earnings
confidence high
sentiment negative
materiality 0.80
Elevance Health Q4 adj. EPS $3.33 on higher medical costs; FY2026 adj. EPS guide $25.50, down from $30.29
Elevance Health, Inc.
2025-FY EPS
reported $25.21
vs consensus $3.13
▲ beat
(+705.9%)
- Q4 2025 GAAP diluted EPS $2.47; adjusted $3.33; operating revenue $49.3B (+10% YoY).
- Full year 2025 GAAP EPS $25.21; adjusted $30.29; operating revenue $197.6B (+13% YoY).
- Health Benefits segment Q4 adjusted operating loss of $0.2B; benefit expense ratio 93.5% (+110 bps YoY).
- FY2026 guidance: GAAP EPS at least $22.30; adjusted EPS at least $25.50; targeting 12% adjusted EPS growth in 2027.
- Returned $4.1B to shareholders in 2025; quarterly dividend raised to $1.72 per share.