What Elevance Health's latest 10-Q says: 6 signals
Elevance Health filed its latest 10-Q with the SEC on Jul 15, 2026. It discusses capex increase, competitor named and market expansion.
Public (ELV)Medical - Healthcare Plans10,000+ employeeselevancehealth.comLinkedIn
- Filed
- Jul 15, 2026
- Filings
- 2
- Signals
- 13
10-Q · latest 10
What Elevance Health's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 6 signals
Elevance flags risk of non-compliance in pharmacy agreement with competitor Caremark (CVS Health).
The company highlights a risk of 'non-compliance' in its critical pharmacy services agreement with CaremarkPCS Health, L.L.C.
CaremarkPCS Health, L.L.C.
Elevance Health is under scrutiny from CMS, its primary regulator, with a notice of possible sanction categorized as threatened litigation.
Elevance is well-capitalized for growth, citing a $5 billion credit facility and an unlimited shelf registration for 'possible acquisitions or business expansions.' This financial readiness points to upcoming M&A and expansion activities, which will trigger needs for system integration, consulting, and new technology solutions.
$5B
5-Year revolving credit facility available for acquisitions and business expansions
The company has a significant share repurchase program, having spent $234M in Q2 and with $5.34B still authorized as of June 2026.
$5.3B
Remaining authorization for share repurchase program
- SEC EDGAR
10-Q
Filed · 7 signals
Elevance flags risk of non-compliance with its critical pharmacy services agreement with Caremark.
The company highlights its dependency on its pharmacy services agreement with CaremarkPCS Health, L.L.C., and the associated risk of non-compliance.
CaremarkPCS Health, L.L.C.
Elevance Health has access to over $10B in credit and financing for acquisitions and expansion
The company has a $5B revolving credit facility and a $5B commercial paper program, with proceeds intended for financing acquisitions and business expansions.
$10B
Sum of $5B credit facility and $5B commercial paper program available for acquisitions and expansion
Elevance has access to $10B in credit and commercial paper for strategic initiatives and expansion.
The company has a $5 billion revolving credit facility and a $5 billion commercial paper program for general corporate purposes, including business expansions and investments.
$10B
Combined value of 5-Year Facility ($5B) and commercial paper program ($5B).
S&P Global RatingsFitch Ratings, Inc.Moody’s Investor Service, Inc.AM Best Company, Inc.
Elevance Health drew down $724 million from its commercial paper program in Q1 2026.
The company's outstanding commercial paper balance increased from zero to $724 million in the first quarter, indicating a significant use of short-term debt to fund corporate activities.
$724M
Increase in outstanding commercial paper balance during Q1 2026
Elevance Health confirms increased capital expenditures on property and equipment in Q1 2026.
The company reported that cash used for 'increased purchases of property and equipment' was a factor in its cash flow changes for the quarter.
Elevance Health faces risk to its Blue Cross and Blue Shield Association licenses
The company highlights risks that could negatively affect its licenses with the BCBS Association, a core part of its brand identity and market access.
Blue Cross and Blue Shield Association
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Elevance Health earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Allocating hundreds of millions for AI, automation, and core systems modernization.The company is making a discrete investment of 'several hundred million dollars' in 2026 to deploy AI into clinical workflows, automate processes, and modernize systems. This signals a large, active budget for technology vendors focused on efficiency, AI, and digital experience. | |
| Facing significant Medicaid margin decline of at least 125 basis points in 2026.Leadership is forecasting a major profitability hit in the Medicaid segment due to rising costs and lagging state rate updates. This creates immense pressure to find cost-containment solutions, improve operational efficiency, and enhance care management. | |
| Forecasting Medicaid margin to decline by at least 125 basis points in 2026.Executives anticipate a significant profitability challenge in the Medicaid business due to rate-acuity misalignment and elevated utilization, creating an urgent need for solutions that can bend the cost curve and improve program effectiveness. | |
| Investing to improve Medicare Star ratings and member experience.Improving Medicare Star ratings is a key initiative with dedicated investment, having already boosted the percentage of members in 4+ star plans from 40% to 55%. This creates opportunities for vendors with solutions for member engagement, quality analytics, and care coordination. | |
| Focusing on integrating acquisitions and scaling Carelon's external business.After years of acquisitions, the strategic focus has shifted to integrating assets like CareBridge and Kroger Specialty Pharmacy and scaling to onboard new, large clients. This creates needs for data integration, client onboarding platforms, and operational efficiency tools. | |
| Carelon division driving double-digit external revenue growth.The Carelon services and pharmacy segment is a key growth engine, expanding external client relationships and scaling its offerings. Investments are being made to support new client onboarding and expand into upmarket accounts. |
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One POST /v1/companies/enrich call with elevancehealth.com returns Elevance Health 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"elevancehealth.com","signal_types":["sec-10q"],"limit":20}'Questions about Elevance Health 10-Q
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .