Elevance Health, Inc. $ELV Stock Sold by Lawson Kroeker Investment Management Inc. NE

Lawson Kroeker Investment Management Inc. NE decreased its holdings in shares of Elevance Health, Inc. (NYSE:ELV) by 7.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 22,446 shares of the company’s stock after selling 1,753 shares during the quarter. Elevance Health accounts for approximately 2.7% of Lawson Kroeker Investment Management Inc. NE’s holdings, making the stock its 15th biggest position. Lawson Kroeker Investment Management Inc. NE’s holdings in Elevance Health were worth $8,727,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. BlackRock Inc. purchased a new stake in Elevance Health in the 2nd quarter worth about $7,344,424,000. State Street Corp grew its stake in Elevance Health by 1.3% during the 2nd quarter. State Street Corp now owns 10,426,610 shares of the company’s stock valued at $4,032,283,000 after acquiring an additional 137,914 shares in the last quarter. Wellington Management Group LLP grew its stake in Elevance Health by 12.0% during the 2nd quarter. Wellington Management Group LLP now owns 9,213,513 shares of the company’s stock valued at $3,563,142,000 after acquiring an additional 984,976 shares in the last quarter. First Eagle Investment Management LLC increased its holdings in shares of Elevance Health by 1.4% in the 2nd quarter. First Eagle Investment Management LLC now owns 4,188,196 shares of the company’s stock valued at $1,619,701,000 after purchasing an additional 55,905 shares during the period. Finally, Bank of New York Mellon Corp acquired a new position in shares of Elevance Health in the 2nd quarter valued at about $1,246,349,000. 89.24% of the stock is owned by institutional investors and hedge funds.

Elevance Health Stock Performance

Shares of ELV stock opened at $440.05 on Friday. The company has a debt-to-equity ratio of 0.68, a current ratio of 1.47 and a quick ratio of 1.52. Elevance Health, Inc. has a fifty-two week low of $274.84 and a fifty-two week high of $450.69. The stock’s 50-day moving average is $408.32 and its two-hundred day moving average is $390.89. The firm has a market cap of $95.43 billion, a P/E ratio of 18.77, a PEG ratio of 2.32 and a beta of 0.70.

Elevance Health (NYSE:ELV) last posted its quarterly earnings results on Wednesday, October 21st. The company reported $6.99 earnings per share for the quarter, topping analysts’ consensus estimates of $4.71 by $2.28. The company had revenue of $50.44 billion during the quarter, compared to the consensus estimate of $49.28 billion. Elevance Health had a return on equity of 14.97% and a net margin of 2.55%. The business’s quarterly revenue was up .7% on a year-over-year basis. During the same period last year, the business earned $6.03 EPS. Analysts predict that Elevance Health, Inc. will post 27.09 earnings per share for the current fiscal year.

Elevance Health Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Friday, December 18th. Investors of record on Friday, December 4th will be given a dividend of $1.72 per share. This represents a $6.88 annualized dividend and a yield of 1.6%. The ex-dividend date of this dividend is Friday, December 4th. Elevance Health’s dividend payout ratio (DPR) is presently 29.34%.

Insiders Place Their Bets

In other Elevance Health news, CFO Mark Kaye sold 10,584 shares of Elevance Health stock in a transaction that occurred on Thursday, October 22nd. The shares were sold at an average price of $440.13, for a total value of $4,658,335.92. Following the completion of the sale, the chief financial officer directly owned 19,919 shares in the company, valued at $8,766,949.47. The trade was a 34.70% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Insiders own 0.34% of the company’s stock.

Key Headlines Impacting Elevance Health

Here are the key news stories impacting Elevance Health this week:

• Positive Sentiment: Third-quarter adjusted earnings per share rose 15.9% and exceeded consensus, while revenue also topped expectations. Elevance raised its 2026 adjusted EPS outlook to at least $29, citing disciplined cost management and improved medical-cost trends. Elevance Health Q3 Results
• Positive Sentiment: Carelon’s expansion and clinical programs remain growth drivers; its cancer program reportedly reduced avoidable inpatient admissions by 15%. Management also highlighted actions intended to improve Medicaid profitability. ELV Q3 Deep Dive
• Positive Sentiment: TD Cowen raised its price target to $495 from $465 and maintained a Buy rating, indicating continued confidence in the earnings recovery. TD Cowen Rating
• Positive Sentiment: Elevance declared a quarterly dividend of $1.72 per share, supporting its shareholder-return profile. Elevance Health Dividend
• Neutral Sentiment: Elevance appointed Jeff Park as president of Carelon in a services leadership shift. The move may support execution, but its financial impact is not yet clear. Carelon Leadership Shift
• Neutral Sentiment: Morgan Stanley lifted its target to $449 from $404 but retained an Equal Weight rating, suggesting limited upside after the recent advance. Morgan Stanley Rating
• Negative Sentiment: Officer Mark B. Kaye disclosed an intent to sell 10,584 shares valued at approximately $4.66 million. While the sale may be routine, it can weigh on sentiment near a 52-week high. Officer Share Sale
• Negative Sentiment: Analysts continue to flag sustainability risks: nine-month operating gain declined, and Medicaid margins remain under pressure. Robert W. Baird kept a Neutral rating with a $406 target, below the current trading level. Elevance Health Earnings Analysis

Wall Street Analyst Weigh In

ELV has been the subject of a number of research analyst reports. Cantor Fitzgerald increased their price target on shares of Elevance Health from $400.00 to $450.00 and gave the stock an “overweight” rating in a research report on Tuesday, July 7th. Mizuho set a $490.00 price objective on shares of Elevance Health in a research report on Friday. Robert W. Baird upped their price objective on shares of Elevance Health from $393.00 to $406.00 and gave the company a “neutral” rating in a research note on Thursday. Wall Street Zen downgraded shares of Elevance Health from a “buy” rating to a “hold” rating in a research report on Sunday, July 12th. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Elevance Health in a research report on Thursday, August 13th. Fifteen research analysts have rated the stock with a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Elevance Health has an average rating of “Moderate Buy” and a consensus target price of $455.57.

Elevance Health Profile

Elevance Health, Inc (NYSE: ELV) is a diversified health benefits company that provides health insurance and related services in the United States. Its offerings serve employers, individuals and families, as well as members of government-sponsored programs, including Medicare and Medicaid. The company provides medical, pharmacy, behavioral health and other benefits through a range of health plans and specialty products.

Elevance Health operates its health benefits businesses through a portfolio that includes Blue Cross and Blue Shield-affiliated plans and other insurance offerings.