Ritter Daniher Financial Advisory LLC DE Increases Stake in Elevance Health, Inc. $ELV

Ritter Daniher Financial Advisory LLC DE raised its position in shares of Elevance Health, Inc. (NYSE:ELV) by 247.1% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,200 shares of the company’s stock after purchasing an additional 2,278 shares during the quarter. Ritter Daniher Financial Advisory LLC DE’s holdings in Elevance Health were worth $1,034,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Activest Wealth Management raised its holdings in Elevance Health by 66.7% in the 3rd quarter. Activest Wealth Management now owns 85 shares of the company’s stock worth $27,000 after acquiring an additional 34 shares during the last quarter. Vermillion & White Wealth Management Group LLC increased its holdings in shares of Elevance Health by 94.9% in the 2nd quarter. Vermillion & White Wealth Management Group LLC now owns 76 shares of the company’s stock worth $30,000 after purchasing an additional 37 shares in the last quarter. BOK Financial Private Wealth Inc. purchased a new position in shares of Elevance Health in the second quarter worth $32,000. Motco lifted its holdings in shares of Elevance Health by 334.8% during the third quarter. Motco now owns 100 shares of the company’s stock valued at $32,000 after purchasing an additional 77 shares in the last quarter. Finally, True Wealth Design LLC lifted its holdings in shares of Elevance Health by 431.8% during the third quarter. True Wealth Design LLC now owns 117 shares of the company’s stock valued at $38,000 after purchasing an additional 95 shares in the last quarter. Institutional investors own 89.24% of the company’s stock.

Elevance Health Trading Up 1.3%

Shares of ELV stock opened at $346.33 on Friday. The company has a market cap of $76.97 billion, a price-to-earnings ratio of 13.79, a PEG ratio of 1.86 and a beta of 0.51. The company has a debt-to-equity ratio of 0.70, a current ratio of 1.54 and a quick ratio of 1.56. The firm has a fifty day moving average price of $351.21 and a 200-day moving average price of $328.99. Elevance Health, Inc. has a 1 year low of $273.71 and a 1 year high of $458.75.

Elevance Health (NYSE:ELV) last issued its quarterly earnings results on Wednesday, January 28th. The company reported $3.33 EPS for the quarter, topping analysts’ consensus estimates of $3.10 by $0.23. Elevance Health had a return on equity of 15.59% and a net margin of 2.84%.The business had revenue of $49.31 billion during the quarter, compared to analysts’ expectations of $49.52 billion. During the same quarter in the prior year, the business posted $3.84 earnings per share. The business’s quarterly revenue was up 9.6% on a year-over-year basis. Elevance Health has set its FY 2026 guidance at 25.500- EPS. As a group, equities analysts predict that Elevance Health, Inc. will post 33.96 earnings per share for the current year.

Elevance Health Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, March 25th. Shareholders of record on Tuesday, March 10th will be issued a dividend of $1.72 per share. This is an increase from Elevance Health’s previous quarterly dividend of $1.71. This represents a $6.88 annualized dividend and a yield of 2.0%. The ex-dividend date of this dividend is Tuesday, March 10th. Elevance Health’s payout ratio is presently 27.96%.

More Elevance Health News

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

• Positive Sentiment: Q4 EPS beat estimates: ELV reported $3.33 EPS vs. $3.10 consensus and revenue growth year-over-year, helped by higher premiums and strong Carelon revenues—an outcome investors often reward. Elevance Health Q4 Earnings Beat Estimates on Increasing Premiums
• Positive Sentiment: Dividend bump: the company raised its quarterly dividend to $1.72 (annualized yield ~2.0%), a small cash-return signal that can support the share price.
• Positive Sentiment: Brokerage sentiment remains constructive: ELV retains an average “Moderate Buy” recommendation from brokers, which can underpin demand as investors digest guidance. Elevance Health, Inc. (NYSE:ELV) Given Average Recommendation of “Moderate Buy” by Brokerages
• Neutral Sentiment: Full Q4 materials and call transcript are available for investors wanting detail on membership, margins and Carelon performance; these provide context but don’t change the headline story. Elevance Q4 Slide Deck / Press Release
• Negative Sentiment: 2026 EPS guide misses Street: management set FY2026 EPS ~25.50, below the ~26.89 consensus, citing elevated medical costs—this is the primary driver of selling pressure and re-rating risk. Elevance forecasts 2026 profit below estimates on elevated medical costs (Reuters)
• Negative Sentiment: Margin and membership pressures: analysts flag medical membership declines, rising medical expenses and margin pressure that shape a weaker revenue/outlook profile for 2026. ELV Q4 Deep Dive: Margin Pressures and Membership Shifts Shape 2026 Outlook
• Negative Sentiment: Medicare Advantage headwinds: the CMS proposed a very small 2027 MA rate increase (0.09%), a regulatory signal that intensified recent volatility and limited upside. Health Insurance Stock Could Rebound Off Historically Bullish Signal

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. The Goldman Sachs Group assumed coverage on Elevance Health in a research report on Tuesday, October 14th. They issued a “neutral” rating and a $343.00 target price for the company. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $332.00 price objective on shares of Elevance Health in a report on Thursday. Mizuho set a $413.00 target price on shares of Elevance Health in a report on Friday, January 9th. Robert W. Baird lifted their target price on shares of Elevance Health from $297.00 to $340.00 and gave the stock a “neutral” rating in a research report on Thursday, December 11th. Finally, Guggenheim lowered their price target on Elevance Health from $414.00 to $396.00 and set a “buy” rating on the stock in a report on Thursday. Twelve research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $398.00.

About Elevance Health

Elevance Health, Inc (NYSE: ELV) is a large U.S.-based health benefits company that provides a broad range of health insurance products and related services. Headquartered in Indianapolis, the company rebranded from Anthem, Inc to Elevance Health in 2022 while continuing to operate consumer-facing health plans under established state and national brands. Gail Boudreaux serves as chief executive officer and president, leading the company’s strategic focus on integrated health care and benefit delivery.

Elevance’s core activities include offering medical and specialty health plans for individuals, employers and government programs, including Medicare and Medicaid managed-care products.