | - | - |
| 8-K | Sep 10, 2026 | - | Analysis | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Sep 4, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 4 | Jul 17, 2026 | - | - | - |
| 10-Q | Jul 15, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Jul 15, 2026 | - | Analysis | - |
| 4 | Jun 15, 2026 | - | - | - |
| 4 | Jun 12, 2026 | - | - | - |
| 8-K | Jun 10, 2026 | - | Analysis | |
| 4 | May 20, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 4 | May 15, 2026 | - | - | |
| 8-K | May 13, 2026 | - | Analysis | |
| SC 13G | Apr 29, 2026 | - | - | |
| 8-K | Apr 22, 2026 | - | Analysis | - |
| 10-Q | Apr 22, 2026 | Mar 31, 2026 | Analysis | |
| 4 | Mar 23, 2026 | - | - | - |
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ELV SEC filings: frequently asked questions
Are ELV insiders buying or selling?
In the last 90 days, Elevance Health (ELV) officers, directors and 10% owners reported 3 open-market purchases worth $1.4 million by 2 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold ELV stock?
As of June 30, 2026, the largest Elevance Health (ELV) holders among the 13F filers tracked by SignalX were BlackRock ($7.3 billion), Vanguard Capital Management LLC ($5.4 billion), State Street Corp ($4.0 billion), Vanguard Portfolio Management LLC ($2.4 billion), Invesco Ltd ($1.6 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was ELV's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Elevance Health (ELV) reported revenue of $199.1 billion (up 12.5% from FY2024) and net income of $5.7 billion. Diluted EPS was $25.21. The figures come from the XBRL data in the 10-K.
What are the main risks in ELV's latest 10-K?
In the 10-K filed February 6, 2026, Elevance Health (ELV) flagged: Risk adjustment audits by CMS and HHS OIG awaiting finalization, with potential retroactive payment adjustments impacting financial results. Concentration in states like California, NY, Texas, exposed to regional economic downturns affecting enrollment and revenues. (AI summary of the Risk Factors section.)
What did ELV report in its latest 8-K?
Elevance Health (ELV) filed an 8-K on September 10, 2026 reporting Item 7.01 (Regulation FD Disclosure). Reg FD filing contains forward-looking statements, but no new operating results, guidance, transaction terms, or capital-allocation figures.
What are the latest ELV SEC filings?
Elevance Health (ELV) filed its latest 10-K annual report on February 6, 2026, a 10-Q quarterly report on July 15, 2026, an 8-K current report on September 10, 2026 and a Form 4 insider filing on October 6, 2026.
What is ELV's SEC CIK number?
Elevance Health (ELV)'s SEC Central Index Key (CIK) is 1156039. EDGAR lists every ELV filing under that number.
Ask anything about ELV
The research agent reads ELV's filings, financials, insider trades and 13F holders, then answers with sources.