Elevance Health (NYSE:ELV) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsA.J. Rice - Managing Director and Equity ResearchAndrew Mok - Director, Equity ResearchBen Hendrix - VP and Assistant VPDave Windley - Managing DirectorFelicia Norwood - President, Government Health BenefitsGail Boudreaux - President and CEOLisa Gill - Managing DirectorMark Kaye - CFOMorgan Kendrick - President, Commercial Health BenefitsNathan Rich - VP of Investor RelationsPete Haytaian - President of Carelon ...

Elevance Health (NYSE:ELV) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Speaker18Ladies and gentlemen, thank you for standing by, and welcome to the Elevance Health Fourth Quarter Earnings Conference Call. At this time, all participants are in a listen-only mode. Later, we will conduct a question-and-answer session, where participants are encouraged to present a single question. If you wish to ask a question, please press star then one on your telephone keypad. You will hear a prompt that you have bee ...

Company News - ASML's ADRs rose 5% after reporting orders significantly exceeding investor expectations, driven by increased demand for AI computing workloads [3][5][17] - Seagate's stock increased by 8% following a strong second-quarter earnings report that surpassed expectations, along with a positive outlook [3] - Texas Instruments gained 7% after providing a favorable outlook, indicating improved demand in industrial and data center markets [3] - AT&T's shares rose 3% after reporting fourth-quarter profit and revenue that exceeded analysts' estimates, attributed to strong broadband subscriber growth [3] - C3.ai's stock surged 15% amid reports of merger talks with Automation Anywhere [3] - F5 Inc. jumped 8% after raising its revenue forecast for the fiscal year [3] - New Oriental Education's ADRs rose 6% after beating second-quarter estimates and increasing its annual net revenue forecast [3] - Corning's shares fell 3% after reporting fourth-quarter results and providing a disappointing outlook [3] - Elevance Health dropped 6% after giving an adjusted profit forecast for 2026 that fell short of Wall Street expectations [3] - Qorvo's stock fell 10% after issuing a weaker-than-expected outlook [3] Industry Trends - The tech sector is experiencing a rally, driven by strong earnings from semiconductor and memory companies, which is boosting the AI trade [1][4][6] - The Magnificent Seven stocks are mostly higher, with Nvidia, Alphabet, and Amazon showing gains, while Meta and Apple experienced slight declines [3] - The semiconductor, memory, and storage sectors are seeing significant gains due to positive earnings reports, particularly from ASML, Seagate, and Texas Instruments [3][4] - Asian equities are also benefiting from the tech rally, with notable gains in TSMC and SK Hynix [5][13] - The demand for AI memory is driving earnings growth for companies like SK Hynix, indicating a strong market for AI-related technologies [5][14]

3 Strategic Focus Areas Elevance Health 4Q 2025 Earnings Presentation January 28, 2026 Key Highlights 1 2025 Results Elevance Health fourth quarter operational results consistent with expectations 2 2026 Guidance & 2027 Outlook 2026 adjusted diluted EPS1 guidance of at least $25.50 2027 adjusted diluted EPS1 to grow at least 12%, off our ending 2026 earnings baseline Fourth Quarter & Full Year 2025 Results | Elevance Health | 4Q 2025 | 4Q 2024 | Change | 2025 | 2024 | Change | | --- | --- | --- | --- | --- ...

分组1 - Elevance Health reported quarterly earnings of $3.33 per share, exceeding the Zacks Consensus Estimate of $3.1 per share, but down from $3.84 per share a year ago, representing an earnings surprise of +7.30% [1] - The company posted revenues of $49.31 billion for the quarter ended December 2025, which was 0.45% below the Zacks Consensus Estimate, compared to $44.99 billion in the same quarter last year [2] - Elevance Health has surpassed consensus EPS estimates three times over the last four quarters, while also topping consensus revenue estimates three times in the same period [2] 分组2 - The stock has underperformed the market, losing about 7.9% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the upcoming quarter is $10.37 on revenues of $50.52 billion, and for the current fiscal year, it is $27.01 on revenues of $205.02 billion [7] - The Zacks Industry Rank indicates that the Medical Services sector is currently in the bottom 26% of over 250 Zacks industries, suggesting potential underperformance compared to higher-ranked industries [8]

Elevance Health stock was set to fall for second consecutive day Wednesday. ...

Core Insights - Elevance Health reported a fourth quarter net income of $547 million, reflecting ongoing challenges with healthcare costs impacting earnings [2][3] - The company is the second-largest health insurer in the U.S., operating under the Anthem brand and managing Medicaid contracts [4] Financial Performance - Net income increased by 31% to $547 million, or $2.47 per share, compared to $418 million, or $1.81 per share, in the previous year [8] - Total revenues rose by 9.5% to $49.7 billion, with operating revenue up 10% to $49.3 billion, driven by higher premium yields and growth in Medicare Advantage membership [9][8] Cost and Expense Ratios - The benefit expense ratio increased to 93.5% in the fourth quarter, up from 91.3% in the third quarter, indicating rising medical costs [6][8] - For the full year, the benefit expense ratio was 90.0%, an increase of 150 basis points year-over-year, attributed to elevated medical cost trends [7] Membership and Market Position - Elevance ended 2025 with 45.2 million health plan members, a 1% decrease from the previous year, primarily due to attrition in the Medicaid segment [9] - The company continues to expand its Carelon health services business, with operating revenue increasing by 27% to $18.7 billion [10] Strategic Focus - The CEO emphasized a commitment to improving affordability and access to healthcare, aiming for at least 12% adjusted earnings per share growth by 2027 through pricing discipline and targeted investments [10]

Key TakeawaysElevance Health (ELV) reported a Q4 2025 adjusted EPS of $3.33, exceeding estimates of $3.10, but missed on operating revenue and provided a 2026 adjusted EPS outlook of at least $25.50, below analyst expectations of $26.99.Danaher (DHR) delivered a strong Q4 2025 performance, with sales reaching $6.84 billion (above estimates of $6.79 billion) and adjusted EPS of $2.23 (beating estimates of $2.16), while its 2026 adjusted EPS guidance of $8.35 to $8.50 aligned with estimates.RTX (RTX) received ...

Elevance Health forecast 2026 profit below Wall Street expectations on Wednesday, as the health insurer expects higher medical costs to persist into the year. ...

U.S. stock markets are poised for a pivotal Wednesday, January 28th, 2026, as investors keenly await the Federal Reserve's latest interest rate decision and a flurry of earnings reports from influential technology giants. Premarket trading indicates a mixed but generally upward trend for futures, with the tech-heavy Nasdaq leading the charge, signaling continued optimism in the artificial intelligence (AI) sector.Premarket Activity and Futures MovementsAs the trading day begins to unfold, U.S. stock index f ...