Overview
Elevance Health Q3 2025 operating revenue rose 12% yr/yr to $50.1 bln
Adjusted EPS for Q3 2025 beats analyst expectations
Benefit expense ratio increased to 91.3%
Outlook
Elevance Health reaffirms FY 2025 adjusted EPS guidance of approximately $30.00
Company focuses on advancing affordability and improving member experience
Elevance Health plans for sustainable growth and value creation in 2026
Result Drivers
PREMIUM YIELDS - Higher premium yields in Health Benefits segment contributed to revenue growth
MEDICARE ADVANTAGE GROWTH - Growth in Medicare Advantage membership supported revenue increase
CAREYON ACQUISITIONS - Acquisitions in home health and pharmacy services boosted Carelon revenue
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q3 Operating Revenue |
| $50.1 bln |
|
Q3 Adjusted EPS | Beat | $6.03 | $4.93 (20 Analysts) |
Q3 EPS |
| $5.32 |
|
Q3 Benefit Expense Ratio |
| 91.30% |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 11 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the managed healthcare peer group is "buy"
Wall Street's median 12-month price target for Elevance Health Inc is $382.50, about 7.4% above its October 20 closing price of $354.07
The stock recently traded at 12 times the next 12-month earnings vs. a P/E of 11 three months ago
Press Release: ID:nBw8JbVSTa
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